• Michael Intravartolo

Dynamics 365 for Financials: How-to Quote to Invoice


Let's assume the company has a standard sales process of quote to order or invoice.

Tasks such as entering new quotes, orders and invoices can be achieved directly from the homepage.


Providing quick links directly on the homepage, Dynamics 365 for Financials enables users to quickly access the most common tasks they perform daily.

*Quick Tip: In some SMB companies entering order or invoice is a single step and may not require a quote.

Data entry is simple and intelligent. Simply by entering a portion of the name the application narrows the list to select.

The intelligence of the application streamlines data entry for users.


Complete the Line Details by typing Item or Service. Alternatively, users can select the ellipsis (...) to select from the list of items.

Data entry is simple and intelligent. Simply by entering a portion of the name the application narrows the list to select thus streamlines data entry for users.


Step 2: Send to customer by email

Next, send the Quote via email by clicking the button on the ribbon.


Immediately users see a familiar experience - documents such as Invoices, Quotes and Orders created using Microsoft Word.

Using Microsoft Word significantly reduces the learning time for users to personalize their external, customer-facing documents.


Step 3: Convert Quote to Invoice

Let's assume the customer agrees to the terms outlined on the Sales Quote. Both customer and you agree to the arranged price and details. You want to convert the quote to a Sales Invoice.



From the ribbon convert quote to invoice.

Saves time for the accountant to quickly convert to an invoice


Convert the quote to an invoice


The invoice has been created based on the auto-assign feature and is assigned the next invoice number.


Finalize the sales document. This step updates your books/accounts and inventory.

In addition to finalizing the sales document you can send the document to your customer (based on the default settings in their customer profile).

Enabling accounting to either post or post+send directly from the ribbon is quick and easy and allows them to expedite and complete the process.


Step 4: Email Invoice to customer

Users can either open or save the file to a location



The corresponding invoice opens based upon the format selected. Here, the invoice is presented in as a PDF file.

Notice, with integration to PayPal, customers receiving this invoice can remit payment via a trusted source upon receipt of their email.

Payment process is significantly increased and a trusted source is made available for customers.


The Quote to Invoice process has been streamlined and allows an organization to quickly respond to the demands of their customers. Integration to solutions such as Outlook and email help to expedite the process.

Step 5: Collect Cash from Customer

The additional step for most organizations is to collect cash or payment after the invoice is sent to the customer.


Enter as many, or as few, parameters as necessary to access current customer information. Set Report Output to preview which displays the report on the screen and filter by a single customer




Dynamics 365 for Financials provides users a simple way to collect information regarding outstanding monies either the accountant or business owner needs to collect from their customers.

Want to know more? Contact us!


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