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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
Needs Votes
Business Central Team (administrator)
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team