Sales and Operations Planning for Dynamics 365 Business Central

The S&OP process is a comprehensive and continuous effort to align sales, operations, and finance to achieve the best outcomes. By understanding the roles and responsibilities and following the steps of the S&OP process, companies can ensure a successful sales and operations planning process. 

The Benefits of Sales & Operations Planning

Improved forecasting accuracy and decision making

Aligned goals and priorities across departments

Better resource allocation and utilization

Increased customer satisfaction and retention

Improved supply chain management

Enhanced competitiveness and profitability

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Best Practice Roles and Responsibilities for S&OP Process, including must-have Key Performance Indicators!

Consulting Services

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Why does your organization need a Sales and Operations Planning (S&OP) Process?

Do you suffer from any of the following?

  • Lack of coordination between departments
  • Poor inventory management
  • Inconsistent demand forecasting
  • Inefficient production scheduling
  • Missed sales and revenue opportunities
  • Inability to respond to market changes and customer demand

What is Sales and Operations Planning?

Sales and Operations Planning is a critical function that integrates Sales, Marketing, Procurement, Inventory Management, Production and Finance to ensure optimal production, inventory, and supply chain management.

How can WebSan help?

Our team of experienced supply chain veterans provide customized training and process consulting services to help companies implement and optimize their S&OP processes.

We utilize our fully integrated Sales and Operations Planning Dynamics 365 Business Central solution along with an out of the box set of Power BI content packs for reporting KPIs across the supply chain. 

Our team works collaboratively with your team to identify gaps, develop strategies, and implement best practices to improve your S&OP processes' efficiency and effectiveness.



per tenant / per year

  • Scenario Planning: generate budgets that account for company-specific events and macroeconomic conditions and quickly change the data based on a percentage value.
  • Historical Data: populate Sales Budgets and Demand Forecasts based on historical data
  • Excel Imports: export and import Sales Budget and Demand Forecast data
  • Mass populate Sales Budgets: enter budget amounts for multiple items with a single click.
  • Languages Supported: English (United States), French, Spanish, Portuguese, Korean, Mandarin, Cantonese, Deutsch, Hindi, Vietnamese, Danish, Arabic, Italian, Japanese and Russian
Business Central Insights

$160 USD

per bundle / per month

  • Operations Bundle
    (Sales, Purchasing, Inventory)
  • Finance Bundle
    (Finance, Receivables, Payables, Cash Flow)
  • Unlimited Companies
  • Analyze data in Excel

Download our KPI Power BI Guide for Business Central Insights

Release Notes - May 2023 - May 31, 2023

Support for third-party custom features - - June 2023 - June 7, 2023

Assisted Setup link updated - June 7, 2023

Enhance performance of standard export feature - June 9, 2023

Additional error checking on synchronization - June 16, 2023

Enhance Historical Sales Sync Scheduler feature & fine tuning - June 20, 2023

Updates to app on-boarding checklist - - July 2023 - July 6, 2023

Add Location Filter to Sales Budget - July 27, 2023

Default lookback period on scheduler

Update synchronization to enforce all Demand Forecast filters - - August 2023 - August 1, 2023

Default the monthly look back period for the scheduler - August 11, 2023

Set default Demand Forecast to be used in MRP

Add revision notes - August 29, 2023

Onboarding Checklist Update - - September 2023 - September 7, 2023

Ensure UTC time settings utilized during Excel-based upload - September 22, 2023

Add trailing 12 months to export rolling 12 months feature

Option to automatically set cost & revenue budgets based on quantity budget values - September 27, 2023

Update trailing 12 months to export rolling 12 months feature

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