Microsoft Dynamics 365 Business Central for Sales Users
This course is designed to introduce the Sales module in Microsoft Dynamics 365 Business Central.
Description
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
Course Outline
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