Documentation Index

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Introduction of Rental Management for D365 Sales

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Use STAEDEAN Rental Management for D365 Sales to manage your rental sales process from rental leads to rental orders.

Rental sales data

As a rental sales employee, you can manage your:

  • Leads

  • Opportunities

  • Quotes

  • Orders

You can also manage the related:

  • Accounts

  • Contacts

Data synchronization

 STAEDEAN Rental Management for D365 Sales is integrated with D365 F&SCM. The integration manages the synchronization of data between these solutions.

The data is synchronized partially:  

  • Two-way: Accounts, contacts, and quote headers.

  • One-way from D365 F&SCM to STAEDEAN Rental Management for D365 Sales: Quote lines, order headers, and order lines.

Leads and opportunities are not synchronized.