Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Answered

CRM Sales Quotes automatically archive in Business Central

(0) ShareShare
ReportReport
Posted on by 9
Has anyone seen where Sales Quotes that initiate in CRM and flow into Business Central. automatically archive in BC even though archiving is turned off in BC?  Do we know what causes this behavior?
  • Verified answer
    Paul J. Profile Picture
    Paul J. 9 on at
    CRM Sales Quotes automatically archive in Business Central
    It looks like we've discovered what's causing the Quote Archiving. It seems that when an Active Quote from the CRM side is revised, specifically using the "Revise" button within the ribbon or "Close Quote" with the Status of "Revised" and allowing it to create a duplicate, seems to archive the once coupled BC quote into the Archive once the job syncs and "updates: the existing BC Quote. This process is an interesting update method of sorts, that appears to 'snapshot' the old values in the Quote and save it as a quote copy record for the Archive iteration and update the existing BC Quote with the newly coupled data.

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