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In this tutorial, Jesse Buckles, a pre-sales architect at Stoneridge Software, demonstrates how to create quote templates in Dynamics 365 Sales. He explains that quotes can be generated in various ways, including directly from an opportunity, from the quotes section, or right from an account or contact. The video showcases navigating to an existing opportunity that has products added to it on the product line items tab. Jesse emphasizes the flexibility in generating quotes within the Dynamics 365 environment, allowing users to efficiently manage sales opportunities.
