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Sales and Marketing Management
with Dynamics 365 Business Central

Modern sales require not only active communication but also precise process management. Sales and marketing management within the Microsoft Dynamics 365 Business Central ERP system allows for centralized control of customers, sales processes, pricing, and marketing activities across the entire company.

This is an integrated ERP functional area designed for companies aiming for a shorter path from the first contact to a paid invoice, a clear sales overview, and a consistent customer experience.

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The difference you’ll notice immediately

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Business Central helps integrate sales, marketing, and finance into a single system – from the first contact or proposal to order, invoice, and payment.
This means fewer manual actions, less information duplication, and a seamless sales process across the entire ERP system.

Without a Sales and Marketing Management System

  • Fragmented customer data

    Customer information is stored in different tools, leading to a lack of a unified view and history.

  • Unmanaged sales opportunities

    Sales opportunities are tracked vaguely, making it difficult to forecast revenue and prioritize.

  • Insufficient pricing transparency

    Discounts and special agreements are applied manually, increasing the risk of errors.

  • Limited sales visibility

    It is difficult to see the real-time sales status and its impact on financial results.

With Dynamics 365 Business Central

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    Centralized customer data

    All customer, contact, and interaction information is collected in a single ERP system.

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    Structured sales process

    Sales opportunities are managed in stages – from the first contact to the order.

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    Transparent pricing and discounts

    Prices, discounts, and individual agreements are managed centrally.

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    Real-time Control

    Managers see sales progress, orders, and financial results in real-time.

Business Value

Dynamics 365 Business Central integrates sales and marketing processes with other ERP areas – finance, warehouse, purchasing, and production. The functionality covers the entire sales cycle – from customer acquisition to financial result accounting.

Clear sales process management

Business Central allows managing the sales process as an integral part of ERP. The system helps structure sales stages, monitor opportunities, and ensure their consistent progression to orders.

Revenue forecasting and profitability

Sales opportunity and order data enable revenue forecasting and profitability analysis by customer, product, or sales channel.

Customer relationship continuity

All communication, documents, and order history are stored in one system. This ensures consistent customer service and reduces reliance on individual employees.

Sales and finance integration

Sales documents are directly linked to financial accounting, ensuring accurate and timely revenue representation.

Unified and flexible sales platform

Business Central unifies sales and marketing processes in a single ERP system. The functionality allows starting with basic capabilities and expanding as the company grows.

The best place to start
is a conversation

A short discussion helps clarify what you actually need. No obligations—just a practical consultation focused on what matters most for your business today.

Let’s schedule a call
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Quick check – is it worth digitizing sales?

Check what applies to your company. If at least one statement is true – Dynamics 365 Business Central may be the solution for you.

Dynamics 365 Business Central
functionality that supports the sales process

Key sales and marketing management capabilities in one ERP system

Contact and customer management

Centralized customer and contact information allows for accumulating interaction history, documents, and agreements as part of ERP data. This ensures consistent communication and easy access to information.

Sales Opportunities Management

The sales process is broken down into stages, allowing for progress tracking, revenue forecasting, and data-driven decision-making.

Quote and sales order management

Sales quotes and orders are directly linked to pricing, inventory, and finance. This ensures a seamless transition from sales to fulfillment.

Pricing and discount rules

The system allows defining price lists, discount structures, and individual customer agreements, maintaining pricing control across the entire ERP system.

Alternative shipping and billing addresses

Sales returns and credit memos

Marketing campaign management

Marketing campaigns are planned, executed, and analyzed using the same customer and sales data, allowing for evaluation of their real impact on sales.

Sales document and interaction logging

Frequently Asked Questions about
Business Central Sales and Marketing Management

It is an integrated functional area of the ERP system that allows managing customers, sales processes, and marketing activities in one system.

Yes. Sales opportunities, orders, and revenue are visible in real-time across the entire ERP system.

Yes. Business Central allows starting with basic functionality and expanding as your business grows.

Yes. Sales processes are directly linked to finance, warehouse, and other Business Central ERP areas.

Expand your capabilities
with Microsoft Business Central 365

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Finansai ir apskaita

Finansų valdymas „Microsoft Dynamics 365 Business Central“ ERP sistemoje leidžia centralizuotai valdyti apskaitą, biudžetus, pinigų srautus, mokesčius, ilgalaikį turtą ir finansinę analizę, laikantis vietinių ir tarptautinių apskaitos standartų.
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Trade Management

Efficient purchasing is one of the most crucial components of a smooth supply chain and financial discipline. Purchasing management within the Microsoft Dynamics 365 Business Central ERP system enables centralized control over the entire purchasing process – from supplier orders to invoice payments and returns.
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Tiekimo planavimas

Tikslus planavimas yra pagrindas patikimam klientų aptarnavimui ir efektyviam išteklių panaudojimui. Planavimo valdymas „Microsoft Dynamics 365 Business Central“ ERP sistemoje leidžia prognozuoti paklausą, planuoti tiekimą ir užtikrinti realų atsargų prieinamumą visoje organizacijoje.
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Supply Planning

