Mastering the Lead-to-Cash Process in Microsoft Dynamics 365
Unlock the full customer journey — from first contact to cash collection — with a unified Dynamics 365 solution.
Join us on Thursday, November 27, for a focused, one-hour webinar designed for sales, finance, and operations leaders across the Baltics.
Discover how Microsoft Dynamics 365 Sales and Finance seamlessly integrate to streamline the entire lead-to-cash process — helping your organization improve cash flow, automate billing, and deliver exceptional customer experiences.
Whether your focus is sales, project delivery, or finance, this session will show how OIXIO’s unified Baltic team helps you turn leads into revenue faster and more efficiently.
What You’ll Learn 🔎
Lead-to-Cash in Action
See how Dynamics 365 supports every step — from lead creation and qualification to invoicing and payment collection.
Connected Sales and Finance
Understand how Sales and Finance apps seamlessly exchange data for consistent and error-free processing.
Smarter Automation
Learn how AI and Copilot features reduce manual effort across quoting, order management, and invoicing.
Real-World Scenarios
Explore how professional services organizations in Estonia, Latvia, and Lithuania achieve better visibility and control with OIXIO’s regional expertise.
Event details 📌
Date: Thursday, November 27, 2025
Time: 14:00 – 15:00 (EET)
Language: English
Format: Live Online Webinar + Q&A
Agenda 🗒️
14:00 – 14:05 Welcome & Introduction
14:05 – 14:20 Lead & Opportunity Management
Learn how to capture leads, qualify opportunities, and convert them into sales — all within Dynamics 365 Sales.
14:20 – 14:35 Order, Contract & Project Setup
See how accepted quotes evolve into orders and project contracts that define billing terms and delivery models.
14:35 – 14:50 Billing, Invoicing & Payments
Discover how Dynamics 365 Finance automates billing schedules, invoice generation, and payment tracking to improve cash flow and revenue recognition.
14:50 – 15:00 Q&A and Closing Remarks
Why Attend? 📈
Professional services organizations face constant pressure to deliver value while managing complexity. This webinar will show you how to:
✔️ Connect sales, project, and finance data for full lead-to-cash visibility
✔️ Automate quoting, invoicing, and collections
✔️ Improve accuracy and reduce manual work with AI & Copilot
✔️ Accelerate revenue recognition and enhance financial transparency
✔️ Collaborate seamlessly across the Baltics with OIXIO as your trusted Microsoft partner
Don’t miss this opportunity to see how OIXIO helps service-oriented businesses deliver more — faster, smarter, and with less complexity.
Who Should Attend?
Sales Managers • Finance Directors • Project Leads • ERP Decision Makers
Don’t miss this opportunity to learn how OIXIO helps organizations optimize the lead-to-cash process — faster, smarter, and with less complexity.
Webinar Mastering Lead-to-Cash Process – Registration
Join us on Thursday, November 27 to learn how our team can help you turn leads into revenue faster and more efficiently!
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