Sales

Simplify your sales cycle from quote to cash with built-in payments and invoicing in Dynamics 365. By managing transactions directly within the platform, your business reduces friction, improves cash flow, and enhances the overall customer experience. 

• Faster Payment Processing: Send invoices and collect payments directly from within FieldConnect —no need to switch between systems or delay billing. 

• Improved Cash Flow: Accelerated invoicing and real-time payment tracking help reduce Days Sales Outstanding (DSO) and improve financial predictability. 

• Fewer Errors, Less Rework: Eliminate manual data entry by linking payment and billing information directly to sales records and customer accounts. 

• Enhanced Customer Experience: Provide a seamless billing and payment process that’s fast, professional, and easy for customers to navigate. 

• Stronger Sales-to-Finance Alignment: With payments and invoicing connected to your CRM data, sales and finance teams stay in sync, reducing delays and miscommunication. 

• Comprehensive Financial Reporting: Gain a clearer view of revenue performance and outstanding balances directly within your sales dashboards. 

Integrating payments and invoicing into your finance system of choice helping close the loop on the sales process—so you can sell, bill, and get paid, all in one platform.