![]() The quotenumber field is the link to the revisions, which would remain the same among all revisions. A quote record can be revised multiple times, with the revision number increasing by one for each revision. A quote in Won/Closed form can also be revised. The quote can only be converted to order (won) or closed when it is in the Active state. ![]() When the “Revise” action takes place, the state of the quote changes back to draft, and a new quote record is generated with an incremented revision number. A quote in the draft state is editable, and can also be activated, after which it is no longer editable until it is revised. The Quote Lifecycle, briefly described above, looks like this:Ī quote is in the draft state by default after being created. To start, let’s take an in-depth look at the Dynamics CDS/CRM quote lifecycle. In this blog post, we expand on our previous post and show you how to use our software to migrate Dynamics CDS/CRM quotes with revisions in SSIS. Nevertheless, we understand the importance of quote revisions in helping businesses track the sale development process. In that example, we were only migrating the most recent quotes. ![]() In a prior blog post, we shared a Dynamics CDS/CRM Quote migration solution to Migrate Quote From One Dynamics CRM System to Another. Therefore, the entire history of a quote is stored and available for review. In Dynamics, the edited quote is given a new revision number incremental to the previous one assigned to the quote record. During the entire sales process, it is a given that your quote goes through many revisions as the customer and sales team negotiate a proposal. In most cases, a Dynamics CDS/CRM quote involves an opportunity, a customer, notes and attachments, and a customer address in addition to information on the product or service and its price. In Microsoft Dynamics CDS/CRM, quotes can be created and tracked from opportunity to close with information added by users along the way. The sales team issue quotes to potential clients providing an estimate of the cost required to provide a service or product. Quotes are considered commonplace in almost any business.
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