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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 starts by explaining that quotes can be created in various ways: from an opportunity, directly in the quotes section, or even from an account or contact. Jesse opens an existing opportunity and navigates to the product line items tab, showcasing the various products already added to the sales opportunity. He invites viewers to connect with him on LinkedIn using a provided QR code and encourages them to dive into the demonstration.
