Managing Sales Order in Dynamics 365 Supply Chain Management

Within Dynamics 365 Supply Chain Management, the Sales Order Management module enables us to organize and track clients’ contact information and marketing efforts. [...]

What you will learn

  • Integrate sales and Dynamics 365 data into a single system to target individual customers with items.
  • Create the corresponding item and customer ledger entries automatically.
  • Easily amend or cancel previously posted sales invoices before payment.
  • Attach sales documents to emails as attachments.
  • Utilize Dynamics 365 to create and manage estimates of sales

Requirements

  • Working knowledge of Dynamics 365
  • General understanding of customer management
  • Stable network connection 
  • Positive attitude

Description

Within Dynamics 365 Supply Chain Management, the Sales Order Management module enables us to organize and track clients’ contact information and marketing efforts. Additionally, it allows us to manage all of the organization's sales order activities. Here, we may create our sales hierarchies, thereby classifying the products into more understandable categories. Additionally, we can initiate sales orders, handle order adjustments, and manage our regular pricing and discount masters. These transactions are subsequently sent to the Accounts Receivable module, completing the sales cycle. Configuring the Sales Order Management details is very straightforward. This mini-course covers all aspects of the sales process, from initiating a sales order to closing one. 

Course Content
  • Process 1: Creating a sales order
  • Process 2: Setting Up Miscellaneous Charges and Adding Them to The Sales Order
  • Process 3: Processing Backorders and Updating Shipment Dates
  • Process 4: Cancelling/Closing of A Sales Order

About the Instructor


Brandon Ahmad, MCSE

Microsoft Certified Trainer Regional Lead - USA

8.8 out of 9.0 Average Instructor Rating

Top Instructor Award Twice

MCSE Certification in Dynamics 365

Freelances as hands-on Technical Lead with very advanced development scenarios for Day Job

Brandon Teaches D365 for Finance and Operations Programming

Brandon Ahmad is a Dynamics 365 Technical Solutions Architect and CEO of Instructor Brandon. In his years of experience working with different Microsoft Technologies such as Dynamics 365, Power BI and Power Apps, he has been able to consult over 60 implementations across the globe. Being solution-oriented and implementing advanced scenarios, he has dedicated his time to creating training courses for programmers and developers alike; those interested mainly in learning Microsoft Technologies.
As an Instructor, he strongly believes in being able to master developmental skills; as long as one achieves the right set of training and guidance. Providing students with several enhanced Microsoft training courses that focus on providing a hands-on learning experience, Ahmad’s biggest secret to teaching lies in his ability to nurture those who take his courses.
His best reward (in his own words) is “hearing that my students saved time and mastered Microsoft Technology skills, knowing that my courses played a vital part in that success.”

Frequently Asked Questions

  • Does the Managing Sales Order in Dynamics 365 Supply Chain Management course have hands-on labs?
    Yes, the Managing Sales Order in Dynamics 365 Supply Chain Management course has hands-on practical labs for all the modules to practice .
  • What are the working hours for support team?
    Support team is available for assistance 16 hours a day (from Monday to Friday)
  • Is there any demo available?
    Yes, demonstrations are available as reference, showing the steps to achieve solutions so that you do not get stuck during the hands-on component.
  • What is the refund policy for the course?
    There is no refund granted once the course is purchased as we provide all the course contents upon purchasing. All completed purchases are final and non-refundable. For more details, click here
  • How do we extend lab time beyond 30 days?
    An ‘Extension Fee’ covers all the costs of your licenses and support.
  • How long do I have access to the course?
    You have access to your purchased course for 2 months: 60 days for lectures and 30 days for labs.
  • Are there any special licenses being offered during training?
    We provide our students with the licenses required to do the course and the labs.
  • How many hours should I spent each week on the course?
    We suggest around to 10- 30 hours a week in order to complete this course on time.
    Prominent Features
  • Step by step process to manage sales order processes.
  • Recorded video demonstrations for better understanding.