Order Management


Microsoft Dynamics 365 Sales Orders & Purchasing

Microsoft Dynamics 365 is an all-in-one solution that gives you realtime connectivity across your business. Using the Trade in Microsoft Dynamics 365 module, you can integrate sales and purchasing processes with other key functional areas of the system including logistics, production, warehouse management, financials, the Application Integration Framework, CRM and master planning.

Deliver better customer service

Trade in Microsoft Dynamics 365 provides the backbone in streamlining the purchasing, warehousing and sales processes. The module helps you improve your customer service by giving you advanced control over your sales orders. When entering sales orders, Trade in Microsoft Dynamics 365 automatically checks credit limits, customer account information, pricing agreements, and inventory levels so you can give your customers real-time information.

Trade in Microsoft Dynamics 365 gives you the ability to look into real time available to promise (ATP) data, and it also applies delivery date control so you can make accurate and precise order and delivery promises. You can print, f365, e-mail, or publish order confirmations on the Web, offer your customers flexible invoicing options, keep track of backorders and manage returned items.

To further speed up your sales and purchasing process, you can electronically exchange trading documents with your customers and suppliers using the Microsoft Dynamics 365 Application Integration Framework and Microsoft BizTalk Server 2006.

Optimize your purchasing processes

Microsoft Dynamics 365 helps you purchase the right products at the right time with the best price. With insight into supplier prices and lead times, you are better able to compare quotations from suppliers with different delivery deadlines, price conditions or other parameters. Historical data and analysis tools help you evaluate past supplier performance so that you can make more informed purchasing decisions for the future.

The tight integration within Microsoft Dynamics 365 means that you only need to register received goods once, and then all relevant areas of the system are automatically updated. This streamlines record-keeping and saves time and resources, while reducing the risk of manual errors.

Trade seamlessly with your subsidiaries

The intercompany functionality of Microsoft Dynamics 365 enables several companies, subsidiaries, or distribution centers to trade internally within one Microsoft Dynamics 365 installation. Intercompany functionality allows a company to apply a variety of required intercompany trading policies that help ensure the trading process between companies is always in sync, enabling a greater degree of process automation and control.

You can minimize your stockholding costs by having visibility into inventory in all companies, subsidiaries, and distribution centers and sourcing inventory across locations. You can minimize your manual work effort across companies by automating the intercompany trading processes and the intercompany order fulfillment.

Achieve better cost control with greater visibility

Trade in Microsoft Dynamics 365 helps you maintain accurate inventory valuation and gain insight into the variation of your cost prices. The cost price of inventory can be continuously updated through re-calculations to reflect the actual price. The standard cost price and any differences can be posted to different general ledger accounts so that variances are readily visible.

Inventory valuation can be performed according to different methods for different items including FIFO, LIFO, weighted average and standard cost price. The handling of miscellaneous charges helps keep inventory valuation more accurate. You can also control the effect of miscellaneous charges, such as freight and insurance, on cost prices.


  • Deliver better customer service with more efficient sales processes.
  • Reduce costs by supporting your purchasing and warehousing processes.
  • Improve relationships with your customers and suppliers using trade agreements.
  • Trade seamlessly with your subsidiaries with the ability to manage intercompany orders within one system.
  • Achieve better cost control with greater visibility into cost prices and accurate inventory valuation.