Revision and activation of quotes


This content is archived and is not being updated. For the latest documentation, go to Project Operations updates. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts - Sep 12, 2022

Business value

This feature enhances process support for deal management in project-based companies.

Feature details

Currently, Project Operations does not support activation and revision of quotes. This restricts customers from having project-based deals where similar requirements for a quote sent to the customer should be made read-only and must be versioned when the quote is revised with clear version history. With this capability, project-based quotes will support a process for versioning a quote that is sent to the customer, which will allow for revising these quotes based on customer-requested or internally triggered changes.

See also

Activate and revise a project quote (docs)