Dynamics 365 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 Dynamics 365 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:

Dynamics 365 Sales 101

Dynamics 365 Sales Part 2: A Walk-through of Playbooks

Dynamics 365 Sales Part 3: A Video Demonstration of Organizational Charts

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