Quote status on the Dynamics 365 opportunity
Sales managers live in Dynamics 365 views and dashboards. Write each quote's status to a column on the opportunity and those views show which quotes have been opened, signed, left to expire or lost.
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- Building QuoteCloud since 2013
Add a QuoteCloud status column to the Dynamics 365 opportunity, then build one Zap per event with QuoteCloud's Zapier app, on Essentials and up. Recipient First Viewed Document, Document Signing Complete, Document Expired and Document Lost each find the opportunity with Find Opportunity and set the column with Update Opportunity.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, the activity of Northlatch Security's remediation quote NL-Q-2641 for Brightfern Software: sent to Juno Adeyemi on Mon 12 Oct, viewed Tue 13 Oct, signed Thu 15 Oct. In front, an illustration of the Dynamics 365 opportunity whose QuoteCloud status, Last viewed and Signed on columns were each updated by a Zap.
Why put the quote's status on the opportunity?
Northlatch Security's sales director reviews the pipeline every Monday from a Dynamics 365 view. Account manager Tobias Wren's quote for Brightfern Software, NL-Q-2641, was in QuoteCloud, so the view couldn't say whether Juno Adeyemi had even opened it.
Zapier's Dynamics 365 app updates records; it doesn't add notes or tasks. So the status goes where views and dashboards can use it: in columns on the opportunity.
- One column, QuoteCloud status, that a view can filter: Viewed, Signed, Expired, Lost.
- Two date columns, Last viewed and Signed on, for sorting and follow-up.
- The reading detail, such as time on each page, stays in QuoteCloud's document tracking.
How do I show that the quote was opened?
Every status Zap has the same shape: a QuoteCloud trigger, Find Opportunity, Update Opportunity.
ZapFirst view: status Viewed
-
When
QuoteCloudTriggerRecipient First Viewed DocumentPasses on
- Document title
- Recipient name
- Viewed date
-
Then
Microsoft Dynamics 365 CRMSearchFind OpportunityOn the topic, used as the document's title.Searches on
- Topic
-
Then
Microsoft Dynamics 365 CRMActionUpdate OpportunityMapped in
- Opportunity ID
- QuoteCloud status: Viewed
- Last viewed
Juno opens NL-Q-2641 at 8:02 on Tuesday. By 8:03 the opportunity says Viewed, and Monday's pipeline view sorts it with the other opened quotes.
Result
Pipeline views show which quotes have been opened, without anyone opening QuoteCloud.
QuoteCloud's Zapier app: Essentials and up
The other status Zaps
Same shape, different trigger and value.
Signed
Document Signing Complete → Find Opportunity → Update Opportunity: QuoteCloud status Signed, Signed on the date. Several signers?
Expired
Document Expired → Find Opportunity → Update Opportunity: QuoteCloud status Expired. Add a Teams chat to the owner in the same Zap.
Lost
Document Lost → Find Opportunity → Update Opportunity: QuoteCloud status Lost. The owner decides whether to close the opportunity as lost.
Paid
If the quote takes a deposit through QuoteCloud Payments, Document Paid → Update Opportunity: QuoteCloud status Paid. Payments: Essentials and up.
Seen in QuoteCloud, shown in Dynamics
Activity
- Sent to Juno AdeyemiMon 12 Oct, 10:40 am · by Tobias Wren
- Viewed by JunoTue 13 Oct, 8:02 am
- Signed by Juno AdeyemiThu 15 Oct, 1:26 pm
Accept and sign
Juno Adeyemi · CTO
Signed online · Thu 15 Oct 2026
Certificate of authenticity and audit trail attached
Zaps
- Recipient First Viewed Document
- Document Signing Complete
- Update Opportunity
OpportunityBrightfern Software · Remediation supportAccount: Brightfern Software
- Qualify
- Develop
- Propose
- Close
- Est. revenue
- $9,120.00
- Contact
- Juno Adeyemi
- Owner
- Tobias Wren
- QuoteCloud reference
- NL-Q-2641
- QuoteCloud status
- Signed Updated by a Zap
- Last viewed
- Tue 13 Oct 2026
- Signed on
- Thu 15 Oct 2026 Updated by a Zap
Activity timeline
- QuoteCloud status: SignedSigned by Juno AdeyemiThu 15 Oct · 1:27 pm · Added by a Zap
- QuoteCloud status: ViewedOpened by Juno AdeyemiTue 13 Oct · 8:03 am · Added by a Zap
- QuoteCloud status: SentMon 12 Oct · 10:41 am · Added by a Zap
Illustration with sample data: a generic CRM record, not Dynamics 365’s screen.
The opportunity record is our illustration of a generic CRM with sample data, not Dynamics 365's screen.
Why one Zap per event, not one for every status?
QuoteCloud also has Document Status Changed, which fires on any change. One Zap with Paths by Zapier can then set the column for each status.
Separate Zaps are easier to read and test, and each trigger says exactly what happened. If you use Document Status Changed, check the status labels in your test data before you build the paths.
Connect and test, step by stepOpportunityBrightfern Software · Remediation supportAccount: Brightfern Software
- Qualify
- Develop
- Propose
- Close
- Est. revenue
- $9,120.00
- Contact
- Juno Adeyemi
- Owner
- Tobias Wren
- QuoteCloud reference
- NL-Q-2641
- QuoteCloud status
- Viewed Updated by a Zap
- Last viewed
- Tue 13 Oct 2026 Updated by a Zap
- Signed on
Activity timeline
- QuoteCloud status: ViewedOpened by Juno AdeyemiTue 13 Oct · 8:03 am · Added by a Zap
- QuoteCloud status: SentMon 12 Oct · 10:41 am · Added by a Zap
Illustration with sample data: a generic CRM record, not Dynamics 365’s screen.
