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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Verified answer

RaviKashyap 55,410 Moderator on at

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Hi Abhijit,

Closing a quote means either you have lost it or it got cancelled. It does not mean that the quote has won. If the Quote is Won then the next step is to create an order from it.

So, to get the option of closing the Quote as Won, you need to create an order by clicking Create Order.

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purwar purwar 2,836 on at

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The quote close activity entity represents an activity that is generated when a quote is closed. A sales order (order) is a quote that has been accepted. This entity is called an order in CRM.

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Abed Haniyah 4,287 on at

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Hello Abhijit,

By creating order from quote, this will automatically change the status to Won :)

Please take a look to : crmbook.powerobjects.com/.../advanced-sales-processes

Hope this helps,

Abed.

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Community Member on at

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Hello Abhijit,

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

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Abhijit Kadam on at

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Hi Tarun,

Please see the comment above you by Abed Haniyah. Its the default working by CRM.

Don't Close the quote, just create order then your quote will close as won.

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Community Member on at

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Hi Abhijit,

Thanks for your reply. I solved this.

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.

I added one more statusreason for close state.then I get 'won' option under option set on close quote popup.In this way I am closing quote as 'won' .

finally I created workflow which executes on closing quote record.

if it has statusreason=won then create order record.

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Yadnyesh Kuvalekar 4,102 on at

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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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Community Member on at

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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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Sreeekanth 95 on at

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HI Tarun

How you added a option to close state option set.

i tried ,but i did't got

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Hani Adel 135 on at

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

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