Empower your sales team to take better care of customers by estabilishing best practices using familiar productivity tools to managing the entire sales process from within Microsoft Outlook.
Maintain an overview of your contacts and personalize your approach to each one. Record contact information for all business relationships, and specify the individual people related to each contact. Be alerted if you enter duplicate contact information. Get a precise view of prospects and customers by categorizing your contacts based on weighted profiling questions (assign the weights of two questions to identify the value of a third question). Divide customers into ABC segments and rate results to target contacts for campaigns. Easily create quotes for prospects and send sales documents for specific contacts.
Interaction and document management
Email logging for Microsoft Exchange Server
Better together with Microsoft Dynamics 365 Sales
Enable integration between Dynamics 365 Business Central and Sales for a more efficient lead-to-cash process. Empower users to make more informed decisions without switching products. Gain efficiency by ensuring tight integration between accounts and customers and adding cross-product features for the
lead-to-cash flow. Use the assisted setup guide connect Business Central with corresponding records in Sales. Work with prices in currencies that differ from the local currency, using the coupling of the sales price list record in Business Central with the price list in Sales. Check for available product inventory directly from Sales and synchronize sales orders to Business Central for fulfillment, invoicing and payments.
Set up, post, and print customer invoices and sales credit memos.
Sales order management
Manage quotes, blanket orders, and order processes. Create partial shipments, ship and invoice separately, create prepayment invoices for the sales order, and use quotes and blanket orders.
Sales line pricing and discounting
Manage flexible item price and discount structures that differentiate between special agreements with customers and groups and are conditioned by parameters such as minimum quantity, unit of measure, currency, item variant, and time period. Offer the lowest price on sales lines when the sales order meets the conditions you specify on for sales prices. Update the price agreements by using the sales price worksheet.
Connect prices and line discounts to sales campaigns to give special pricing and discounts to customers and contacts in campaign segments. Specify periods for which prices are valid. Apply campaign pricing and discounts to sales and service orders.
Sales invoice discounts
Calculate invoice discounts automatically. Set up any number of invoice discount terms, including a certain minimum amount, discount percentage, and/ or a service charge. The discount is calculated on the individual item lines and becomes part of the net sum of the invoice. Calculations can be done in both local and foreign currencies.
Alternative shipping addresses
Set up multiple ship-to addresses for customers who receive goods at more than one site. The person creating a sales order or invoice can specify exactly where to send it.
Sales return order management
Create return orders to compensate customers who received incorrect or damaged items. Then receive returned items and link to a replacement sales order. Create a partial return receipt or combine return receipts on one credit memo.
Bulk invoicing from Microsoft Bookings
For companies using Microsoft Bookings in Office 365, it’s possible to do bulk invoicing. The Un-invoiced Bookings page in Microsoft Dynamics Business Central provides a list of the company’s completed bookings. In this page you can quickly select the bookings you want to invoice and create draft invoices for the services provided.