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Business Central Sales and Procurement Brief: Faster Quotes, Smarter Buys, Clear Invoices
About the Solution Brief:
See the flow from quote to invoice, and from requisition to vendor payment. This brief shows Sales and Procurement in Microsoft Dynamics 365 Business Central with AI order help, returns, and credit memos. Approvals, planning tools, pricing, and reports give clear steps, fewer clicks, and faster decisions across teams today.
Challenges :
Quotes, orders, shipments, and invoices can fragment, leaving teams to chase updates manually often.
Processes span modules, so Dynamics 365 Business Central sales and procurement must stay aligned.
Invoice matching and returns are error-prone without clear steps and approvals set and tracked.
Planning buys from demand is hard without good forecasts and a simple worksheet tool.
Leaders need pricing clarity and timely KPIs to steer vendors and customer deals well.
Solution:
See a smooth path from quote to invoice, and from requisition to payment. With Business Central sales management, quotes turn to orders fast, with clear ship and bill. An agent can draft orders from mail, so work speeds up. Business Central procurement management guides buys with planning tools and easy approvals. Match receipts and invoices in one view.
Reports connect Microsoft Dynamics 365 purchasing and sales for simple, shared insight.
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Beyond Key's Power BI finance dashboard helped Breg consolidate and analyze financial data, enabling real-time monitoring and informed decision-making.
Beyond Key implemented Power BI-based Finance Dashboards for a leading Investment Advisory company to analyze financial health and improve decision-making.
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