- Equipment Rental
- Rental Management for D365 Sales
- Activities
In the Rental Management for D365 Sales main process, when you qualify a lead, an account is created. You can also directly create an account in Rental Management for D365 Sales.
You can edit:
- An existing account in Rental Management for D365 Sales: For more information, refer to Manage account.
In Rental Management for D365 Sales, an account is a company with which you (potentially) do business.
- A D365 FO prospect that is related to an account in Rental Management for D365 Sales: For more information, refer to the steps of this topic.
In D365 FO, a prospect is a company with which you potentially do business.
For accounts and prospects, a two-way synchronization is applied. If you edit:
- An account in Rental Management for D365 Sales, the changes are synchronized to the related prospect in D365 FO.
- A prospect in D365 FO, the changes are synchronized to the related account in Rental Management for D365 Sales.
Notes
In Rental Management for D365 Sales, for the account, you cannot edit the fields on the Rental tab. You can only edit these fields in D365 FO, on the Prospects page, on the Rental tab.
See also
