When it comes to quoting, both Microsoft Dynamics 365 Business Central and Dynamics 365 CRM offer great capabilities – but which one should you use (or even both!), how should it all be integrated and what are the pros, cons and best practices to be taken into consideration. It can
can feel a little confusing, especially when there’s no “one-size-fits-all" quoting process that every business uses. The types of products and/services you're quoting for can also add additional complexities to navigate.
In this episode of Tecman Talks Dynamics we’re exploring the quoting functionality and integration between both Dynamics 365 CRM and Dynamics 365 Business Central, discussing the various aspects of quoting, such as pricing, look and feel, electronic signatures, tax, payment terms, and more. We’ll also be delving into the advantages and disadvantages of quoting in both systems, helping you choose the best tool for your business needs and processes.
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