If a quote is created from an opportunity, the Quote Type is defined by a default setting in Power Apps. So, a default value for the Quote Type, if set in the Default Parameter Configurations, is not applied.
These quote types are applicable to Rental Management for D365 Sales:

 

  • Rental: The quote is not related to a rental project. On synchronization with D365 FO, a rental quotation is created.
  • Project rental: The quote is created for a rental project. On synchronization with D365 FO, a project rental quotation is created.

 

To change the default quote type setting for the applicable Dataverse table column, follow the steps in this topic.


Standard procedure

1. Sign in to Power Apps: https://make.powerapps.com.
2. Switch to the right environment.
3. In the Site map, click Dataverse, Tables.
4. In the command bar, switch the view to All.
5. Find and open the 'Quote' table.
6. Find and open the 'Type' (ti_type) column.
7. In the 'Default value' field, select the desired value.
8. Click Done.
9. Click Save table.

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