Delete Products from Active Quote RRS feed

  • Question

  • How do I stop users from removing products from an active (read-only) quote? It doesn't make sense that users can do this. The quote total remains unchanged, but the products no longer add up.
    Friday, February 5, 2016 4:20 AM

All replies

  • Hello,

    You can create real-time workflow or plugin that will handle Delete message for QuoteDetail product, check state of parent quote and throw an error if state is Active.

    Dynamics CRM MVP
    My blog

    Friday, February 5, 2016 8:41 AM