Money in the Bank – Episode 2 – Quick Quotes

In the 2nd episode of the video series I started a while back, Money in the Bank, I take a look at the ‘quick’ quoting capabilities within Dynamics and see how a canvas app could be used as an alternative.

As per usual, the guiding principles I will be using for comparing the out of the box Dynamics 365 capabilities are as follows:

  • Use of OOTB entities were possible
  • No code and very little customizations

The 2nd episode scenario is as follows:

We want our sales reps to quickly quote our various product offerings & pricing to prospects who call in.