Managing Order to Cash in Dynamics 365 Supply Chain Management

Efficiently managing the journey from a customer order to receiving payment is the backbone of any successful supply chain. This course provides a clear, step-by-step written guide to navigating and executing the order-to-cash cycle within Dynamics 365 Supply Chain Management. You will transition from understanding basic navigation to confidently managing sales orders, checking inventory availability, processing shipments, and generating invoices. By mastering these foundational workflows, you will help your organization reduce processing times and improve customer satisfaction. What you'll learn: 1. Understand the core terminology and configuration settings of the order-to-cash cycle. 2. Create and manage sales orders, customer accounts, and pricing rules. 3. Check inventory levels and reserve stock using modern warehouse management features. 4. Process outbound shipments, including picking, packing, and delivery workflows. 5. Generate accurate customer invoices and process payments within the system. 6. Analyze order-to-cash performance using standard reporting and inquiry tools. The course begins with essential foundational concepts and setup requirements before walking you through practical, real-world order scenarios and billing processes. This text-based course is designed for beginners, business analysts, and supply chain professionals who are new to Dynamics 365 Supply Chain Management, with no prior ERP experience required. Start reading today to streamline your organization's sales and fulfillment operations.