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Sales management is a critical component of any business. After all, if you can’t generate revenue, your business won’t be around for very long. But with so many moving parts, it can be difficult to keep everything organized and running smoothly. That’s where Microsoft Dynamics Business Central comes in.
Business Central has a sales management tool that helps sales teams stay organized and efficient. It includes features like pipeline management, quote creation, and sales reporting. It also integrates with other Microsoft products, like Outlook and Excel, so you can manage your sales process from start to finish in one central location.
If you’re looking for a sales management solution that will help your team close more deals and drive more revenue, Microsoft Dynamics Business Central is a great option to consider. Let’s have a glance at what are the main features of Sales Management module and how to use it.
Different Features of Sales Management Module Offered by the Microsoft Dynamics 365 Business Central
Sales management is the process of overseeing and coordinating a company’s sales team. It includes setting sales goals, analyzing data, and developing training and motivation plans for sales representatives. Let’s have a look at the following table that describes a sequence of tasks.
|Sr No||See||Useful For|
|1.||Register New Customers||Registration of new customers with creating a customer card|
|2||Make Sales Quotes||Before converting the quote to a sales invoice, sales quotes help you with negotiating terms with clients|
|3||Invoice Sales||Record your agreement with a customer to sell them specific products|
|4||Sell Products||Sales ordering including shipping|
|5||Posting Sales||Analyzing and understanding of post sales documents.|
|6||Print the Picking List||pick items for shipment|
|7||Process Partial Shipments||sales order fulfillment with multiple shipments|
|8||Create Recurring Sales and Purchase Lines||Set up standard sales or purchase lines you can quickly insert on documents|
|9||Make Drop Shipments||Link a sales order to a purchase order to be delivered directly from your vendor to your customer.|
|10||Create Special Orders||Item shipped from a vendor to warehouse & ship the item on to your customer.|
|11||Correct or Cancel Unpaid Sales Invoices||Action on an unpaid posted sales invoice to automatically create a credit memo|
|12||Process Sales Returns or Cancellations||Create a sales credit memo to revert a specific posted sales invoice|
|13||Combine Shipments on a Single Invoice||Combining the multiple shipments on one invoice.|
|14||Calculate Order Promising Dates||Inform your customers of order delivery dates|
|15||Merge Duplicate Records||Solve confusion when two or more records exist for the same customer|
How to Use Sales Management Module For My Business?
Let’s see the sales management functionality in Dynamics 365 Business Central. We are going to create a new sales opportunity for that, create an interaction with that opportunity and then update it throughout the sales cycle. All the options are present on top of the screen.
Enter a sales quote and then turn that sales quote into sales order and close the opportunity. Logged into the sales manager and you can see a sales funnel here it shows existing opportunities you can drill into that and see the opportunities that are available right there.
Switch to Dynamics 365 Business Central Today
If you’re looking for a business management solution that can help you automate your operations and drive growth, Dynamics 365 Business Central is the right choice for you. With Business Central, you can manage your finances, sales, customer service, and operations in one single system. Plus, you can connect Business Central to other Microsoft products and services like Office 365 and Power BI to get even more out of your investment.
The benefits of using Business Central are numerous, but here are just a few of the top reasons you should switch to Dynamics 365 Business Central today:
- You’ll get a single, integrated system for managing your business
- You can connect Business Central to other Microsoft products and services
- You’ll have access to powerful automation and reporting features
- You can tailor Business Central to your specific business needs
Making the switch to Business Central is easy. You can migrate your data from your current ERP system with just a few clicks. And our team of experts can help you every step of the way. So why wait? Switch to Dynamics 365 Business Central today.
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How to Get Business Central for My Business?
Business Central is a great way to get your business organized and running smoothly. It’s a cloud-based software that gives you the ability to manage your finances, customers, and sales all in one place. But how do you get started with Business Central?
First, you can sign up for a free trial. Once you’ve done that, you’ll be able to explore all of the features and decide which ones are right for your business. After you’ve selected the features you want to use, you’ll need to set up your account and connect it to your bank account. Once you’ve done that, you’ll be able to start using Business Central to manage your business!
However, it’s hard to set up Business Central individually hence Microsoft Dynamics Gold Partners comes into the picture.
Gold Partners are experienced in implementing and supporting Business Central, and they can help you to get your business up and running quickly and efficiently. They, as Microsoft Dynamics Implementation Partners, can also provide you with ongoing support and advice, so you can make the most of Business Central
If you are considering Business Central for your business, be sure to contact a Microsoft Gold Partner to discuss your needs. They will be able to help you to determine whether Business Central is the right solution for you and assist you with your implementation.
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