Sell items and services in Microsoft Dynamics 365 Business Central

Functional Consultant
Business User
Dynamics 365
Business Central

If you sell items or services to customers, this learning path can help you learn how to use Business Central to manage the sales process.


  • Basic understanding of how to navigate in Dynamics 365 Business Central
  • Understand how to set up items and customers in Business Central

Modules in this learning path

Do you need to create sales documents like quotes, orders, and invoices? This module provides basic information you should know to create these documents in Dynamics 365 Business Central.

Do you want to know how to ship items and invoice sales documents in Business Central? This module will focus on how to ship items to customers, and how to invoice items and services to customers.

Set up flexible pricing strategies to help attract and maintain customers. You can set up individual price agreements with large companies, set standard default prices, apply pricing agreements to groups of customers, or price items to reduce unwanted inventory and support marketing campaigns.

If you're responsible for managing item sales prices, complete this module about how to set up and maintain sales prices for items. It provides an overview of the conditions that can be uses for special prices and how to target individual customers or customer groups. It also explains how to use special prices in sales quotes and sales orders.

Do you offer sales discounts? This module focuses on how to set up and use sales discounts in Business Central.

Do you want to calculate item delivery dates? This module will focus on sales order promising. It explains the date fields on sales orders and the relationships between them, with the primary objective to calculate item delivery dates.