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Hello,
I have a question about the out-of-the-box dialog that appears in Dynamics 365 Sales when creating an Order from a Quote.
Goal
We want to prevent users from accidentally closing the related Opportunity when they create an Order from a Quote. Today, some users select “Close Opportunity = Yes” unintentionally, and the Opportunity is closed even though it should remain open for our process.
Current behavior
On a Quote record, when a user runs “Create Order,” a standard dialog appears (e.g., Date Won, Description, etc.).
In the same dialog there is a “Close Opportunity (Yes/No)” option.
What we want
Ideally, hide “Close Opportunity” from this dialog, or
Force it to “No” (default No and not changeable), so users cannot select Yes.
Questions
Is this “Create Order” dialog customizable (e.g., via form customization, Power Apps settings, command bar/ribbon customization) to control field visibility or to lock “Close Opportunity” to “No”?
If it is not supported, what is the recommended pattern to meet this requirement?
For example: hide/replace the standard “Create Order” command and use a custom button that creates the Order while keeping the Opportunity open.
In that approach, is it common/recommended to use Dataverse actions (e.g., ConvertQuoteToSalesOrder) to create the Order without invoking the standard dialog?
If there are any official docs or best-practice guidance for this scenario, could you please share links?
Environment
Dynamics 365 Sales (model-driven app)
Hi @友代-30070147-0,
Unfortunately, the "Create Order" dialog is still one of the hardcoded system dialogs. Unlike the "Close Opportunity" form (which Microsoft recently made customizable), we still can't modify the layout or default values on the Quote-to-Order conversion dialog using supported methods.
The best workaround to meet your requirement is to bypass that dialog entirely:
- Hide the OOTB button: Use Ribbon Workbench (or the Command Bar designer) to hide the standard "Create Order" button.
- Create a Custom Button: Add your own button that calls a Power Automate Flow or a JavaScript function.
- The Logic: In your custom logic, you can use the
ConvertQuoteToSalesOrderaction (or simply create the Order record mapped from the Quote). This creates the Order and wins the Quote, but it won't touch the Opportunity status unless you explicitly tell it to.This ensures the Opportunity stays Open and prevents users from accidentally clicking "Yes" on that toggle.
You can also watch this video guide.This video is relevant because it demonstrates how to create a custom command button in the Dynamics 365 (Power Apps) command bar and use low-code Power Fx (or JavaScript) to perform specific actions, which is the exact method required to replace the standard "Create Order" button with your custom logic.
Hope this helps!
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