1. Equipment Rental
  2. Rental Management for D365 Sales
  3. Working with Rental Management for D365 Sales

Use Rental Management for D365 Sales

Use Rental Management for D365 Sales to manage your rental sales process from rental leads to rental invoices.
The flow shows the main rental sales process of Rental Management for D365 Sales.


Rental sales (CE) Rental sales (CE) Start Start Create and qualify leads Manage opportunities Create and manage quotations Create and manage orders End End

Activities

Name Responsible Description

Create and qualify leads

Rental sales (CE)

Manage opportunities

Rental sales (CE)

Create and manage quotations

Rental sales (CE)

Create and manage orders

Rental sales (CE)

Sign in to Rental Management for D365 Sales

Use the Rental Management for D365 Sales dashboards

Create and qualify leads

Manage accounts and contacts

Manage opportunities

Create and manage rental quotes

Create and manage rental orders

Manage rental files

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