Breaking news from around the world
Get the Bing + MSN extension
Now Available in Community - MBAS 2019 Presentation Videos
Catch the most popular sessions on demand and learn how Dynamics 365, Power BI, PowerApps, Microsoft Flow, and Excel are powering major transformations around the globe. | View Gallery
2019 release wave 2 Discover the latest updates to Dynamics 365Release overview guides and videos Release Plan | Early Access Availability
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Talent TechTalks | Upcoming TechTalks
If you have closed a quotation as won and the order has been fulfilled, can you re open the quote and amend, without deleting the quote
Hi Jackie Berry,
This article explains how to reopen Quote records with a workflow.
you can use excel import and export method to override the value too.
- I am going to change the description for a won quote
export the quote and update the description
import the quote
The above are all good ways.
In addition, you could also open the quote in Excel online.
Do not select any records in the quote list, click the EXPORT TO EXCEL button on the command bar, and then click the Open in Excel Online button.
We can modify its Status field. Then click the SAVE CHANGES TO DYNAMICS 365 button.
Refresh the current page. The properties of quote are updated.
Hope this helps.
Is your problem solved? Any other questions?
Don't forget to mark verified answers, which will help other users with the same theme. :)
Business Applications communities