Dynamics 365 CommunityForums Sales forum Is it possible to let ...

Suggested answer

Is it possible to let customers choose the products they want to buy

(0) Share

Report

Report

Posted on by Community member

Hi,

Is it possible to send a quote with optional products and let customers choose the products and respective quantities that they want to buy?

We can build an e-commerce site but we don’t want customers to order whenever they want…only want them to order when we are ready to receive orders.

Thanks in advance!!!

All responses Img

All responses (2)

Answers Img

Answers (0)

JakobOrneberg 11 on at

Like (1)

Report

Is it possible to let customers choose the products they want to buy

I don't know your business model, but one opportunity is to have Power Pages (a customer portal). If you connect this portal to your Dynamics solution, the clients can login and choose from your optional products.

Good luck, Jakob
Suggested answer

Dengliang Li Microsoft Employee on at

Like (0)

Report

Is it possible to let customers choose the products they want to buy

Hi,

I'm afraid that's not possible.

In Dynamics 365 CRM you can email activated quotes as PDFs to your customers.

Create or edit quotes in Dynamics 365 Sales | Microsoft Learn

But this does not allow the customer to select the products and quantities.

I have tried to embed a quote form in a Power Page, but it is not possible to select a product, and there are some required fields that need to be filled in.
There is no access to the entity that corresponds to these required fields for external customers.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

Helpful resources

Quick Links

Leaderboard

Andre Arnaud de Cal... 283,324 Super User

Martin Dráb 223,096 Super User

nmaenpaa 101,140

Featured topics

Product updates

Dynamics 365 release plans