Dynamics 365 Business Central - Functions and operating elements | Maketing & Sales

In November, we introduced you to the "Purchasing" functional area in Dynamics 365 Business Central.

Today we would like to explain the business functions in the area of Marketing & Sales.

Dynamics 365 Business Central offers various marketing & sales management features with which you can control and execute your sales activities in a targeted manner.

Below you will find an excerpt of the tasks that you can carry out with Business Central to check your business relationships in a simple and targeted manner.

  • Management of sales opportunities (processing and documentation of leads)
Sales opportunity card in Business Central
  • Creation of marketing plans
  • Management of personal and company contacts (debtors, creditors, customers, etc.)
  • Contacts can be divided into groups based on certain criteria (e.g. service providers, industries, etc.)
Debit card
Accounts payable card
  • Communication management (phone calls, e-mails, meeting notes)

Get in touch with us! Our consultants will be happy to support you with the implementation or answer any initial questions you may have.

Tel.: 089 - 211 11 848 or e-mail vertrieb@br-ag.com. We will be happy to advise you!