{"id":31281,"date":"2022-03-30T17:10:08","date_gmt":"2022-03-30T11:40:08","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=31281"},"modified":"2022-03-30T17:10:08","modified_gmt":"2022-03-30T11:40:08","slug":"use-of-close-all-quotes-button-to-close-all-quotes-of-opportunity-in-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2022\/03\/use-of-close-all-quotes-button-to-close-all-quotes-of-opportunity-in-dynamics-365-crm\/","title":{"rendered":"Use of \u201cClose all Quotes\u201d button to close all Quotes of opportunity in Dynamics 365 CRM"},"content":{"rendered":"

Introduction:<\/strong><\/h2>\n

In this blog, we will see how to close all Quotes of individual opportunities by using the \u2018Close all Quotes\u2019 button which is situated on the ribbon bar of the Opportunity entity.<\/p>\n

Scenario:<\/strong><\/h4>\n

We have one Opportunity with multiple Quotes which are in \u2018Draft\u2019 status. Due to some product irrelevancy, we have lost the opportunity. So now we tried to Close the Opportunity as Lost but when we triggered the Close as Lost Opportunity option a validation message was triggered instead. The validation message we received is given below:<\/p>\n

As per the above message, we have to close all the Quotes related to the current opportunity. To do this, we have to open each and every Quote of the current Opportunity record and individually close each of them by using the \u2018Close as Lost\u2019 option.<\/p>\n

\"Close<\/a><\/p>\n

Solution:<\/strong><\/h4>\n

In the recent release of Dynamics 365 CRM, they have provided solution for the problem described in the above scenario. A new button is added on the opportunity entity ribbon bar called \u2018Close all Quotes\u2019 <\/strong>as shown in the below screenshot:<\/p>\n

\"Close<\/a><\/p>\n

If we click on \u2018Close all Quotes\u2019 <\/strong>button, then all Quotes related to the current Opportunity gets closed as shown in the below screenshot. Also, when Quotes are closed, the status reason set as \u2018Lost\u2019<\/strong> means Quotes are closed in the type of \u2018Close as Lost\u2019<\/strong> option.<\/p>\n

\"Close<\/a><\/p>\n

Conclusion:<\/strong><\/h2>\n

In this way, by using \u2018Close all Quotes\u2019 we are able to close all Quotes related to individual opportunity in bulk with just one click.<\/p>\n

Note: Currently, the \u2018Close all Quotes\u2019 button is available only on the Project Service App.\u00a0<\/em><\/strong><\/p>\n

 <\/p>\n

\"inolink\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Introduction: In this blog, we will see how to close all Quotes of individual opportunities by using the \u2018Close all Quotes\u2019 button which is situated on the ribbon bar of the Opportunity entity. Scenario: We have one Opportunity with multiple Quotes which are in \u2018Draft\u2019 status. Due to some product irrelevancy, we have lost the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19,2361],"tags":[2586],"class_list":["post-31281","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-crm","category-technical","tag-close-all-quotes"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/31281","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=31281"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/31281\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=31281"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=31281"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=31281"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}