{"id":1816,"date":"2023-04-26T13:49:00","date_gmt":"2023-04-26T11:49:00","guid":{"rendered":"https:\/\/www.d-velop.com\/blog\/?p=1816"},"modified":"2025-12-02T08:20:39","modified_gmt":"2025-12-02T07:20:39","slug":"tips-for-optimising-the-order-to-cash-process-in-microsoft-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.d-velop.com\/blog\/process-automation\/tips-for-optimising-the-order-to-cash-process-in-microsoft-dynamics-365\/","title":{"rendered":"Tips for optimising the Order to Cash process in Microsoft Dynamics 365"},"content":{"rendered":"\n<p data-beyondwords-marker=\"602c28a5-f3ef-472d-88cf-a32667ab93d3\">In order to ensure profitability, companies must continue to ask, how can they increase sales and productivity, whilst keeping costs to a minimum?\u202fLooking at expenditure, in particular process costs, is an essential ongoing exercise that all business must adopt. By reviewing, testing and optimising internal processes, either via change of process, technical transformation or a combination of both, competitive advantage and substantial savings are achievable.<\/p>\n\n\n\n<p data-beyondwords-marker=\"d985acb0-4931-4732-b187-b2477521221c\">As an example, the\u202f<a href=\"https:\/\/www.d-velop.com\/blog\/process-automation\/order-to-cash\/\">Order to Cash process\u202f<\/a>in Dynamics 365 plays an important role and at the same time, represents a lever for expanding cost leadership.<\/p>\n\n\n\n<p data-beyondwords-marker=\"3de4960e-f611-412a-a121-f6778c38e017\">In this article we would like to draw attention to possible potentials for improving this process.<\/p>\n\n\n\n<h2 data-beyondwords-marker=\"b5d218f5-9279-402f-a416-b79591ee1ddc\" class=\"wp-block-heading\" id=\"h-what-does-order-to-cash-mean\"><span class=\"ez-toc-section\" id=\"what-does-order-to-cash-mean\"><\/span>What does Order to Cash mean?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p data-beyondwords-marker=\"e57bc6f6-c921-4fa4-80f6-14b4a10d749c\"><a href=\"https:\/\/www.d-velop.com\/blog\/process-automation\/order-to-cash\/\">Order to Cash<\/a>\u202f(also OTC or O2C) describes the entire sales process and includes various sub-processes such as preparing an offer, credit check or order processing.\u202fThe process begins with the customer&#8217;s inquiry and ends with the delivery of the goods or the invoice.\u202fThe counterpart on the supplier side is the\u202f<a href=\"https:\/\/www.d-velop.com\/blog\/process-automation\/purchase-to-pay\/\">procurement process\u202f(Purchase to Pay)<\/a>.\u202fThe following diagram illustrates the end-to-end process in a simplified representation:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69debac5e769b&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69debac5e769b\" data-beyondwords-marker=\"7be28309-c213-4df2-b2ab-4a56dda3264b\" class=\"aligncenter size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"910\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.d-velop.com\/blog\/wp-content\/uploads\/2023\/04\/order-to-cash-process-dynamics-1024x910.png\" alt=\"\" class=\"wp-image-1818\" srcset=\"https:\/\/www.d-velop.com\/blog\/wp-content\/uploads\/2023\/04\/order-to-cash-process-dynamics-1024x910.png 1024w, https:\/\/www.d-velop.com\/blog\/wp-content\/uploads\/2023\/04\/order-to-cash-process-dynamics-300x267.png 300w, https:\/\/www.d-velop.com\/blog\/wp-content\/uploads\/2023\/04\/order-to-cash-process-dynamics-1536x1366.png 1536w, https:\/\/www.d-velop.com\/blog\/wp-content\/uploads\/2023\/04\/order-to-cash-process-dynamics.png 1739w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n<\/div>\n\n\n<h2 data-beyondwords-marker=\"803d3acf-d84d-4560-9d2d-380c529c1a69\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"what-are-the-challenges\"><\/span>What are the challenges?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p data-beyondwords-marker=\"158f0244-09c9-408f-b6f0-e03f862adaab\">One of the emerging variables is the customer side.\u202fInquiries are made to the company and the data is processed and recorded in <a href=\"https:\/\/www.d-velop.com\/blog\/process-automation\/3-steps-to-contract-management-with-microsoft-dynamics-365-business-central\/\">Microsoft Dynamics 365 Business Central<\/a> (Business Central).\u202fFurther sub-processes, such as creditworthiness checks, creation of quotation and proposal are initiated.<\/p>\n\n\n\n<p data-beyondwords-marker=\"9207aad3-cf10-47f8-9627-aeba91aa5101\">The acceptance of subsequent orders can be coordinated by a corresponding modular ordering system in Business Central.\u202fHere, too, it is important to record information correctly and transfer it to the system.\u202fExisting framework contracts and other agreements must importantly be considered when processing the order. These in many cases are often located in business silos throughout the company, possibly in paper format or even in shadow systems. All these subsequent steps require manual intervention, adding considerably to delay of fulfilment and the overall cost\/profitably of the transaction.