System asks for Account type (Prospect or Customer) when creating a new sales quotation. We want to change the default value of the dropdown for companies that use sales quotations but not prospects. We could have a parameter in A/R to choose the default value of the dropdown in the event that Customer quotations are vastly more common than for Prospects.
Comments
Hi, Thank you for highlighting these challenges around Project Quotation and Confirmation documents in Dynamics 365 — this is a common pain point we’ve seen across many implementations.Interestingly, Visionet has already addressed these exact gaps with our Customer Quotation Management Accelerator for Dynamics 365 Commerce (B2B).Our solution is purpose-built to simplify and enhance the quotation management process — both from a backend (BDM/documents) and frontend (customer experience) perspective.Here’s how our solution directly addresses your concerns:→ Separate Document Templates for Quotation & Confirmation Unlike the standard project quotation flow where the same BDM document is used for both quotation and confirmation, our solution fully supports separate templates — just like Sales Quotation and Confirmation — allowing businesses to differentiate documents easily with different titles, formats, and messaging.→ Enhanced Document Translation Support We’ve optimized document generation to fully support runtime translations — ensuring that multilingual customers receive correctly localized documents every time.→ More Data & Notes Availability Our solution extends the standard data model, exposing additional tables and fields for BDM. Plus, you can easily configure form notes and custom sections as needed to enrich both quotations and confirmation documents.
Category: Sales and marketing
A simple addition for Microsoft to make a meaningful change to Customers.
Category: Sales and marketing
This really annoying and should be changeable by the customer by default. It would really saves us time!
Category: Sales and marketing
Exactly this issue has been a a very frustrating part of dynamics. It should be a simple edit which gives a lot of results.our companies in our corporation never use any prospects and create thousands of quotations to customers. forcing the user to make extra clicks.
Category: Sales and marketing
It is a simple setup to change. But a quality of life addition that enables customers that use a lot of quotations to skip a customization for this.
Category: Sales and marketing
Administrator on 8/25/2022 11:58:41 AM
Thank you very much for your input. We do not have any plans to extend this capability, we will however continue to monitor how much in demand such a capability is.