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Creating Sales Quotes from Contacts

Posted on by 3,480

Hi:

I'm reviewing all of the tutorials online, but they are not the same as what happens to me when I try to create a sales quote from a contact card.

Sometimes, I'll be prompted for a customer template, sometimes I won't.  Address information does not populate form the contact to the new sales quote, etc.

Are there any really good tutorials out there that help deal with these oddities?

Thanks!

John

  • john.ellis Profile Picture
    john.ellis 3,480 on at
    RE: Creating Sales Quotes from Contacts

    You're right, from the earlier post.  I needed to have a customer template set up, beforehand.  Thank you!

    John

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,419 on at
    RE: Creating Sales Quotes from Contacts

    Hi

    From this post I remember you had the setup correct community.dynamics.com/.../cannot-create-a-customer-from-a-contact

    1)  if Contact is a Person then you will receive a message about Customer Template. If Contact is Company you will not.

    2) In my case contact address populate from Contact to Quote. Let me check to see if any setup required here. I used Process -> Create Sales Quote. Are you using the same process or you use Opportunity?  docs.microsoft.com/.../marketing-processing-sales-opportunities

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