Chat with us, powered by LiveChat  

Events

Loading Events

« All Events

Sales in Microsoft Dynamics 365 for Finance and Operations

May 1 @ 09:00 - 16:00

|Recurring Event (See all)

One event on September 6, 2017 at 09:00

One event on November 22, 2017 at 09:00

One event on February 28, 2018 at 09:00

One event on March 7, 2018 at 09:00

One event on May 30, 2018 at 09:00

One event on August 29, 2018 at 09:00

One event on September 5, 2018 at 09:00

One event on November 28, 2018 at 09:00

One event on January 23, 2019 at 09:00

One event on May 1, 2019 at 09:00

One event on October 2, 2019 at 09:00

One event on December 4, 2019 at 09:00

-
(Last Updated On: January 23, 2019)

This 1-day course Sales in Microsoft Dynamics 365 for Operations is for all sales, customer, and financial users, who wants a deep understanding of the daily routines, the more advanced functionality and the configuration of Sales in D365O.

Typical participant profiles:
The course is for every user with interest and responsibilities within Sales. Sales Managers, AR accountants, customer/prospect managers, as well as superusers, controllers, consultants.

Prerequisites:
It is essential to have participated in our course Introduction to Microsoft Dynamics 365 for Operations or in other ways have obtained equivalent knowledge.

Depending on work area, it could be an advantage to have participated in our course Accounts Receivable in Microsoft Dynamics 365 for Operations or in other ways have obtained equivalent knowledge.

Knowledge about the sales process, and terminology is also an advantage.

Level:

200 (Intermediate).

During this course Sales in Microsoft Dynamics 365 for Operations you will learn about customer/prospect management, pricing, free text invoices, sales orders, invoicing, and much more.

We will also work with more advanced functionality and tools for daily as well as periodic tasks.

During this 1-day class, you will work hands-on with our hands-on labs with guidelines for Microsoft Dynamics 365 for Operations.

  • Introduction and overview
  • An example of a D365O flow: Sales quotations -> sales order -> order confirmation -> invoicing
  • Customer creation and management (overview)
  • Free text invoices
  • Sales orders – creating and updating
    • Overview
      • Status
      • Credit control
    • Creation
      • Customer selection
      • Delivery date control
    • Updating
      • Order confirmation
      • Shipment (overview)
      • Invoice and credit note
  • Sales quotation
    • Overview
      • Status
      • Credit control
    • Creation
      • Customer/prospect selection
      • Delivery date control
    • Updating
      • Order confirmation
    • Mass updates
      • Campaigns
  • Prices and charges
  • Trade agreements
  • Parameters
  • Advanced functionality and tools (overview only)
  • Reports and Queries.

Price for this course includes training manuals, training environment, food and beverages during the training.

Training manuals
We will provide our own developed and updated AXcademy training materials and/or training materials from Microsoft.
Training manuals are provided printed and/or as files.
Each student will receive copies to annotate and keep.

Training environment
During the training, each student will have access to their personal copy of Microsoft Dynamics 365 for Operations training environment (with standard Contoso demo data) free of charge.

After the training, you could continue to have access to your personal training environment – including your labs. A nominal fee might apply for this optional service.

To ensure the best possible learning environment, a world class instructor with loads of real-life technical experience in D365O, as well as AX 7 and previous versions of AX is in place, and the number of participants is limited to 10 students.

Food and beverages
Food and beverages are provided during the training hours.
•Light breakfast before start
•Morning break
•Lunch of high quality and variety
•Afternoon break
•Water, coffee/tea, soft drinks, fruits through-out the day.

(Actual offerings and variety depends on the actual training location. For special food requirements, please ask well in advance of the class start date)

Not included
Travel
Accommodation
Any certification exams

Sales in Microsoft Dynamics 365 for Operations

This course includes all or part of the topics of below listed Microsoft Courses

80740AE: Manage Customer Relationships in Microsoft Dynamics AX
80835AE: Control and Manage Sales in Microsoft Dynamics AX
80836AE: Manage Sales Commissions in Microsoft Dynamics AX
80837AE: Create Sales Quotations in Microsoft Dynamics AX
80838AE: Perform the Sales Process in Microsoft Dynamics AX
80839AE: Process Outbound Delivery and Invoices in Microsoft Dynamics AX
80809AE: Free Text Invoices and Sales Order Invoices in Microsoft Dynamics AX