Microsoft Dynamics 365 - Business Central

Microsoft Dynamics 365 Business Central lets you connect your people and processes better than ever. Take orders, check inventory, and generate financial reports easily – all from a familiar and intuitive interface. Business Central allows you to automate task and create workflow straight from your Inbox. You can have a complete financial picture wherever and whenever you need it. And since it is fully cloud based, there is no need to worry about backing up your financial data.

 

Financial Management

Improve your organization’s flexibility to develop, modify, and control budgets so you don’t get overextended. Focus business performance through better revenue and expense accountability.  Reach goals quicker with estimating tools that provide income and expense reporting by prospective jobs. Track budget versus actuals and stop over- spend before it’s an issue

Use account schedules to define row and column structures, conduct analysis in-page or on screen, and export to Excel to analyze and compare general ledger entries to budget. Easily create your own key performance indicators.  Use account schedules to generate charts and graphs on your home page. Calculate profit margins on departments, product lines, or customer groups

Import a bank statement file or feed to quickly register payments. Automatically apply credits to open ledger entries. Get real-time bank information from your bank and credit card feeds. Access accounts from thousands of financial institutions around the world using simplified bank feeds. Quickly identify differences with more frequent reconciliation

 

Inventory Management

Perform basic inventory tasks quicker within receiving, selling, and calculating the cost of items. Search for items by range of fields, including SKUs, manufacturer’s part number, categories, or product attributes. Manage inventory and sales forecast using Cortana Intelligence, to accurately predict future sales and avoid inventory shortage. Set up automated reordering based on pre- determined stock levels

Link items with the same or similar features so that if a customer orders an item that is unavailable, you can suggest a substitute item. Offer substitute items quickly and avoid lost sales. Provide extra service to customers by offering cost-effective alternatives. Create a hierarchy of item categories and assign item attributes to each item category for easy filtering and navigation across related items

Post sales credit memo and have visibility to manage customer refunds. Reverse and record customer refunds. Integrated sales, G/L, inventory, and cash disbursement transactions.  Eliminate recalculations for local currency conversions. 

 

Purchasing

Record costs and track accounts payable. Minimize inventory costs and provide better customer service through dynamically updated inventory levels. Monitor and control your purchasing process with automated workflows.  Implement approvals for internal controls, preventing unnecessary or fraudulent purchases.  Easily modify a posted purchase invoice in your financial records and record the corrective credit memo for your audit trail.

Automate tasks for vendors to record your agreements concerning discounts, prices, and payment methods. Record and manage vendor credit terms and pricing.  Easily access agreements concerning discounts, prices, and payment methods to improve profitability.

Precisely identify ordered items using vendor numbers linked to your company’s internal numbers. Quickly cross-reference information plus access and store universal product codes (UPCs). Reduce data duplication by preserving the items list to only internal numbers.  Link multiple vendor numbers to your own internal item catalog.  Designate default vendors to specific items to auto-populate as suggested items.

 

Project Management

Create, manage, and track customer projects with sophisticated job costing and reporting capabilities. Track costs against budgets, sales orders or quotes to minimize cost overruns.  Estimate time frames more accurately for customers and internal use.  Schedule employees, inventory items, and tasks related to specific jobs

Plan capacity and sales and manage usage statistics and profitability of resources. Create your plan in a calendar system with the level of detail and time period you need.  Monitor resource usage and get a complete overview of your capacity for each resource. Get insight into availability and planned cost on quotes and orders.

Improve your organization’s flexibility to develop, modify, and control budgets to avoid over-expenditure. Focus business performance through better revenue and expense accountability.  Reach goals quicker with estimating tools that provide income and expense reporting by prospective jobs.  Track budget versus actuals to avoid over- expenditure.

 

Sales

Post sales right from Outlook, then email your invoices as PDF attachments that include a PayPal link to expedite payments. Minimize data entry by automatically converting quotes to sales invoices when approved.  Prepare quotes in Dynamics 365 for Financials and easily create a professional-looking document using Word forms.  Easy correction or cancellations of posted sales invoices to satisfy last-minute customer changes

Manage the sales cycle end-to-end, from quote generation to invoicing. Create and manage sales order quotes, sales orders and handle invoices for multiple shipments. Manage partial shipments more effectively.  Define multiple ship-to and bill-to addresses per customer. Ship and invoice separately, including direct shipments and direct invoicing.

Manage special agreements with individual customers and customer groups that include discount structures based on minimum quantities, units of measure, currencies, and time periods. Set up invoice discounts for customers based upon defined criteria. Automatically calculate best unit price by sales line when an order meets specified conditions.

 

Other Capabilities

Manage receivables and payables in the currencies needed, and record G/L transactions in different currencies. Be ready for global businesses with automated currency posting, translation, and reporting.  Ease or eliminate the calculations to present invoices and receive payments in local currency.  Allow managers to converse in local languages and currency while managing in a single currency

Add tags to entries for quicker categorization and analysis, giving you rich analysis of your data. Identify where a project, job, location, department, or profit center entry originated.  Report on data the way you need it without the time-consuming chart of accounts.  Eliminate separate general ledger accounts for each department and project.

Customers can create/edit/modify the report layout in a Microsoft Word document using a WYSIWYG editing experience. Start with pre-built templates for basic reports or create custom report layouts.  Create word reports as templates to use within email body. Use document layout to select customer- specific templates. 

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