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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to use / match "Cl...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to use / match "Closed on" field of Quote as "Order Date" ?

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Posted on by yvka123 17
Hi everyone, 
 
we are currently trying to improve our Dashboards and therefore I have created a chart, that is supposed to show all Won quotes over the year with date and amount. 
 
So I thought its as easy as to create a chart using the amount of the quote and the OTB field /Closed on/. But it seems like the /closed on/ field shows something else. I thought it is the date, on which the Status of the Close changed to /Won/ or /Closed/. Can anyone explain to me, what exactly this field shows? 
 
 
As a /Order Date/ we use this OTB field: /createorderdate/. So best would be to use this date field in my chart to show the amounts ordered over the year. But I have no clue on how to match it. 
Since our orders are then created and processed in SAP, we do not use the entity /Order/ in Dynamics. 
 
 
Thanks for your help !! 
 
I have the same question (0)
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Hi,
     
    Unfortunately, I'm afraid that's not possible.
    The /Closed On/ field will only populate when the quote is closed.
    When an order is created via a quote, the quote will be set to Won and the /Closed On/ field will not be populated at this time.
     
    And adding fields from the related Order entity is not supported in the chart designer for the Quote entity.
     
    Best Regards,
    Dengliang Li
     
  • yvka123 Profile Picture
    yvka123 17 on at
    Hi, thank you for your answer. Even though it is not one I hoped for. 
    Is there any other way? Maybe via Workflow to fill / match the fields? I only need to somehow get a hold of the date inserted in "createorderdate" .. Any ideas..? 
  • Suggested answer
    Fubar Profile Picture
    Fubar 2,761 on at
    The date you are after is actually held in a different Table "Quote Closed" the issue with reporting on it is that the table is a child table to Quote, and so you have to approach it from the Quote Closed table and add related Columns into a view from the quote (if the details in Quote Close are not enough). There's a similar table for Opportunity etc.
  • yvka123 Profile Picture
    yvka123 17 on at
    Hi Fubar, 
     
    thank you for your answer. Unfortunately I cannot even choose Related Entity Quote Close. 
    Am I looking at the wrong place? 
     

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