Create a quote directly from an Account

(0) Share

Report

Posted on by Michael Marmah

1,511

Hi Am using Dynamics CRM 2016 which I upgraded to Dynamics 365(On-premise)
Anytime I want to raise a quote I have to go to the quotes section to do it.

Is it possible to raise a quote directly from the accounts page

Example I open the accounts page of a customer, i want to click a button to raise a quote from there directly

Please assist

I have the same question (0)

All responses (2)

Answers (1)

Verified answer

Martin Donnelly 1,030 on at

Like (0)

Report

putting an quote grid on the account form should do it. Grids generally carry add new controls. check the mapping on the quote/parentaccountid relationship but, my bet is it is already complete.

Was this reply helpful? Yes No
Michael Marmah 1,511 on at

Like (0)

Report

Thanks, it worked

Was this reply helpful? Yes No