Less Manual Work: The Real Benefits of Shifting Sales Online
Session Overview: “More and more businesses are shifting their sales processes online – but for many, the transition can be overwhelming. If you’re still taking in orders through email or phone, working from spreadsheets, or relying heavily on manual, non-integrated processes, this session is designed for you.
In this session we’ll walk through what it looks like to start selling through your website – starting with the basics. We’ll explore why many companies are making the move to digital and how a web presence can support your existing workflows, not replace them. You’ll learn how online ordering can take pressure off your sales and support teams and give customers the self-service convenience they’ve come to expect.
We’ll follow the journey of an online order – from the customer placing a basic order on your website, to how that’s processed in Microsoft Dynamics to eliminate duplicate data entry, provide faster turnaround, and reduce billing delays.
Whether you’re just starting to explore online sales or you’re part of a team tasked with making it happen, this session will give you the context and confidence to move forward.
Learning Objectives:
- Integrating online orders with Dynamics – Learn how online orders are integrated and processed in Microsoft Dynamics, and shown back to the customer online for order history and status.
- Improving operational efficiency – See how online ordering and product management not only enhances the customer experience but improves efficiency by automating workflows and syncing real-time data.
- Hear real-world examples of various online ordering scenarios integrated with Microsoft Dynamics.
Speakers: Kris Marcus, Jasmine Leslie
Recorded at: Community Summit NA 2025
Type: Breakout Session
Ability Level: 101 – New To
Primary Product: Business Central/NAV
Tracks: Commerce, Operations, Sales
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
