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When using the Outlook integration if you receive an email requesting a quote from a Contact that is not yet a Customer you cannot create a Sales Quote. It gives an error "Cannot find an existing customer that matches the contact Stuart Hardman".
Within Business Central you have always been able to Quote a Contact as long as you specify a Customer Template to be used (which is then used in the Make Order function to create the Sales Order).
You should be able to create a Sales Quote for a Contact from Outlook, perhaps just prompt for a Customer Template to use?
Within Business Central you have always been able to Quote a Contact as long as you specify a Customer Template to be used (which is then used in the Make Order function to create the Sales Order).
You should be able to create a Sales Quote for a Contact from Outlook, perhaps just prompt for a Customer Template to use?
STATUS DETAILS
Under Review
Business Central Team (administrator)