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in this video well go over creating and editing quotes in dynamics 365 for sales there are a couple ways that you can create quotes that is from an existing opportunity or you can create a new quote directly from the quote list or view were going to start off with creating a quote from an existing opportunity from the quote lists excuse me from the opportunity list im going to click on the opportunity in question to open the record from here i can click on the quotes tab on the opportunity form my next step is to click this plus new quote button this is going to open up the new quote form in my next window at this point i can see that my price list my name my potential customer all came over and my products all came over from my existing opportunity record as i scroll down the quote record i can enter my shipping method payment terms and freight terms if i have that at the time i can also update my addresses in the bill to and ship to addresses to look up the addresses that are ass
