In this blog, we’ll show how to customize the default ‘Revised Quote’ value in Dynamics 365 CE by modifying the command definition. Before we begin, ensure you subscribe to CRM Crate to remain informed about the latest developments in the Power Platform field.

Microsoft Dynamics 365 Customer Engagement (CE) helps businesses manage their sales process, including creating and managing Quotes. A Quote in Dynamics 365 CE is an offer to sell products or services at specific prices and terms. When a sales process reaches a point where a Quote needs to be finalized, users go through the quote closing process. During this, a dialog box appears asking whether to “Revise the quote.” By default, this option is set to “Yes,” which means the system automatically creates a new version (revision) of the Quote. This can be frustrating because users have to manually change it to “No” if they don’t want a revision. In this blog post, we’ll show how to fix this limitation by setting the default to “No” and save users from doing it every time.

Update the default value from ‘Yes to No’ when creating a revised quote

When your sellers close a quote in Dynamics 365, they have the option to create a revised quote based on the original one. By default, this option is enabled in the Quote Close dialog box. However, you may want to disable it to prevent the creation of unwanted revisions. To do so, you’ll need to modify the ribbon definition code for the quote entity.

The ribbon definition is an XML file that governs the appearance and functionality of the ribbon buttons and menus.

Below is the ribbon definition for ‘closeQuote‘ function.

         <CommandDefinition Id="Mscrm.Form.quote.CloseQuote">
           <EnableRules>
             <EnableRule Id="Mscrm.QuoteIsActive" />
           </EnableRules>
           <DisplayRules />
           <Actions>
             <JavaScriptFunction FunctionName="Sales.QuoteRibbonActions.Instance.closeQuote" Library="$webresource:Sales/_static/SFA/quotes/QuoteRibbonActions.js">
               <BoolParameter Value="false" />  <!-- The default value is 'true', we have customized and changed this value from true to false -->
             </JavaScriptFunction>
           </Actions>
         </CommandDefinition>

Customize the solution XML by inserting the ribbon definition using the steps below.

1. Go to the Power Apps Maker Portal: https://make.powerapps.com.
2. Open Solutions, select the one containing the Quote table. Ensure the Quote’s metadata sub-component is included.
3. Export and download the solution to your local machine.
4. Extract the ZIP file and open customizations.xml.
5. Locate the <CommandDefinitions> tag.
6. Insert the provided ribbon definition for closeQuote within this tag.
7. Save the file and re-compress the solution.
8. Import the updated solution into Dynamics 365 CE and verify that the “Create a revise quote” field defaults to No.

In conclusion, by modifying the ribbon definition XML file for the quote entity in Dynamics 365, you can control the default behavior of the “Create Revised Quote” option during quote closure. Setting the boolean parameter to false in the closeQuote function helps prevent unintentional quote revisions and allows for a more streamlined quoting process aligned with your business needs.

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