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Microsoft Dynamics 365 | Integration, Dataverse...
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Can we import a quote line item against an “Open” Quote in D365?

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Is it possible to import a quote line item against an “Open” Quote in Dynamic CRM 365, or is it only to be done for the draft quotes.
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Can we import a quote line item against an “Open” Quote in D365?
    Hi Partner,
    Unfortunately, you can't achieve it.
    Importing a record essentially creates or updates the record, and when he has a parent-child relationship with another record, importing a child record edits the parent record.
    When the status of quotes is 'Open', it is not editable.
     
    For example, the following error will be shown when i try to add quote line for one actived quote.
    --The product cannot be saved because the parent cannot be edited.

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     

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