Sales Opportunities & Quotes in Microsoft Dynamics 365 Business Central | SOP-O2C-04

Bridge the gap between your sales pipeline and your financial reality. In this video, we walk through the management of Sales Opportunities and the creation of Sales Quotes in Microsoft Dynamics 365 Business Central. We discuss the pre-conditions of having a clean prospect or customer record before initiating the quote process. You will learn the step-by-step procedure for tracking an opportunity through your sales pipeline, drafting a detailed Sales Quote, and utilizing the system to calculate margins on the fly. We cover the critical transition phase: converting a winning Quote into a live Sales Order without re-keying data. We also highlight key principles for version control on quotes and how to handle exceptions when a customer requests changes after a quote has been sent. This video ensures your sales team can operate efficiently without ever leaving the ERP. Stay up to date with LearnBC! 👍 Like this video 💬 Comment below with your questions 🔔 Subscribe to our channel 📧 Email us at [email protected] Tags: Business Central Sales Quotes, Dynamics 365 Opportunities, CRM in Business Central, Quote to Order, Sales Pipeline ERP, LearnBC, SOP-O2C-04, Sales Automation Learn BC provides simple and easy to follow tutorials for Microsoft Dynamics Business Central (BC), and ISV extensions which are designed for BC. Most videos are less than 5 minutes, enabling you to get to the point quickly in a broad landscape of subject matter. For more information visit https://learnbc.today Do you need a consultant? visit https://www.365erp.com.au More information on Dynamics https://dynamics.microsoft.com/en-au/...