Overview

This use case demonstrates how to automate the quote-to-cash process using the Business Central Snap Pack. The Microsoft Dynamics 365 Business Central Snap Pack enables you to navigate from business opportunity creation to invoice generation seamlessly, and this end-to-end process leverages a broader range of Microsoft Dynamics 365 applications.

Problem

Businesses often face challenges while integrating their CRM, accounting, and ERP applications. Major ERP solutions must be supported to provide reliable application integration capabilities to customers.

Solution

Using the Business Central Snap Pack, you can automate the process of reading, writing, updating, and deleting information/records pertaining to the objects and modules supported by Business Central.

Understanding the Solution

The seller's journey begins with creating a sales opportunity tailored to their customers' needs. This initiates a multi-phase engagement between the seller and the prospective customer, entailing steps such as Proof of Concept (PoC) submission, solution validation, and negotiations, culminating in the successful acquisition of the sales opportunity.

On synchronizing with the Business Central application, the seller gains access to the Dynamics 365 Business Central application, where they can peruse the sales order. Through the aid of Business Central Snaps, various sales items and pricing details are promptly updated. Following the negotiation phase, the seller generates the invoice.

A. Automate the CRM functions using Dynamics 365 for Sales Snap Pack

The first workflow includes the following: Create a sales opportunity Win the opportunity Create a sales quote Make the quote live

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Step 1: Configure the Mapper Snap to create a sales opportunity.

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Step 2: Configure the Microsoft Dynamics 365 for Sales Create Snap with an opportunity (Object Type) to sell products to the client.

Step 3: Configure the HTTP Client/REST Post Snap with the Service URL to which you want to send a POST request, with other relevant information, such as authentication credentials, request headers, and the payload (data). The data signifies the products available for sale that the client wants to purchase.

This step marks an opportunity won from the seller’s end; essentially, a deal made between the seller and the client after the latter validates the PoCs and other solutions.

Step 4: Create a quote and add items to the quote; add the pricing details and quantity after multiple negotiations between the seller and the client.

Step 5: The quote is active after the client approves the quote made by the seller.

B. Automate the ERP solutions using Microsoft Dynamics 365 Business Central Snap Pack

Step 1: Configure the Dynamics 365 Business Central Read Snap to read the sales quote updated in the Business Central application.

Step 2: Configure the Mapper Snap with the revised sales quote after negotiations with the client.

Step 3: Update the sales quote after negotiations with the client through the Business Central Update Snap.

Step 4: Configure the Dynamics 365 Business Central Read Snap to fetch the updated sales quote.

Step 5: Configure the HTTP Client/REST Post Snap to create an order from the sales quote in the Microsoft Dynamics 365 Business Central application.

Step 6: Configure the Microsoft Dynamics 365 Business Central Read Snap to read the sales order from the application.

Step 7: Configure the Mapper Snap with the products and the pricing details after discussions with the client.

Step 8: Update the order details using the Business Central Update Snap with the upstream values in the Mapper Snap.

Step 9: Configure the Business Central Read Snap to validate the updated sales order details before updating the application.

Step 10: Configure the HTTP Client/REST Post Snap to update and store the invoice in the Business Central application.