Length
1 Day
Price
$1,200
Audience
End User
This Revision
55347
Technology
Microsoft Dynamics 365 Business Central
Delivery Method
Instructor Led Classroom and On Demand
On Demand
On Demand Version Available
Language
English

55347: Sales for Dynamics 365 Business Central

This course is designed to introduce the Sales module in Microsoft Dynamics 365 Business Central.

 

Including:

  • An overview of the capabilities of the Sales module in Microsoft Dynamics 365 Business Central
  • Working with Customers, Sales Orders, Quotes and Invoices
  • Exploring all of the Sales features
  • Running Reports
  • Creating Sales Visualizations in Power BI  
  • Learn how AI can work for your organization  
  • Implementing organization specific customizations in the Sales module

Managing Customers

  • Customer Cards
  • Registering Customers
  • Sales Codes 

LAB: Working with Customers

 

Sales Quotes and Orders

  • Creating Sales Quotes
  • Sending Sales Quotes to Customers
  • Converting a Sales Quote to an Order
  • Converting a Sales Quote to an Invoice
  • Working with Catalogue Items
  • Sales Prices and Line Discounts

LAB: Exploring Quotes and Orders

 

Invoices and Payments

  • Sales Invoices
  • Selling Products
  • Registering Payments
  • Returns and Cancellations

LAB: Exploring Invoice and Payments

 

Reporting and Intelligence

  • Reports
  • Excel
  • Artificial Intelligence

LAB: Sales Reports and Intelligence

  

Customizing the Environment

  • Creating customizations using the Client Designer

LAB: Using the Client Designer

Prerequisites

This course is intended for end users and technical users who are looking to improve their skills in Microsoft Dynamics 365 Business Central.

An existing exposure to Business Central would be advantageous but not essential.

This course is intended for end users and technical users who are looking to improve their skills in Microsoft Dynamics 365 Business Central