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.

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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.

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.

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Tips for Microsoft OneDrive Set-up and Management

 

Have you ever wondered what OneDrive is and how to use it?

Put simply, OneDrive is a personal cloud storage solution offered by Microsoft and pre-loaded on every Windows 10 computer. You might’ve noticed it during set-up or as an icon stowed alongside other folders in File Explorer. Like comparable cloud storage solutions, OneDrive lets you backup important files, share files, collaborate with teams, work remotely, and more.

 

Top Benefits of OneDrive:

  • Convenient file backup and storage - simply store files in File Explorer under OneDrive instead of “This PC” to ensure they’re automatically backed up and synchronized from your network to your OneDrive private cloud account.
    When you need to pull up a file or work on it from home or on the road, you can do so easily on any Android, iPad, iPhone, PC, or Mac whether using the OneDrive app or an Internet browser. Any changes you make to that file on OneDrive will be mirrored across all platforms!

 

  • Automatic login on Windows 10 devices - when you sign in to your computer. If you don’t use Windows 10 or Office 2016, you can download OneDrive for Windows here and follow the simple instructions for set-up.
    Once installed, simply drag and drop files or folders from “This PC” to OneDrive in File Explorer to sync them to the cloud. Files or folders moved to OneDrive will be accessible on your local hard drive and by secure login on the web or through any device with the OneDrive app installed.

 

  • Work with other Microsoft apps & services - in its most recent update, Microsoft added team sharing, comment notifications, increased upload file size limits, improved file security and governance, plus a more streamlined admin experience

 

As you get familiar with OneDrive, you’ll see that it provides so much more than merely file storage. To make sure you are getting the most from your Microsoft subscriptions, book training sessions with a Microsoft expert from Admiral Consulting! We offer one on one training sessions or small group sessions. Get a training agenda customized to your organization's needs and the support you need to fully adopt new technologies and processes.

 

Contact us today to schedule a consultation or to learn about more ways Microsoft 365 and OneDrive can enhance your operations.

 

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