After an instructor has informed you of what kit they would like to demo and you have their shipping information, follow the steps below.
1. Access Dynamics 365 CRM
2. Select Evaluation Sales Orders on the left hand navigation column
3. Select 'New' in the top menu bar
4. Complete all required and applicable fields in the Request Details and Shipping sections of the form.
All evaluations sales orders will be shipped within 5 business days after order entry. If you need the order to arrive by a specific date, please populate the Need by Date field so operations can plan appropriately. Otherwise, this field can be left blank.
5. Select 'Save'.
Do not select Save and Close as you still need to add your products.
6. After saving, you will now be able to add your Products. Select + New Evaluation Products
7. Complete all required fields and then Save & Close
8. Repeat steps 6 & 7 for any additional products to be sent on the same order
9. After saving the Evaluation Sales Order, the sales order number will populate in the order for your reference.
After saving, previous evaluation sales orders can be viewed from Related records on the Account or Opportunity if applicable.
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