web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Job Quotes from Opport...
Small and medium business | Business Central, N...
Suggested Answer

Job Quotes from Opportunities

(0) ShareShare
ReportReport
Posted on by Kaisha 125

I need to find out if i can create job quotes from opportunities

I have the same question (0)
  • Suggested answer
    MahGah Profile Picture
    MahGah 15,613 on at

    Hi

    Please see below.  community.dynamics.com/.../project-job-quote

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 102,049 Super User 2026 Season 1 on at

    Hi, it seems that in the standard, you can only create sales quotes from opportunities, not job quotes.

    pastedimage1642464611719v1.png

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    JAngle Profile Picture
    JAngle 159 on at

    As a workaround. Given that an opportunity needs a sales quote at some stage in the sales cycle perhaps create one anyway. Add a value against it and then create a job record. Use the “Links” or “Attachments” to add something on the sales quote referencing it.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 1,687 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,041 Super User 2026 Season 1

#3
Grigorios Mavrogeorgis Profile Picture

Grigorios Mavrogeorgis 974 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans