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Introduction to Create and Manage Orders Online

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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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