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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Adding Bill to and Ship to Addresses to a Quote

Many customers (especially larger companies) will provide two different addresses—a billing address and a shipping address—when they place orders with your organization. You can enter different bill to and ship to information for each quote in Microsoft Dynamics CRM. Creating a quote for a customer does not automatically populate the bill to and ship to information; you must explicitly assign the bill to and ship to addresses to the quote.

To assign the bill to and ship to address information, you choose one of the addresses linked to the customer. However, one thing you might not expect is that you cannot select the address listed on the account or contact form. You must choose one of the More Addresses ...

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