Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Quote to update Opport...
Customer experience | Sales, Customer Insights,...
Suggested answer

Quote to update Opportunity in Sales Hub - the new mystery button

(0) ShareShare
ReportReport
Posted on by JimA 10

 

Quote to update Opportunity in Sales Hub - the new mystery button
24m ago

Something appeared in my practise area in the last day or so......ability to update the original opportunity from a quote. We have been doing this by PA recently but looks like MS have released something.....I can guess what it does, but I can't find any setting to turn it on /:slightly_smiling_face:/ Anyone managed to turn it on yet please?

 

  • Neeraj.Sharma Profile Picture
    Neeraj.Sharma 1,579 on at
    Quote to update Opportunity in Sales Hub - the new mystery button
    Hi
    I Tried this on multiple environments . But this button not available on any type of Quote.
    is your solutions is customized ?
  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Quote to update Opportunity in Sales Hub - the new mystery button
    Hi,
     
    Regarding your question about the "Update Opportunity" button appearing on the Quote Card in Dynamics 365 Sales
     
    Our team made a series of tests, including creating a new Quote, editing an already existing Quote, using another test environment, etc., but none of them were able to reproduce your situation.
    So, could you please tell us the version of Dynamics 365 Sales app you are using? This will help us to solve the problem better!
     
    Also, if you are really sure that this is a button and you want to know what it does, we recommend you to use Ribbon Workbench, a tool that allows you to make changes to Dynamics 365 buttons or customize your buttons.
     
    As an example, as shown in the figure, we can see some information about the Active button, such as the command invoked, display rule, enable rule, etc.

    For more information about using Ribbon Workbench, please refer to the following link.
    https://community.dynamics.com/blogs/post/?postid=28d681a6-bffa-431e-947a-0c70a5a1ad56
     
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans