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Introduction to Create and Manage Orders Online

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When customers confirm requests for the products or services, a sales representative can then create an order. Organisations receive and process orders that eventually convert to invoices and revenue at the time of shipment. Dynamics 365 for sales offers functionality to record customer orders, which can also be created automatically from quotes that have been accepted. This allows orders to be tracked back to the opportunity and lead from which it originated. After the order is placed, it needs to be fulfilled. Organisations often have a fulfilment system in place that Dynamics 365 for sales needs to integrate with. Alternatively, the user can enter a fulfilment status in Dynamics 365 for sales to track in the system.
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Information about an order must include the name, currency, price list, and potential customer information. Beyond this, the business may have a set of details that they want to include, such as discount or promotion codes. These can be added as custom fields to the order record type. Integration with financial management systems– Dynamics 365 for sales is not designed as a full-featured financial management system. It can be, and often is, integrated with financial management systems and other external applications to supplement its functionality in areas such as these– production, fulfilment, and shipping.
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For example, the creation of an order record in Dynamics 365 for sales might call a web service and pass data to an order fulfilment system, which might in turn communicate with Dynamics 365 for sales regarding the status of a fulfilment process. Financial management enterprise resource planning, or ERP– similarly, the creation of invoice records might notify an ERP system, which in turn would generate the official organisation invoice of record and write back to Dynamics 365 for sales any required status or other values changed for the invoices. The integration of Dynamics 365 for sales and external applications is beyond the scope of this course. Invoices are a request for payment from a business to its customers.
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Invoices can be, but are not required to be, related to orders. Depending on the payment terms, an invoice may be generated from an order after it is fulfilled when it is placed. Dynamics 365 for sales allows users to generate invoices from the system. In many Organisations, a separate financial system tracks the invoice payment. In these cases, if an employee uses the Solutions Invoice area, he or she must effectively integrate the two systems to keep the data synchronised.
When customers confirm requests for the products and services, a sales representative can then create an order.

Organisations will save and process orders that eventually convert to invoices and revenue at the time of shipment. Dynamics 365 for Sales offers functionality to record customer orders which can also be created automatically from quotes that had been accepted. This allows orders to be tracked back to the opportunity and lead from what you’d originated.

After the order is placed, it needs to be fulfilled. Organisations often have a fulfilment system in place that Dynamics 365 for Sales needs to integrate with. Alternatively, the user can enter a fulfilment status in Dynamics 365 for Sales to track in the system.

Information about an order must include the name, currency, price list and potential customer information.

Dynamics 365 for Sales is not designed as a fulfilled featured financial management system. It can be an opt-in that is integrated with financial management systems and other external applications to supplement its functionality in areas such as these:

  • production
  • fulfilment
  • shipping

For example, the creation of an order record in Dynamics 365 for Sales might call a web service and pass data to an order fulfilment system which might, in turn, communicate with Dynamics 365 for Sales.

Financial management enterprise resource planning or ERP, similar to the creation of invoice records might notify the ERP system which in turn would generate the official organisation invoice of record and write back to Dynamics 365 for Sales any required status or other values changed for the invoices.

The integration of Dynamics 365 for Sales and external applications is beyond the scope of this course.

In the next step, we will learn about orders.

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Dynamics 365: Customer Engagement for Sales

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