sales Archives

Nilesh Mandani
February 9, 2021

KB104: Approval Workflows-Sales

KB104: Approval Workflows-Sales Nilesh Mandani Nilesh Mandani https://secure.gravatar.com/avatar/c354565cf54e276e1c89f466e35d0a3b?s=96&d=mm&r=g February 9, 2021 August 2, 2023

Approval 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,…

Nilesh Mandani
July 2, 2020

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KB9: Microsoft Dynamics’ Sales feature on Price Inclusive of Taxes

KB9: Microsoft Dynamics’ Sales feature on Price Inclusive of Taxes Nilesh Mandani Nilesh Mandani https://secure.gravatar.com/avatar/c354565cf54e276e1c89f466e35d0a3b?s=96&d=mm&r=g July 2, 2020 July 7, 2023

Microsoft Dynamics 365 includes a feature called Enable tax exemption for the ‘price includes sales tax’ scenario. When this feature is enabled, an option called Calculate price inclusive tax exempt appears on the General FastTab for store and call center settings. If this option is set to Yes, prices in tax-inclusive scenarios are adjusted when the transaction or specific taxes…

Nilesh Mandani
May 28, 2020

Value-Added Services in D365 Sales & Marketing

Value-Added Services in D365 Sales & Marketing Nilesh Mandani Nilesh Mandani https://secure.gravatar.com/avatar/c354565cf54e276e1c89f466e35d0a3b?s=96&d=mm&r=g May 28, 2020 August 8, 2023

For Business to grow, the prospects contact information must be kept save in the system. One of the feature of Microsoft Dynamics 365 Business Central provides to create contact as company or people (can be customers, vendors, distributors, lawyers, etc. attach with your business) and log interactions in accordance with the needs of having meetings…