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 Rental Management 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 F&SCM.
Steps
Sign in to Rental Management for D365 Sales.
In the Site map, click Quotes.
Select the desired quote.
On the command bar, click Edit.
To convert a prospect to a customer, open the related (project) rental quotation in D365 F&SCM.
On the command bar, click Open.
In D365 F&SCM, on the Action Pane, on the Follow up tab, click Convert to customer.
When you have converted the prospect to a customer, close the D365 F&SCM tab of your browser. As a result, you automatically return to the related quote page in Rental Management for D365 Sales.