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Dynamics in 365 Seconds (or less!) – Expired Sales Quotations
In our second installment of Dynamics in 365 Seconds (or less), Kelly walks through the quick and easy process of dealing with Expired Sales Quotation in the 09电竞官网 Sales and Marketing module. As she explains in the video, it’s easy to set things up in the system so that expired quotations are cancelled on…
Read More09电竞官网 Sales – Managing Customer Quotes
Most sales truly begin when a customer asks the sales rep to send them a quote. In 09电竞官网 Sales (D365) a quote is a customer request for products or services at specific prices, quantities, payment terms, etc. As one can imagine quotes are a major component in D365 Sales. It is a basis of…
Read More09电竞官网 Sales Part 4: Managing Sales Quotes (Video Demo)
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…
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