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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.


 

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