- Equipment Rental
- Rental Management for D365 Sales
- Working with Rental Management for D365 Sales
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:
Data synchronization
Rental Management for D365 Sales is integrated with D365 FO. 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 FO to Rental Management for D365 Sales: Quote lines, order headers, and order lines.
Leads and opportunities are not synchronized.