If your organization maintains a product catalog in Dynamics, you can use the catalog to add products to the opportunity. For unlisted products, you can add write-in products to the opportunity, and use the products to create a quote that can be shared internally or shared with the customer. Learn how to create a quote in this video.
- [Instructor] I'm going to show you some quotes … from an opportunity that's gone all the way … from the lead qualification to close. … This is for a 3D printer line, … and if we look at the quotes … that were developed, there was only one … that ever needed to be developed. … And that isn't necessarily always the case. … You might open up an opportunity with an initial quote … and then get feedback from the customer, … and then have a second quote, a third quote, and so on. … And also when you prepare a quote, … there's usually an effective date, … an effective starting and ending date, … but let's open this quote. … And this quote includes a tie to a particular price list. … Your organization can have more than one. … They can have starting and ending dates. … And shipping information and so on. … It says that if we want to reactivate the quote, … we can set it to a different date. … But I don't necessarily need us to reactivate it. … I like you to be able to see what's going on … in this quote, though. …
Author
Gini von Courter
Released
4/26/2019- Sales records types and business processes
- Navigating in Dynamics 365
- Creating records
- Creating, completing, canceling, and deleting activities
- Qualifying leads
- Assigning and sharing leads
- Viewing and creating opportunities
- Creating a quote
- Completing the closing stage
Skill Level Beginner
Duration
Views
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Introduction
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1. Dynamics 365 Data and Processes
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Dynamics 365: The basics4m 8s
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Records: The basics2m 55s
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Dynamics 365 user interface5m 12s
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2. Get Started
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Log into Dynamics 3652m 20s
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Create a new record4m 42s
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3. My Work: Dashboards and Activities
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Dashboards: The basics2m 40s
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Follow and pin records2m 20s
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Create an activity4m 30s
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Create and edit appointments3m 13s
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4. Qualify a Lead
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Create a lead4m 10s
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Edit a lead49s
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Assign and share leads3m 9s
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Qualify a lead5m 38s
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Disqualify a lead3m 35s
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5. Work on an Opportunity
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Develop an opportunity5m 17s
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Work on the proposal2m 45s
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Create a quote2m 39s
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Complete the closing stage2m 23s
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Conclusion
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Next steps2m 6s
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Video: Create a quote