1. To-Increase Dynamics 365 for Finance & Operations
  2. DynaRent for D365 Sales
  3. Activities

Convert prospect to customer
Application task

If you have sent a (project) rental quotation to a prospect, and the prospect accepts the quotation, you must convert the prospect to a customer before you can confirm the (project) rental quotation.

If the prospect is converted to a customer, in DynaRent for D365 Sales, for the related account, the relationship type is changed to 'Customer'.
Note: You can only convert a prospect to a customer in D365 FO.


Standard procedure

1. Sign in to DynaRent for D365 Sales.
2. In the Site map, click Quotes.
3. Select the desired quote.
4. On the command bar, click Edit.
5. To convert a prospect to a customer, open the related (project) rental quotation in D365 FO.
  On the command bar, click Open.
6. In D365 FO, on the Action Pane, on the Follow up tab, click Convert to customer.
7. When you have converted the prospect to a customer, close the D365 FO tab of your browser. As a result, you automatically return to the related quote page in DynaRent for D365 Sales.
Related to Notes

Create and manage rental quotes

 		 

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