dynamics 365 business central

Financial Management

Make Informed Decisions

Connect data across accounting, sales, purchasing, inventory, and customer interactions to get an end-to-end view of your business. Chart financial performance in real time with built-in Power BI dashboards.

Accelerate Financial Close and Reporting

Streamline accounts receivables and payables, and automatically reconcile accounts to close and report on financials quickly and accurately, while maintaining compliance.

Improve Forecast Accuracy

Refine financial forecasts by modeling and analyzing data across multiple dimensions. Customize reports using seamless Microsoft Excel integration.

Basic General Ledger

Set up a company and start posting to the general ledger, chart of accounts, general journals, VAT facilities, recurring journals, and source codes.

Budgets

Work with budgets in general ledger accounts.

Deferrals

Set up deferral templates that automate the process of deferring revenues and expenses over a pre-defined schedule.

Basic Fixed Assets

Keep track of fixed assets and related transactions such as acquisitions, depreciations, write-downs, appreciations, and disposals.

Basic Receivables

Post sales transactions in journals and manage receivables; register customers and manage receivables using general journals.

Dimensions

Add unlimited dimensions to any ledger for advanced transaction analyses.

Audit Trails

The system automatically assigns audit trails and posting descriptions to every transaction. In addition, users can define reason codes to create complementary audit trails.

Bank Account Management

Create, operate, and manage multiple bank accounts for catering to your diverse business needs and across different currencies.

Reconciliation

Reconcile your bank statement data automatically to open bank account ledger entries end to keep track of all your bank statements.

Currencies

Manage multiple currencies throughout the system, including payables and receivables, general ledger reports, resource and inventory items, and bank accounts.

Project Management

Stay on Budget

Create, manage, and track customer projects using timesheets along with advanced job costing and reporting capabilities. Develop, modify, and control budgets to ensure project profitability.

Plan with Precision

Manage resource levels by planning capacity and sales. Track invoicing for customers against planned costs on orders and quotes.

Analyze Project Performance

Make effective decisions with real-time insight on project status, profitability, and resource-usage metrics.

Resources

Register and sell resources, combine related resources into one resource group or track individual resources.

Estimates

Monitor resource usage and get a complete overview of your capacity for each resource with information about availability and planned costs on orders and quotes.

Jobs

Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.

Timesheets

Timesheets are a simple and flexible solution for time registration with manager approval and integrate with Service, Jobs, and Basic Resources.

Multiple Languages

Switch languages on the client in real time provided that the desired language is available.

Reason Codes

Define a set of reason codes that can be assigned to individual transactions throughout the system, providing user-defined audit trails.

Extended Text

Set up an unlimited number of lines to describe inventory items, resources, and general ledger accounts.

Intrastat Reporting

Automatically retrieve the necessary data to report Intrastat information to statistics authorities. Local customs authorities can inform you whether your company is obligated to file such a report.

Outlook Integration

Synchronize your to-do items and your contacts with your meetings, tasks, and contacts in Outlook.

Empower Everyone with Ictionable insight with Power BI

Make Data Driven Decisions

See all your data through a single pane of glass. Live Power BI dashboards and reports include visualizations and KPIs from your data in the cloud and on-premises, offering a consolidated view across your business, regardless of where your data lives.

Build Intelligence into your Apps

Make all your apps smarter when you collect and infuse all the data captured across your organization. Bring the power of the Business Application Platform, Power BI, and your apps together to deliver actionable insights.

Use Common Data Service for Analytics

Remove data silos to drive intelligence across your organization by connecting data from Dynamics 365 and your other business apps with Common Data Service for Analytics.

Apps that Transform the Way you do Business

Create An App for Every Task

Build visually stunning apps that take advantage of device capabilities like cameras, GPS, and pen controls, run on any device, and are completely customized for your business requirements.

Incorporate Powerful Workflow Automation

Integrate Microsoft Flow workflows to automate virtually any process including notifications, data collection, and approval routing—all without writing a single line of code.

Use Common Data Service for Apps

Consolidate your data in Common Data Service for Apps. It’s the foundation for your apps and includes a set of over 200 standard business entities and relationships.

