Introduction:
In this blog, we will see how to close all Quotes of individual opportunities by using the ‘Close all Quotes’ button which is situated on the ribbon bar of the Opportunity entity.
Scenario:
We have one Opportunity with multiple Quotes which are in ‘Draft’ status. Due to some product irrelevancy, we have lost the opportunity. So now we tried to Close the Opportunity as Lost but when we triggered the Close as Lost Opportunity option a validation message was triggered instead. The validation message we received is given below:
As per the above message, we have to close all the Quotes related to the current opportunity. To do this, we have to open each and every Quote of the current Opportunity record and individually close each of them by using the ‘Close as Lost’ option.
Solution:
In the recent release of Dynamics 365 CRM, they have provided solution for the problem described in the above scenario. A new button is added on the opportunity entity ribbon bar…
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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