Order to cash process in Dynamics 365 Finance and Operations - An end-to-end process flow with demo

The video demonstrates how to run order to cash cycle in Microsoft Dynamics 365 Finance and Operations. Beginning from sales quotation, its multiple revision, converting a prospect to a customer and then confirming sales quotation to generate sales order. Inventoried item and a sales category for service is selected as sales quotation and order lines. Besides, picking a list and registration of a picking list is demonstrated as an optional step. To deliver goods or services, the process of packing slips using partial shipments is also performed. Additionally, to record accounts receivable and to book revenue, sales invoicing is performed. Finally, the payment is collected using a customer payment journal, where Accounts receivable is credited or reduced and the bank account is debited or increased. Few reports are also demonstrated relevant to the accounts receivable. The whole process will clarify the order to cash cycle.
#d365fo #ordertocash #salesquotation #salesorder #packingslip #pickinglist #salesinvoice #customerpayment
About Trainer:
I am a certified Microsoft Trainer (MCT) and consultant manager in Microsoft Dynamics 365 FinOps, SAP S/4 Hana, Power platform, SharePoint, Azure, and Oracle Cloud with over 20 years of global experience in supporting industries as textile, manufacturing, retail, heavy equipment rental, transportation, facility management, building material, construction, and telecom infrastructure. Besides, I also support open-source software for digital needs.
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[@malcolmfranks9616]

Thank you so much Chief, 3 years fast forward this video is still relevant. May you kindly share more content or update the videos.

[@PirKhurramRashdi]

Hopefully this month. Will start again.

[@Arhan674]

Your videos are like webseries. No one want to miss single episode even though we know story. Thank you so much for sharing and will wait for season 2 "DIXF", season 3 "COC, event handlers" many more.

[@PirKhurramRashdi]

So nice of you Deepika, I believe your comment is so far nicest comment I've received. I'll try to first end the season one, and definitely will plan as per your suggestion.

[@politicschat2534]

Thank you very much sir 🙏, expecting more sessions on Finance and Operations from you

[@PirKhurramRashdi]

Surely

[@redudemiss8093]

The best of the best, Thanks so much.

[@PirKhurramRashdi]

Thank you too!

[@dynamics365learn]

Great video

[@PirKhurramRashdi]

Thanks!

[@nishantsonker3890]

Hi Rashid,
Thank you for the detailed explanation. Please also upload the GL setup and all the finance related videos.

[@senthilkumarpatchai7309]

Excellent, Please make a video on Make-To-Order a complete manufacturing entry

[@PirKhurramRashdi]

Hopefully in future, that is in my mind definitely. Thanks.

[@MBilal-h1x]

Really informative and helpful thanks sir 🥰

[@parsharamulukonapuram6508]

Really nice ji

[@vinodhchowdhary6011]

Great explanation thank you!!..

[@hanumanthkota1312]

Very help ful in your videos..
Microsoft dynamics 365 Finance and operations full videos available?

[@AshokkumrC]

Hi Rashdi, Thank you for the detailed explanation. Can we get the advance warehouse management process?

[@PirKhurramRashdi]

Will upload soon

[@ShabirAhmad-lw4yq]

Thanks dear

[@PirKhurramRashdi]

Welcome 😊

[@ShabirAhmad-lw4yq]

Pleasure

[@diku6]

Thanks

[@redudemiss8093]

It will be very great if you can add manufacturing

[@jfgabito1987]

Hope you have a deduction process included during processing of customer payment

[@techipradeepa7398]

Can you explain how can we create general journal with intercompany

[@dwarahkeshsp6692]

gr8