• Michael Intravartolo

Microsoft Dynamics 365 Business Central: Enter a Sales Order from a Mobile Device




YouTube Transcript

users can access business central data

00:05

from their mobile devices and you can

00:07

navigate through all of the business

00:10

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

00:23

scenario we'll show you how to enter in

00:25

a sales order from a mobile device post

00:29

the sales order send it to the customer

00:32

and then riu the customer balance so

00:36

here you see the experience within the

00:39

mobile device again all live and fully

00:42

synchronized to my web application to

00:46

enter in a sales quote you hit the

00:48

ellipsis you'll see a list of items such

00:51

as enter sales quote will select the

00:53

sales order and then I'll select my

00:57

customer name which is going to be a

01:00

datum corporation and it enters in my

01:03

contact information I can swipe up to

01:06

get further down onto the form and then

01:09

I'll add my line items and this customer

01:11

is going to order a conference table

01:13

the older one conference table so I'll

01:14

hit the plus sign and it gives me the

01:17

line item list now and I'll go choose

01:19

that out I'll select Antwerp conference

01:22

table I've got a quantity of 1 and I can

01:26

return back to the sales forum or the

01:30

sales order and then to post this

01:32

document I select the ellipsis and I can

01:35

either post or I'll select post and send

01:38

do I want to send this PDF it's yes I'll

01:42

ship an invoice and then you'll notice

01:44

that PDF is in the attachment here for

01:47

ending in to15 I'll select send and then

01:52

to review that customer balance over on

01:54

the left-hand side the three lines you

01:58

can open up your customers vendors items

02:00

etc I'll open up the customer you can

02:03

notice now that a datum has a balance

02:05

and I could drill into that balance

02:07

right here and there's that sales order

02:10

so again the purpose of that demo scene

02:13

was just

02:13

to show the high fidelity the seamless

02:16

experience in working within the mobile

02:18

device and Business Central's


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