April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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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).
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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I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.