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

Use DynaRent for D365 Sales

Use DynaRent for D365 Sales to manage your rental sales process from rental leads to rental invoices.
The flow shows the main rental sales process of DynaRent for D365 Sales.


Rental sales (CE) Rental sales (CE) Start Start Create and qualify leads

Create and qualify leads

 Manage opportunities

Manage opportunities

 Create and manage quotations

Create and manage rental quotes

 Create and manage orders

Create and manage rental orders

 End End

Activities

Name Responsible Description

Create and qualify leads

Rental sales (CE)

 		Use leads to keep track of business prospects. A lead can be an existing customer or a company or someone you have never done business with before.

Manage opportunities

Rental sales (CE)

Create and manage quotations

Rental sales (CE)

 		Use quotes to make an offer to a potential customer. A quote includes the pricing details of products your potential customer is interested in.

Create and manage orders

Rental sales (CE)

 		Use orders to track details of the products or services that your customers want to place an order for.

Sign in to DynaRent for D365 Sales

Use the DynaRent for D365 Sales dashboards

Create and qualify leads

Manage accounts and contacts

Manage opportunities

Create and manage rental quotes

Create and manage rental orders

Manage rental files

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