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 :
Customer experience | Sales, Customer Insights,...
Answered

Wrong Button in Quote Form in D356 Sales

(0) ShareShare
ReportReport
Posted on by 97

Hello, 

I am facing a Problem in the CRM where there is a button in the Quote form "Create Invoice" where it should be "Create Order".

when pressing on this button an order and an invoice are being created from the quote.

please note that in the Ribbon workbench  the button shown in the quote form in "Create Order".

can any body explain this? and how can i replace this button with "Create Order" button ?

kindly find the attached pictures below.

0755.Quote.PNG 
 8206.Ribbon-WorkBench.PNG

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    on at

    Hi Amer Azzam,

    Please right-click create order button and customize Command to check whether there is any custom rules to hide this button. My command is like this:

    pastedimage1642571149897v1.png

    And it seems that there is a button between Create Order and Revise button, please check it's id is same as the Create Invoice button(In your first screenshot) or not. If yes, hide it.

    You can press F12 to do this:

    pastedimage1642571555159v2.png

  • Verified answer
    Amer Azzam Profile Picture
    97 on at

    Hello Steve Zhao,

    Yes the Button between the Create Order and Revise button was the "Create invoice" button. so I hid it.

    and I made the "Create Order " visible by Enable the Option below.

    3730.quote.PNG

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 > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 137 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 57

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans