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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Licensing for Quote Ma...
Microsoft Dynamics CRM (Archived)

Licensing for Quote Management in CRM 2013 on-premise

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Posted on by M_H 330

Hello,

We are implementing Dynamics CRM 2013 on-premise and I have questions about licensing. We have users who have no need of using the sales process, campaigns, products, contracts, etc. - but must be able to generate a quote from a opportunity products (they can view the opportunity). It seems that basic license covers all of the features they need except quote generation - however, some of the professionally-licensed users will be restricted from quote generation, so in theory, all permissions would balance out.

Is there anyone else who has experienced a juxtaposition of permissions/licensing such as this one? 

Thank you!

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I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at

    You need a Pro licence to use Opportunities, as well as Quotes.

  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    You need professional license for this..sales automation is covered only in professional 

    Here are more details on license 

    https://www.google.com/url?sa=t&source=web&rct=j&ei=hUrZVN2mEMqbyAT3qIKYDQ&url=http://go.microsoft.com/fwlink/p/%3FLinkId%3D327819&ved=0CCkQFjAA&usg=AFQjCNFsQQrrFJnxuUlkhJWJRG7C2i20Wg&sig2=AvuzgU_9jHsDRqDOmaEFMg

    Hope this will help

  • Suggested answer
    M I Mostafa Profile Picture
    M I Mostafa 4,257 on at

    As per other responses, Professional license is required for Quote Management even if you do not require opportunity management.

  • Community Member Profile Picture
    Community Member on at

    Hi Mahadeo, would you be able to explain Sales Automation in details? What exactly does this cover?

  • Community Member Profile Picture
    Community Member on at

    Sales automation includes every part of your process from a Lead being qualified into an Opportunity until you send an Invoice. Quotes, Orders, adding products etc is all part of sales management / automation.

  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Hi Bansri,

    Sales Automation covers, automatically convert lead to Account, Contact or Opportunity..

    Then Opportunity would be converted into Quote, quote to Order and Order to Invoice for final sales.

    CRM has some flows which will manage and convert sales process from one step / stage to another stage.

    Like You are getting lead from some website, then you might need to convert those leads to Opportunity /contact/account, then Opportunity will be converted to Quote, when customer fulfill with quote, then order will be placed, you can create order from quote, and finally invoice will be created.

    Addition to this opportunity, Quote, order , invoice are associated with products, You can create products, define price list for products, create product group (product family / product bundle), apply discount, add  sales tax etc.. all these items are covered under sales automation.

    Here are some more information MS CRM sales process and sales automation

    www.powerobjects.com/.../customizing-sales-process-flows-in-crm-2013

    crmbook.powerobjects.com/.../microsoft-dynamics-crm-sales-process

    www.preact.co.uk/.../sales-automation

    www.powerobjects.com/.../sales-force-automation

    Hope this will help..  

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