<\/p>\n\n\n\n<p data-beyondwords-marker=\"2fd61830-dfc9-4fe4-9ffc-6531f9bd32dd\">The above points are accompanied by a lack of transparency in the processes, creating poor communication both internally and externally, resulting in customer service frustration and complaints.<\/p>\n\n\n\n<p data-beyondwords-marker=\"3ba74cc7-2bc4-4c5b-a5d8-c81fb2c9f6b8\">Incorrect orders or orders that have been entered twice in Business Central, pose challenges in errors correction, as does incorrect stock information and subsequently, leads to delays in the downstream processes and again further erodes profitability.<\/p>\n\n\n\n<h2 data-beyondwords-marker=\"b884fb20-94ec-414e-897a-1257e59abe03\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"what-potential-can-be-exploited-in-the-order-to-cash-process-with-dynamics-365\"><\/span>What potential can be exploited in the order to cash process with Dynamics 365?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p data-beyondwords-marker=\"5692161d-f421-47fe-935e-d980dd43dc4c\">Three key factors can be identified that increase productivity with Business Central, aligned with a standardised order-to-cash process as part of continuous improvement.<\/p>\n\n\n\n<p data-beyondwords-marker=\"c365ee5b-d124-4235-bed0-d9eb50076184\">Internal approval processes can be digitised using a workflow engine.\u202fProcesses are not only transferred 1:1, but directly adapted and optimised to the new technical possibilities.\u202fFor example, a document management system (DMS) can help to map a variety of processes, providing context-related information across systems.<\/p>\n\n\n\n<p data-beyondwords-marker=\"1389eeff-7970-4605-9a64-5e2bc3127a8a\">The latter aspect is important as a second factor, so that all authorised users along the entire process chain have the necessary data at their disposal at all times.\u202fThis shortens throughput times, improves transparency and enhances the ability to provide information to customers.<\/p>\n\n\n\n<p data-beyondwords-marker=\"7852afae-6779-4b36-a291-3b6edc076a3a\">The third factor is the capture and processing of documents.\u202fFor example, incoming orders can be automatically captured using software for classifying documents and transferred to Business Central.\u202fEnormous savings are possible here. Both standardised order forms and external formats can be reliably recognised and processed, thanks to logical sets of rules and artificial intelligence.<\/p>\n\n\n\n<h2 data-beyondwords-marker=\"13adeb90-25a5-481f-ac4f-2abeb8cd080c\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"risks-when-implementing-with-business-central\"><\/span>Risks when implementing with Business Central<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p data-beyondwords-marker=\"e95f1ad2-f7d7-4daf-85f6-8643bc7765f2\">Business Central is an ERP system for medium-sized and large companies and is central to an organisations finance controls, human resources, production and logistics.<\/p>\n\n\n\n<p data-beyondwords-marker=\"a459f76b-e012-4fdd-869e-947a61356f8e\">Of course, there are many other areas of business process undertaken outside of its domain. Therefore, it is critical to implement seamless functionality, when digitising auxiliary processes that require links to external systems or some steps run outside of Business Central.<\/p>\n\n\n\n<p data-beyondwords-marker=\"676d5401-3ff4-4c47-9b8c-1d42e6155d2f\">By not adopting certified solutions, it can lead to increased maintenance and expensive reprogramming or support costs.\u202fIt can also result in standardised update plans being prevented in Business Central or can only be carried out with considerable additional effort and expense.<\/p>\n\n\n\n<p data-beyondwords-marker=\"3b881d65-463a-4152-b8d9-736c628f17a3\">It is recommended that you investigate appropriate partners who have tried and tested tailor-made solutions in their portfolio, offering confidence and an aligned upgrade path to supplement existing ERP processes. Due to growing complexity, it is no longer possible to map every eventuality and every requirement in one piece of software alone.\u202fThe key is integration of the various solutions into a harmonious and functioning system landscape.<\/p>\n\n\n\n<h2 data-beyondwords-marker=\"ac70cc24-2e91-4479-94ae-c91a8aa73d0d\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"interfaces-in-business-central-as-a-prerequisite-for-digitising-the-process\"><\/span>Interfaces in Business Central as a prerequisite for digitising the process<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p data-beyondwords-marker=\"11654f3d-75fd-4235-b27f-5ca714cbc171\">Standardised interfaces help to map and support the order to cash process in Dynamics 365.\u202fIt is equally as important to ensure that existing standards are adhered too. \u202fStandard interfaces ensure that the integrity of the data is preserved and equally, that the basic needs for meeting legal requirements are met.\u202fFor example, the required revision security presupposes that data cannot be lost during processing and that documents must be archived in an unchangeable manner.