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Hi Community
I edited Status Reason field, added some statuses, changed the default value. Unfortunately I was not able to see status reason transition. Is this feature still available in Dynamics 365 or moved some where else?
Thank you
Kal
Hi partner,
So you mean that you have a quote subgrid in opportunity form, and you want to modify the quote status in bulk in opportunity form?
If so, you could convert the subgrid from read-only to editable.
Go to opportunity form editor, open the quote subgrid properties, under control tab.
Click on "Add Control" and select "Editable Grid".
Save and publish.
Read-only:
Editable:
But unfortunately we could not edit the status in editable grid, it is by design :-(
Regards,
Leo
This one is good work around solution. But the users will not like it, any other easier to use solution. I might relate the quote to opportunity. But then for each opportunity, I might have many quotes with different state code and status codes and I need to be able to change the status code (status reason) when the state code is active (read-only)
Hi partner,
The best way to modify records in bulk in D365 is using excel to import data or using excel online to modify the records online.
1.Export the excel template and edit the records in excel and import them to D365.
2.Using Excel Online.
Then we could edit all the records directly online and save them.
If my answer helped you, please mark my answer as verified so that we could help other users with similar issues.
Best Regards,
Leo
Can we modify the status "Draft" to "Initial"? Can we add more status? I hope that the status are not hardcoded?
I tried Status Reason and I was able to add/modify but sure if I can do it with the other field?
[/quote]Hi,
You can customize only status reason(statuscode) not the status (statecode) !
Hi partner,
I created a workflow to set the status reason to "Active" in default when create quotes and it worked well.
You need to choose the "Scope" to "Organization".
In addition, the status of quotes are by design, and I did not find the way to add a new status into it, so could you please share some screenshots?
Regards,
Leo
Thank you Adrian and Leo.
The status Draft is some how confusing to the user when entering Quotes. I went to customizing and added "In-Progress" to Status Reason field and make it default. Still when I open new quote or view the opened quotes at the dashboard still I see draft and not "In-progress".
I created Workflow to change field status to "In-progress" when new record created but still that did not help.
Any recommendations?
Thank you for your feedback once again
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