Simplify Your Sales Quote Process with Microsoft Dynamics 365 Business Central

BC Bites Series - From quote to cash, see how Business Central and Copilot simplify sales, speed up approvals and keep your team focused on customers.

In this BC Bites demo, you’ll see how Microsoft Dynamics 365 Business Central streamlines every step of the customer and sales quote process — from creating a new customer and contact to generating quotes, confirming orders and issuing invoices. 

The entire flow demonstrates how AI-powered automation with Copilot removes manual effort, reduces delays and improves communication between your sales and finance teams.

From New Customer to Paid Invoice — Seamlessly 

The demo begins with a typical scenario: a salesperson receives an inquiry from a new customer. Within moments, they can: 

• Create the customer profile using predefined templates. 
• Generate a quote populated automatically with customer and item details. 
• Use Copilot AI to draft and send the quote instantly. 
• Convert the quote into a sales order as soon as it’s approved. 
• Post the invoice and confirm the sale — complete with automated customer emails. 

Every step is tracked in Business Central, with Copilot keeping tasks, opportunities and approvals in sync — ensuring sales momentum never stalls. 

AI That Accelerates Sales 

With Microsoft Copilot built into Business Central, your team can move from opportunity to order faster than ever. Copilot and Business Central help you:

• Draft clear and professional emails to customers.
• Automatically close opportunities and log follow-up actions.
• Detect and flag issues such as overdue balances or credit limits.
• Generate accurate, compliant invoices in seconds.

It’s automation that supports smarter selling - freeing your people to focus on customers, not admin. 

Why It Matters 

In today’s fast-moving market, efficiency in your quote-to-cash process can make or break a sale. With Business Central and Copilot, you can: 

• Shorten response times with AI-assisted quoting. 
• Improve accuracy through real-time pricing and inventory data. 
• Enhance customer satisfaction with timely updates and confirmations. 
• Gain full visibility across your sales, finance and stock levels.

Explore More in the Capability Guide 

Want to see how Business Central takes customer and sales management even further?

The Customer Relationship Management section of our Business Central Capability Guide shows how you can: 

• Personalise customer interactions with contact management and segmentation tools. 
• Track opportunities and campaigns from first contact to closed deal. 
• Automate sales quotes and orders using integrated workflows.
• Connect Business Central with Dynamics 365 Sales for a unified, intelligent lead-to-cash experience

Download the Microsoft Business Central Capability Guide 

Discover how to empower your sales team with AI-driven insights, streamlined quoting and end-to-end visibility across your entire sales process. 

Ready to Streamline Your Sales Process? 

Transform how your team manages leads, quotes and customer communication — all from one unified system. 

Book a free personalised demo with CloudFactory to see Business Central in action. 

About BC Bites 

BC Bites is a short-form demo series by CloudFactory, showcasing practical, real-world examples of how Microsoft Dynamics 365 Business Central helps Australian businesses automate, analyse and grow. 

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