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: Planning
+1: we really need this for sales & project quotes. This is a very common customer requirement that should be supported in any modern ERP.
Category: Planning
not only on sales quotes but also on project quotes!
Category: Planning
Please upvote! This is a common request by clients!
Category: Planning
Absolutely necessary for Make-To-Order scenarios. Allowing the calculation to occur on quote gives customers a better idea before they submit the purchase order. So that Quote can be excluded from Dynamics Plan but Sales Orders can be included in Master Plan.
Category: Planning
Require this for the same reason as everybody else has listed. For any manufacturing business, we require the ability share estimated delivery dates with customers at quote stage including consideration of items inside BOM's.
Category: Planning
This feature is very important for our customer. We need to have the same behavior between sales quotation and sales orders, other way we offer a date to customer not realistic.
Category: Planning
This feature is a must have. How could we manage now to have the same behavior between sales quotations and sales orders ?
Category: Planning
Administrator on 3/4/2022 4:01:44 PM
We appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback and prioritize it accordingly in our backlog.
Dasani Madipalli - Program Manager - Microsoft Dynamics for SCM