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Dynamics 365 Community / Forums / Field Service forum / Quoting in Field Service
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Quoting in Field Service

Posted on by 5

Hi

Is it possible to add Customer Assets to Quotes in Field Service? And preferable more than 1 Customer Asset. This would then make it possible to add Labour and Products to the Customer Asset when building a quote.

BR Addo

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  • Suggested answer
    moko33 Profile Picture
    moko33 1,784 on at
    RE: Quoting in Field Service

    We are usually recommending to use the Work Order with linestatus "estimated" for the products and services here.

    Knowing that this is a deficiency of MS, you could also try to customize the Quote as to your needs, i.e. populate needed data from Quote into a Work Order.

  • Addo Romyn Profile Picture
    Addo Romyn 5 on at
    RE: Quoting in Field Service

    Thanks Scott,

    Do you think it will become 'Out of the Box' anytime soon? As this would be something must users would require?

  • Suggested answer
    Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: Quoting in Field Service

    Is it possible?  Anything in possible.  Out of the box there is no correlation between a quote and an Asset.  I recommend, if having multiple assets, doing a complete design and understanding the business need.

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