Creating Sales Quotes from Contacts

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Posted on by john.ellis

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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

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Dynamics 365 Business Central

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john.ellis 3,482 on at

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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
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MahGah 15,428 on at

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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