Microsoft Dynamics 365 Business Central: Enter a Sales Order from a Mobile Device
Updated: Aug 6, 2021
YouTube Transcript
users can access business central data
00:05
from their mobile devices and you can
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navigate through all of the business
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data you can use features such as the
00:12
excel or office 365 integration as well
00:15
as view up-to-date charts and KPIs email
00:19
sales quotes and invoices in this
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scenario we'll show you how to enter in
00:25
a sales order from a mobile device post
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the sales order send it to the customer
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and then riu the customer balance so
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here you see the experience within the
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mobile device again all live and fully
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synchronized to my web application to
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enter in a sales quote you hit the
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ellipsis you'll see a list of items such
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as enter sales quote will select the
00:53
sales order and then I'll select my
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customer name which is going to be a
01:00
datum corporation and it enters in my
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contact information I can swipe up to
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get further down onto the form and then
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I'll add my line items and this customer
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is going to order a conference table
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the older one conference table so I'll
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hit the plus sign and it gives me the
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line item list now and I'll go choose
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that out I'll select Antwerp conference
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table I've got a quantity of 1 and I can
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return back to the sales forum or the
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sales order and then to post this
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document I select the ellipsis and I can
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either post or I'll select post and send
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do I want to send this PDF it's yes I'll
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ship an invoice and then you'll notice
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that PDF is in the attachment here for
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ending in to15 I'll select send and then
01:52
to review that customer balance over on
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the left-hand side the three lines you
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can open up your customers vendors items
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etc I'll open up the customer you can
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notice now that a datum has a balance
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and I could drill into that balance
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right here and there's that sales order
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so again the purpose of that demo scene
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was just
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to show the high fidelity the seamless
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experience in working within the mobile
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device and Business Central's
