Dynamics 365 Business Central has 4 key elements covering
Plus can be extended to include
Being part of the bigger Microsoft landscape it has simple and powerful integration with Office 365, Dynamics Customer Engagement (CRM) and the likes of PowerBI.You can further expand and tailor your solution by adding the growing range of apps from Microsoft AppStore.
Business Central enables you to automate and process payments and reconcile bank account, this will help you quickly identify past-due accounts and take action. You can create personalised sales quotes and convert them into professional invoices all from Outlook.
Dynamics 365 Business Central will enable you to simplify and improve your supply chain management. It does this through dynamically updated inventory levels, automated ordering and data-driven forecasting. The ability to open orders and track vendor lead times helps reduce out-of-stock items.
Basic General Ledger:
This lets you set up a company, then allows you to start posting to the general ledger, chart of accounts, general journals, VAT facilities, recurring journals, and source codes.
Bank account management:
This allows you to create, operate, and manage multiple bank accounts to cater to your diverse business needs and across different currencies.
You can work with budgets in general ledger accounts.
You can reconcile your bank statement data automatically to open bank account ledger entries and keep track of all your bank statements.
You can set deferral templates that automate the process of deferring revenues and expenses over a predefined schedule.
This allows you to keep track of your fixed assets and related transactions like acquisitions, depreciations, write-downs, appreciations, and disposals.
This functionality automatically assigns your system to audit trails and post descriptions to every transaction. Users can also define reason codes to create complementary audit trails.
You can add unlimited dimensions to any ledger for advanced transaction analyses.
You can manage multiple currencies throughout the system, including payables and receivables, general ledger reports, resource and inventory items, and bank accounts.
This allows you to maintain an overview of your contacts and record your contact information for all business relationships.
You can organise campaigns based on your contacts segments that you define.
You can keep track of sales opportunities, categorise your sales processes into different stages, and use this information to manage your sales opportunities.
Dynamics 365 for Sales integration:
If you want additional sales functionality, you can even integrate your Business Central with Dynamics 365 for Sales. This helps you synchronise your data, including sales orders, item availability, units of measure, and currencies.
You can integrate your Business Central system with Outlook. This functionality synchronises your to-do items and your contacts with your meetings, tasks, and contacts in Outlook.
Sales order management:
This function allows you to manage sales orders, blanket sales orders, and sales order processes.
You can post sales transactions in journals and manage receivables. Also using general journals, you can register customers and manage receivables.
You can track inventory movement from one location to another and account for the value of inventory in transit at various locations.
You can manage inventory in multiple locations that might represent a production plant, distribution centre, warehouse, showroom, retail outlet, or service car.
You can manage items on a bin level. Pick and put away items in a bin and move items between bins by using a report that optimises space usage and picking processes.
You can register your after-sales issues like service requests, services due, service orders, and repair requests.
Service price and item management:
You can set up, maintain, and monitor your service prices. You can also keep track of all your service items, including contract information, component management, and BOM reference and warranty information.
Service contract management:
This allows you to record details on service levels, response times, and discount levels, and on the service history of each contract, including used service items and parts and labour hours.
Planning and Dispatching:
You can assign personnel to work orders, and log details such as work order handling and work order status. In addition, you can manage service personnel and field technician information, and filter according to availability, skills, and stock items.
You can create and manage production orders and post consumption and output to the production orders.
You can create and manage different versions of the manufacturing bill of materials and routings.
You can plan rush hours, make exceptions, and handle last-minute changes to your processes with multiple planning options.
This allows you to plan for material requirements based on demand, with support for master production scheduling and materials requirements planning.
You can plan and create production and purchase orders, taking into consideration the demand forecast together with the level of available inventory and parameters of requirement planning.
You can add capacities to the manufacturing process. Set up routings and use these routings on production orders and in material requirements planning.
You can manage capacity on several levels: on a more detailed level for machine centres and on a consolidated level for work centres.
You can take capacity constraints into account so that no more work is assigned to a work centre than the capacities can execute during a given time period.
You can register and sell resources, combine related resources into one resource group, or track individual resources.
You can monitor your resource usage and get a complete overview of your capacity for each resource, with information about availability and planned costs on orders and quotations.
This functionality allows you to keep track of usage on jobs and data for invoicing the customer. You can also manage both fixed-price jobs and time-and-materials jobs.
This functionality is a simple and flexible solution for time registration with manager approval, and integrates with Service, Jobs, and Basic Resources.
Business Central has three licensing models to choose from. Depending on the accessibility level and functionality, you can choose either of the following license models.
Read, approval, and reporting access only, plus the use of employee self-service features.
Includes team member features plus invoicing, purchasing, opportunity management, budgets, finance, fixed assets, purchasing order management, workflow, contact management, simple inventory, advanced inventory, resource management, and distribution.
Includes team member and essentials features plus service management and manufacturing modules.
If you are looking to integrate Business Central with your Dynamics 365 system, we can provide you the exact integration you are looking for. We have a proven team that now only knows how to integrate these systems seamlessly but also know how you can make the most out of this integration. Integrating these two systems offers you a cost-effective and simple way for you to keep your business running smoothly and monitor all the processes in your organisation. We can integrate your system with all Dynamics 365 models like Sales, Marketing, Customer Service and Talent.
We understand your business is unique and you require a solution that resonates with your organisational ethos. We can help you customise your business processes, your company terminologies and other organizational processes according to your specific needs. We can either build you a fully custom functionality or adapt to what is already available out-of-the-box.
With this simple solution, you can collect payments directly from your customer’s bank account or pay directly to your vendors. We can help you automate your payment process by instructing your bank account to perform a direct debit and setting up the customer’s payment method. We develop a highly secure method with your authentication required before making any transactions. We integrate this process with debit service providers like Smart Debit.
One of the things we love most about Dynamics 365 is the value-add tools that are provided as part of most Dynamics 365 licenses or included with Office 365.
View your most critical business data through a single pane of glass, no matter where it lives or where you are. Create stunning real-time and interactive dashboards using natural English - so no need to rely on IT or build complex queries.More About PowerBI
We start by understanding your business, its objectives to help you design a CRM strategy to align people, process and technology. We provide a suite of end-to-end services to ensure you gain maximum benefit from your chosen solution.Services
As Microsoft Dynamics 365 Gold Partners and with Centres of Excellence focused on the different areas of the CRM stack, our deep-level expertise means design innovative solutions leveraging the latest product features and keeping total cost of ownership to a minimum.Centres of Excellence Implementation Services
Its no point having an all singing, all dancing CRM if your users don’t understand the benefits. Our approach ensures your users are supported through your CRM journey and love the final outcome.Change Management