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Caprice Murray, Tensoft, Inc

The Sales Process in Microsoft Dynamics 365 Business Central


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Continuing Tensoft’s series of Microsoft Dynamics 365 Business Central training videos, here’s one that covers the sales process in Business Central. Presented by Tensoft COO Dan Berube, this video demonstrates how to generate customer invoices and open receivables. It also shows how Business Central works seamlessly with Power BI to provide instant insight into your business.

 

 

Below is a partial transcription of this training video:
 
“Last part that we will cover today quickly is the sales process. In addition, of course we have vendors and we have to get invoices and pay vendors, but we also provide services or inventory and goods that we need to sell to our customers. I’ll start this example from our customer list. So, if we come into our customer master and from here we can facilitate different types of transactions for particular customers. System does handle the ability to go from quote to order to invoice, if we choose to do so. In today’s example we will go right to invoice, so we can just get something posted, take a look at what it looks like on aging as well as GL posting.
 
So, we are looking at our customer list here. We notice that on our right, I brought up the customer list Power BI page earlier in the demo. That page is shown as a customer here and it can also be pinned to our customer list page. If I’m looking at this customer, I can see that they have some ongoing sales, have posted bunch of shipments and invoices to them. I can see sort of what their sales amounts have been historically over time. Let’s click on the ‘School of Fine Arts’ here. If we change our selection, we can see that also then changes. And I’m getting some quick information about School of Fine Arts. So again, a Power BI report that we created- gets used in Power BI by people who were there. For people who are in Business Central, they can just look at those insights from Power BI directly within Business Central.
 
The History boxes are also key to this. I can see what’s going on- I can see that this customer has an on-going sales order. Something that I have taken order but not shipped. We have 2 invoices- things that we have shipped but not posted yet. And I can see I have 59 posted invoices for this company. So, it’s a customer I do a lot of business with. They obviously have a larger balance than my other customers and they are a great customer- they don’t return anything. So, I’ve no credit memos for this customer. So, let’s use the School of Fine Art to generate an invoice.
 
Click on ‘New Document’ and let’s go to Sales Invoice. So, we do this from the customer listing page. Everything about that customer, all the defaults are going to flow in to the document. So, address, date, our key contact for may be where this invoice needs to go. And if I have multiple invoices and I want to change that, I can set that up at the customer level and choose other contacts that customer may have- may be who needs to issue a PO, make sure the invoice goes to that person. So as long as I have those people set up as contact in business central, I can use those contacts when I generate the invoice. I can make sure that invoice goes to the right person at my customer and make sure they get what they need. Also insures that I get paid on time….”

 
Other Demo Videos:
Overview of Accounts Payable in Dynamics 365 Business Central
How to Create a Journal Entry in Microsoft Dynamics 365 Business Central
A Quick Introduction to Microsoft Power BI (Demo)

 
- By Caprice Murray, Tensoft, a Microsoft Dynamics 365 Business Central Partner

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