Video Friday: Quote to Invoice in Dynamics 365 for Financials
Dynamics 365 for Financials + Outlook = Efficiency
This video shows the seamless blending of productivity tools between Dynamics 365 for Financials through Outlook. Dynamics 365 for Financials extends outlook to incorporate access to financial information. It also allows users to interact with customers and vendors.
First you would enter the sales quote, then send through Outlook email. Next, you can convert it to an invoice and post the invoice. The entire process can be done through Outlook.
The experience of getting payment can even be expedited with the embedded PayPal app integration. Find out more in the video below.