News and Announcements icon

Dynamics 365 CommunityForums Business Central forum CRM Sales Quotes autom...

Business Central forum

Answered

CRM Sales Quotes automatically archive in Business Central

(0) Share

Report

Report

Posted on by Paul J.

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?

Categories:

Integration with Dynamics 365 products

All responses Img

All responses (1)

Answers Img

Answers (1)

Verified answer

Paul J. 9 on at

Like (0)

Report

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.

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 290,263 Super User 2024 Season 2

#2

Martin Dráb 228,112 Most Valuable Professional

#3

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans