Module 3: From Quote to Orders

Practice Lab 3 – Orders and invoices

Scenario

As a sales analyst for the Dynamics 365 for Sales implementation at World Wide Importers, you need to test the newly configured product catalog enhancements to the order and invoice processes. In this lab, you will create an order from a quote and create an invoice from that order.

Important Note: This lab will provide you with an actual Dynamics 365 tenant and licenses for the Power platform applications you will be using in this course. You will only be provided with one tenant for the practice labs in this course. The settings and actions you take within this tenant do not roll-back or reset. Whereas the virtual machine you are provided with does reset each time you close the lab session. What’s more, Dynamics 365 is evolving all the time. The instructions in this document may be different from what you experience in your actual Dynamics 365 tenant. It is also possible to experience a delay of several minutes before the virtual machine has network connectivity to begin the labs.

Exercise 1 - Acquire Tenant Information and Connect

Note: If you have already completed a practice recently, the virtual machine might pick up where you left off and you will not need to login again.  In that case you can skip ahead to exercise two and resume.

Task 1 – Connect to the Power platform administration portal

  1. On Virtual machine MB200-Dynamics_Lab, sign in as Admin with the password Pa55w.rd if you are not already logged in.

  2. Outside the VM in the online lab interface click Files and choose D365 Credentials. This will allocate an Office 365 tenant for you to use in these labs.  It will display the admin email and password for your tenant.  You should copy this information to notepad or similar for your reference.

  3. In MB200-Dynamics_Lab launch Microsoft Edge from the taskbar. By default, the browser opens Office 365. Use the O365 credentials you just acquired in the previous step to login.

  4. Navigate in the browser to the Power platform admin portal at https://admin.Powerplatform.microsoft.com

Exercise 2 – Orders and Invoices

Task 1 – Create Order

In this task, you will create an Orders from a Quote.

  1. Go to your Dynamics 365 Sales Hub application.

  2. Click on the Site Map button and select Quotes.

  3. Open the Quote you created Interested in Top D. System.

  4. Click Create Order.

  5. Leave everything as default and click OK.

  6. The Order form will open. You can edit the Order information.

  7. Click on the Word Template button located in the command bar and select Order Summary.

  8. Open the generated Word doc and review the Order. Close the Order Summary.

  9. Click Fulfill Order.

  10. Click Fulfill. Do not navigate away from this page.

Task 2 – Create Invoice

In this task, you will create an Invoice.

  1. Make sure you are still in the Order form.

  2. Click Create Invoice.

  3. The Invoice for will open.

  4. Click on the Word Template button located in the command bar and select Invoice Summary.

  5. Open the generated Word doc and review the Invoice. Close the Invoice Summary.

  6. We will assume the Customer paid in full. Click Invoice Paid.

  7. Select Complete and click OK.