I would expect it to be a standard process for a CRM to send quotes to clients via email through the CRM.

I understand we can download a quote as a .docx word document. But then we need to convert to PDF, create a new email, attach the PDF, write some email content and press send. Which isn't really possible using the Dynamics 365 mobile app.

This would be incredibly useful for sales people on the road using the Dynamics 365 app on tablets or mobiles.

Sending a quote directly to a clients email whilst in front of them rather than having to go back to the office.



It is now available "Generate a PDF document from a quote record"

I would like to see this feature to be available on Order and Invoice

Category: Order Management