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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / add new option field t...
Customer experience | Sales, Customer Insights,...
Suggested Answer

add new option field to close quote pop up screen

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Posted on by Samantha73 3,247
Hi All
Is there a way to add a new field with custom reason codes when closing a quote and make it mandatory?
Categories:
Dynamics 365 Sales
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  • Suggested answer
    Jimmy Passeti Profile Picture
    Jimmy Passeti 665 Most Valuable Professional on at
    Hello,
    Unfortunately there's no easy way to do this like there is for opportunity, for example.
    For quotes, you need to create another button, completely customized from scratch, and create the rule the way you want.
     
    Regards,
    Jimmy Passeti | Microsoft MVP
    ✅ Please mark as Verified if this answered your question!
  • Suggested answer
    Hamza H Profile Picture
    Hamza H 1,807 on at
    Yes, you can add a custom reason code field when closing a quote using a Business Process Flow (BPF).
    • Add the custom field (e.g. Reason Code) to the Quote entity.
    • Edit the BPF, add a "Close" stage, and include the field.
    • Set the field as Required in the BPF.
    This ensures users must select a reason before completing the quote process. 
     
     How to Add and Require a Field in a Business Process Flow (BPF)
    1. Go to Power Apps > Solutions
    2. Open the solution containing your Business Process Flow (or create one).
    3. Select and edit the BPF related to the Quote entity.
    4. In the desired stage (e.g., "Close"), click + Add ➜ Add Data Step.
    5. Choose your Option Set (Choice) field (e.g., Reason Code).
    6. Click on the step and set it to Required using the toggle or properties pane.
    7. Click Save, then Activate the BPF.
     
     
    ✅ Please mark as Verified if this answered your question!

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