Part 8 |MS Dynamics 365-Finance & Operations-MB300 |330 |310
Microsoft Dynamics 365 Finance and Operations - Sales and Marketing Module- New Course Updated 2023-24

What you will learn
1 Sales order processing
1.1 Introduction
1.2 Mastering sales order and charge codes
1.3 What are summary updates in sales orders?(
1.4 Summary update continued
2. Party and Customer Associations
2.1 Customer contacts and party links
2.2 Exploring customer divisions using party
3. Discussion on sales order lead time
3.1 Delivery date controls with ATP time fence
3.2 Transport lead time, Calendars, and Order entry deadlines
4. Sales commissions
4.1 Sales commissions process in D365
5. Direct Delivery
5.1 Direct Delivery process
5.2 Direct Delivery process in automation
6. Return Sales Orders
6.1 Understanding the customer return process
6.2 Customer returns, Disposition codes and Re-stocking fee
6.3 Sales Credit Process
Why take this course?
π Master Microsoft Dynamics 365 Finance and Operations with Confidence! π TDM | MS Dynamics 365 Finance & Operations - MB300 | Part 8 π
Microsoft Dynamics 365 Finance and Operations - Sales and Marketing Module: Your Journey Continues! π
Welcome, ambitious learners! If you've been following our journey through the intricacies of Microsoft Dynamics 365 Finance and Operations, you're now at the pivotal Part 8 of this comprehensive masterclass. This series has been meticulously designed to guide you from the basics to a sophisticated understanding of Dynamics 365 Finance and Operations, making you ready to handle real-world business scenarios with ease.
π What You'll Learn in Part 8:
1. Mastering Sales Order Processing:
- π Introduction to the sales order process within Dynamics 365.
- π Understanding Sales Order and Charge Codes, essential for accurate order processing.
- βοΈ Learn about Summary Updates in Sales Orders and their impact on your business transactions.
2. Party and Customer Associations:
- π€ Discover how to manage Customer Contacts and Party Links.
- π€ Explore the nuances of Customer Divisions using Party Records.
3. Sales Order Lead Time:
- β° Grasp the controls for Sales Order Lead Time with ATP time fence.
- π Understand Transport Lead Time, Calendars, and Order Entry Deadlines to optimize your order management.
4. Sales Commissions:
- π° Delve into the Sales Commissions Process in D365, understanding the compensation structure for sales professionals.
5. Direct Delivery:
- π¦ Learn the intricacies of the Direct Delivery Process both manually and through automation.
6. Return Sales Orders:
- π Understand the complete Customer Return Process.
- π° Explore disposition codes, re-stocking fees, and the role of Sales Credits.
- π Dive into Returns using Sales Credits to ensure customer satisfaction and business efficiency.
By completing this module, you'll have a robust understanding of how sales and marketing function within Microsoft Dynamics 365 Finance and Operations. You'll be equipped to manage complex sales orders, optimize lead times, calculate and distribute sales commissions, and handle returns effectively. π―
Why Choose This Course?
- Practical Approach: Learn with real-life examples and hands-on scenarios.
- Incremental Learning: Build your knowledge step by step from basic to advanced concepts.
- Full Implementation Lifecycle: From creating a new legal entity to mastering all essential modules, get the full picture of what it takes to manage finance and operations.
- Expert Instruction: Gain insights from industry expert Mohammad Yasar, who brings years of experience and knowledge to the table.
Don't miss out on the opportunity to enhance your skills with this updated course material for 2023-24. Join us in this enlightening journey and transform your expertise in Microsoft Dynamics 365 Finance and Operations! π
Enroll now and take your career to new heights with Microsoft Dynamics 365 Finance and Operations - Sales and Marketing Module! π
Course Content Overview:
-
Sales Order Processing
- Introduction to the sales order process.
- Mastering sales order and charge codes.
- Understanding summary updates in sales orders.
-
Party and Customer Associations
- Managing customer contacts and party links.
- Exploring customer divisions using party records.
-
Sales Order Lead Time
- Controlling sales order lead time with ATP time fence.
- Understanding transport lead time, calendars, and order entry deadlines.
-
Sales Commissions
- Sales commissions process in Dynamics 365.
-
Direct Delivery
- Direct Delivery process (manual and automated).
-
Return Sales Orders
- Understanding the customer return process.
- Managing disposition codes, re-stocking fees, and sales credits.
- Returns using sales credits and handling returns with sales credits.
Ready to embark on this transformative learning experience? Let's get started! πβοΈ
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