How to Create a Quote in Microsoft Dynamics CRM

Part of the Microsoft Dynamics CRM 4 For Dummies Cheat Sheet

Microsoft Dynamics CRM can help you design a quote that gets you a new customer that Microsoft Dynamics CRM can help you manage. But, first, create the quote:

  1. At the bottom of the navigation pane, click the Sales button.

  2. At the top of the navigation pane, select Quotes.

  3. On the Quotes window's toolbar, click the New button.

  4. In the Name field, enter some text that describes the quote.

  5. In the Potential Customer field, select an account or a contact to associate with the quote.

  6. In the Price List field, use the magnifying glass or the Form Assistant to select a price list.

  7. Click Save (the disk icon).

  8. In the Totals section of the General tab, enter the quote discount and freight amount.

  9. Click the Shipping tab and fill in the following:

    1. Enter information into the Effective From and To, Requested Delivery Date, and Due By fields.

    2. Enter the Shipping Method, Payment Terms, and Freight Terms.

  10. Click the Addresses tab and enter the Bill To and Ship To information.

  11. If you want to associate your quote with an opportunity, do the following:

    1. Click the Administration tab.

    2. Use the magnifying glass in the Opportunity field to find and select that opportunity.

    3. Click OK.

  12. Click the Save and Close button to save your quote.

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