Creating quotes, orders, and invoices in Microsoft Dynamics CRM 2011 is easy and very useful. Once an opportunity has been created and you have established your product catalog in the system, generating a customer quote is simple and can be done in 6 short steps.
Follow these 6 short steps to quickly create a customer quote in Microsoft Dynamics CRM 2011:
Step 1: Start by opening the opportunity in CRM you want to generate a quote for.
*Make sure you have System Calculated selected in the Forecast Information section and select the relevant price list for the product you are quoting. Save the opportunity.
Step 2: Select Line Items in the Information section and click inside the Line Items sub-grid. A new tab titled List Tools will appear at the top. Select Add New Opportunity Product and select the Write-In product option.
Step 3: Give your product a name in the Write-In product field and specify your product values in the Pricing field. Save after this is completed. The system will calculate your extended amount. Save and close.
*Note that you can add multiple line items by repeating steps 2 and 3. For example: you may add services, annual enhancement plans, user license fees, etc.
Step 4: Select General from the Information section then select Recalculate Opportunity. Your total will be calculated and displayed in the Est. Revenue field. Save the opportunity then select Quotes in the Sales section.
Step 5: Select Add New Quote and a new quote form will be generated. All of your line items will appear in the quote. (Verify all of your products have been brought over by selecting Products under the Common section in the left navigation.) You are able to add costs you don’t want in your opportunity record to the quote by selecting Add Quote Product, then select Recalculate.
Step 6: Finally, select Run Report on the Data tab and select Quote. The Report view will open and display your quote. From here you can easily export the quote to many different formats including: XML, CSV, PDF, MHTML, Excel, TIFF, and Word.
Integrate your quotes, orders, and invoices with your back office in Microsoft Dynamics® GP or Microsoft Dynamics® AX.
If you’re interested in learning more about new features in Dynamics CRM 2011 check out a few of our CRM 2011 blog posts.