Dynamics 365 Business Central – Sales and Receivables

TruNorth Training Course Curriculum

Course Description

This course provides a comprehensive overview of sales management in Microsoft Dynamics 365 Business Central, enabling participants to handle the entire sales process efficiently. The training will cover key aspects such as setting up customers, managing sales quotes and orders, tracking shipments, creating invoices, and analyzing sales data. Participants will learn how to process transactions through sales journals, handle overdue balances, and apply payment discounts and tolerances. This course is ideal for sales professionals, account managers, and finance teams who are responsible for managing customer relationships, processing sales transactions, and analyzing sales performance using Microsoft Dynamics 365 Business Central.

Learning Objectives covered in 3 hours of training + Deliverables and Take-Aways

Set up and manage customer accounts for accurate sales tracking and relationship management.

• Create and process sales quotes and sales orders in Microsoft Dynamics 365 Business Central.
• Record and track shipments and create sales invoices accurately.
• Manage sales returns and credit memos to handle returned goods and adjustments.
• Track and reconcile customer payments to maintain up-to-date receivables.
• Use tools to monitor overdue balances and issue payment reminders.
• Handle payment discounts and payment tolerances for customer payments.
• Use Microsoft Dynamics 365 Business Central’s sales and receivables analytical tools to monitor performance and gain insights for decision-making.

Additional Details

• Format: Virtual delivery with up to 5 users and a provided recording.
• Course Level: Beginner
• Prerequisites:
  • Understand basic navigation within Microsoft Dynamics 365 Business Central.
  • Basic Accounting and Sales knowledge required.

Typical Attendees

Any users of Microsoft Dynamics 365 Business Central who work in finance or sales-related roles or are responsible for overseeing financial or sales-related processes within the system.