Sales and Customers | D365 SCM

All staff working with or having an interest in Dynamics 365 Supply Chain Management

Profiles:

• All

Objective

Learn to work with customers, understand the life cycle of the sales process, and set up sales agreements.

Topics

Configure and manage the order to cash process

• Introduction – Order to cash process
• Sales and marketing overview
• Create and confirm sales quotations
• Create and process sales orders
• Sales order entry scenarios
• Sales order picking processes
• Configure order promising
• Configure order hold codes
• Process customer returns
• Sales order reservations
• Configure and use commissions
• Configure customer and item search

Configure and use agreements

• Work with trade agreements
• Create sales agreements
• Create purchase agreements
• Configure trade allowance management
• Configure brokerage contract management
• Configure royalty contract management
• Configure vendor rebates
• Rebate management module

Configure and use intercompany trade

• Intercompany trading
• Set up intercompany trade
• Process intercompany chain orders
• Set up intercompany agreements and direct deliveries

A high-quality VM is included in the course – complete with Microsoft standard Contoso demo data. It is available during your class and also for practice after the class.

Prepare

Before each course, we ask the students to prepare – for example, by watching a video. This is to ensure that the students have the same or similar understanding of the scope of the upcoming training and the terminology to be used.

Participate

Each live course session is a focused 2½ hour live online session led by one of our experienced Microsoft Certified Trainers (MCT).

Practice

Maintain and extend your learning after the live course:
• The live sessions are recorded for review again and again
• Additional videos
• Hands-on labs – with separate suggested step-by-step guidance/solutions
• Support (Q&A).

This is part of the curriculum for the MB-330 exam.