Managing Sales with Microsoft Dynamics 365 Business Central

Track Your Sales Opportunities and Create Sales Quotes in Microsoft Dynamics 365 Business Central

No matter what industry you’re in, it’s essential to keep track of sales opportunities. You need to know at a glance where your business stands when it comes to sales. Additionally, you need the ability to quickly generate sales quotes and send them to your customers.

With Dynamics 365 Business Central, you’ll never miss out on a potential sale. Business Central allows you to keep track of sales opportunities with easy-to-read graphs and charts, and quickly turn those opportunities into sales.

Creating Sales Opportunities in Dynamics 365 Business Central

The Dynamics 365 Business Central dashboard allows you to see everything that’s happening with your sales opportunities at a glance. The Sales Pipeline and Opportunity sections give you valuable insight into the sales process. You can quickly enter in new sales opportunities, too, assigning them to particular customers or contacts with the click of a button.

Converting Opportunities to Sales Quotes

Once you have a sales opportunity that you’re tracking in Business Central, it’s easy to activate the sales stage and turn the opportunity into a quote. While viewing the opportunity, all it takes is a couple of clicks to activate the sales stage, convert it into a quote, and specify item details and quantities.

Sending Your Sales Quote to a Customer 

Some software solutions make it unnecessarily difficult or time consuming to send sales quotes to your customers. But with Business Central’s email integration, it’s quick and easy to send quotes to customers and contacts. “Send by Email” functionality is built right into the sales quote screen. Plus, Dynamics 365 Business Central automatically generates an attractive, easy-to-read quote for your customers.

Learn More About Sales Opportunities and Sales Quotes in Business Central

Want to find out more about the step-by-step sales quote process in Dynamics 365 Business Central? Check out our detailed guide and video.

CLICK HERE FOR THE FULL ARTICLE & VIDEO

Switch to Dynamics 365 Business Central Today

Are you ready to make the switch to Dynamics 365 Business Central? JourneyTEAM is proud to be the 2019 Microsoft US Partner of the Year for Business Central, and we can help your business make the transition. Contact us now to get started.

Article by: Dave Bollard - National Director of Marketing

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com