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Can we set field "close opportunity" as "NO". When we create the order through quotes in D365.
We want to set as No by default when we create order. through quotes.
Unfortunately at the moment this dialog is not customizable. So either you decide to leave it as it is or you will have to create a custom dialog to replace the current one.
Could you help me about this dialog. where this dialog and fields comes .
You cannot do this OOB.
I won’t recommend creating a dialogue/custom web resource as you have to mimic all behind the scenes processes including:
Creating an order (by copying Quote Details)
Create Order Lines (by copying Quote Lines)
Above steps requires custom code activities.
Furthermore, in future upgrades you have to update your code if new features are introduced in this particular function.
I would recommend to educate user instead of going through this hustle. Still if you are up for it, let me know will guide you through the customization process.
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