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Customer experience | Sales, Customer Insights,...
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closing an opportunity as won, problems with the offer due to the active status

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Posted on by 41
I can't close an opportunity as won when I have an active offer, even though I used to be able to. Why is that?
The "Close Offer as Won" button doesn't appear for me; it only appears if I create an order.
 


Previously, I could close even if I was active.
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  • CU22041105-0 Profile Picture
    61 on at

    You cannot close the opportunity as "Won" because it has open, active, or draft quotes (offers) linked to it.

    Microsoft Dynamics 365 Sales requires all related quotes to be finalized before an opportunity can be closed.

    The Fix

    To close the opportunity, you must first close the active quote(s):

    1. Go to the Quotes tab or section inside that specific opportunity.

    2. Open any quote that is currently in a Draft or Active state.

    3. Click Close Quote in the top menu bar.

    4. Set the status of the quote (e.g., choose Revised if you are making a new one, or Canceled if it’s dead).

    5. If the final offer was accepted, you can also choose Create Order from the quote itself, which will automatically close both the quote and the opportunity as Won.

    Once no open quotes remain, the system will let you close the opportunity normally.

  • SG-25031541-0 Profile Picture
    41 on at
    Siempre ha funcionado así, porque antes podía cerrarlo aunque estuviera activo.?

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