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CRM Sales Quotes automatically archive in Business Central

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Posted on by Paul J.

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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?

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Dynamics 365 Business Central

Dynamics 365 Business Central

Dynamics 365 Business Central

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Paul J. 9 on at

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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.

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