Hello All,
We are looking to streamline some of our Dynamics processes. For this particular case, we are looking to determine whether there is a way to create tasks against a quote or an order so that we can create follow up points, etc. Right now, we are doing everything manually and adding updates into the "notes" section on each quote/order; however, this does not provide any notifications and where there are a number of orders open, there is no way to know the status of said order. Furthermore, it would be great to know whether a quote/order has been submitted - is there a status check field for this?
