Request for Quote and Price List Setup Dynamics 365 CRM

The RFQ Flow Configuration enables seamless creation, management, and communication of Request for Quotations directly within Dynamics 365 Sales Hub. It allows users to trigger RFQs from Opportunities or Opportunity Products, generate structured Excel-based RFQ documents, and email vendors in a streamlined and automated process. The configuration improves sourcing efficiency, ensures data accuracy, and maintains traceability across the sales cycle.

RFQ Flow Configuration

Enables fast RFQ creation and vendor communication from Opportunities.

• RFQ from Opportunity: Trigger RFQs directly from the Opportunity with auto-filled data.
• RFQ from Opportunity Products: Create RFQs from selected product lines for item-level accuracy.
• Email RFQ with Excel: Auto-generate Excel RFQ sheets and send to vendors via email.

Pricelist Configuration

Automates pricelist creation and supports extended pricing data.

• Generate Pricelist from Opportunity: One-click pricelist generation with auto-populated details.
• Custom Pricing Fields: Display additional pricing fields (margin, cost, adjusted price) on pricelist items.

Supported countries: All countries where Microsoft Dynamics 365 Power platform is available.

Supported Languages: This app is available in English (United States).