Hello Everyone,
Today I amgoing to show how to close the Quote with new field Create a Revised Quote – field on Quote Table.
Let’s get’s started.
Dynamics 365 Sales -rely on quotes to give information about the product or service pricing.
So Quotes serves as a formal offers, outlining the terms, pricing and specifications of a potential sale.
This enhancement is aimed at improving seller efficiency by allowing organizations to customize the experience as per sales process.
Now you can set the default value for the Create a Revised Quote field, saving time and ensuring consistency.
It also streamlines the quote closure process with quick actions, reducing the time and effort required to finalize quotes.
These improvements helps us to focus on sales activities, improving productivity and customer satisfaction.
Feature:
1. Set a default value for the Create a Revised Quote field.
2. Enable quick actions to close quotes based on your preffered status reason, create revision, and close opportunity options with just a click.
That’s it for today.
I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days