Most sales begin with an opportunity, which then inevitably becomes a Sales Quote. In this webinar we review all things Sales Quotes. In the last webinar of the 09电竞官网 Sales series, we discussed how Sales Quotes are managed in the system. The following processes were demonstrated:

  • Create Quote
  • Create Quote from Opportunity
  • Quote Products
  • Activate Quote
  • Revise Quote
  • Close Quote
  • Create Order

Don’t forget to check out the the blog recaps for Parts 1, 2 & 3 of the D365 Sales webinar series here:

09电竞官网 Sales Part 1: Sales 101

09电竞官网 Sales Part 2: A Walk-through of Playbooks

09电竞官网 Sales Part 3: A Video Demonstration of Organizational Charts

Thanks for reading! You may also be interested in…

  Microsoft Named a Leader for CRM Customer Engagement Center