Process sales orders with Dynamics 365 Sales

Intermediate
Functional Consultant
Business User
Dynamics 365
Sales

You might sell different items using different processes. However, you must set up at least one sales process in Microsoft Dynamics 365 Sales. But you can set up additional processes to match how your business works. Use sales order processing to automate your organization. Create and manage orders and support different sales processes such as creating and managing quotes, and working with orders, and invoices.

Learning objectives

In this module, you will:

  • Define quote records for opportunity records
  • Work a quote through its entire lifecycle
  • Add and revise quote product line items
  • Deliver quotes to customers

Prerequisites

Basic understanding of how to navigate the Dynamics 365 application. Familiarity with creating and managing lead and opportunities, as well as the Dynamics 365 product catalog is also helpful.