ERP User GuideMicrosoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 for Finance and Operations

Sana Commerce 9.3
Your connector

This is the old Sana help site. It provides documentation for Sana Commerce versions 7.4 - 9.3. We're no longer updating this content regularly. Visit our new help site for Sana Commerce Cloud.

Sana for Microsoft Dynamics 365 for Finance and Operations

Overview

Microsoft Dynamics 365 for Finance and Operations is a comprehensive business management solution for mid-sized and larger organizations. It combines a rich set of core capabilities with an innovative approach to enterprise resource planning (ERP). Sana Commerce delivers a real-time, full integration with Microsoft Dynamics 365 for Finance and Operations.

This unique combination of fast and comprehensive, agile and simple Microsoft Dynamics 365 for Finance and Operations solution and close connection with Sana Commerce gives customers the new way to do business. This Sana online help section provides the in-depth information of the core things which you need to know about configuration performed in Microsoft Dynamics 365 for Finance and Operations.

Webshop Catalog
Webshop Catalog Overview Catalog Data Visibility Default Storage Dimensions Inventory Calculation Customer Assortment Webshop Filters Product Prices and Line Discounts Volume Prices Mix and Match Discounts Units of Measure Product Categories Products Product Description Product Images	Product Attachments Item Groups Product Variants Related Products Bill of Materials Product Quantities Product Kits Alternative Products Supplementary Items Product Attributes Category Attributes Product Attribute Groups Product Physical Dimensions Product Variants IDs

Customers
Customer Overview Countries Currencies Online Customer Registration Customer Addresses	Assign a Customer to a Sales Agent Prospects Credit Limits Customer Blocking

Sales Orders
Order Processing Webshop Orders Draft Orders and Quotations Sales Agreements Orders Authorization Modes of Delivery Sales Order Attachments Sales Reports Prepayments	Shopping Cart Suggestions Edit an Order Item Sales Tax Group for Charges Auto Charges Sales Taxes Sales Order Data Online Invoice Payments Return Orders

Advanced
Webshop Parameters Languages and Translations Data Validation Rules Configure the Webshop Products and Customers Synchronization	Integrity Check Number Sequences Webshop Optimization Manual Process Requests Export and Import ERP Data

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations

Sitemap

Installation

Product Versions

Links

Sana Commerce does not accept any liability for the content of this website, or for the consequences of any actions taken on the basis of the information provided. The information below should be interpreted as an example. No rights can be derived from this information.

Sana Commerce – the integrated e-Commerce solution for Microsoft Dynamics and SAP

Updated: January 2021