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The problem we are trying to solve for our customer regards the creation process of quotes within the sales process. Here, we would like to be able to add contacts as well as accounts as a potential customer. Unfortunately, the field only accepts accounts as valid entries. If you would like to solve the same problem, please give us a vote on this!
(Reference: https://docs.microsoft.com/en-us/dynamics365/project-operations/sales/quote-values-budget-limits-contract)
(Reference: https://docs.microsoft.com/en-us/dynamics365/project-operations/sales/quote-values-budget-limits-contract)
STATUS DETAILS
Under Review
Rupa Mantravadi (administrator)
Marco Göpfrich,
We are hearing this more broadly as well. Will take it up for consideration in an upcoming release wave. Please continue to watch this space for updates and information. As always, we do solicity more votes on ideas as that determines which ideas get the most attention.
Thank you again!