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6How to prevent users from selecting an expired Price List in Dynamics 365 CE?
We are using Dynamics 365 CE (Sales) and have Price Lists with Start Date and End Date defined.
Even when a Price List is expired (End Date < today), users are still able to:
- See it in the Price List lookup
- Select it on an Opportunity (as long as the Price List record is Active)
- Continue using it, especially in revisions of existing opportunities
I understand this might be out‑of‑the‑box behavior, but from a business perspective we want to:
- Prevent users from selecting expired Price Lists for new Opportunities
- Still allow expired Price Lists for existing Opportunities / revisions if needed
Questions:
- Is there any out‑of‑the‑box configuration to automatically block expired Price Lists?
- What is the recommended approach:
- Custom lookup view?
- Business rule / JavaScript?
- Plugin / Power Automate?
- How do others handle this while keeping revisions and historical pricing intact?
Any best practices or real‑world approaches would be appreciated.
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