We’ve been doing a lot of Dynamics 365 for Sales and Customer Engagement work for clients who are already using Dynamics NAV and Dynamics Business Central lately. Each of these applications provides some form of CRM functionality, but there is a lot of confusion about when the different solutions might make the most sense. Let’s try to tackle this at a high level…
Tag Archives: Sales
How To: Use Sales Order Dates in Microsoft Dynamics NAV 2018
Date fields on NAV 2018 sales orders can be confusing, but used correctly, they will improve your sales order processing. The dates are designed to allow you to plan the shipments to meet your customer’s delivery expectations.
Creating a Sales Shipment and Partial Invoicing for a Lot Enabled Item in Dynamics NAV
We have discovered a bug in Microsoft Dynamics NAV 2017 when creating a sales order for lot enabled items. To use this functionality, we have created a workaround so that you can create a sales order for a lot enabled item including the full shipment and partial invoice. This blog will walk through the steps required.
Before getting started, be sure that your item is an enabled lot and that you have enough stock in two different lots.
Dynamics NAV 2018 New Feature Deep-Dive: Creating a Purchase Order from a Sales Order
A new feature that has been overlooked in the recent blog articles highlighting what is new in Dynamics NAV 2018, is the improvement made to creating a Purchase Order (PO) instantly, from a Sales Order (SO). Although Dynamics NAV 2017 did introduce the function to create a Purchase Invoice from a Sales Order, that had an obvious limitation; a Purchase Invoice document forces you to receive and invoice simultaneously upon posting.
Connecting to Microsoft Dynamics 365 for Sales Version 9.0
Dynamics NAV 2016 and later versions use a native integration with Dynamics 365 for Sales for a smooth experience. But our friends in the Dynamics 365 for Sales team have announced a new customer-driven update that will be come with version 9.0. The target of this update was to be available before the end of January 2018, which took place already in many regions gradually.
Microsoft Dynamics NAV 2017 – What’s New in Sales and Purchase Setup
Today we will discuss so new changes that have been introduced in Sales & Receivables Setup and Purchases & Payables Setup.
Dynamics NAV Deep-Dive: Sales Line Availability Information
Confused about the information provided in the Sales Line Details box in Microsoft Dynamics NAV? This blog explains in detail what the availability information is that displays on the sales order in Dynamics NAV and outlines each item shown in the Sales Line Details fact box.