Create Opportunity, Quote, Order and Invoice in Dynamics 365

To create an opportunity, quote, order and invoice for a customer in Dynamics 365, go through the following steps.

First, navigate to Opportunities:

Click New to create a new opportunity:

Enter required fields and save the record:

Note the different areas of an opportunity:

• Stakeholders
• Sales Team
• Competitors
• Product Line Items
• Quotes

Select Product Line Items and enter a new price list:

Click + to select a new product or an existing product:

Select an existing product. Note the price is coming from the price list:

Note the opportunity statuses:

And when closed:

Click + to enter a new quote:

The quotes window will open. The products default from the opportunity:

Note the automated quote number. You now have various options regarding this quote:

Click Activate Quote.

Note the ability to close the quote:

Note the quote statuses:

Click Create Order:

An order is now created:

And the opportunity is won:

Note the ability to fulfill the order:

Note the order status:

And order close status:

Select Create Invoice:

Note the invoice paid option:

The status is now Paid:

Note the statuses for an invoice in Dynamics 365:

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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