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Video tutorial

Order-to-Cash in Dynamics 365, Explained

Follow a sales order from customer to cash in Dynamics 365: order entry, credit checks, picking, shipping, invoicing, and payment.

Free

Free 2-minute video lesson. Follow a sales order from customer to cash in Dynamics 365: order entry, credit checks, picking, shipping, invoicing, and payment. Short, visual and to the point, so you can watch it between meetings and apply it the same day.

This silent slide video walks through the order-to-cash cycle in Dynamics 365 Supply Chain Management and Finance. You will see the key master data, how a sales order moves through confirmation, reservation, picking, packing slip, and invoice, what each step posts to the ledger, and how customer payments settle open invoices. It also covers credit management and common pitfalls. Useful for consultants, key users, and finance teams who want one clear end-to-end picture.

What you'll learn

  • The goal
  • Master data you need first
  • The core flow
  • What each step posts
  • Credit management controls
  • Warehouse side of fulfillment
  • Collecting the cash
  • Useful workspaces
  • Common pitfalls
  • Key takeaway

Who it's for

Functional consultants, business analysts, key users and project leads working on Microsoft Dynamics 365 Finance & Operations, plus anyone moving into D365 from another ERP.

Go deeper

Pair this lesson with the related free e-books and templates in the resource library, and read the latest practical articles on the blog.

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.