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Sell items and services in Microsoft Dynamics 365 Business Central 

  • Offered byMicrosoft

Sell items and services in Microsoft Dynamics 365 Business Central
 at 
Microsoft 
Overview

Duration

4 hours

Total fee

Free

Mode of learning

Online

Schedule type

Self paced

Difficulty level

Intermediate

Official Website

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Credential

Certificate

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Sell items and services in Microsoft Dynamics 365 Business Central
 at 
Microsoft 
Course details

What are the course deliverables?
  • Create sales documents in Dynamics 365 Business Central
  • Ship and invoice items in Dynamics 365 Business Central
  • Manage sales prices in Dynamics 365 Business Central
  • Set up discounts for your customers in Dynamics 365 Business Central
  • Promising sales order delivery in Dynamics 365 Business Central
More about this course
  • This learning path can help you learn how to use Business Central to manage the sales process
  • This learning path helps prepare you for Exam MB-800: Microsoft Dynamics 365 Business Central Functional Consultant
  • This course will provide basic information you should know to create these documents in Dynamics 365 Business Central
  • This course will focus on how to ship items to customers, and how to invoice items and services to customers
  • It provides an overview of the conditions that can be uses for special prices and how to target individual customers or customer groups

Sell items and services in Microsoft Dynamics 365 Business Central
 at 
Microsoft 
Curriculum

Create sales documents in Dynamics 365 Business Central

Introduction - Create a sales quote

Create a blanket order

Manage sales orders

Configure recurring sales lines

Offer similar products to your customers

Map multiple references to an item

Sell catalog items

Create purchasing codes

Process drop shipments

Process special orders

Exercise - Create a sales quote and convert it to an invoice, create a drop shipment and sell catalog items

Check your knowledge

Summary

Ship and invoice items in Dynamics 365 Business Central

Introduction - Ship items to customers

Reverse a shipment

Invoice customers

Review posted sales documents

Reverse or correct a posted sales invoice

Check your knowledge

Summary

Manage sales prices in Dynamics 365 Business Central

Introduction - Set up sales prices for a customer

Set up sales prices for customer groups

Use special prices in sales orders

Create new sales prices

Bulk edit the unit price on the item card

Exercise - Create a special price for a customer

Check your knowledge

Summary

Set up discounts for your customers in Dynamics 365 Business Central

Introduction - Set up line discounts

Use line discounts when selling items to customers

Set up invoice discounts

Use invoice discounts when selling items to customers

Exercise - set up invoice discounts

Check your knowledge

Summary

Promising sales order delivery in Dynamics 365 Business Central

Introduction - Sales order promising key concepts

Set up order promising

Promising sales order delivery

Check your knowledge

Summary

Sell items and services in Microsoft Dynamics 365 Business Central
 at 
Microsoft 
Entry Requirements

Eligibility criteriaUp Arrow Icon
Conditional OfferUp Arrow Icon
  • Not mentioned

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Sell items and services in Microsoft Dynamics 365 Business Central
 at 
Microsoft 

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