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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Closing Project Quote as Won not working.

(0) ShareShare
ReportReport
Posted on by 4

Closing a project quote as won ("Close as Won") not working. No change in quote status, no Project Contract Draft created, no error.  No clue. 

I click "Close as Won", I get a confirmation window ("Are you sure...") and I click "OK".  It just says "Processing" for a few seconds, then goes back to the quote screen with nothing changed.  I expect to see a Project Contract creation dialog box. 

I'm using Dual Write to F&O.  I can create a project in Project Operations and see that project in F&O.  I can create a quote and project contract manually in Project Operations, but do NOT see those created in F&O. 

Please assist.  Thanks in advance.

I have the same question (0)
  • Verified answer
    huijij Profile Picture
    19,811 on at

    Hi sir,

    It looks like a bug,if the issue persists,suggest you raise a ticket with Microsoft.

  • ProjectOpsWannaBe Profile Picture
    12 on at

    I see the same behavior.  Created Lead -> Opportunity (work based) -> quote.  Imported quote lines from project for estimates.  Everything looks good.  Try to close quote as won.  NOTHING happens.  It says processing for about 20 seconds and then comes back.  No change in status, no draft project contract.  We are on a trial version so cannot open a ticket.  Any help would be appreciated. @Dual Writer did you get any feedback from MSFT?

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 467 Super User 2025 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 420 Most Valuable Professional

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 241 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans