Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Quotes no appearing in...
Customer experience | Sales, Customer Insights,...
Unanswered

Quotes no appearing in Sales Accelerator My Work List

(0) ShareShare
ReportReport
Posted on by Samantha73 2,914
Hi 
I have tested sales accelerator and it is driving me crazy. Figured out that the regading record should have the same owner/team as the user and task assigned to user. this works fine for orders but not for quotes. Checked if quote is activated for sequences

Categories:
Dynamics 365 Sales

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Daivat Vartak (v-9davar) Profile Picture

Daivat Vartak (v-9d... 671 Super User 2025 Season 1

#2
Vahid Ghafarpour Profile Picture

Vahid Ghafarpour 167 Super User 2025 Season 1

#3
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 138 Most Valuable Professional

Last month Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans