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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Closing Opportunities ...
Microsoft Dynamics CRM (Archived)

Closing Opportunities from Quotes

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Posted on by Santiago Carbonell 313

Hi,

I've some doubts how to use Opportunities and Quotes, One example:

I've created an Opportunity with 2 products and a Quote with the same 2 products because I think that my Customers will buy all of them. Then I talk with my Customer and only wants 1 product, so I create from the Opportunity a second Quote but only with 1 product. I win this second Quote, so I create an order and automatically close the Opportunity as win, but...

What have you won? Only 1 product, not the 2 products... At the Opportunity appears as win and at 100% of CloseProbability... but this is not true, because I win 1 product, but I lost the other...

How can I represent this?

I don't know if before closing the second Offer, I need to change the Opportunity to reflect exactly what you are going to win.

Thanks

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  • Verified answer
    nplima Profile Picture
    nplima 540 on at
    RE: Closing Opportunities from Quotes

    Hi

    I'd agree with Kyle. The products in the opportunity are completely separated from those in the quote.

    The way I see it, you should use the Opportunity Products XOR the Quote Products for analysing the Products that are in your sales pipeline. If you try to use both, then you will probably have either a mismatch like what you described, or you'll have to convince your sales/admin people to be constantly updating too many things for each sales opportunity.

    The way I see it, if you need to have a quotation process and all its interactions represented and recorded in CRM, you should use the Quote Products. When the sale is closed, that's when you have the final update of what the sale was worth and what else needs to be done to fulfil the order.

    If your quotes and orders are handled elsewhere (like a ERP, with finance integrated with stock management) then you might be happier to use the Opportunity in CRM as a simple repository for the who, what, how much and when of the sale. That's when I'd use Opportunity Products and not the Quotes.

    @NP_Lima

  • Community Member Profile Picture
    Community Member on at
    RE: Closing Opportunities from Quotes

    Hello Satiago.

    Go back to the Opportunity and delete the first Quote and make your adjustments. Create a new Quote.

    or you can revise the first quote. When you create an Order make your adjustments for the pricing.

    _damon

  • Verified answer
    kyleknab Profile Picture
    kyleknab 517 on at
    RE: Closing Opportunities from Quotes

    I wouldn't worry about forcing the line items on an opportunity to line up exactly with a single won quote that is connected to it, because a single opportunity can be broken into multiple quotes, all of which are won separately and reflective of only part of the original opportunity.  When you convert a quote to an order, you only have the option to update the actual revenue on the opportunity, not its constituent line items.  If one quote represents only a portion of its parent opportunity, I suggest NOT updating the opportunity at that time.  As you generate other quotes off that opportunity, you can close the opp when you close the final quote, and then the actual revenue on the opportunity will be a sum of all of its children quotes.

    As far as counting the quantities of products you're selling...obviously the opportunity is now out of date.  So report on your quote or orders, because it sounds like they are where you truly decide your "real" numbers. :)

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