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

Manage accounts and contacts

In the Rental Management for D365 Sales main process, when you qualify a lead, an account and contact are created. you can also directly create an account or contact in Rental Management for D365 Sales.

You can edit existing accounts and contacts in both Rental Management for D365 Sales and D365 FO.


Rental sales Rental sales Start Start Edit account in Rental Management for D365 Sales Edit account in Rental Management for D365 Sales 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. Edit contact in Rental Management for D365 Sales Edit contact in Rental Management for D365 Sales In the Rental Management for D365 Sales main process, when you qualify a lead, a contact is created. You can also directly create a contact in Rental Management for D365 Sales. You can edit: An existing contact in Rental Management for D365 Sales: For more information, refer to Manage contacts. A D365 FO contact that is related to a contact in Rental Management for D365 Sales: For more information, refer to the steps of this topic. For contacts, a two-way synchronization is applied. If you edit a contact in: Rental Management for D365 Sales, the changes are synchronized to the related contact in D365 FO. D365 FO, the changes are synchronized to the related contact in Rental Management for D365 Sales. Procedure 1. Sign in to Rental Management for D365 Sales. 2. In the Site map, click Contacts. 3. Select the desired contact and on the command bar, click Edit. 4. On the command bar, click Open. 5. In D365 FO, edit the contact. 6. When you are done editing the contact, save the changes, and close the D365 FO tab of your browser. As a result, you automatically return to the related contact page in Rental Management for D365 Sales. End End

Activities

Name Responsible Description

Edit account in Rental Management for D365 Sales

Rental sales

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.

Edit contact in Rental Management for D365 Sales

Rental sales

In the Rental Management for D365 Sales main process, when you qualify a lead, a contact is created. You can also directly create a contact in Rental Management for D365 Sales.

You can edit:
  • An existing contact in Rental Management for D365 Sales: For more information, refer to Manage contacts.
  • A D365 FO contact that is related to a contact in Rental Management for D365 Sales: For more information, refer to the steps of this topic.
For contacts, a two-way synchronization is applied. If you edit a contact in:
  • Rental Management for D365 Sales, the changes are synchronized to the related contact in D365 FO.
  • D365 FO, the changes are synchronized to the related contact in Rental Management for D365 Sales.

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