web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Showing options availa...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Showing options available on Customer Quote?

(0) ShareShare
ReportReport
Posted on by SG-17020038-0 2
Hello,
We are a manufacturer and currently our system requires our sales team to create multiple draft quotes under an opportunity, when they used to, in their old system, be able to quote the customer - and select show options list, then select which active options customer has already decided on - resulting on the quote to the customer showing all the options available that they could select if they want….
 
Then when won, the team would go back to the quote simply and select which options and push it through to sales order. 
 
can this be done in D365?
I have the same question (0)
  • Suggested answer
    11manish Profile Picture
    11manish 536 on at
    Yes, this scenario can be implemented in Dynamics 365 by using a single quote with all available options and introducing a mechanism (such as a custom field) to mark which options are selected. Then, during order creation, only the selected items are carried forward. This approach eliminates the need for multiple draft quotes and closely replicates the behavior of your previous system.
     
    Start simple:
    • Add IsSelected field
    • Update quote template
    • Add flow for order creation
  • Suggested answer
    ManoVerse Profile Picture
    ManoVerse 1,053 Super User 2026 Season 1 on at
    Yes, this can be done in Dynamics 365, but it is not standard behavior. Out of the box, Dynamics 365 requires separate quotes for different configurations, which is why your sales team is creating multiple draft quotes.
    However, many clients configure D365 so that: Sales creates one quote and quote shows the base product plus all available options and options are shown to the customer but not all are selected , after the customer decides, sales checks the chosen options , same quote is then converted directly to a sales order
    This is usually achieved by using CPQ style configuration or a small customization that treats options as selectable items on the quote

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 164

#2
ManoVerse Profile Picture

ManoVerse 141 Super User 2026 Season 1

#3
Zhilan Profile Picture

Zhilan 55

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans