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Generate Work Order from Quote

I would like to see a method to go directly from a Quote to a Work Order (eg. when building a price for a customer generate a Work Order to determine resource availability and soft booking prior to customer approval of a quote). Case > Opportunity > Quote/Work Order is too labour intensi...

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Category: Work order (43)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for sharing your idea.

While we support a number of Sales to Field Service scenarios, we see that these are among some of our lowest used scenarios. Given the limited usage, the limited votes for this idea, and that this isn't an ask we've heard from others, we don't think this would be the best place to invest for improving the product.

That said, we do appreciate your feedback and hope you'll continue to submit ideas for improvement in the future.

Sincerely,

Jason Cohen

PM, Microsoft