Microsoft Dynamics Business Central
Sales
Microsoft Dynamics Business Central Sales and Marketing Software:
Empower your sales team to take better care of customers by establishing best practices using familiar productivity
tools to managing the entire sales process from within Microsoft Outlook.
1
Contact management
Maintain an overview of your contacts and personalize
your approach to each one. Record contact information
for all business relationships, and specify the individual
people related to each contact. Be alerted if you enter
duplicate contact information. Get a precise view of
prospects and customers by categorizing your contacts
based on weighted profiling questions (assign the
weights of two questions to identify the value of a
third question). Divide customers into ABC segments
and rate results to target contacts for campaigns.
Easily create quotes for prospects and send sales
documents for specific contacts.
2
Campaign management
Organize campaigns for segments of your contacts that
you define based on reusable criteria, such as sales,
contact profiles, and interactions, and reuse existing
segments. Send documents to people of different
nationalities in their native language by using Campaign
Management with Interaction/Document Management.
3
Interaction and document management
Record interactions that you have with your contacts,
such as telephone calls, meetings, or letters, and
attach documents such as Word, Excel, or TXT files.
Automatically log other interactions, such as the sales
orders and quotes that you exchange contacts, and
revisit them if needed.
4
Email logging for Microsoft Exchange Server
Log all inbound and outbound email messages sent
through Business Central or Microsoft Outlook®.
Logging can be manual, or automated. Use a serverbased
solution with Microsoft Exchange Server to keep
email messages in their native environment and ease
administration.
Sales: Delivery management
5
Opportunity management
Keep track of sales opportunities. Section your sales
processes into different stages to get an overview of
and manage your sales opportunities.
6
Better together with Dynamics 365 Sales
Enable integration between Dynamics 365 Business
Central and Sales for a more efficient lead-to-cash
process. Empower users to make more informed
decisions without switching products. Gain efficiency
by ensuring tight integration between accounts and
customers and adding cross-product features for the
lead-to-cash flow.
Use the assisted setup guide to connect Business
Central with corresponding records in Sales.
Work with prices in currencies that differ from the local
currency, using the coupling of the sales price list record
in Business Central with the price list in Sales.
Check for available product inventory directly from
Sales and synchronize sales orders to Business
7
Sales invoicing
Set up, post, and print customer invoices and sales
credit memos.
8
Sales order management
Manage quotes, blanket orders, and order processes.
Create partial shipments, ship and invoice separately,
create prepayment invoices for the sales order, and use
quotes and blanket orders.
9
Sales return order management
Create return orders to compensate customers who
received incorrect or damaged items. Then receive
returned items and link to a replacement sales order.
Create a partial return receipt or combine return
receipts on one credit memo.
10
Bulk invoicing from Microsoft Bookings
For companies using Microsoft Bookings in Microsoft
365, it’s possible to do bulk invoicing. The Un-invoiced
Bookings page in Microsoft Dynamics Business Central
provides a list of the company’s completed bookings.
In this page you can quickly select the bookings you
want to invoice and create draft invoices for the services
provided.
11
Sales line pricing and discounting
Manage flexible item price and discount structures
that differentiate between special agreements with
customers and groups and are conditioned by
parameters such as minimum quantity, unit of measure,
currency, item variant, and time period.
Offer the lowest price on sales lines when the sales
order meets the conditions you specify for sales prices.
Update the price agreements by using the sales price
worksheet.
12
Campaign pricing
Connect prices and line discounts to sales campaigns
to give special pricing and discounts to customers and
contacts in campaign segments. Specify periods for
which prices are valid. Apply campaign pricing and
discounts to sales and service orders.
13
Alternative shipping addresses
Set up multiple ship-to addresses for customers who
receive goods at more than one site. The person
creating a sales order or invoice can specify exactly
where to send it.
14
Sales invoice discounts
Calculate invoice discounts automatically. Set up
any number of invoice discount terms, including a
certain minimum amount, discount percentage, and/
or a service charge. The discount is calculated on the
individual item lines and becomes part of the net sum
of the invoice. Calculations can be done in both local
and foreign currencies.