Manage quotes, orders, and invoices in Dynamics 365 for phones and tablets

Applies to Dynamics 365 (online), version 8.x

As a sales professional, you'll frequently work with the following types of records:

  • Quotes: Most sales begin with a price quote, which eventually leads to an order.

  • Orders: When a quote is accepted and approved, it becomes an order.

  • Invoices: Once an order is shipped or delivered, an invoice is created.

    With Dynamics 365, it's easy to customize for the way your organization does business, so you might see different types of records in your Dynamics 365 system.

Note

Managing quotes, orders, and invoices is not supported in an offline environment.

This feature was introduced in Dynamics CRM 2016 Service Pack 1 On-Premises and Dynamics CRM Online 2016 Update 1.

View or change records

  1. Tap the menu button Dynamics 365 Menu button, and then tap the record type you want from the drop-down list.

  2. Open the record type.

  3. Tap the record.

  4. Make your changes.

Create a new quote

Phone

  1. Go to the Quote screen.

  2. Tap the Add button + to the right of the header.

    Dynamics 365 add button on a phone

  3. Enter the information, and then save the record.

    Save button in Dynamics 365 on a phone

Tablet

  1. On the Home screen, tap the ellipsis button ( ...) at the bottom-right corner of the screen.

  2. Tap New Record.

    Dynamics 365 New Record button on a tablet

  3. Select Quote from the list.

  4. Enter the information for the quote, and then tap Save.

Create a quote from an opportunity

Phone

  1. Open the opportunity.

  2. With the opportunity open, swipe left to the Product Line Items screen and make sure a price list is selected.

  3. Go to the next tab on the right. If a product isn't automatically selected, tap the Add button +.

  4. Select the product(s) you want, and then tap Save.

  5. Go to the Opportunity Quotes screen, and then tap the Add button +.

  6. On the Quotes page, verify that the quote is listed.

    Verify a quote in Dynamics 365 on a phone

Tablet

  1. Open the opportunity.

  2. Go to Opportunity Quotes on the far right, and then tap the Add button +.

    Create a quote from an opportunity on a tablet in Dynamics 365

  3. Review the quote.

    Dynamics 365 Quote review screen on a tablet

Activate a quote

Phone

  1. Open the quote, and then tap the ellipsis (...) at the bottom-right corner of the screen.

  2. Tap Activate Quote.

    Activate a quote in Dynamics 365 on a phone

Tablet

  1. Open the quote, and then tap the ellipsis (...) at the bottom-right corner of the screen.

  2. Tap Activate Quote.

    Activate a quote in Dynamics 365 on a tablet

Create an order from a quote

Phone

  1. Open an active quote, and then tap the ellipsis (...) at the bottom-right corner of the screen.

  2. Tap Create Order.

    Create an order in Dynamics 365 on a phone

  3. On the Create Order page, verify that all information is correct, enter a description (optional), and then tap OK.

Tablet

  1. Open an active quote, and tap the ellipsis (...) at the bottom-right corner of the screen.

  2. Tap Create Order.

    Create an order in Dynamics 365 on a tablet

  3. Review the order, add a description (optional), and then tap OK.

    Confirmation screen for creating an order on a tablet in Dynamics 365

  4. Open the orders list, and verify that the new order is there.

Create an invoice from an order

Phone

  1. Open the order, and then tap the ellipsis (...) at the bottom-right corner of the screen.

  2. Tap Create Invoice.

    Create an invoice on a phone in Dynamics 365

Tablet

  1. Open the order, and then tap the ellipsis (...) at the bottom-right corner of the screen.

  2. Tap Create Invoice.

    Create an invoice in Dynamics 365 on a tablet

See also

Install Dynamics 365 for phones and tablets