Microsoft Dynamics 365
Business Central
Sales and Order Management

Easily Synchronize Orders, Prices, Stock & Fulfillment in one place with all-in-one ERP system from Microsoft using Dynamics 365 Business Central Sales and Order Management module.

Accelerate Sales Processes with Dynamics 365 Business Central Sales and Order Management

Better monitor & control your sales & order processes with automated workflows and update your inventory levels without a second thought! Implement approvals and modify posted invoices to prevent any unnecessary or fraudulent purchases.

Act quickly when it comes to your sales-related enquires right from Outlook. Shorten your time spent on going from quote to cash by connecting your sales and accounting, as well as gaining the ability to easily manage multiple ship-to and bill-to addresses per customer, including direct shipment and invoicing addresses.

Deliver on promised customer outcomes

Track customer agreements to quickly access details about prices, discounts, delivery dates, product availability, and fulfillment status.

Deliver on promised customer outcomes dynamics 365 business central sales and order management

Improve cash management

Increase your cash flow by rightsizing inventory and maximizing the lifespan and governance of asset capitalization.

Improve cash management dynamics 365 business central sales and order management

Offer flexible pricing and discounting

Create flexible pricing and discount structures for individual customers and groups of customers.

Offer flexible pricing and discounting dynamics 365 business central sales and order management

Connect your data with Microsoft 365

Link your business data with productivity tools such as Microsoft Outlook and Excel to improve customer and employee experiences, like quote-to-cash workflow.

Connect your data with Microsoft 365 dynamics 365 business central sales and order management

Respond to inquiries faster

Stay connected and simplify work by installing the Business Central app in Microsoft Teams to share business data within your Teams chats.

Respond to inquiries faster dynamics 365 business central sales and order management

Sales and Order Management in Business Central

Dynamics 365 Business Central Sales Order Management enables you to centralize your entire operation and greatly improves a business’s ability to fulfill a customer purchase faster.

Business Central provides you with a fully integrated order-processing suite that manages both purchase and sales orders. It enables you to streamline processes between a customer placing an order and the product going out for delivery.

It enables multi-channel selling to effectively synchronize your orders from numerous sources whether it is from eCommerce, sales, or other sources with the flexibility to manage the cross-channel inventory, the increase in order fulfillment plus the need for a quicker turn-around.

Dynamics 365 Business Central is a centralized system to manage every area of your business, removing the stress and inefficiency of manual, time-consuming processes. Sales order management and stock control are two of the key areas of your business, but coupled with warehouse management, CRM, and your accounts & invoicing, the right solution can support your business to drive it to the next level.

It helps to streamline and automate business processes giving your sales reps the ability to place orders immediately when out on-site could increase sales opportunities. Reps can be kept informed about stock levels and pricing structures to allow for better sales negotiations.

Example Manage Quote to Cash, All Within Outlook

quote to cash in outlook business central sales order management

With Dynamics 365 Business Central, you can shorten the time it takes to go from quote to cash by managing the entire process from inside your Outlook inbox.

Create quotes, process orders, and submit invoices without ever leaving Outlook:

  • As part of the experience inside Microsoft Outlook, real-time customer and vendor history is immediately accessible from within contextual emails. Access to the most current information enables users to be more productive and make quicker decisions without needing to switch to a different app.
  • Dynamics 365 Business Central reduces the wasted time and friction that happens when you’re forced to toggle between multiple applications. Instead, users can take immediate action directly from a single screen, sharing information and insights that lead to better customer experiences.

Access live data directly from Microsoft Excel to update items, sales orders, and purchase orders:

  • Users can access live Dynamics 365 Business Central data directly from Microsoft Excel to read, write, and update items, sales orders, and purchase orders. Integration with Excel offers powerful capabilities such as bulk imports/exports/updates, and Excel solution-based data analysis using Charts and Pivot Tables.

Customize outgoing documents such as quotes and invoices in Microsoft Word:

  • Integration with Microsoft Word allows users to customize and brand all outgoing documents such as quotes and invoices. Users can create / edit / modify the report layout in a Microsoft Word document using a WYSIWYG editing experience.

Rest assured that all the work you do within these Microsoft 365 apps and Dynamics 365 Business Central is synchronized so that your data is always up to date.

Using Microsoft Dynamics 365 Business Central Sales and Order Management?

You create a sales invoice or sales order to record your agreement with a customer to sell certain products on certain delivery and payment terms.

You must use sales orders if your sales process requires that you can ship parts of an order quantity, for example, because the full quantity is not available at once. If you sell items by delivering directly from your vendor to your customer, as a drop shipment, then you must also use sales orders. In all other aspects, sales orders work the same way as sales invoices. With sales orders, you can also use the Order Promising functionality to communicate certain delivery dates to your customers.

You can negotiate with the customer by first creating a sales quote, which you can convert to a sales invoice or sales order when you agree on the sale. After the customer has confirmed the agreement, you can send an order confirmation to record your obligation to deliver the products as agreed.

You can easily correct or cancel a posted sales invoice before it is paid. This is useful if you want to correct a typing mistake or if the customer requests a change early in the order process. If the posted sales invoice is paid, then you must create a sales credit memo or a sales return order to reverse the sale.

Good sales and marketing practices are all about how to make the best decisions at the right time. Marketing functionality in Business Central provides a precise and timely overview of your contact information so that you can serve your prospective customers more efficiently and increase customer satisfaction.

Business Central Sales and Order Management allows you to perform tasks such as:

  • Create a customer card for each customer that you sell to.
  • Create a sales quote where you offer products on negotiable terms before converting the quote to a sales invoice.
  • Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms.
  • Process a sales order that involves partial shipping or drop shipment.
  • Understand what happens when you post-sales documents.
  • Prepare to pick items for shipment.
  • Set up standard sales or purchase lines that you can quickly insert on documents, for example, for recurring replenishment orders.
  • Link a sales order to a purchase order to sell a drop-shipment item that will be delivered directly from your vendor to your customer.
  • Have a catalog item shipped from a vendor to your warehouse so that you can ship the item to your customer.
  • Perform an action on an unpaid posted sales invoice to automatically create a credit memo and either cancel the sales invoice or recreate it so you can make corrections.
  • Create a sales credit memo to revert a specific posted sales invoice to reflect which products the customer returns and which payment amount you will refund.
  • Manage your customer’s commitment to purchase large quantities delivered in several shipments over time.
  • Sell assembly items that are not currently available by creating a linked assembly order to supply the full or partial sales order quantity.
  • Invoice a customer once for multiple shipments by combining the shipments on one invoice.
  • Inform your customers of order delivery dates by calculating either the capable-to-promise date or the available-to-promise date.
  • Resolve confusion when two or more records exist for the same customer.

If you use Dynamics 365 Sales for customer engagement, you can enjoy seamless integration in the lead-to-cash process by using Business Central for backend activities such as processing orders, managing inventory, and doing your finances. For more information, see Use Dynamics 365 Sales from Business Central.

In business environments where the customer must pay before products are delivered, such as in retail, you must wait for the receipt of payment before you deliver the products. In most cases, you process incoming payments some weeks after delivery by applying the payments to their related posted, unpaid sales invoices. For more information, see Reconcile Payments Using Automatic Application.

Sales documents can be sent as PDF files attached to the email. The email body will contain an extract of the sales document, such as products, the total amount, and a link to the PayPal site. For more information, see Send Documents by Email.

For all sales processes, you can incorporate an approval workflow, for example, to require that large sales to certain customers are approved by the accounting manager. For more information, see Use Workflows.

Why Dynamics 365 Business Central Sales and Order Management?

Better monitor and control your sales and order processes with automated workflows and update your inventory levels without a second thought! Implement approvals and modify posted invoices to prevent any unnecessary or fraudulent purchases.

Act quickly when it comes to your sales-related enquires right from Outlook. Shorten your time spent on going from quote to cash by connecting your sales and accounting, as well as gaining the ability to easily manage multiple ship-to and bill-to addresses per customer, including direct shipment and invoicing addresses.

Business Central Sales and Order Management help your business, especially in these three aspects:

  • Optimize order processing and management
  • Accelerate the sales process
  • Process orders from all sales channels, in one place

Sales and Order Management Benefits

Microsoft Dynamics 365 Business Central Sales and Order Management allows you to streamline processes within one ERP system providing end-to-end visibility of an order lifecycle – giving you and your business completer control and visibility.

By implementing Business Central Sales and Order Management for your business you can experience benefits such as:

  • Take Advantage of Integrated EDI to process orders faster, cheaper, and more accurately directly into Dynamics 365 Business Central.
  • Use Integrated eCommerce to offer customers 24/7 personalized ordering, easy returns, and self-service access to invoices and statements, etc.
  • Implement fast order entry with additional capability for price matching, substitutions, fast re-ordering, promotions, fast search, easy-up selling, as well as flexible cut-off times linked to delivery methods.
  • Improve sales respond time and act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook.
  • Align your data & processes to deliver engaging customer experiences across all touchpoints, make smarter decisions, and drive business results.
  • Get a complete overview of interactions and track current customer status, from email to order to invoice.
  • Deliver outstanding customer service with a real-time customer, stock, and order information as-well-as automated workflows.
  • Gain greater control and improve efficiency and instant access to real-time information, your sales team will never miss an opportunity to generate sales.
  • React fast to customer queries and efficiently with better visibility into all your customer records in one place.

