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.