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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..
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.
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