Now Reading: Money in the Bank – Episode 2 – Quick Quotes
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Money in the Bank – Episode 2 – Quick Quotes
In the 2nd episode of the video series I started a while back, Money in the Bank, I take a look at the ‘quick’ quoting capabilities within Dynamics and see how a canvas app could be used as an alternative.
As per usual, the guiding principles I will be using for comparing the out of the box Dynamics 365 capabilities are as follows:
- Use of OOTB entities were possible
- No code and very little customizations
The 2nd episode scenario is as follows:
We want our sales reps to quickly quote…
Continue Reading Bruce Bee’s Article on their blog
Money in the Bank – Episode 2 – Quick Quotes
Blog Syndicated with Bruce Bee’s Permission
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