Way to customize "Close Quote" dialog box in D365.

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Posted on by Junius01

Hello everyone

I need to customize the 'close dialog'.

I need to change the default value of 'Create a revised quote' to No and hide the field.

I have read that this wasn't possible before ( ),
but is there any news on if this has become possible yet?

Thanks.

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a33ik 84,323 Most Valuable Professional on at

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RE: Way to customize "Close Quote" dialog box in D365.

Hello,

As others mentioned - it's not possible to customize that form.

If you don't want to redevelop that dialog from the scratch you can check my Dialogs solution - github.com/.../ABDialogsV2
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Abdul Wahab 12,070 Super User 2024 Season 1 on at

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RE: Way to customize "Close Quote" dialog box in D365.

Hi Junius01,

There is no way to customize it as per my very little knowledge. You need to re-develop the feature for that purpose.
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Amit Katariya007 8,582 Super User 2024 Season 1 on at

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RE: Way to customize "Close Quote" dialog box in D365.

This is a limitation w.r.t CRM.
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Naveen Ganeshe 3,393 User Group Leader on at

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RE: Way to customize "Close Quote" dialog box in D365.

Hi Junius1,

As far as I know, there is no supported way of doing it. It is not possible to customize this box. However, there are few unsupported ways to do it but I would not suggest that to implement it. please see link: Quote Dialog Box
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Pradeep Rai 5,490 Super User 2024 Season 2 on at

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RE: Way to customize "Close Quote" dialog box in D365.

Hi,

Unfortunately, currently we do not have any option to customize the close quote.