Suggested by Stuart Hardman – Under Review
When using the Outlook integration if you receive an email requesting a quote from a Contact that is not yet a Customer you cannot create a Sales Quote. It gives an error "Cannot find an existing customer that matches the contact Stuart Hardman".
Within Business Central you have always been able to Quote a Contact as long as you specify a Customer Template to be used (which is then used in the Make Order function to create the Sales Order).
You should be able to create a Sales Quote for a Contact from Outlook, perhaps just prompt for a Customer Template to use?
Status Details
Thank you for your feedback. We are considering adding it to our (longer term) roadmap.
Your help is greatly appreciated, Mike Borg Cardona - Product Manager at Microsoft