Hi, and thanks for watching. If you've integrated Microsoft Dynamics,
365 Business Central with Microsoft Dynamics 365 for Sales,
one of the key benefits is the ability to work
with sales quotes and sales orders in both business apps.
This connects to front line of your business,
your sales team, with the people who keep track of
things on the back end.
Let's take a look. To start with, let's make sure
that sales order integration is enabled. We'll search for connection
setup, and then open the Microsoft Dynamics 365 Connection Setup
page. Good, the Sales Order Integration Enabled is chosen.
On a side note, if we want
we can set things up so that when we create
sales orders in Sales
the orders are automatically created in Business Central. Similarly,
we can also automatically process sales quotes. We'll keep these
processes manual, and later we'll see how that impacts the
process.
Now let's take a look. We'll jump over to Sales
and look at a sales order that someone created.
It has a name, the currency is specified, the pricelist to
use is there,
and the customer has been added.
Now we'll move things along by adding a product to
the order. We'll choose Add New Order Product, choose a
product in the Existing Product field, and then enter the
quantity.
So far, so good. Let's save our selections and go
back to the order.
Here's one place where the integration benefits our sellers.
They can look at the Item Availability column to make
sure they can deliver on the sale before they submit
the order.
This information came from Business Central. Looks like we do
have enough, so we'll go ahead and submit the order.
Let's head over to Business
Central and verify that we can see the order there
as well.
We'll search for "sales order 365" and then open the
Sales Orders
Microsoft Dynamics 365 for Sales page.
Yep, our order is waiting for us.
Earlier, when we verified that integration was enabled we decided
not to automate
the process of creating's orders in Business Central when they're
created in Sales,
so we'll go ahead and choose Create in Business Central
to create the order.
OK, we've created the sales order,
but we still need to post it in Business Central.
If we need to make changes
we can do that before we post it. Let's change the
requested delivery date.
After we post the order in Business.
Central we can update the date in Sales
too.
Now we'll post the sales order.
In Sales, to see our changes we'll click
Refresh to update the sales order. OK.
Let's move on to sending the invoice
so that we can get paid.
We'll choose Posting, Post, and then choose the Invoice option.
The next step is to send the invoice to Sales
so that both business apps have the information.
To do that, on the invoice we'll choose Navigate, Dynamics
365 for Sales, and then choose Create Invoice in
Dynamics
365 for Sales. A notification confirms that we have scheduled
a synchronization job to run.
If we want to view the process of the job
we can choose Navigate, Dynamics 365 for Sales, and then
Synchronization Log.
In Sales, we can see that our sales order is
still active.
That's because we haven't received an applied a payment from
the customer. We'll do that in Business.
Central and see how that affects
the sales order in Sales. In Business Central, we'll open
the customer card, and then choose Actions, and then Register
Customer Payments.
On the Register Customer Payments page we'll choose the Payment
Made check box, and then choose the Posting button and
choose Post Payments.
In Sales, we use statistics to monitor information about our
accounts,
so now that we've registered the payment in Business
Central we want to update those statistics. To do that,
we'll choose Navigate, Dynamics 365 for Sales,
and then Update Account Statistics.
This also marks the invoice has complete in Sales.
Let's have a look at our invoice in Sales.
We'll click Navigate, Dynamics 365 for Sales,
and then Account to open Sales and go to the
account.
To get to our invoice, we'll choose Sales in the
breadcrumbs, and on the Dynamics
365 navigation pane we'll choose Sales Hub.
We'll choose Invoices on the navigation pane, and then choose
the My Invoices option to find the All Invoices filter.
And here's our completed invoice.
OK, now that we've covered the processes for manually synchronizing
sales orders and invoices,
let's see what we can do with sales quotes. In
the Sales Hub, on the navigation
pane we'll choose Quotes. Here's a quote that's in the
draft status. To move it along in the sales process
we'll need to activate it.
Let's open the quote and then choose Activate Quote. Because
we chose not to automate
the process, we'll need to open the quote in Business
Central and move it along as well. In Business Central,
we'll search for
"Quote 365" and then open the Sales Quotes Microsoft Dynamics,
365 for Sales page. This is sort of a staging
page. To create the quote in Business Central we'll choose
Process, and then Process in Business Central.
OK, we have our quote. Now let's release
it so that we can send it to the customer.
Now let's say that the customer wants to add a
product to the quote. Let's see how to update the
quote in both business apps.
Back in Sales, we'll go to the quote, choose Revise,
and then Add New Quote Product. We'll add the product
and the quantity,
and then save our changes.
When we revise the quote it's reverted to a draft
status,
so we'll choose Activate Quote to get it going again.
The update needs to be applied to the quote in
Business Central as well.
In Business Central,
we'll go back to the quote,
choose Process, and then Process in Business Central.
And that's it. Our quote is updated in both business apps.
It's fairly common for a quote to change several times
before a customer accepts it. To help you keep track of
the sale and what was quoted earlier, Business Central
archives each version. We can access the archive versions directly
from the quote in the Number of Archived Versions field.
We might need to click Show More to see the
field.
If we click the number in the field we'll get
a list that includes each version of the document.
If we want, we can dig down into the details
about a version by choosing Navigate, Line, and then Card.
And that's it. We've just seen how to manage sales
documents and keep data synchronized in the Business Central and
Sales business apps.
Thanks for watching.
