Breaking news from around the world
Get the Bing + MSN extension
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | View virtual launch event
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
Hello CRM365 MVPs,
When a Quote is closed, an activity is created in the Timeline as shown in the picture below
But it contains the standard Quote ID field, which we never use in the Quote process. We created a custom field Quote Number to replace the Quote ID.
Is there a possible OOB way to replace the standard Quote ID with custom Quote Number to appear in the Timeline? If not, how do I fix this programmatically?
Unfortunately there is no OOB ways to do it.
In fact, we could select what fields display on the timeline but "Quote Close" does not support any customizations.
As you can see in the above picture, we could not add a card form for "Quote Close" form and so that we could not choose it in the entity list.
Hope it helps.
Business Applications communities