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In this quick tutorial, Jesse Buckles, a pre-sales architect at Stoneridge Software, demonstrates how to create quote templates in Dynamics 365 Sales. He outlines several methods for creating quotes, including starting from an existing opportunity, directly accessing the quotes section, or creating them from an account or contact. By accessing a demo environment, he shows an existing opportunity and highlights the product line items already added, indicating that multiple product types can be included in a sales opportunity. The video aims to provide viewers with practical steps for effectively utilizing quote creation in Dynamics 365 Sales.
