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Customer experience | Sales, Customer Insights,...
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How to generate Sales Orders from Quotes?

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Posted on by 155

Hi team,

I just realize that there is no button to generate orders from quotes as it is the case for invoices for example. Please help.

Thank,

Patrick 

I have the same question (0)
  • LuHao Profile Picture
    40,892 on at

    Hi partner,

    Are you using Dynamics 365 Sales Professional?

    If so, then this is by design. Sales Professional does not have a button to create order from quote.

    send_2D00_by_2D00_email_2D00_button.png

    Go to the documentation for Dynamics 365 Sales Professional and we can see that [Create or edit orders] in the directory has no content.

    https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-quotes-sales-professional

    In Dynamics 365 Sales Enterprise, the button that create order from quote is there.

  • Suggested answer
    ashish12 Profile Picture
    3,079 on at

    Hi, Try this Link:

    docs.microsoft.com/.../create-quotes-sales-professional

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