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Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

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Draft Status

A Quote likely will be revised many times, and Microsoft Dynamics CRM has built-in functionality via the Draft and Active status for this.

When a Quote is in Draft status, it has been created but generally not ready to be submitted to customers. This is the only time Quotes can be completely modified with products added or removed, and discounts applied as well as deleted (see Figure 8.42).

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FIGURE 8.42 New Quote in Draft status.

Revising Quotes

After the Quote is created, it automatically sets the Quote ID using the auto-numbering set up by the system administrator. You can change this by configuring Auto-Numbering in the Settings ...

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