Sales in Dynamics 365 Business Central
Learn about the Sales functionality in Dynamics 365 Business Central.
Watch our free training videos.
Training Videos
How to set up a customer
Learn how to register a new customer and get basic information to enter when you are starting to sell.
How to set up a salesperson
Explore how to mark an employee as a member of your salesforce.
How to apply a payment to multiple customer ledger entries
Learn how to apply a single payment to multiple customer ledger entries.
How to set up sales tax
Learn how to automate sales tax calculations by entering tax rates for the state, county, and city.
How to offer discounts and special prices
Learn how to offer customers discounts and special pricing on sales.
How to set up a customer approval workflow
Learn how to set up a workflow that will require someone to review and approve changes to customer information.
How to create and apply a credit note
Learn how to handle returns by creating and applying a credit note using Business Central.
Sales Solutions for Business Central
Extend the core functionality in Business Central with tools to make selling easier and improve the customer experience.
Sales Solutions
Dynamics 365 Sales
Upgrade buying experiences with today’s must-have digital sales and remote engagement.
DynamicPoint Portals
An Office 365 Solution for Enabling Customer, Vendor and Employee Portals
Anveo Web Portal
Easy access to your Dynamics for external users with restricted rights.
iPayments
A simple, secure solution for credit card payments.
Tax Solutions
Vertex
Vertex Tax Integration with Microsoft Dynamics 365 Business Central
Avalara
Calculating sales and use tax within Microsoft Dynamics 365 Business Central is easy with AvaTax.
Schedule your free consultation today.
If you would like to know more about how our firm can help with your software implementation, we invite you to give us a call at 1-888-737-5725 or fill out the form below.
OR
Driven by your success
Hear what our clients have to say about working with us.
LATEST IN
Software Implementation Resources
Best Practices for Ransomware Protection
Your ransomware strategy must defend your business on all fronts. Discover ransomware protection best practices to reduce your risk.
Tips for Microsoft OneDrive Set-up and Management
OneDrive is a personal cloud storage solution offered by Microsoft and pre-loaded on every Windows 10 computer.
Companies Prepare as Sage 500 Reaches EOL in 2022
Organizations still using Sage beyond EOL will notice fewer enhancements, reduced capabilities, and increasing frustrations.