Business Central: Sales & Marketing

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Business Central: Sales & Marketing 🛒

Microsoft Dynamics 365 Business Central · Curated Video Lessons

The Sales & Marketing module in Business Central manages the entire customer-facing side of your business — from setting up customers and price lists, through creating quotes and sales orders, to shipping, invoicing, and posting. This guide covers the key workflows every sales and order management team needs to know to process orders efficiently and keep customers happy.

Sales Order Process

🛍️ Sales Order Process Overview

A complete walkthrough of the Sales Order process in Business Central — from creating a customer card and entering a sales order, to shipping and invoicing. This video explains the key fields on a sales order, how to add lines, apply prices and discounts, release the order, post a shipment, and generate the invoice. A great end-to-end introduction to how sales orders flow through Business Central from start to finish.

  • Customer Cards
  • Sales Orders
  • Shipping
  • Invoicing

Source: Business Central Training

Sales Orders Intro

📋 Intro to Sales Orders in Business Central

An introductory guide to Sales Orders in Business Central — perfect for users new to the sales module. This video covers the basics of navigating the Sales Orders list, creating a new order, understanding the header and line sections, working with item numbers and quantities, and the difference between posting a shipment versus posting an invoice. Builds the foundational knowledge needed before exploring more advanced sales features.

  • Order Navigation
  • Order Lines
  • Shipment vs Invoice
  • Order Basics

Source: Business Central Tutorials

Invoicing

📄 How to Create and Post a Sales Invoice

This video teaches you how to create and post a Sales Invoice directly in Dynamics 365 Business Central — covering when to use a sales invoice versus a sales order, how to fill in the customer, payment terms, and line items, and what happens when you post the invoice (customer ledger entry created, G/L posted, inventory updated). Also covers how to send invoices by email directly from Business Central.

  • Sales Invoices
  • Payment Terms
  • Posting
  • Email Invoicing

Source: Business Central Finance Series

Sending Invoices

📧 Sending Invoices to Customers

A focused tutorial on how to send invoices to customers directly from Business Central — covering the document sending profiles, how to set up email for a customer, sending a posted invoice as a PDF attachment, and using the Send Documents feature to handle multiple customers at once. This video is especially useful for businesses that want to automate their invoicing process and reduce manual steps in the order-to-cash cycle.

  • Document Sending
  • Email Setup
  • PDF Invoices
  • Sending Profiles

Source: Business Central Sales Series

Posting Invoices

🖊️ Posting Sales Order Invoices

A detailed guide to confidently posting invoices for sales orders in Business Central — including the difference between partial and full posting, how to handle back-orders, combining multiple shipments into a single invoice, and what the posting process actually does to your ledgers. Understanding the posting step is critical for ensuring your financial records, inventory, and customer balances all stay accurate and in sync after every sales transaction.

  • Invoice Posting
  • Partial Posting
  • Back-Orders
  • Ledger Impact

Source: Business Central Sales Series

Microsoft Dynamics 365 Business Central · Sales & Marketing · Video Guide

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