HI All
Apologies if questions like this have already been raised elsewhere on the forum.
I work for a small IT VAR & Microsoft Partner, and we sell a variety of products, services & solutions, across commercial and educational customers. Some of our products dont change too often, such as professional services and cloud subscription services, but others change constantly - laptops, desktops, servers etc and well as many ad hoc products such as peripherals, printers, etc. Both specifications and pricing changes on a regular basis. I have been using write in products, but we have to go into each product line to make amendments etc
In the past we used quotewerks for producing our quotes as it has a straightforward single view interface for adding adhoc/write in products, etc and allowed us to change cost prices, margin % or sell out price on the fly without having to go into each individual product line. We also have the ability to move product lines up/down, change order, insert comments etc.
As we have now migrated our CRM system to Dynamics 365, we want to utilise the quoting & opportunity platform of Dynamics 365 for closer integration and reporting etc
Does anyone know if we are able to achieve the same level of product quoting within Dynamics 365 as standard or would we need to look at 3rd party apps? And are there any major restrictions on the way Dynamics handles quoting/prices? Any pros/cons against other quoting products that people have come up against?
Thanks in advance
Tim
