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Dynamics 365 Business Central

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May 27, 2024

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AI Summary

  • Sales quotes in Dynamics 365 Business Central are typically created to record offers to customers or prospects regarding certain products on specific delivery and payment terms.
  • Team Members license can be used to create sales quotes in Business Central.
  • It is possible to create a sales quote without a customer by using a contact instead, but items (or other sales line types) are required.
  • Master data for items or other sales line types is necessary when creating a sales quote.
  • The Catalog Items feature in Business Central allows for offering items to customers without managing them in the system until they are sold.
  • When adding items to a sales quote, they will be automatically converted into normal items.
  • It is not recommended to create a quote-specific item and modify the description each time, as manual adjustments will still be needed when converting to an order or invoice.
  • When creating a sales quote in Business Central, ensure that all necessary items are included to accurately reflect what needs to be sold.

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