From the Microsoft Dynamics 365 CRM Blogs: Opportunity to quote; Field-level security; Update data; Copilot

In this review of the Dynamics 365 Customer Engagement/CRM blogs:

• How to convert an opportunity into a quote in D365 Sales
• Field-level security
• Update data in D365 using Excel Online
• Copilot in D365 Customer Service

How to convert an opportunity into a quote in Dynamics 365 Sales

On the Stoneridge Software blog, Jesse Bucholz wrote that creating quotes in Dynamics 365 Sales doesn't have to be complicated. He explained how to turn an opportunity into a quote, including how to add products, adjust discounts, finalize details, and send the quote. 

He also covered how to revise quotes without losing track of older versions and how tools, such as Copilot and templates, in Dynamics 365 Sales can save you time. Whether you're new to quotes, or you're looking to improve your process, Bucholz stated that the information in his blog post will help you work faster and smarter.

Field-level security in Dynamics 365 CRM

Writing on the Encore Business Solutions blog, Erika Colson stated that field-level security in Dynamics 365 CRM lets you control exactly who can edit specific fields. However, she noted that many people don't use it or even know about it.