MS Dynamics 365 for sales is a great CRM tool that provides businesses with a 360-degree view of their customers. Moreover, it empowers them by facilitating well-informed data-driven decisions based on valuable insights. Similarly, it drives personal engagement, streamlines customer relationships & promotes brand loyalty. We know that sales order processing is an integral part…
read moreMicrosoft Dynamics 365 Business Central is a comprehensive business management solution. Hitherto known as Microsoft Dynamics Nav (Dynamics Nav), it empowers SMBs ( small & medium-sized businesses) by simplifying their core business processes. Moreover, it is easy to configure & helps businesses in managing their day-to-day tasks in seamless manner . For instance, Sales, purchasing,…
read moreApproval Workflows-Sales Some organizations follow a policy of having a workflow on the sales document. It is a rarely used functionality. However, at times before processing the sales an approval is required for further completion. Sales Quote Approval Workflow Sales quotation document is created for specific customers that briefs out the overall details of customer,…
read moreIf 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 Using Dynamics 365 Sales from Business Central. Sales Orders The Sales orders created in MSD365 Business Central…
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