Customer Relationship Management

Deliver Value at Every Touch Point

Prioritize sales leads based on revenue potential. Keep track of all customer interactions and get guidance on best upsell, cross-sell, and renewal opportunities throughout your sales cycle.

Boost Sales Productivity

Accelerate the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook.

Maximize Profitability

Gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution.

Contacts

Maintain an overview of your contacts and record your contact information for all business relationships.

Campaigns

Organize campaigns based on segments of your contacts that you define.

Opportunity Management

Keep track of sales opportunities, section your sales processes into different stages, and use this information to manage your sales opportunities.

Dynamics 365 for Sales Integration

Integrate with Dynamics 365 for Sales in a few easy steps to synchronize your data, including sales orders, item availability, units of measure, and currencies.

Automate and Secure Supply Chain Management

Optimize Inventory Levels

Use built-in intelligence to predict when and what to replenish. Purchase only what you need with dynamically updated inventory levels.

Avoid Lost Sales and Reduce Shortages

Maintain the right amount of inventory by automatically calculating stock levels, lead times, and reorder points. Suggest substitutes when requested items are out of stock.

Maximize Profitability

Get recommendations on when to pay vendors to use vendor discounts or avoid overdue penalties. Prevent unnecessary or fraudulent purchases through approval workflows.

Sales Order Management

Manage sales orders, blanket sales orders, and sales order processes.

Purchase Order Management

Manage purchases, blanket orders, and purchase order processes.

Locations

Manage inventory in multiple locations that may represent a production plant, distribution center, warehouse, showroom, retail outlet, or service car.

Item Transfers

Track inventory as it’s moved from one location to another and account for the value of inventory in transit at various locations.

Warehouse Management (Basic and Advanced)

Warehouse functionality in Business Central can be implemented in different complexity levels, depending on a company’s processes and order volume. The main difference is that activities are performed order-by-order in basic warehousing when they are consolidated for multiple orders in advanced warehousing.

Assembly Management

To support companies that supply products to their customers by combining components in simple processes without the need of manufacturing functionality, Business Central includes features to assemble items that integrate with existing features, such as sales, planning, reservations, and warehousing

Service Order Management

Manage Forecasting to Fulfillment

Use sales forecasts and expected stock-outs to automatically generate production plans and create purchase orders.

Run your Warehousing Efficiently

Get a holistic view of inventory for efficient order fulfillment. Track every item transaction and movement by setting up bins based on warehouse layout and storage unit dimensions.

Reach Optimal Output Levels

Calculate and optimize manufacturing capacity and resources to improve production schedules and meet customer demands.

Service Orders

Register your after-sales issues including service requests, services due, service orders, and repair requests.

Service Item Management

Record and keep track of all your service items, including contract information, component management, and BOM reference and warranty information.

Service Contract Management

Record details on service levels, response times, and discount levels, as well as on the service history of each contract, including used service items and parts and labor hours.

Planning

Assign personnel to work orders and log details such as work order handling and work order status.

Dispatching

Manage service personnel and field technician information, and filter according to availability, skills, and stock items.

Service Price Management

Set up, maintain, and monitor your service prices

Manufacturing

Resources

Register and sell resources, combine related resources into one resource group or track individual resources.

Estimates

Monitor resource usage and get a complete overview of your capacity for each resource with information about availability and planned costs on orders and quotes.

Jobs

Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.

Timesheets

Timesheets are a simple and flexible solution for time registration with manager approval and integrate with Service, Jobs, and Basic Resources.

Multiple Languages

Switch languages on the client in real time provided that the desired language is available.

Reason Codes

Define a set of reason codes that can be assigned to individual transactions throughout the system, providing user-defined audit trails.

Extended Text

Set up an unlimited number of lines to describe inventory items, resources, and general ledger accounts.

Intrastat Reporting

Automatically retrieve the necessary data to report Intrastat information to statistics authorities. Local customs authorities can inform you whether your company is obligated to file such a report.

Outlook Integration

Synchronize your to-do items and your contacts with your meetings, tasks, and contacts in Outlook.

Subcontracting

Allows companies to send raw materials, unfinished goods, or partially finished goods for further processing elsewhere.