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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Quotes, Orders, and Invoices

Microsoft Dynamics CRM includes functionality for working with Quotes, Orders, and Invoices. They are defined as follows:

Quote—A proposed offer for products or services for an existing customer. The Quote can include specific payment terms, a discount, and delivery terms.

Order—An accepted Quote.

Invoice—A billed Order.

Additional features apply to these entities:

• Multiple pricing lists/models

• Line-item discounting based on volume, customer type, or manual overrides

• Quote-level discounting

Note

It is important to understand how Quotes, Orders, and Invoices work with Microsoft Dynamics products, particularly product inventory. Although Microsoft Dynamics CRM has the functionality to create Orders, Quotes, ...

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Publisher Resources

ISBN: 9780132682084Purchase book