Process sales orders with Dynamics 365 Sales
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Process sales orders with Dynamics 365 Sales

Learn to match how your business works.

Microsoft Learn
Updated May 29, 2024

What you'll learn

  • Define quote records for opportunity records
  • Work a quote through its entire lifecycle
  • Add and revise quote product line items
  • Deliver quotes to customers
Course Description

You might sell different items using different processes. However, you must set up at least one sales process in Microsoft Dynamics 365 Sales. But you can set up additional processes to match how your business works. Use sales order processing to automate your organization. Create and manage orders and support different sales processes such as creating and managing quotes, and working with orders, and invoices.