while closing opportunity as won/lose whatever Quotes(Draft Quote) its has should automatically delete then after opportunity close.

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Posted on by BhavikPatel

Please let me know how I can do this kind of functionality. (Plugins/Workflow or any other ways)

1. while any opportunity has any draft/active quotes and trying to click on close that opportunity as won/lose it shows an alert pop up (There are still active or draft quotes associated with this project. These must be closed before the project can be closed.)

I want functionality like when I click on Close that opportunity as won/lose, Draft quotes should be deleted from that opportunity and then after opportunity should be close. so I want to prevent above alert pop-up message and execute the further process.

I am using CRM 2015 On-Premise version.

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Brandon Sambat on at

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You can review the following article - www.crmug.com/.../viewthread

This user seems to have created a custom workflow that would update the quote record.

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gisiquei on at

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Hello, You can also try to invest in Power Automate Flows to interact with these records .

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