Microsoft Dynamics CRM (Archived)

How to close Quote as Won.

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Posted on by Abhijit Kadam

Dear Team,

When i try to close active quote, i can see only 3 option as bellow.

1. Close

2. Cancelled.

3. Revised.

I can't see option as WON. Can you please suggest how can i close the quote as won.

Please revert AEAP. I am using CRM Online.

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qiang 15 on at

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RE: How to close Quote as Won.

Is it possible to change the status of a quote? Because I set it as closed and lost. But it should be won...

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qiang 15 on at

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RE: How to close Quote as Won.

Is it possible to change the status of a quote? Because I set it as closed and lost. But it should be won...

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qiang 15 on at

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RE: How to close Quote as Won.

Is it possible to change the status of a quote? Because I set it as closed and lost. But it should be won...

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Oztrea 45 on at

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RE: How to close Quote as Won.

docs.microsoft.com/.../winquote

We did it with a ribbon button which call this webapi action

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Anubha 10 on at

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RE: How to close Quote as Won.

Hi Tarun,

I am also looking for same scenario, have you done it..?

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Anubha 10 on at

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RE: How to close Quote as Won.

Hey Abhijit,

I tried your solution but it is not working for my case.as "Create an order" button doesn't appearing on Ribbon.

So I want to create order automatically when user closes quote as 'won'.

so I need to add 'won' status reason for close state. normally there are 3 status-reasons for close state.

So please suggest me how to solve it?

Thankyou

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Hani Adel 135 on at

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RE: How to close Quote as Won.

you can use workflow to change its statues to Won instead to change the default status list

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Sreeekanth 95 on at

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RE: How to close Quote as Won.

HI Tarun

How you added a option to close state option set.

i tried ,but i did't got

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Community Member on at

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RE: How to close Quote as Won.

So if I want to create a new button via the Ribbon Workbench editor, what would the command be like. I have tried to use the CommandCore: Mscrm.Form.Quote.WinQuote but it fails when i pbulish

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Yadnyesh Kuvalekar 4,102 on at

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RE: How to close Quote as Won.

In order to close quote record as won, OOB you will have to click on Create Order button.

But, in many cases we track sales orders in ERP and we don't want to create sales order in CRM but still want to close quote as won. So to do so, we can use WinQuoteRequest message on quote record. Below link explains how it works.

https://msdn.microsoft.com/en-in/library/microsoft.crm.sdk.messages.winquoterequest.aspx

We can also have a workflow either on demand or on some trigger which can set quote status to Won.

Kindly mark this answer as Suggested answer if this resolves your problem.

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