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Service employees more often use Opportunities and Quotes to directly sell Services.

Once a Quote is won it should be possible to directly create a Work Order out of the Quote, copying all the Products and Services included in the Quote.
Category: Field Service
STATUS DETAILS
Needs Votes

Comments

K

This will be very useful.


There is another scenario here:


https://community.dynamics.com/365/fieldservice/f/dynamics-365-for-field-service-forum/447852/sales-quote-order-purchase-order/1228094

Category: Field Service

K

Must have feature. From my and most customers experiences.

Category: Field Service

K

Hi there. This feature will grant more flexibility in the sales process. Thanks!

Category: Field Service

K

This feature will provide more flexibility in the sales process of field service.

Category: Field Service

K

This is usefull!

Category: Field Service

K

Yeah we absolutly need that feature. Why is it not there in the first place?

Category: Field Service