Managing Sales Opportunities and Sales Quotes in Microsoft Dynamics 365 Business Central

Описание: https://JourneyTEAM.com/BusinessCentral | Learn about the sales opportunity management features in Microsoft Dynamics 365 Business Central. Learn how to manage sales opportunities and quotes through your organization's unique sales stages with these simple steps:
• Create a sales opportunity
• Activate the sales stage
• Convert to the opportunity into a sales quote
• Send the sales quote to the customer

Start by viewing the existing opportunities in Dynamics 365 Business Central and the various stages that they are in. When a new opportunity is coming and has not been entered in yet, you will create a new sales opportunity. After you enter in the information and the sales contact name and number, you will activate the first stage cycle. You can now open the new opportunity you created and update the value and percentage of closure. The next step is to create the sales quote and send it via email to the customer.

There are customer management and opportunity management capabilities in Microsoft Dynamics 365 Business Central to help organizations:
• Increase productivity
• Spend less time on data entry
• Make better decisions
• Quickly and easily access customer history

Microsoft Dynamics 365 Business Central is an all-in-one business management solution that is easy to use and adapt, helping you connect your business and make smarter decisions. With Dynamics 365 you can:
• Manage your financials
• Automate and secure your supply chain
• Sell smarter
• Improve customer service
• Keep projects on time and under budget
• Optimize your operations and more

Watch our Dynamics 365 Business Central playlist to learn how to use other helpful tools in Business Central:    • Microsoft Dynamics 365 Business Central  

JourneyTEAM is a Microsoft Gold Certified Partner providing customized IT solutions and individualized service. JourneyTEAM has over 20 years of experience successfully delivering IT business solutions to a wide range of industries:
• Healthcare
• Distribution
• Construction
• Professional services
• Manufacturing
• Financial services and more

Contact us to learn more about the best strategic solutions for your business needs. 800.439.6456 | https://JourneyTEAM.com/BusinessCentral

Subscribe to JourneyTEAM on YouTube here:    / @journeyteam1  

Follow us on social:
• Facebook:   / journeyteamllc  
• LinkedIn:   / journeyteam  
• Twitter:   / journeyteam_ut  
• Google+: https://plus.google.com/1085006669309...