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Dynamics 365 for Finance & Operations Enterprise Edition can be configured that activities (i.e. reminders) are automatically created when a sales quotations is created. But when a quotation is created on CPOS or MPOS, no activity is created.


Having reminders for all quotations would strongly enhance the sales process.


 

Category:
STATUS DETAILS
Declined
Ideas Administrator

Thanks for your feedback. This is a great suggestion. We will not be able to integrate CRM activity at this point - Thanks, Abhi Rathinavelu, Senior Program Manager, Dynamics 365 for Retail