web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Expired Pricelist
Customer experience | Sales, Customer Insights,...
Suggested Answer

Expired Pricelist

(2) ShareShare
ReportReport
Posted on by HL-26031003-0 10

How to prevent users from selecting an expired Price List in Dynamics 365 CE?

 

We are using Dynamics 365 CE (Sales) and have Price Lists with Start Date and End Date defined.

 

Even when a Price List is expired (End Date < today), users are still able to:

 

  • See it in the Price List lookup

  • Select it on an Opportunity (as long as the Price List record is Active)

  • Continue using it, especially in revisions of existing opportunities


    •  
 

I understand this might be out‑of‑the‑box behavior, but from a business perspective we want to:

 
  •  Prevent users from selecting expired Price Lists for new Opportunities

  • Still allow expired Price Lists for existing Opportunities / revisions if needed


    •  
 

Questions:

 

  1. Is there any out‑of‑the‑box configuration to automatically block expired Price Lists?

  2. What is the recommended approach:

    • Custom lookup view?

    • Business rule / JavaScript?

    • Plugin / Power Automate?


      •  

  3. How do others handle this while keeping revisions and historical pricing intact?


    4.  
 

Any best practices or real‑world approaches would be appreciated.

Categories:
Dynamics 365 Sales
I have the same question (0)
  • HartmutE Profile Picture
    HartmutE 32 on at
    I would create a separate price list view that filters out the expired (and future) price lists.
    Then make sure to update the lookup on the forms to make that new view the default and only view allowed.
  • Suggested answer
    Zhilan Profile Picture
    Zhilan 164 on at
    Hello,

    The problem is your problem, and the request is against each other.
    1. You want to make it unavailable for users when the price list expires.
    2. You want it to be available even after expiration. 

    however you can achieve that by creating a specific view for the price list to only show non-expired price lists, and then you need to go to Field editing and apply the view of non-expired

    In Power Apps scroll down a little bit, and you should be able to see it

    If this helped you to solve your problem, please add it as a verified answer 

     

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

News and Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Hamza H Profile Picture

Hamza H 140 Super User 2026 Season 1

#2
Nagaraju_Matta Profile Picture

Nagaraju_Matta 128

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 70 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans