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 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.


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