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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Active/closed quote up...
Customer experience | Sales, Customer Insights,...
Answered

Active/closed quote update custom field

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Posted on by Samantha73 3,255
Hi All
Is there anyway to modify value of a field in a active/closed quote? Created a business rule and unlock the field but it doesn't work. How do people capture reason codes for lost quotes?
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Dynamics 365 Sales
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  • Suggested answer
    Anupam.khasia Profile Picture
    Anupam.khasia 170 on at
    Hello @Samantha73,
     
    You can add customized Ribbon buttons to Close Quote with different statuses/values. Refer to below section "Add quick close quote button to the command bar " to add customized Quick Quote buttons. You can close quote with customized statues as well you can update certain values to quote based on your needs by adding javascript functions to these. 
     
     
     
     
    Please mark it as resolved if it helps you.
     
    Thanks
    Anupam
  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 2,373 Most Valuable Professional on at
    1. Use the "Close Quote" Dialog (Win/Lose)
    • Customize the "Close Quote" dialog via JavaScript or Power Automate to prompt for Reason Code (e.g., Lost Reason).
    • Store the value in a custom field on the Quote or a related custom entity.
    1. Create a Custom Activity (e.g., Quote Outcome)
    • Create a related entity like "Quote Feedback".
    • Capture Lost/Win reason, competitor, comments, etc., after quote closure.
    1. Reopen the Quote (not ideal for audit)
    • Temporarily reopen the quote, update the field, then close it again.
    • Not recommended in production due to audit trail and compliance concerns.
     
  • Verified answer
    Hamza H Profile Picture
    Hamza H 1,807 on at
    You can’t directly modify fields on active or closed quotes because they’re locked by design. Unlocking via business rules won’t work on these records.
    To capture reason codes for lost quotes, the common approaches are:
    1. Customize the quote close dialog to include a reason code field so users enter it when closing the quote.
    2. Use a related custom entity to store loss reasons linked to the quote.
    3. Reopening and editing the quote is possible but not recommended due to audit concerns.
    Best practice is to capture reason codes during the quote closure process before the record is locked.
     

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