B2B Sales / Wholesale
Quote-to-Cash Acceleration in Dynamics 365 Sales + Finance
The client’s sales and finance teams were disconnected, leading to delays from quote generation to cash collection. GC Consulting implemented an integrated Quote-to-Cash process using D365 Sales and Finance, cutting deal cycle time by 38 percent and increasing billing accuracy.
B2B industrial equipment reseller
Dynamics 365 Finance, Dynamics 365 Sales, Power Automate
The Challenge
- Quotes were manually created and often outdated by the time of approval
- Invoices delayed by 2 to 4 weeks after deal closure
- Revenue leakage due to errors in pricing or terms
Our Solution
We started by mapping the entire quote-to-cash workflow across sales, finance, and legal. We identified over 20 failure points, including version mismatches, untracked discounts, and missing approvals.
We implemented guided quote creation in D365 Sales with real-time pricing from the ERP and built automated workflows in Power Automate for legal approval and finance review.
Once a quote was accepted, it triggered automatic invoice generation and revenue recognition in D365 Finance.
We also introduced contract metadata tagging for better tracking of payment terms and service obligations.
Dashboards were created to monitor quote velocity, invoice aging, and margin leakage, with alerts for overdue actions.
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Implementation Timeline
Results After
reduction in Quote-to-Cash Time
invoice accuracy achieved
in previously unbilled revenue recovered
adoption of new quote system in month one
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