Personalized Community is here!
Quickly customize your community to find the content you seek.
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
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
Hello,I have created a Quote & after approval the status is Active.For this Active Quote, I have converted it to Order where during the conversion process, I have closed the Opportunity WON & also Quote to Won.But in my view, the Quote status still shows Active. How do you change the status now to WON?
Would you please describe that how you convert the quote to an order?
If you convert it by clicking the "Create order" button in the following screenshot, a close form of the quote will pop up and the status of the quote will be filled as Won automatically.
After converting, the status of the quote should be Won instead of Active.
I have followed the same steps,
Once you click on the create order butting, there opens the tab where I had marked the status as WON.
Also, my Opportunity for this Quote is also closed as WON.
Please check if there is any workflow / flow targeting at the Quote or Quote Close Entity, which may change the status of the quote.
I have not created any flow for this.
FLow is only created where the User without the Quote being approved cannot create Order.
Business Applications communities