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We a custom home builder and have started to utilized the Services entity to enter and track Cases, which for us are Service and Warranty work. I want to be able to qutoe requested service work to clients by using the built in Quote but it is not relevant to what I need. Is it best to attempt to edit the existing Quote entity or create a template (or some other method) to get the functionality we want.
What we need is a way to enter multiple line items that would have a description and a subtotal. All of the line items would then simply total. We have this in excel now but would like to keep everything in CRM for obvious reasons. We are very early into using Cases so I apologize ahead of time if there is an easy solution.
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Hi Brad,
Based on the second paragraph, my suggestion is to use the entity Product and Product's Lines, moreover the concept of Product's sets, which is possible to define a set of products as na only "product" or "service".
Based on the first paragraph, I consider it's possible to customize the entity Quote to comply the needs and include the entities mentioned above.
Sorry for some misunderstanding.
Regards,
Thank you for using Microsoft Dynamics CRM Communities,
Gustavo Dobkowski Longo
Support Engineer
Microsoft Dynamics CRM
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