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Can we do customization in dynamics 365 for financials?
can we customize the sales quote form in dynamics 365 for financials like adding own fields or creating own formula for the calculation?
Hello Suraj,
Go to the Report Layout Selection screen and scroll down to Report ID 1304 'Sales - Quote'. Select this and click on 'Custom Layouts'. There are several different layouts that you can choose from. You can also export these and edit them but you are limited on Fields to what is provided. I don't think there is any way for you to create your own formula for calculation. You would need to be more specific in what you're trying to accomplish here.
Thanks,
Chris
I guess it is sales quote page?
Hello,
I don't understand your follow-up question. Are you saying you want to edit the Sales Quote page? This will be possible in a future update. You can find information on this here:
blogs.msdn.microsoft.com/.../announcing-the-preview-of-development-tools-for-dynamics-nav
blogs.msdn.microsoft.com/.../more-information-about-the-developer-preview-for-dynamics-nav
I wanted to see if there was any update on the customization of Financials? Specifically adding fields to the Purchase Order layout. There is not place for Date, Due Date, Job/Customer. Am I missing something?
Thanks
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