EPISODE 97 | Sales Quotations in Microsoft Dynamics 365 Finance and Operations

In this tutorial video, you will learn how to create and manage sales quotations in Microsoft Dynamics 365 Finance and Operations. We will walk you through the process of setting up your sales quotation, including entering customer information, selecting products, and setting pricing. We will also show you how to track and manage your sales quotations, from creating revisions to sending them to your customers. Whether you're new to Microsoft Dynamics 365 or just need a refresher on sales quotations, this tutorial is for you!

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[luisxavierbaenamourao]

Great, very nice pace, detailed and clear. Thank you.

[fico-business-solutions]

Thanks a lot for this helpful presentation.🙏👍👍👍👍👍👍

[elenachen]

Great video! Could you please tell me the difference between a lead and a prospect?

[novamy]

Can we change the status from the backend if got issue? Such as status canceled & we want to revert to previous status which is approved?

[manjunathbalareddy]

Hi If I buy now will I get the entire subjet? Finance & Operation Right

[akshaygarg]

Hi Sir,
Currently in Udemy there are 6 parts.

Will more parts come in future in udemy?

[anbuthasan]

How to configure customer email in d365, so that automatically sales quote will send to customer.. can you please explain

[reshmashaik]

Hi, I need some help in Sales & marketing module.
Where, an open sales order total value will be displayed in estimated amount field in list page of sales order.
Similarly we have estimated amount field for sales quotation but here in sales quotation list page estimated amount is showing zero even though the total value is non zero.
Can anyone let me know if there is any setup for Linking these two fields or the concept which I'm missing here.
Thanks in advance

[BenExpatriate]

you're an amazing instructor, we love all your videos and I've also subscribed and directed my friends to subscribe too, please can you upload MB 310 video tutorial