The Processes of Sales Module In Dynamics 365 for Discrete Manufacturing

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Dynamics 365 for Discrete Manufacturing is a template solution for the discrete manufacturing industry. The solution is equipped with a wide range of the functions needed in manufacturing, including manufacturing BOM and order creation, production planning formulation, scheduling and production process management, and also optimizes the entire production process.

Adam Johnson

Adam has over 18+ years of business and consulting experience and has led and managed various aspects of Dynamics AX/365 implementations for clients including discovery, user training, system design and setup, testing, data conversion, and go-live and post go-live support. he has helped clients improve processes with creative and practical solutions. He is master certified in Microsoft Dynamics AX/365

This book focuses on how Dynamics 365 supports Sales Process in discrete manufacturing businesses. It provides an overview of the essential business processes and capabilities, and presents a linear sequence of topics that build on each other. It covers the embedded conceptual models that ultimately shape your vocabulary for describing system usage. The targeted reader consists of Sales professionals that need to initially learn Dynamics 365.

Joanne Smith

Description

A sales process is a systematic, repeatable series of steps that map out and track interaction with prospects from their first point of engagement with your business through to a close. The Sales area within Dynamics 365 for Discrete Manufacturing not only allows you to manage and track all of the customer contact information but it also allows you to manage all of your sales order activities within your organization. It is where you can configure your sales hierarchies, which allow you to organize all of your products into more manageable groups, and it is also where you can initiate sales orders, manage the changes to the orders, and also manage all of your standard pricing and discount masters.
The Content:
0.OVERVIEW SALES PROCESS
1.CUSTOMER NEGOTIATION
2.QUOTATION MANAGEMENT
3.MANAGER CUSTOMER CONTRACT
4.MANAGER SALES ORDER
5.PICK AND ship SALES ORDER
6.COMMISISION MANAGEMENT
7.CUSTOMER RETURN
8.INQUIRIES
9.REPORTS

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