Accurate planning is the foundation for reliable customer service and efficient resource utilization. Planning management in the Microsoft Dynamics 365 Business Central ERP system enables demand forecasting, supply planning, and real inventory availability across the entire organization.
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Užsakymų vykdymas

Klientai tikisi ne tik greito pardavimo, bet ir tikslaus bei patikimo užsakymų įvykdymo. Užsakymų vykdymas „Microsoft Dynamics 365 Business Central“ ERP sistemoje leidžia centralizuotai valdyti visą procesą – nuo patvirtinto užsakymo iki pristatymo klientui ir galutinio atsiskaitymo.
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Order Fulfillment

Customers expect not only fast sales but also accurate and reliable order fulfillment. Order fulfillment in the Microsoft Dynamics 365 Business Central ERP system allows centralized management of the entire process – from confirmed order to customer delivery and final settlement.
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Verslo analitika

Duomenimis grįsti sprendimai yra šiuolaikinio verslo pagrindas. Verslo analitika „Microsoft Dynamics 365 Business Central“ ERP sistemoje leidžia centralizuotai analizuoti finansų, pardavimų, pirkimų, atsargų, gamybos, projektų ir paslaugų duomenis, suteikiant vientisą ir realiu laiku atnaujinamą verslo vaizdą.
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Business Intelligence

Data-driven decisions are the foundation of modern business. Business intelligence in Microsoft Dynamics 365 Business Central ERP system enables centralized analysis of financial, sales, purchasing, inventory, production, project, and service data, providing a unified and real-time view of your business.
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Darbo užmokesčio ir personalo valdymas

Darbo užmokesčio ir personalo valdymas „Microsoft Dynamics 365 Business Central“ pagrindu leidžia skaitmenizuoti HR procesus, automatizuoti darbo laiko ir atlyginimų skaičiavimą bei užtikrinti tikslią apskaitą pagal galiojančius Lietuvos teisės aktus. 
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Prekybos valdymas

Efektyvūs pirkimai yra viena svarbiausių sklandžios tiekimo grandinės ir finansinės drausmės dalių. Pirkimų valdymas „Microsoft Dynamics 365 Business Central“ ERP sistemoje leidžia centralizuotai valdyti visą pirkimų procesą – nuo užsakymų tiekėjams iki sąskaitų apmokėjimo ir grąžinimų.
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Service Management

Service delivery requires not only rapid response but also precise process management. Service Management in the Microsoft Dynamics 365 Business Central ERP system enables centralized planning, execution, and control of service orders, contracts, pricing, and billing across the entire organization.
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Finance and Accounting

Financial management in the Microsoft Dynamics 365 Business Central ERP system allows for centralized management of accounting, budgets, cash flows, taxes, fixed assets, and financial analysis, in compliance with local and international accounting standards.
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Pardavimų ir rinkodaros valdymas

Šiuolaikiniai pardavimai reikalauja ne tik aktyvios komunikacijos, bet ir tikslaus procesų valdymo. Pardavimų ir rinkodaros valdymas „Microsoft Dynamics 365 Business Central“ ERP sistemoje leidžia centralizuotai valdyti klientus, pardavimo procesus, kainodarą ir rinkodaros veiklas visoje įmonėje.
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Sales and Marketing Management

Modern sales require not only active communication but also precise process management. Sales and marketing management within the Microsoft Dynamics 365 Business Central ERP system allows for centralized control of customers, sales processes, pricing, and marketing activities across the entire company.
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Gamybos valdymas

Šiuolaikinė gamyba reikalauja ne tik pajėgumų, bet ir tikslaus procesų valdymo. Gamybos valdymas „Microsoft Dynamics 365 Business Central“ ERP sistemoje leidžia planuoti, vykdyti ir kontroliuoti gamybos procesus visoje įmonėje.
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Production Management

Modern manufacturing requires not only capacity but also precise process management. Production management in the Microsoft Dynamics 365 Business Central ERP system enables planning, execution, and control of production processes across the entire organization.
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Sandėlio ir atsargų valdymas

Šiuolaikinis sandėlis reikalauja ne tik tvarkos, bet ir tikslaus procesų valdymo. Sandėlio valdymas „Microsoft Dynamics 365 Business Central“ ERP sistemoje leidžia centralizuotai valdyti atsargas, sandėlio vietas ir prekių judėjimą visoje įmonėje.
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Warehouse and Inventory Management

A modern warehouse requires not only organization but also precise process management. Warehouse management in the Microsoft Dynamics 365 Business Central ERP system enables centralized management of inventory, warehouse locations, and item movement throughout the entire company.
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Paslaugų valdymas

Paslaugų teikimas reikalauja ne tik greitos reakcijos, bet ir tikslaus procesų valdymo. Paslaugų valdymas „Microsoft Dynamics 365 Business Central“ ERP sistemoje leidžia centralizuotai planuoti, vykdyti ir kontroliuoti paslaugų užsakymus, sutartis, kainodarą ir atsiskaitymus visoje organizacijoje.
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Payroll and HR Management

Payroll and HR management based on Microsoft Dynamics 365 Business Central allows for the digitalization of HR processes, automation of time and salary calculation, and ensures accurate accounting in accordance with applicable Lithuanian legal acts.