Sales in Microsoft Dynamics 365 Business Central Training

#sales

The training course on Sales in Dynamics 365 Business Central provides you with an optimal basis for all business transactions in the area of sales and sales planning. You will gain a comprehensive overview of the relevant documents in sales and familiarise yourself with the functional descriptions. Through practical exercises in the demo environment, you will go through the entire process of maintaining master data and selling items in Dynamics 365 Business Central - starting with quotes, through the sales process to the shipment and invoicing of goods. In this way, you will be able to meet the requirements of the sales department as needed. The training also includes the tracking of delivery dates and the interaction of procurement dates with the purchase department to round off the process. The practice-orientated content is supported by numerous exercises.

Our trainer is a ‘Microsoft Certified Trainer’ and is therefore one of the leading technical and didactic experts for Microsoft technologies.

We also offer the training Sales in Business Central in German.

Target group

Employees and key users from the sales department, in particular sales order processing and sales planning.

Prerequisite: You have knowledge of Dynamics 365 Business Central or have attended our Business Central basic training course.

Learning objectives

After attending the training course Sales in Dynamics 365 Business Central:

you will be able to make the necessary basic settings and configurations and know the relevant parameters in the setup,
you will have understood the process structures in sales and will be able to carry out the essential processes on your own,
you will be able to find your own solution approaches and possibilities for using the sales module.

Basics of Sales Setup

Basic setup and configurations in the Sales module
Relevant parameters for the sales process
Using Artificial Intelligence (AI) to support sales processes

Sales Documents and Entries

Overview of sales documents and entries
Linking documents and entries within the sales process
Cross-departmental mechanisms: collaboration with warehouse and accounting

Workflow: From Quote to Invoice

From quote to order
- Creating and processing sales quotes
- Converting quotes into orders
From order to shipment
- Processing sales shipments and documentation
- Tracking and controlling delivery dates
From order to sales invoice
- Creating and posting sales invoices
- Reviewing and matching invoices to orders
Handling credit memos and complaints
- Creating and processing credit memos
- Managing complaints and warranties

Master Data in Sales

Managing items: creation, updates, and maintenance of item master data
Customer and contact management: creating and maintaining customer data
Prices and discounts: setting up and managing price lists and discount conditions
Delivery and payment terms: defining and adjusting standards

Processes in the Business Central Sales Module

Advance payments
- Setting up and managing advance payments
- Processing and tracking prepayments
Blanket orders
- Creating and managing blanket orders
- Using blanket orders for planning and managing long-term orders

Tipps & Tricks for Working with the BC Sales Module

Practical recommendations for improving efficiency
Common pitfalls and how to avoid them
Using shortcuts and automations

Practical Exercises

End-to-end walkthrough of the sales process in the practice environment:
- Creating a sales quote
- Creating and processing a sales order
- Posting shipment and invoice
- Managing complaints and credit memos
Applying the learned content in realistic scenarios

Can also be booked as a company training course

Do you have a larger team and would prefer to book this training as a company training course on a separate date?

We offer this for a flat rate of €1,600 with a maximum of 10 participants. If there are more people, we will adjust the calculation accordingly. Simply send us a request to college@cosmoconsult.com.

Notes

The training takes place in a digital seminar room via Microsoft Teams and a practice environment via Microsoft Azure DevOps. We will provide you with access free of charge a few days before your training date.

The course content and training environment are based on the latest Business Central version. This training is conducted exclusively on the Business Central Client (Web Client). Please note this if you are still working with an older version or Navision.

Your good feeling

More than 1,500 trained users

Learning from experts

Our trainers are real project managers who know your daily challenges.

Practice-oriented approach

All content is taught directly in the system using real problems.

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