Changing Quote Status Reason

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Posted on by kalhelo

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

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Adrian Begovich 1,027 Moderator on at

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Hi kalhelo,

You also need to define a status reason transition. Read this article to learn how to specify status reason transitions for the Incident (Case) entity or a custom entity.

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LeoAlt 16,331 Moderator on at

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Hi partner,

First of all, we should know that Status Reason Transitions is only available for case entity and custom entities.

You could find this feature in status reason field details, click on "Edit Status Reason Transitions".

https://docs.microsoft.com/en-us/dynamics365/customer-service/define-status-reason-transitions-case-management

Best Regards,

Leo

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kalhelo 20 on at

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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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LeoAlt 16,331 Moderator on at

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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

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kalhelo 20 on at

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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?

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Marco.P 2,405 on at

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[quote user="kalhelo"]
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) !

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LeoAlt 16,331 Moderator on at

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Hi partner,

Unfortuantely, Quote is an OOB entity and it not supports customizations regarding to Status field :-(

Regards,

Leo

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kalhelo 20 on at

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What about changing the values for (state or status) for multiple records at a time. It seems you can do it thru my views then edit selected records Is other there ways/options to do it?

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Marco.P 2,405 on at

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You can try the data import with Excel!

Please mark as verified if the answer is helpful.

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LeoAlt 16,331 Moderator on at

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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.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/import-accounts-leads-other-data

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

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