The Business and System Processes Of Sales Module Dynamics 365 For Discrete Manufacturing
By Adam Jonhson
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About this ebook
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
Adam Jonhson
Adam has over 19 years of business and consulting experience and has led and managed various aspects of Dynamics AX 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.
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