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

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Dynamics 365 Sales

Upgrade buying experiences with today’s must-have digital sales and remote engagement.

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DynamicPoint Portals

An Office 365 Solution for Enabling Customer, Vendor and Employee Portals

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Anveo Web Portal

Easy access to your Dynamics for external users with restricted rights.

isolutions

iPayments

A simple, secure solution for credit card payments.

Tax Solutions

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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.

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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.

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