Explore Microsoft Dynamics 365 Finance and Operations Together
Explore Microsoft Dynamics 365 Finance and Operations Together After P2P, In this blog we will explore another major process which is O2C. I have tried covering major steps but having said that it has lot many other scenarios specifically before “Quotation” e.g. opportunity, lead etc… and During sales order process “Warehouse and Shipment”. So, we will look after major steps involved in this process. Here is the overall business process for O2C looks like: Sales Quotation Sales Order Return Order Sales Quotation Pre-requisites: Setup Sales and Marketing parameters and other Quotation setup Step-1: Create Sales Quotation Navigate to, Sales and Marketing > Sales Quotation > All Sales Quotation > Create New > Select Account Type Prospect or Customer Step-2: Enter Lines and Send Quotation to Customer Step-3: Confirm Sales Quotation and View Sales Order Sales Order Step-1: reserve Inventory (Manual/Automatic, if require) and Add charges > Confirm sales order Note: Confi...