Many business find they outgrow basic systems, or spreadsheets and need to move to a more integrated system for compliance, performance and scalability and the technical platform to adapt quickly to new requirements.
Some may be on unsupported legacy systems, others may have database limitations on how much data they can hold but need to retain records for tax and audit purposes. others may find that with new legislation for example: the introduction of Corporate tax or privacy laws, or e-invoicing that their current systems are no longer compliant. Typically, they cannot get timely accurate meaningful business insights to make informed, proactive decisions,
Investing in a new system is not easy for a growing business , but neither is the cost of maintaining old hardware, recruiting and training skilled IT staff, managing server rooms, and warding off cyberattacks,. That s swhy there has been a major switch to cloud computing. A user based subscription means you don’t have a large capital cost up front. You don’t need to pay extra to manage the server, or utility costs, the operating systems, or backups or antivirus –
The video demonstrates how easily Microsoft Dynamics 365 Business Central users can perform tasks and access information in Business Central.
Business Central supports multiple browsers, and each browser offers various features. The browser plays a significant role in the responsiveness and fluidity of the user interface. It also allows any device, anywhere, anytime, access based on the user’s role security. A manager who is travelling can still see his reports, a sales manager can check stock from a customer site and place an order and so on.
Business Central provides functionality for common business processes in small and medium-sized companies, mainly within wholesale and professional services. However, more complex processes, such as assembly, manufacturing, service, and directed warehouse management are also supported There are many isv solutions to extend Business Central for other functions nd verticals, such as our HR and Payroll module for the GCC , and our Real Estate module, and our POS integration and much more.
Some of the core functionality:
- Make and collect payments, manage your cash flow, defer income and revenue, prepare year-end closing, and manage fixed assets.
- Get insight to the performance of your business activities through budgets, account schedules, and analysis views.
- Manage sales processes and information, such as quotes, orders, returns, and customer accounts, and make drop shipments.
- Manage purchasing processes and information, such as invoices, orders, returns, and vendor accounts, and purchase items from sales documents.
- Register new inventory or service-type items, categorize items for easy searching, adjust inventory levels, and perform common inventory costing tasks.
- Create jobs and schedule resources for projects, manage job budgets, monitor progress, and track machine and employee hours.
- Organize your fixed assets, ensure correct periodic depreciation, and keep track of maintenance costs.
- Use the CRM features to manage and support your sales efforts and focus your interactions on preferred customers and contacts.
- Keep detailed records of your employees, and register absences for analysis purposes.
- Plan the production operations required to transform inputs into finished goods.
- Put salable items together in simple steps to make a new item, such as a kit.
- Define shop floor resources and their capacity, schedule operations, pull production components, and execute production operations.
- Ensure an effective flow of received and shipped goods.
- Schedule service calls and set up service orders, and track repair parts and supplies.
- Set up and use workflows that connect tasks performed by different users or by the system, such as automatic posting. Requesting and granting approval to create or post documents are typical workflow steps.
- Enable users to exchange data with external sources during daily tasks, such as sending/receiving electronic documents, importing/exporting bank files, and updating currency exchange rates.
- Record external documents in Business Central, including their file attachments, then manually create the related documents or automatically convert the files to electronic documents.
Inside Business Central, you do most of your work in a list, a document, or a card.
All pages have a bar with actions that are relevant . This way, you can manage an individual sales order in the Sales Order page and in the Sales Orders list, including posting it and invoicing it.
Business Central provides dedicated functionality for typical business areas, such as finance and sales.
To support those business area-specific tasks, you can use various general business functionalities, such as defining extended text for document lines and organizing connecting business tasks in workflows.
- Add extra information to accounts, customers cards, or sales orders to communicate agreements, such as a special price or delivery method, to other users.
- View ongoing, posted, or archived documents that are related to sales and purchase order lines.
- Communicate the contents of business documents quickly to your business partners, such as the payment information on sales documents to customers.
- Archive sales and purchase orders, quotes, return orders, and blanket orders, and you use the archived document to recreate the document that it was archived from.
- Set up standard text codes so you can extend standard text by adding extra lines, and set up conditions for use of the extra lines.
- Create tasks to remind you of work to be done. You can create tasks for yourself, but you can also assign tasks to others or be assigned a task by someone else in your organization.
- Work with your Business Central data in Excel or Outlook or TEAMS
- Understand what happens when you choose the Post action.
- Post multiple sales or purchase documents together, immediately or as scheduled.
- Review the result of posting before you post.
- Edit selected fields on posted sales or purchase documents.
- Learn how to find documents and entries that are related to each other based on a piece of a document, contact, or item information.
- Understand the available status for quotes, orders, and credit memos documents, such as Open and Released
- Learn how to work with general journals, which are used to post to general ledger accounts and other accounts such as bank, customer, vendor, and fixed assets accounts.
- Schedule a report to run at a specific date and time.
- Let the system help you complete tasks quicker and more correctly by prefilling fields or complete lines with data that you would otherwise have to calculate and enter yourself.
- Record external documents, including their file attachments, and then manually create the related documents or automatically convert the files to electronic documents.
- Set up and use workflows that connect tasks performed by different users or by the system, such as automatic posting. Requesting and granting approval to create or post documents are typical workflow steps.
- Set up data exchange definitions so you can send and receive electronic documents.
- Use online maps to find locations and directions to customers, vendors, and addresses in general.
To learn more about how Business Central can support your business growth and ensure compliance with minimal risk and up front investment contact us today: Synergy Software Systems 00974 3365589