web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Can't Recall the Oppor...
Customer experience | Sales, Customer Insights,...
Unanswered

Can't Recall the Opportunity

(0) ShareShare
ReportReport
Posted on by AE-11051216-0
I need to recall the opportunity at its closed won stage and return it to negotiation to change the billing from 80/20 to 100. this is the opportunity number: OP-000718452
Screenshot 2026-05-11 151748.png
Categories:
Dynamics 365 Sales
I have the same question (0)
  • Assisted by AI
    Saif Sabri Profile Picture
    Saif Sabri 6 on at

    You can reopen (recall) a Closed Won Opportunity to move it back to the Negotiation/In Progress stage and make changes (e.g., update billing terms on the quote).

    Steps to Reopen the Opportunity:

    1. Go to Sales Hub → Opportunities.
    2. Switch the view to Closed Opportunities (important — active opportunities view won't show it).
    3. Open the record OP-000718452 (CRS_EG_Quant_T&T_Gourmet Gold).
    4. On the command bar (top of the form), click Reopen Opportunity.

    After reopening:

    • The Opportunity status will change back to Open (usually to the stage it was in before closing, or you can move it to Negotiation).
    • You can then edit the Main Quote, update the billing split from 80/20 to 100%, and re-close it as Won once done.

    Notes:

    • The Reopen Opportunity button should appear on the command bar when the record is open. If you don't see it, ensure you have the necessary security role privileges (typically "Reopen Opportunity" privilege on the Opportunity entity).
    • Reopening will create a new Opportunity Close activity record internally.
    • After making changes to the quote/billing, you can close the opportunity again as Won.

    If the Reopen Opportunity button is missing or grayed out, let me know your exact Dynamics 365 version (Sales Professional/Enterprise) and any error messages — it could be a security role or business process flow configuration issue.

    Let me know if you need help with the quote changes after reopening!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 94 Super User 2026 Season 1

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 69 Most Valuable Professional

#3
11manish Profile Picture

11manish 68

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans