Your Order Entry Process can be Better: Integrating Business Central with Dynamics 365 CRM Sales
Description
Does your sales team use CRM for opportunity management but enter customer Sales Orders in BC, NAV, or GP? Did you know that you can simplify the sales order process and reduce licensing costs by having salespeople enter the sales orders in CRM and integrating them to BC, NAV, or GP?
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Learning Objectives
Understand the integrated sales order process in a detailed capacity via these activities:
-Create estimates in Dynamics 365 Sales
-Convert estimates to orders in Dynamics 365 Sales
-Integrate orders in BC
-Create Assembly BOMs to include all items
-Record prepayments
-Send Prepayment Invoices
Association
Handout(s)