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In this video tutorial, Jesse Buckles from Stoneridge Software demonstrates how to create quote templates in Dynamics 365 Sales. He explains that quotes can be generated in several ways: directly from an opportunity, from the quotes section, or even from an account or contact. Jesse opens an existing sales opportunity to showcase how to add various product line items to a quote. The tutorial is aimed at helping users efficiently utilize Dynamics 365 Sales for their quoting processes. For further engagement, viewers are invited to connect with Jesse on LinkedIn using the provided QR code.
