Dynamics 365 Business Central Functionality & Features

A single, end-to end solution for managing your business

Modules for Any Structure

With Dynamics 365 Business Central’s features you can revolutionise how you do business; taking streamlining, automation and customer engagement to a new level! It gives you a single, end-to-end solution for managing finances, operations, sales and customer service, as well as the opportunity to easily upgrade from entry-level accounting software and legacy ERP systems.

Dynamics 365 Business Central is great value because it integrates with other Microsoft cloud services (including Office 365) and can be customised or extended for specific industry needs with Power Apps, Power Automate and Power BI. Dynamics 365 Business Central is the next generation of what was previously known as Navision, and later Dynamics NAV, and as such it has at its foundation a set of trusted, proven technologies that have served 160,000 customers and millions of users worldwide. So, let's take a look at what it can do!

Financial Management

Dynamics 365 Business Central’s features enable you to streamline your financial close and get real-time visibility into the performance of your business. You can easily share your information in a secure manner with an accountant and gain more control over your budgets and cashflow.

Apply incoming payments directly to the related customer and mark invoices as paid to automatically reconcile accounts
Get recommendations on when to pay vendors to take advantage of vendor discounts or avoid overdue penalties
Add tags to entries for quicker categorisation and analysis
Improve your organisation’s ability to develop, modify, and control budgets

Reporting and Analytics

Centralise your financial management data across accounting, sales, purchasing, inventory, and customer interactions for an up-to-date, end-to-end view of your business using the various features of Dynamics 365 Business Central. Make faster, more informed decisions when you’re guided by connected processes, predictive analytics, and real-time data.

Make fast, informed decisions with seamless Microsoft Excel integration
Easily track your KPIs by creating your own analyses on general ledger data
Chart your business’ performance in real time on your dashboard using built-in Power BI integration
Accurately predict your cash flow using built-in Cortana Intelligence

Order Processing

Dynamics 365 Business Central enables you to monitor and control your sales-order and purchasing process through automated workflows and dynamically updated inventory levels. You can prevent unnecessary or fraudulent purchases by implementing approvals, plus modify posted invoices in your financial management system and register the correction without hassle.

Create purchase invoices and orders to record the cost of purchase and track accounts payable
Stay in control of expenses by implementing advanced workflow and approval structures
Automate tasks for vendors to record your agreements concerning discounts, prices, and payment methods

Sales & Marketing

With Dynamics 365 Business Central’s sales & marketing features, you can shorten the time from quote to cash by connecting your sales and accounting. Connect the dots between your sales and marketing teams and act quickly on sales-related enquiries right from Outlook. Easily handle multiple ship-to and bill-to addresses per customer, including direct shipment and invoicing addresses.

Align your content, data, and processes to deliver engaging customer experiences across all touchpoints, make smarter decisions, and drive business results
Post sales right from Outlook, then send your invoices as PDF attachments that include a PayPal link to expedite payments
Get a complete overview of interactions and track current customer status all the way from email to order to invoice
Negotiate and keep track of special agreements with individual customers, including discount structures
Prioritise leads based upon revenue potential and opportunities throughout the sales cycle
Functionality includes: Campaign Management, Contact Management, Document Management and Generation, Email Integration, Mobile Sales, Opportunity Management, Sales Order and Process Management and Tasks/Interaction Management

Sales and CRM training for NAV Sales and CRM training for BC

Warehouse Management

Dynamics 365 Business Central’s Warehouse Management features bring together comprehensive organisational information, automate manual tasks, connect processes and workflows, enable fact-based inventory management, and provide managers with clear visibility into business performance, margins, profitability, and opportunities for improvement.

Can be used with handheld terminals (HHT); put-away instructions can be provided on the HHT, indicating the best bin location for the goods based on capacity and pick zones
Pick face replenishment, quality inspection and cycle counting are all supported
A flexible, modular structure enables the addition of new or custom functionality over time to match the growth and evolution of the business

Resource & Project Management

Use Dynamics 365 Business Central to perform common resource & project management tasks and get all the data you need to help manage budgets and monitor progress. Track machine and employee project hours using timesheets, and access real-time data on available resources, such as employees and machinery.

Create, manage, and track customer projects with sophisticated job costing and reporting capabilities
Manage usage levels and profitability of resources by planning capacity and sales
Develop, modify, and control budgets to avoid over-expenditure

Service Management

Whether it's contracts, warranties, SLAs or mobile service management, Dynamics 365 Business Central’s features enhance your operational efficiency, provide effective contract management and enforce critical processes - helping to ensure your service team hit SLAs - all of which drive customer loyalty!

Includes Contract and SLA Management, Item and Component History, Mobile Service, Work and Material Planning, Scheduling and Dispatch, Service Item Tracking, Service Order Management and Service Price Management
Extends sales invoicing to include recurring invoicing and service order/invoicing
Enables the management of loan items & replacements and contracted periodic billing mechanisms.
Integrated call-logging function to log, track and close service calls

Service management training for NAV

Manufacturing

If you make it then Dynamics 365 Business Central can help streamline and manage the production process! Whether you do basic assembly, require full blown MRP or are somewhere in between, we can deliver as much or as little as you need.

Integrate, streamline and manage every aspect of your manufacturing process including planning, scheduling, inventory, distribution and financial management
Control the consumption of raw materials and manage differing machine or human activities before outputting finished items
Back or forward flushing is available as well as discrete issuing of materials. Features such as scrap management and sub-contractor manufacture are also available