Summary

• 5 minutes

This module discussed the capabilities of Supply Chain Management used to control the day-to-day operations of purchases and sales. Dynamics 365 streamlines both sales and procurement functions by integrating various processes into a unified platform.

For sales, it enhances lead management, customer engagement, and sales forecasting through real-time data and AI-driven insights. These capabilities help sales teams to better understand customer needs, personalize interactions, and close deals more efficiently.

On the procurement side, Dynamics 365 automates the entire procure-to-pay cycle, from identifying needs and managing supplier relationships to processing purchase orders and payments. It ensures compliance with purchasing policies, improves supplier collaboration, and provides detailed analytics for better decision-making. This integration ultimately leads to increased operational efficiency and cost savings for the organization.

Now that you reviewed this module, you should be able to:

• Describe the order-to-cash process.

• Describe the sales order creation process.

• Describe the fulfillment process, including inventory reservations and picking and packing.

• Describe the procure-to-pay process.

• Describe purchase requisitions.

• Describe the purchase order creation process.

• Describe purchase order receipts.

References

You can find relevant resources here:

• Create purchase order

• Purchase order overview

• Create sales orders

• Post packing slips and update information for shipping carriers

• Purchase requisition overview

• Reserve inventory quantities

• Post packing slips and update shipping carriers

For further study:

• Benefits of Supply Chain Management

• Process sales orders with Dynamics 365 Sales

• Work with accounts payable in Dynamics 365 Finance