Use 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
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 Rental Management for D365 Sales: Quote lines, order headers, and order lines.
Leads and opportunities are not synchronized.