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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Closing Quote; asks if...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Closing Quote; asks if I wish to close Opportunity as well

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Posted on by wperkinson3 2

I have a quote with an open opportunity on it.

I have the quote record open and I close it as "Won"  The dialog asks if I wish to close opportunities as well.

When it comes up to close the opportunity, it is only giving me the options for closing the opportunity as lost.

Why would the window for closing the opportunity not match the fact that I closed the quote as Won?

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  • Suggested answer
    furkank Profile Picture
    furkank 535 on at

    Hi,

    When you create Order from an "Active" Quote, it asks you if you want to Close Opportunity as well. If you select Yes, it closes Opportunity as "Won". "Creating" order means, Quote is accepted by the customer and you can proceed to the Order. If you "Close" quote, that means you lost that offer.

  • Suggested answer
    wperkinson3 Profile Picture
    wperkinson3 2 on at

    Thank you for the response.  I forgot that is the behavior of "Close Quote"  Your response does answer my question.

    I have also found that the ribbon has been customized, so I will need to investigate a little further to see exactly what is being called when the buttons are selected.

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