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Dynamics 365 Business Central: Can we create a Sales Quote without a customer and items?

Today I would like to briefly talk about whether we can create a Sales Quote without a Customer and items in Business Central? I was asked this question recently. Source : Dynamics 365 Lab Read more...

30 May 2024

Dynamics NAV & BC Tips & tricks

Add reservations to Sales Quotes in Dynamics 365 Business Central

Out of the box Business Central doesn’t allow to reserve items for Sales Quotes. But some business might require this and luckily its very easy thing to add. Source : D365 BC & Power Apps Read more...

11 September 2023

Dynamics NAV & BC Tips & tricks

Dynamics 365 Business Central: How to retain/keep the sales quote after converting to an order or invoice (Customization)

Last week I saw an interesting question on the D365 forum, the user wants to retain the sales quote after it has been converted to a sales order. As you might know, you create a sales quote to record your offer to a customer or a…

28 December 2022

Dynamics NAV & BC Tips & tricks

Dynamics 365 Business Central: Deleting Expired Sales Quotes

Today I would like to discuss how to delete expired sales quotes in Business Central. As you may know, in Business Central, you can create a sales quote to record your offer to a customer to sell certain products on certain delivery and payment terms. Source…

16 March 2021

Dynamics NAV & BC Tips & tricks

How to add item images to the Sales quote report

Not often, but it can be, that a client wants product pics in the lines of a report, e.g. the sales quote is a candidate for that. So the client can present his products in a more convincing way Source : DFK's Tech Blog Read more...

26 November 2020

Dynamics NAV & BC Tips & tricks

How to Create a Purchase Quote in Microsoft Dynamics Business Central or Dynamics NAV and Convert It to an Order

In this blog, you’ll learn how to create a Purchase Quote and convert it to an Order in Microsoft Dynamics NAV or Business Central. You would use this for various reasons, including: - To purchase items or services - Receive the offers from vendors - Provide…

3 December 2019

Dynamics NAV & BC Tips & tricks

Sales Quote in NAV from Outlook “after NAV 2016″

Few days ago during the WPC in Orlando, Microsoft has showed one of great news after NAV 2016. You can use NAV directly from Outlook in Office 365 with new NAV Mail Add-in. With this add-in, you will have your NAV pages and data in your…

27 July 2015