News and Announcements icon

Dynamics 365 CommunityForums Field Service forum Sales Process in Dynam...

Field Service forum

Sales Process in Dynamics 365 (cannot save)

(0) Share

Report

Report

Posted on by Community Member Microsoft Employee

Hi all,

I am working on a new Sales process within an opportunity in Dynamics 365.

The problem is:

I am in step 2 - Develop and have filled out all required fields in ordner to save and step forward to the next step:

7026.develop.png

BUT: I cannot save now. The little message below on the right site says: Must fillout the field: "Angebot versendet am".

3542.Saveproblem.png

This is a field in Step 3 - Propose.

8623.propose.png

I would like to stay in Step 2 without filling out the fields in step 3 yet.

What do I have to do??

BTW: Once my opportunity is in the propose phase, the field "Angebot versendet am" is a MUST field.

Thank you for your help!

Melanie

Categories:

All responses Img

All responses (2)

Answers Img

Answers (0)

Eccountable 615 on at

Like (0)

Report

RE: Sales Process in Dynamics 365 (cannot save)

Modify the fields on the form so that they are not Business Required, then add a rule that will make them required when the Pipeline Phase = Step 3
Suggested answer

Priyesh 7,392 User Group Leader on at

Like (0)

Report

RE: Sales Process in Dynamics 365 (cannot save)

Hi Mel,

Looks like that is a field on the form and not in the business process flow. That's why you are seeing this. You can search where you have this field on the form, fill it and try to save the same.

Kindly mark my answer as verified if this helped resolve your query.

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,431 Super User 2024 Season 2

#2

Martin Dráb 230,503 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans