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Customer experience | Sales, Customer Insights,...
Suggested Answer

Close Quote Buttons Missing in Unified Interface

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Posted on by 100

Hi everyone - I'm missing the buttons for "Quotes" in the ribbon to Close a quote (Close as Accepted/Close as Denied) - they show up in the ribbon workbench but I still don't see them in the main form.  Can anyone help?  Thanks!

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  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at

    Hi Plesq,

    This article explains how to fix the missing buttons issue on the Dynamics 365 CRM unified interface.

  • plesq Profile Picture
    100 on at

    Thanks - unfortunately this was already set to Yes by default so didn't do the trick :(

  • gisiquei Profile Picture
    on at

    Hi plesq , I would also  check if your instance has solutions that might be missing updates (eg.Sales, Project Service and Field Service).

    Also, please double check if potentially the ribbon on quote has no customizations.

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    HI,

    If you are using CRM Online then you use below approach to debug your ribbon button.

    xrmdynamicscrm.wordpress.com/.../

    Please mark my answer verified if i were helpful

  • plesq Profile Picture
    100 on at

    That's a useful resource thanks for sharing Bipin.  Can someone take a look and tell me what they think is causing the issue and how to resolve?

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