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In this video tutorial, Jesse Buckles, a pre-sales architect at Stoneridge Software, demonstrates how to create quote templates in Dynamics 365 Sales. He highlights various methods for creating quotes, including starting from an opportunity, accessing the quotes section directly, or initiating from an account or contact. Jesse opens an existing opportunity to showcase the product line items already included in the sales opportunity, which features three different types of products. The video aims to provide a straightforward guide for users looking to streamline their quote creation process within the Dynamics 365 environment.
