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

Register response of prospect on quote
Application task

If you have sent a (project) rental quotation to a prospect, the prospect can:
  • Accept the quote. In this case, confirm the quotation.
  • Reject the quote. In this case, mark the quotation as lost.
You can also cancel a (project) rental quotation.
If you confirm a:
  • Rental quotation, automatically a rental order is created.
  • Project rental quotation, no rental order is created. You must transfer a confirmed project rental quotation to a project.
Notes:
  • You can only mark a (project) rental quotation as 'Confirmed', 'Lost', or 'Canceled' in D365 FO.
  • In D365 FO, you cannot change a (project) rental quotation that is marked as 'Confirmed', 'Lost', or 'Canceled'. In DynaRent for D365 Sales, you cannot change the related quote.


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 register the response of the prospect to the quote, 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 'Confirm', 'Cancel', or 'Lost quotation'.
7. When you have registered the prospect response to the (project) rental quotation, 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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