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Which component should I use

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Hi All

I have a question regarding component which I should use, when I want to perform technical feasibility before preparing quotation for Customer. Let's assume that before final quotation I have to send Customer's requirement to dedicated Team who is responsible for preparing custom solution/project for installation and it requires engagement of engineer who has to prepare technical specification and sometimes has to go to Customer's location to perform some additional actions, checks and so on?

Thanks for answer in advance.

Regards

Jarek

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Dengliang Li Microsoft Employee on at

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Which component should I use

Hi,

The quote may be edited several times before the final quote is sent to the customer. Once you have published a quote, the price will be locked.

Create or edit quotes in Dynamics 365 Sales | Microsoft Learn

The scenario you describe mentions appointing engineers to service the location.

In this way, you can use the Field Service application.
The Dynamics 365 Field Service business application helps organizations deliver field service to customer locations.

Overview of Dynamics 365 Field Service (contains video) - Dynamics 365 Field Service | Microsoft Learn

Best Regards,
Dengliang Li

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