Dynamics 365 Business Central
Category
Feb 25, 2024
Published date
Text
Article Type
AI Summary
- The article titled "A Step-by-Step Guide to Creating Opportunities and Processing Sales in Business Central" provides a comprehensive guide on how to create sales opportunities in Microsoft Dynamics 365 Business Central.
- The article explains the prerequisites for creating sales opportunities, including understanding the sales opportunity cycle and stages.
- It provides step-by-step instructions on how to create sales opportunities from both salespeople and contacts in Business Central.
- The article also covers the Opportunity Card page and explains the different fields, such as No., Description, Contact No., Contact Name, Phone/Mobile/Email, Contact Company Name, Salesperson Code, Campaign No., Priority, Sales Cycle Code, Status, Closed, Creation Date, Date Closed, and Segment No.
- The article highlights the sales cycle stages and explains how to move an opportunity through these stages using the Update action on the Opportunity List page.
- It also explains how to close an opportunity and specify whether it was won or lost, as well as how to create sales quotes and sales orders based on opportunities.
- The article provides instructions on how to delete closed opportunities using either the Opportunity List page or the Delete Closed Opportunities batch job.
- In conclusion, the article emphasizes that Microsoft Dynamics 365 Business Central offers a robust framework for creating opportunities and processing sales, and by following the provided guide, users can optimize their sales processes, enhance customer relationships, and drive business growth.
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