D365 Business Central Quote to Cash in Outlook Video Demonstration
Автор: Clients First Business Solutions
Загружено: 2025-11-30
Просмотров: 3
This video demonstrates how Dynamics 365 Business Central enhances Microsoft Outlook by integrating financial processes directly into the email platform. Users can efficiently enter sales quotes, convert them to invoices, and manage customer interactions without switching applications. The process begins with a customer request for a quote, which can be easily emailed and attached with necessary documents. Outlook's features, such as auto-suggesting line items and providing customer insights, streamline the order entry process. This integration not only improves efficiency but also ensures real-time updates and accuracy in financial transactions. Clients First Business Solutions partners with you to tailor Enterprise Resource Planning (ERP) tools to boost productivity, manage inventory, track sales, and support data-driven decisions.
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке:
