Currently when the User Closes an Opportunity as Lost, we get a Reason Lost option set in the drop-down menu. We need the same functionality on Close Quote as well as this will allow us to better understand and manage our Sales Pipeline.
See attached screenshot.
Comments
Agreed. There are a handful of ideas similar to this, https://experience.dynamics.com/ideas/idea/?ideaid=c7854483-919d-e911-80e7-0003ff68f1d6, https://experience.dynamics.com/ideas/idea/?ideaid=c7854483-919d-e911-80e7-0003ff68f1d6, https://experience.dynamics.com/ideas/idea/?ideaid=938ac4cb-e51c-ee11-913b-0003ff4588ed. These are all closed as completed and pointing to the documentation here https://learn.microsoft.com/en-us/dynamics365/sales/customize-quote-closure. But this is only a small portion of the functionality available with the close opportunity customization experience. Revathi or someone at MSFT are there any plans to expand on this capability?
Category: Quotes, Orders, Invoices, Products