Should you automate sales tax or outsource some or all of it?
Search Results: sales (2321)
Calculating tax and avoiding risk
In Dynamics 365 Sales users can build a hierarchy from existing accounts and contacts. The live organizational chart lets salespeople maintain external organization charts for their accounts. The access to an embedded LinkedIn Sales Navigator widget helps to ensure that contacts are always up to date. We will demo the following: Accessing an Org Chart, D365 Sales Hierarchy Overview, Add a Contact to the org chart, Org chart for accounts without hierarchy, Embedded LinkedIn Sales Navigator control.
Have you ever wondered how to process a Customer Return Request? This 30 minute webinar will walk you through the steps from different areas of Dynamics NAV and show you some of the options during the Return Process.
This virtual panel discussion features 30 minutes of informative and interactive discussion on best practices for getting Sales users ready to use Dynamics 365 Customer Engagement and CRM. The panel consists of Dynamics 365 CRM end-user members and subject matter experts across the Dynamics 365 and CRM Community who share tips and field your questions.
Most sales begin with an opportunity which then inevitably becomes a Sales Quote. In this webinar we review all things Sales Quotes. We will demo the following:
Create Quote, Create Quote from Opportunity, Quote Products, Activate Quote, Revise Quote, Close Quote, Create Order.
KTL Solutions has partnered with TechnoMile on their purpose-built Sales Enablement and Capture Management Dynamics 365 extension for Government Contractors. In this webinar we will review key compliance issues on this topic and provide a Dynamics 365 demo showing you the capabilities of this solution and helping you Win More Business.
In this non-technical webinar, you’ll learn how best-in-class sales teams design sales processes to align with customer buying processes. You’ll understand the different types of sales processes, why the out-of-the-box processes usually aren’t a good fit, steps for engaging the team in developing a process, how to evolve your process over time, and the golden rules for developing simple but effective sales processes.
Did you know that Business Central has the ability to quickly calculate sales order shipment and delivery dates when entering a sales order? Does your sales order promising need a tune up? Business Central can quickly assess whether a delivery date is realistic or not using two key sales order promising concepts: Available to Promise & Capable to Promise. Attend this webinar to learn more.
Join us during this session for a presentation on how to process Sales from Quote to Cash!
My boss is hounding me to generate the Invoices and send out the monthly statements. How does Dynamics NAV create these documents? I have received payments from my customer and need to know how to apply these payments to outstanding receivables. This 30 minute webinar will walk you through the Invoice, Statement and Payment (Deposit) process within Dynamics NAV.
This session is designed as an overview of Dynamics NAV’s Order Promising granules including the Available-to-Promise and Capable-To-Promise functions. We will discuss the areas of setup and explore several scenarios.
In this 30 minute webinar, you will get a chance to see what a Blanket Sales Order means in BC/NAV and the steps in creating and using the document. If you are a regular user of Dynamics BC/NAV and are in the business of processing sales orders at various points throughout the month, there may be occasions where you may need to manually use Blanket Orders in Dynamics BC/NAV for specific customers. Join us for this 30 minute webinar to see what Blanket Sales Orders can do for you and your company.
This virtual panel discussion series will feature brief, informative yet interactive discussions in a 30 minute or less format to help you take in and learn some key features and best practices while using Dynamics 365 and CRM. These panels will consist of Dynamics 365 CRM end-using members and subject matter experts across the Dynamics 365 and CRM Community who will share a tip or best practice and field your questions thereafter.
Buyers today have the upper hand with sellers. With unlimited access to information, they are able dictate the process, rather than following a sellers predefined business process. Dynamics 365 Sales Playbooks help organizations automate repeatable sales activities. In this webinar we will review organizational best practices with Playbooks. Discover the power of D365 Sales. We will demo the following: Configuration, Business Process Flow, Integrated Playbook.
When it comes to metrics, leaders need to start with what to measure and why. What are the behaviors you want from your sales and service team, and what levers do you have to push in order to increase sales performance? In this session we’ll discuss the best practices for developing actionable metrics. Then you will see you examples of how to incorporate analytics into Dynamics 365 for Sales and Service using the built-in reporting tools and Power BI. You’ll take away ideas for how to use metrics more strategically to achieve your goals.
Customer experiences are more crucial than ever with a digitally connected world and by using Dynamics 365 for Sales you can build loyalty and maintain your reputation while simultaneously differentiating yourself from the competition.
In the session you’ll learn how to use BC’s Merge Tool with to remove duplicate Contacts and Customers. Keep your data clean!
This session walks you through what customer care features are available with Dynamics 365 for Sales, and additional features available in Field Service, Project Service, Universal Scheduling and other third party modules. Attend this session to learn what features are already available to you, and what additional licenses might be required for additional features.
Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to the Microsoft Certification listed.
This week’s discussion covers the following section in the MB210 Certification: Configure sales settings.