Create order without closing the quote RRS feed

  • Question

  • I need to be able to create an Order from a Quote without closing the Quote.  I then need a separate button to close the Quote as won.  Any ideas?  

    Christo Vermeulen

    Wednesday, February 11, 2015 7:26 AM

All replies

  • Hello Christo,

    The general answer is "you can develop code that does it". Other question is what you've already tried and what issues have you faced?

    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    Wednesday, February 11, 2015 7:39 AM