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Customer experience | Sales, Customer Insights,...
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How to work with Quotes & Orders to help Sales?

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Posted on by 278

Hello,

What's your experience with ways of working, tips on how to work with Quotes and Orders to help Salesteam work efficiently and make them aligned and work in a good way? Any experience with workflows which has helped sales team a lot regarding Quote & Order Management in CRM? For e.g. with follow-up dates and so on..

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    Eiken Profile Picture
    Eiken on at
    RE: How to work with Quotes & Orders to help Sales?

    Hi,

    Firstly the following link is about quote and orders.

    Quote, order, and invoice tables (Dynamics 365 Sales) | Microsoft Learn

    Then you can search more tips for improving the sales experience such as in this website below.

    3 Tips to Quickly and Efficiently Generate Quotes in Microsoft Dynamics 365 for Sales - CRM Software Blog | Dynamics 365

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