Field map for the status Zaps
| Microsoft Dynamics 365 CRM: Dynamics 365 field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Every status Zap | |||||
| Topic (Find Opportunity) | QuoteCloud to Microsoft Dynamics 365 CRM | Document title | Search value | Brightfern Software · Remediation support |
|
| Opportunity ID (Update Opportunity) | QuoteCloud to Microsoft Dynamics 365 CRM | ID from Find Opportunity | Search value | 2b8d41f0-…-91ce |
|
| Viewed | |||||
| QuoteCloud status | QuoteCloud to Microsoft Dynamics 365 CRM | A fixed value | Opportunity column | Viewed |
|
| Last viewed | QuoteCloud to Microsoft Dynamics 365 CRM | Viewed date | Opportunity column | Tue 13 Oct 2026 |
|
| Signed, expired, lost | |||||
| QuoteCloud status | QuoteCloud to Microsoft Dynamics 365 CRM | A fixed value | Opportunity column | Signed |
|
| Signed on | QuoteCloud to Microsoft Dynamics 365 CRM | Signed date | Opportunity column | Thu 15 Oct 2026 |
Signed Zap only. |
All values are sample data. For QuoteCloud status, a choice column keeps the values consistent for views and charts.
Variations on these Zaps
Move the probability too
Update Opportunity can also set a column such as Probability when the quote is viewed or signed, if your process uses it.
Tell someone as well
Add Microsoft Teams' Send Channel Message to any status Zap: Teams alerts.
Find by ID instead of topic
Keep the opportunity ID in a data item and search on it, if your test data shows QuoteCloud's trigger carries data items.
Build it in Make instead
Bring your own: Make's built-in OAuth connection to QuoteCloud and its API or Zapier endpoints, beside Make's own Dynamics 365 modules.
Put quote status in your pipeline views
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build the Viewed Zap with a test opportunity.
Build the status Zaps in five steps
Add the columns
QuoteCloud status (a choice), Last viewed and Signed on (dates) on the Opportunity table.
Match the titles
Make sure each document's title is the opportunity's topic, as the quote Zap does.
Build the Viewed Zap
Recipient First Viewed Document, Find Opportunity on the topic, Update Opportunity with Viewed and the date.
Copy it for each event
Duplicate the Zap for Document Signing Complete, Document Expired and Document Lost, changing the value.
Test each one
Open, sign, let expire and mark lost a test quote to an @example.com contact, checking the opportunity each time.
Questions about status on the opportunity
Can Dynamics 365 show when a QuoteCloud quote is opened or signed?
Yes, through Zaps you build. Recipient First Viewed Document and Document Signing Complete each find the opportunity with Find Opportunity and set your QuoteCloud status column with Update Opportunity. QuoteCloud's Zapier app is on the Essentials plan and up.
Why columns rather than notes on the timeline?
Zapier's Microsoft Dynamics 365 CRM app can create and update records such as opportunities, but it has no action for notes or tasks. Columns also work better in views, charts and dashboards. The detailed reading data stays in QuoteCloud's document tracking.
Do the status Zaps cost anything in QuoteCloud?
No. They read QuoteCloud events and update Dynamics; they don't create documents, so the per-document fee doesn't apply. Each step uses a task on your Zapier plan.
How does the Zap find the right opportunity?
With Find Opportunity on the opportunity's topic, which the quote Zap uses as the document's title. If your test data shows QuoteCloud's trigger carries the document's data items, you can search on the opportunity ID kept in a data item instead.
More on QuoteCloud and Dynamics 365
Six use cases with the exact Zapier steps, then the IT review, how to connect and what it costs.
- Create quotes from Dynamics 365 opportunitiesA rep ticks Request quote on the opportunity and a Zap drafts the quote from your template, then writes its reference back.
- Approve Dynamics 365 quotes before they go outQuoteCloud's approval workflow checks value, discount and who created it before any quote drafted from Dynamics can be sent.
- Procurement buyers and several signersOperations, procurement and finance each sign; the opportunity shows who has signed and changes when the last one does.
- Microsoft Teams alerts for Dynamics 365 quotesFirst views, signatures and expiring quotes posted to a Teams channel or the owner's chat, in the same Zaps.
- Keep Dynamics 365 accounts and contacts matchedNew Dynamics contacts found or created in QuoteCloud, and new QuoteCloud contacts found or created in Dynamics with their account.
- IT and security review of the Dynamics 365 integrationWhat passes through Zapier or Make, which accounts to connect with, who can change what, and the controls on each side.
- Connect Dynamics 365 to QuoteCloud, step by stepAdd the columns, connect service accounts in Zapier, build the first Zap, test it and fix the usual problems.
- Dynamics 365 to QuoteCloud field mapEvery field the Dynamics Zaps on this site pass, which way it travels and a sample value: the list your IT team asks for.
- What QuoteCloud with Dynamics 365 can and can't doWhat the Zaps do, where they stop, Zapier or Make, and what we haven't confirmed yet.
- What the Dynamics 365 connection costsEssentials and up for Zapier, Business for the approval workflow, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions sales, operations and IT ask before connecting QuoteCloud and Dynamics 365.
Every quote's status, in every pipeline view.
Start a free 14-day trial and build the Zaps that write QuoteCloud's status to your Dynamics 365 opportunities.