2

One click email quote to customer as PDF

I would expect it to be a standard process for a CRM to send quotes to clients via email through the CRM. I understand we can download a quote as a .docx word document. But then we need to convert to PDF, create a new email, attach the PDF, write some email content and press send. Which isn't re...

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Category: Opportunity, Quotes, Orders, Invoices, Products (183)

STATUS DETAILS
Completed
1

Entity Address available from Quotes and Sales Orders

On Dynamics 365 we have the entity customeraddress. But it's only available from Account. I suggest to be use during the whole cicle of sales: opportunity, quotes and salesorder. We only need to add the addresses related with customer but these addresses have to be selectable from quotes and s...

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Category: Opportunity, Quotes, Orders, Invoices, Products (183)

STATUS DETAILS
Completed
Ideas Administrator

This should already be possible today by using the 'Lookup Address' on quotes or orders. This allows customer addresses to be copied to the Bill to and Ship to fields.

 

Thanks,

Bharath Varadarajan

Dynamics 365 Sales

1

Allow customizations in the "Close opportunity" form by adding a lookup.

Ability to customize the Close Opportunity dialog box, specifically, that allows you to enter a search field for related entity records when the opportunity has been won or lost.

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Category: Opportunity, Quotes, Orders, Invoices, Products (183)

STATUS DETAILS
Completed
Ideas Administrator

Opportunity Close dialog is now customizable with custom fields including lookup fields.

 

Thanks,

Bharath Varadarajan

Dynamics 365 Sales 

1

Add Products to a Quote by using enhanced experience

In The new Unified View, there is a new feature coming in 2020 release wave 1 that allows multiple adding of products into an Opportunity. It would be great to enable this feature in the Quote as well

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Category: Opportunity, Quotes, Orders, Invoices, Products (183)

STATUS DETAILS
Completed
Ideas Administrator

Enhanced add-product preview is now available on Quotes, Orders and Invoices as well.

 

Thanks,

Bharath Varadarajan

Dynamics 365 Sales