Creating an Order

Suppose that the customer agreed to the discount you offered and would like to move forward with the purchase. Creating an order in Microsoft Dynamics CRM from a quote is a very simple process; you just click the Create Order button in the quote toolbar. When the Create Order dialog box opens, you enter the order date, a short description, the dollar amount of the order, and any other necessary information.

Creating an Order

Tip

The Create Order button will not appear on the quote toolbar if the quote is still in Draft status; you can only create orders from quotes in Active status.

In this exercise, you will create an order from an active quote.

Note

Tip

BE SURE TO use the Internet Explorer Web browser to navigate to your Microsoft Dynamics CRM Web site before beginning this exercise.

  1. Open the quote record from the previous example.

  2. In the quote toolbar, click the Create Order button.

    Tip

    Create Order

    Troubleshooting

    If the Create Order button does not appear in your quote toolbar, make sure your quote is in Active status.

  3. Click OK.

    Microsoft Dynamics CRM updates the quote status to Won and creates a new order record.

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