Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2022 Release Wave 1 PlanDynamics 365 release plan for the 2022 release wave 1 describes all new features releasing from April 2022 through September 2022.
2022 release wave 1 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I would like to solve this need of our company:
We offer a variety of services. Each service has its Sales Literature document in Dynamics365. Each Sales Literature document is a kind of Product List including pictures, texts, tables - all in our company brand style.
Our Account Managers sell our services to the customers and Sales Literature helps to introduce and promote our services. That's why we need to use it also when we are preparing a quote to be sent to our customer.
In Dynamics 365 we prepare standard Quote entity including selected services. Then we use the "Create PDF" or "Word Templates" function to get a "printed offer" for the customer. We have the Quote Word templates in our brand, too, but now they include only the information from the Quote entity.
What we need is to have a "quote paper document" to be downloadable from Quote entity which would include:
Is there a way how to solve this request of ours?
Thank you in advance for any help,
I am not aware if Dynamics 365 for Sales include such funcionality as Out of the Box solution. Nevertheless, I migth be possible to achieve what you are looking for by building a solution where it builds the PDF file with the information from your prefered list of offered produts View in Dynamics
I invite the community to share more insigths in how this could achived from your end
Microsoft can help you find a solution provider to support you with this customization. Please refer to Microsoft Solution Providerers page: www.microsoft.com/.../home
Business Applications communities