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Mobile Sales Order Entry with Dynamics 365 Business Central App


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Enter Sales Orders via Mobile App with Dynamics 365 Business Central

Sales teams are always on the go, and they need access to a business management solution that’s mobile friendly. When it comes to entering new sales orders, it’s especially essential that your salespeople have the ability to enter orders and send invoices via their mobile devices.

 

With the Dynamics 365 Business Central mobile app, your sales team can do just that. Plus, they can gain access to important customer information (including a customer’s outstanding balance) with just a few taps.

 

Entering a Sales Order Via Mobile 

When you open the Dynamics 365 Business Central mobile app on your device, you’ll gain access to an overview of all your business’s most important data. These metrics are fully synchronized with the online Business Central application, enabling you to quickly check on the latest numbers via your phone.

 

When it comes to entering a sales order, the Business Central mobile app makes things easy. When you select the appropriate customer, Business Central will pre-fill the sales order with the right customer data. All you have to do is add line items, and the sales order is ready to post.

 

Posting and Sending a Sales Order in Business Central 

Once the sales order is complete, the Business Central mobile app allows you to post the order at the tap of a button. Want to send out an invoice at the same time? Simply choose Post and Send, and Business Central will email the customer a PDF invoice immediately.

 

Review Customer Data from Your Mobile Device

Need to check a customer’s balance after posting a sales order? From the Business Central mobile app home screen, you can quickly access customer data, including a detailed overview of a customer’s current outstanding balance.

 

Find Out More About Business Central’s Mobile Capabilities

Want to learn more about how to enter a sales order in Business Central via mobile? Take a look at our detailed guide here:

 

CLICK HERE FOR THE FULL ARTICLE & VIDEO

 

Get Started with Dynamics 365 Business Central Now 

With Dynamics 365 Business Central, your organization can keep track of sales, automate your supply chain, improve customer service, and more -- all via a mobile device.

 

Thinking about making the switch to Dynamics 365 Business Central? JourneyTEAM is here to help! We’re proud to be the 2019 Microsoft US Partner of the Year for Dynamics 365 Business Central. Contact us now to learn more.

 


Article by: Dave Bollard - Head of Marketing | 801-436-6636

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com

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