Add efficiency in prospect-to-cash integration with Sales

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Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Supply Chain Management. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

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Users by admins, makers, or analysts Apr 21, 2023 Jun 16, 2023

Business value

Companies seek efficiency in their customer engagement activities. Front office salespeople, traveling sales representatives, account managers, and others need to engage efficiently with customers while using Dynamics 365 Sales, without spending time to ensure that data flows efficiently between their front-office work environment and the Dynamics 365 Supply Chain Management back-office environment. True end-to-end process integration must work seamlessly across systems, using an integrated process flow from quotation to invoice, to help businesses drive efficiencies in their sales and fulfillment processes, improve accuracy, and reduce lead times. This feature enables businesses to achieve these efficiencies by providing true end-to-end process support.

Feature details

This release introduces several important improvements to the prospect-to-cash scenario, which is enabled through dual-write integration between Dynamics 365 Supply Chain Management and Dynamics 365 Sales.

Previously, the dual-write integration between Dynamics 365 Supply Chain Management and Dynamics 365 Sales had several shortcomings, such as only allowing sales quotations and sales orders to be created in isolation rather than as an end-to-end process flow. Also, while the previous solution did make the advanced Supply Chain Management pricing engine available to Dynamics 365 Sales, important pricing features such as manual discounts were not fully supported.

This feature addresses these and other key shortcomings in several areas, including by adding support for the following capabilities:

  • Support sales quotation revisioning and state transitions to ensure that sales quotation processing flows seamlessly between Dynamics 365 Supply Chain Management and Dynamics 365 Sales.
  • Make sales quotation and sales order line pricing more transparent and solid.
  • Support the crediting process to cover sales credit notes with respect to negative charges and discounts.

See also

Add efficiency in quote-to-cash with Dynamics 365 Sales (docs)