<\/p>\n\n\n\n<h2 data-beyondwords-marker=\"6dbb9cd5-90fe-407a-ac4c-9c49b539e765\" class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p data-beyondwords-marker=\"041d109c-245c-4372-bb73-9ea252960c82\">Automating the order to cash process in Dynamics 365 can make a significant contribution to reducing process costs and improving cash flow.\u202fThanks to the simplification for employees in day-to-day business via software-supported process efficiency, better working practices and increased employee satisfaction can be achieved.\u202fThe higher information content ensures faster processes and the resulting efficiency and transparency, enhances greater customer satisfaction and advocacy.<\/p>\n\n\n\n<p data-beyondwords-marker=\"cf1afd3a-ba67-4955-a9a5-6bc9333a1979\">A certified Partner with the appropriate solution integration in the required third-party systems, such as a DMS, can make a significant contribution to the success of the project.\u202fTheir expertise in undertaking such projects reduces risk and ensures the correct preparation and planning is applied.<\/p>\n\n\n\n<p data-beyondwords-marker=\"efbfdd03-9fac-4c93-9f3c-7f912ddf21b0\">An open-minded approach to process investigation, with subsequent change of manual processes and\/or automation, can considerably reduce transactional cost, provide better margins, whilst increasing customer satisfaction and advocacy.<\/p>\n\n\n\n<div data-beyondwords-marker=\"7135391f-b202-43ed-9339-fd5e50db461f\" class=\"wp-block-group is-style-cta-webinar\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p data-beyondwords-marker=\"91463d49-3ad3-499a-aca5-d523b178fd80\"><strong>Your Dynamics 365 Hand in Hand with d.velop&#8217;s document management<\/strong><\/p>\n\n\n\n<p data-beyondwords-marker=\"318a178d-f5ab-455b-80be-0ccc5863436e\">In this 25-minute webcast, Garth McCown shows IT-decision-makers and key users an approach to reducing information silos and accelerating processes in your organization based on the existing tools Dynamics 365 (BC, F&amp;O, Sales), Teams and SharePoint Online.<\/p>\n\n\n\n\t<div data-beyondwords-marker=\"f70efde5-5a5b-4bd9-b6c6-33fb3bdcfde2\" class=\"wp-block-buttons\">\n\t\t<div class=\"wp-block-button is-style-outline\">\n\t\t\t<a class=\"wp-block-button__link\" href=\"https:\/\/content.d-velop.com\/webinar\/dynamics-365-hand-in-hand-with-dvelop?utm_campaign=Other+-+d.velop+Blog+-+International&#038;utm_source=intern-blog-en&#038;utm_medium=blogpost-order-to-cash-process-dynamics-365&#038;utm_content=button\" target=\"\">Watch Now<\/a>\t\t<\/div>\n\t<\/div>\n\n\t<\/div><\/div>\n\n\n\n<h3 data-beyondwords-marker=\"2ec92c86-62ab-47e8-8e66-4ae58452884c\" class=\"wp-block-heading\">Book a Software Demo<\/h3>\n\n\n\n<p data-beyondwords-marker=\"6ff4d98f-9153-43ee-98d6-1130dbd68ccd\">Or book a software demo directly and have the process demonstrated live to you.<\/p>\n\n\n\n\t<div data-beyondwords-marker=\"452e7a3d-6354-4142-9990-bf90b72039bd\" class=\"wp-block-buttons\">\n\t\t<div class=\"wp-block-button is-style-outline\">\n\t\t\t<a class=\"wp-block-button__link\" href=\"https:\/\/content.d-velop.com\/request-live-demo?utm_campaign=Other+-+d.velop+Blog+-+International&#038;utm_source=intern-blog-en&#038;utm_medium=blogpost-order-to-cash-process-dynamics-365&#038;utm_content=button\" target=\"\">Book a software demo<\/a>\t\t<\/div>\n\t<\/div>\n\n\t","protected":false},"excerpt":{"rendered":"<p>In order to ensure profitability, companies must continue to ask, how can they increase sales and productivity, whilst keeping costs [&hellip;]<\/p>\n","protected":false},"author":58,"featured_media":1828,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","beyondwords_generate_audio":"1","beyondwords_project_id":"50193","beyondwords_content_id":"215e5e07-2c9e-49b5-abde-f0182bd645fc","beyondwords_preview_token":"af56f354-7bb8-4367-a941-32a4b800d0a7","beyondwords_player_content":"","beyondwords_player_style":"","beyondwords_language_code":"","beyondwords_language_id":"","beyondwords_title_voice_id":"","beyondwords_body_voice_id":"","beyondwords_summary_voice_id":"","beyondwords_error_message":"","beyondwords_disabled":"1","beyondwords_delete_content":"","beyondwords_podcast_id":"","beyondwords_hash":"","publish_post_to_speechkit":"","speechkit_hash":"","speechkit_generate_audio":"","speechkit_project_id":"","speechkit_podcast_id":"","speechkit_error_message":"","speechkit_disabled":"","speechkit_access_key":"","speechkit_error":"","speechkit_info":"","speechkit_response":"","speechkit_retries":"","speechkit_status":"","speechkit_updated_at":"","_speechkit_link":"","_speechkit_text":""},"categories":[6],"tags":[29],"class_list":["post-1816","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-process-automation","tag-microsoft-dynamics-365"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.9 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Optimise the Order to Cash Process | Microsoft Dynamics 365<\/title>\n<meta name=\"description\" content=\"What are the challenges in the O2C (Order-to-Cash) process? 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