Microsoft Dynamics 365 Business Central is a business management solution in the cloud that provides you with tools to manage your business like never before.
Dynamics 365 Business Central increases your speed by making ordering, selling, invoicing and reporting easier. Increase your productivity and boost efficiency by integrating Microsoft Dynamics 365 Business Central with familiar Office tools such as Outlook, Word and Excel. Make informed decisions through predictive analysis due to built-in intelligence such as Microsoft Power BI. You are able to begin with the tools your company needs and grow accordingly as your business grows.
Microsoft Dynamics 365 Business Central was released in Spring 2018.
Stay Connected with Microsoft Dynamics 365 Business Central
Integration
Comprehensive integration between Dynamics 365 for Business Central and applications such as Microsoft Dynamics 365 Sales, Outlook and banking apps, will allow you to be able to save time, be more productive and work smarter.
Convert Quotes to Cash
Dynamics 365 for Business Central is deeply integrated with Office 365, especially Outlook. Convert your quotes to cash within Office. Set up customers, create quotes, process orders and submit invoices all within Outlook. You can also export data and create documents within Excel and Word.
Customize
Each company is unique and has a different set of requirements and needs than the next. Many applications in the market provide only one solution with minimal customization features. To tailor to this, Microsoft allows businesses to customize Dynamics 365 for Financials through apps found in Appsource.
Connect your Business
Access your business processes in one connected application increasing productivity.
Microsoft Dynamics 365 Business Central Helps you Make Better Business Decisions
End-to-End View
Microsoft Dynamics 365 Business Central provides an end-to-end view of all of your data. You can centralize all data from accounting, sales, purchasing, inventory and customer interactions. Through this you will receive accurate feedback to track common trends, avert issues and concentrate on delivering exceptional customer experiences. Data is always up-to-date so you can analyze your company records instantly.
Intelligence at your Fingertips
With intelligence at your fingertips, you can easily share reports such as KPI’s, inventory, sales and order statuses with your co-workers. Users can create reports from trusted data sources to make better, speedy and more informed decisions.
Advanced Analytics
Dynamics 365 Business Central offers you advanced analytics for deeper insights. You are able to perform ad hoc and customize reports by accessing and analyzing data. Through Microsoft Power BI you are able to create an informative custom dashboard with important data that provides predictive analysis to make informed decisions.
Familiar and Customizable
Save staff training time thanks to the familiar Office interfaces and add applications on as needed.
Start and Grow Easily with Microsoft Dynamics 365 Business Central
Fast from the Start
Often times, decision-makers are hesitant to make changes within the company because they fear it will disrupt the business and workflows. Microsoft Dynamics 365 for Financials is fast and efficient from the start. From day one, you will be able to handle business processes such as quotes, orders, invoices, purchasing, cash management and reporting.
Looks and Feels like Office
Another benefit of Dynamics 365 Business Central is that employees will be able to adopt quickly because it looks and feels like Office. It has the same interface as Office tools such as Outlook, Word and Excel, which make it easy-to-use and reduces training time.
Work from Anywhere
You are able to work from anywhere across multiple platforms such as Windows, iOS and Android. Whether it is your desktop, laptop, tablet or phone, Dynamics 365 for Financials offers you one consistent experience that is easy-to-use.
Microsoft Dynamics 365 Business Central Functionality Overview
Inventory Management
Inventory 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
Item Substitutions
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 item
Returns and Cancellations
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
Financial Management
General Ledger
Create your own chart of accounts relevant for your company. Map general ledger accounts to categories personalized to the structure of your financial statements.
- Reporting with the flexibility to meet both real-time and monthly financial needs
- Set up your G/L, including invoice posting details and actions like additional reporting currency
- Add categories and subcategories to general ledger accounts for easier reporting
Account Receivables
Apply incoming payments to related customer or vendor ledger entries and close the related sales invoices or purchase credit memos as paid. When all payments are applied, you can reconcile the bank account.
- Perform online reconciliation of bank transactions with bank feed integration
- Choose direct bank feed imports or automated feeds using Yodlee
- Update customer payments automatically based on data from bank information
Account Payables
Generate vendor payments prioritized by payment discounts and overdue penalties. Export payments directly to a bank file when posting.
- Take advantage of credit terms without missing discounts or incurring penalties
- Pay using purchasing cards, ACH transactions, or checks—including positive pay
Budgets 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
Account Schedules
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
Bank Reconciliation
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 Yodlee bank feeds
- Quickly identify differences with more frequent reconciliation
Sales
Sales Invoicing
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
Sales Order Management
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
Pricing and Discounting
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
Contact Management
Create contacts and groups to support your business relationships with prospects, customers, and vendors.
- Manage your contacts within Outlook or integrate with Microsoft Dynamics 365 for Sales for deeper contact management capabilities
- Automatically synchronize contacts within Outlook for faster customer communication
Combine sales and CRM data in one system to target products to specific customers
Opportunity Management
Prioritize leads based upon revenue potential and opportunities to close throughout the entire sales cycle.
- Drive leads through the sales funnel using your predefined steps
- Generate sales documents within Outlook and respond to prospects faster
- Integrate with Dynamics 365 for Sales for advanced sales management capabilities
Interaction Management
Set up templates to record, view, and manage customer interactions to improve sales, order fulfillment, marketing, and service calls.
- Get a complete overview of interactions and know current customer status, from email to order to invoice
- Easily set up interaction tracking by entering your credentials into Outlook
- Track interaction costs and determine the most cost-effective way to convert prospects into sales
Purchase
Purchase Order
Management 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
Vendor Management
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
Vendor Item Catalog
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
Job 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
Capacity Management
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
Budgets/ Estimates
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
Additional Capabilities
Multiple Currency
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
Dimensions
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
Document Reporting
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
Your Partner
—–We add value!—–
Sisnarine Technologies Inc. has over 21 years of reliable experience in the IT industry. You can depend on us to proactively solve any IT issues you may be facing in your company.
We are customer-centric, efficient and results-oriented.
We have a deep understanding of the systems that help companies thrive today and a clear view of future advancements.
Our team will analyze your business and direct you in the right path to achieve success. We offer advice, guidance and assistance during the entire process from the beginning to end.