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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 explains that quotes can be created in various ways: directly from an opportunity, by accessing the quotes section, or from an account or contact. The demonstration takes place in a demo environment of Dynamics 365 Sales, where Jesse opens an existing opportunity. He highlights that product line items have already been added, showcasing different types of products associated with the sales opportunity. The tutorial emphasizes the versatility of creating quotes within Dynamics 365 Sales.
