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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / sales Quote Sorting Pr...
Customer experience | Sales, Customer Insights,...
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sales Quote Sorting Print rows

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Posted on by Samantha73 2,581
Hi All
Is there a way to change the row order once a quote is created for example line 1 move down ? This is for printing so the printout comes with sorting of rows however we like. Can the word print designer handle and extra field with numeric values for sorting? I could nt find and on screen option to do so. Can a customisation work with a column for manual numbers for sorting
Categories:
Microsoft Dynamics CRM
  • Suggested answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 1,462 Super User 2025 Season 1 on at
    sales Quote Sorting Print rows
    Hello Samantha,
     
    You're right, there's no direct drag-and-drop or built-in reordering of Quote product lines (Quote Line Items) within the Dynamics 365 Sales Quote form. 
     

    Here's a simple way to use Power Automate to print your quote lines in a specific order:

    1. Save your quote template in OneDrive: Store your quote print template in your OneDrive.

    2. Use Power Automate: Create a Power Automate flow.

    3. Fill the template: Use Power Automate to fill in the template with your quote data.

    4. Sort the lines: In Power Automate, sort the quote lines how you want them.

    5. Make a PDF: Use Power Automate to turn the filled template into a PDF.

      6.  

    Important: This takes time to set up, but it gives you control over the order of your printed quote lines.

     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.
     
    My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.
     
    Regards,
    Daivat Vartak
  • Samantha73 Profile Picture
    Samantha73 2,581 on at
    sales Quote Sorting Print rows
    The field created on doesn't work as we are trying to re=sort after creating so the original order of rows need to be changed something like UP/DOWN arrows in other ERP systems where you can re-sort or some customisation if its possible 
  • Suggested answer
    Jimmy Passeti | MVP Profile Picture
    Jimmy Passeti | MVP 259 Super User 2025 Season 1 on at
    sales Quote Sorting Print rows
    Hello,
     
    There is a field called "Created on" that is always updated with the date and time that the record is created.
    What about use this field to sort your view?
     
    Regards,
    Jimmy Passeti | Microsoft MVP
    ✅ Please mark as Verified if this answered your question!

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