Sales and Order Management Functionalities

Sales Order Processing

Alert ManagementCatalogues
Credit ControlDocument Format Management
eCommerce IntegrationMobile Sales
Order PromisingPrice/Discount Management
Quote-to-Invoice ManagementRetrospective Discount
Returns Management

Purchasing

Alert ManagementCatalogues
Consignment ManagementQuote-to-Invoice Management
Price/Discount ManagementPO Budget Control
Requisitions-to-Invoice ManagementRetrospective Discount
Returns Order ManagementVendor Management

Industries

Offers a wide range of possibilities to fit any business needs including SMBs, manufacturers, retailers, wholesalers, e-commerce sellers, and brick-and-mortar operations. Business Central Sales and Order Management modules help businesses to scale in the digital economy and manage supply and demand for their products at the right place and the right time.

Using retail as an example, Business Central Sales Order Management touches on multichannel business services, from order entry and tracking and inventory stock and logistics to packaging and shipping.

Of course, then Dynamics 365 Business Central can be customized by adding using Power Platform solutions such as Power BI or Power Apps, third-party solutions, or developing custom code so the solution fits your needs and unique business processes.

Other industry domains served by OM software vendors include the following:

  • Retail
  • Wholesale distribution
  • Banking and financial services
  • Healthcare
  • Hospitality and food service
  • Manufacturing and automotive
  • Transportation
  • Telecommunication

Customization

As you grow, it’s easy to add applications and configure Dynamics 365 Business Central to fit business needs or industry demands.

AppSource helps business owners do more with solutions like Dynamics 365 Business Central by providing an ecosystem of apps to discover, trial, and deploy. We’re simplifying the process of expanding Dynamics 365 Business Central by providing relevant, line-of-business solutions that integrate within the entire Microsoft Intelligent Cloud. Microsoft AppSource, our online library of solutions, enables business users to easily find and evaluate the line of business SaaS apps, add-ins, and content packs from Microsoft and our partners—including those built on top of Dynamics 365, Office 365, and the Azure platform.

With integrated add-on applications and Microsoft Power Apps, it’s easy and cost-effective to extend Dynamics 365 Business Central to fit your industry or business needs. Quickly create apps that work on any device using a Microsoft Office-like experience, templates to get started quickly, and a visual designer to automate workflows. Users can leverage built-in connections, or ones built by your company, to connect PowerApps to cloud services such as:

  • Business applications like Office 365 and other Dynamics 365 applications
  • Data storage applications like Dropbox and OneDrive
  • On-premises systems including SharePoint, SQL Server, Oracle databases, SAP, and more

Helpful Business Central Sales and Order Management Videos

Do you want to learn more about Microsoft Dynamics 365 Business Central Sales Order Management? Then these videos are a great way to start. For a more personalized approach, please contact us.

Dynamics 365 Business Central Sales and Order Management Module Pricing

Business Central, licensed by the assigned user, is available with Essentials or Premium levels of capabilities. You may license users either with an Essentials license or a Premium license, but not both. Business Central Sales and Management module is under the Essentials license.

Dynamics 365 Business Central Essentials

USD $70

Per user/month

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Download Dynamics 365 Business Central Sales and Order Management Resources

The Total Economic Impact of Dynamics 365 Business Central

Beyond the Basics with Dynamics 365 Business Central

Four Pillars of the Digital Supply Chain

The Total Economic Impact Of Microsoft Dynamics 365 Finance And Microsoft Dynamics 365 Supply Chain Management

The Digital Commerce Imperative

Top eight trends every COO should know about the future of manufacturing

A Quick-Start Guide for Improving Supply Chain Resilience

The Savvy Leader’s Guide to Building an Intelligent Supply Chain

Seven Principles of Supply Chain Management

Putting customers at the centre of the OEM supply chain

Agile Dynamics Solutions is the leading Microsoft Partner in Malaysia and Singapore

Why Choose ADS As Your Microsoft Dynamics 365 Business Central Partner?

Agile Dynamics Solutions is the leading Microsoft Gold partner in Malaysia and has expertise working with businesses across all sizes and industries. ADS team of experts comes from different industries to ensure they understand customer needs and industry requirements to ensure customer satisfaction and render exceptional results so customers can go live with confidence.

  • Leading Microsoft Gold Partner in Malaysia and Cambodia.
  • The largest customer base of 300+ small to large size businesses across many industries.
  • Certified Dynamics 365 Professionals with 30+ years of experience.
  • Unique methodology with a 100% success rate. (Stats. Avg. 60% ERP project fails)
  • Excellent customer support in Malaysia and Cambodia.
  • Winner of many Microsoft and industry awards.

Dynamics 365 Business Central Services in Malaysia & Cambodia

Agile Dynamics Solutions is the leading Microsoft Partner in Malaysia and Cambodia with a team of experts. They have implemented 1,000s of projects across the region for small to large size businesses across numerous industries with a 100% implementation rate. ADS offers services for all Microsoft Dynamics 365 products including Sales and Order Management solutions such as free demo, pricing & licensing, support and maintenance, and migration to upgrade your system. Their dedicated Dynamics 365 Business Central team assists you in gaining the best efficiency throughout your project and ensures you go live with confidence!

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