Merging Quotes

Merging Quotes

Quick Post About Merging Quotes


Quote entity in Dynamics CRM is different then other entities, it is different how the status works and because of that you can’t bulk merge on all types of status.

When quote is in draft, this is the only status where the quote is still opened for editing, when status is active, the quote is read-only and can only be edited if you revise it, then it will change status back to draft.
Unlike other entities where status = active means that the record can be edited, it is different for quotes.

What it means for merging quotes, is that you can only bulk merge on quotes that are in status ‘Draft’ because the duplicate detection can’t revise the quote, merge it and then activate it again.

If you need to bulk merge active quotes, you will need to manually revise them before running  bulk merge.