Tag: prices
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Build Your Own D365 Finance Sales Agent: Step-by-Step Guide
The content presents a guide for building a D365 Finance Sales Agent to automate the quote creation process. By leveraging tools like Copilot Studio, the agent retrieves product prices and generates sales quotations swiftly, removing the need for manual checks by sales teams. Key steps include validating customer details, checking price availability, and emailing quotations.…