Learn the Quote to Cash Process from Dynamics 365 for Sales to Business Central

With some software solutions, the quote to cash process can be tedious and time consuming. But thanks to the seamless integration between Dynamics 365 for Sales and Dynamics 365 Business Central, going from quote to cash is easier than ever. All it takes is a few clicks to enter a sales quote, convert the quote to an order, convert that order to an invoice, post the invoice, and convert to cash.

 

Entering a Sales Quote in Dynamics 365 for Sales

Dynamics 365 for Sales provides you with an overview of all your sales accounts, complete with rich insights taken directly from Business Central. From within a particular account, you can quickly and easily create a quote, add line items, and activate the quote.

 

Converting a Quote to an Order

Once your quote is created, Dynamics 365 for Sales makes it easy to convert the quote to an order.

 

Converting an Order to a Sales invoice

Once you’ve submitted your order, the order details are automatically sent to Dynamics 365 Business Central. As a result, you’ll immediately see the sales order displayed on the corresponding customer’s account page in Business Central. With a couple of clicks, you can convert the order to an invoice.

 

Reviewing an Invoice 

Want to review the invoice? Thanks to the integration between Dynamics 365 Business Central and Dynamics 365 for Sales, the invoice instantly appears on the Invoices screen in D365 for Sales. This means that your organization’s sales team can stay on the same page when it comes to the status of a particular order.

 

Convert to Cash

Converting to cash is as easy as opening the General Journal in Business Central and entering a couple of details. That’s it: the entire quote to cash process, completed in a matter of minutes.

 

Learn More about the Quote to Cash Process in Dynamics 365

For a step-by-step guide to the quote to cash process in Dynamics 365 for Sales and Dynamics 365 Business Central, take a look at this detailed article or watch the video below.

 

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Get Started with Business Central

Are you ready to get started with Dynamics 365 Business Central? JourneyTEAM was selected as the Microsoft 2019 US Partner of the Year for Business Central, and we can help you make the transition. Contact us today for more information.

 

 

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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