Microsoft D365 Business Central

Dynamics 365 Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Highly adaptable and rich with features, Business Central enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more. Companies can easily add functionality that is relevant to the region of operation, and that is customized to support even highly specialized industries. Business Central is fast to implement, easy to configure, and simplicity guides innovations in product design, development, implementation, and usability.

Dynamics 365 Business Central provides functionality for common business processes in small and mid-sized companies, mainly within wholesale and professional services. However, more complex processes, such as assembly, manufacturing, service, and directed warehouse management are also supported.

Dynamics 365 Business Central Functionalities:

• Finance

Business Central includes a standard configuration of most financial processes, but you can change the configuration to suit your business. The default configuration includes a chart of accounts and standard posting groups that make the process of assigning default general ledger posting accounts to customers, vendors, and items more efficient.

• Sales

The sales person role is often considered as one the most outward-facing jobs in a business. However, it can be helpful for sales people to be able to look inward in the business and see what is happening on the back end. By integrating Business Central and Dynamics 365 Sales, you can give your sales people that insight. The integration will let people view information in Business Central while they’re working in Dynamics 365 Sales. For example, when preparing a sales quote it could be useful to know whether you have enough inventory to fulfill the order.

•  Purchasing

Dynamics 365 Business Central provides an overview of the company’s purchasing routines and overview of daily purchases. With Business Central you can create an overview of the company’s purchases and make the daily buying routines clear and manageable. You also get instant access to an overview of your suppliers’ purchase history, outstanding orders, and trade statistics. The rich data provides insight into the company’s suppliers and enables you to better manage and improve their relationship with them. Thus, with the efficient purchase administration in Business Central, you get detailed data on all the company’s purchases and accounts payable and all relevant data relating to your suppliers, price lists and catalogs of goods are recorded.

•  Project Management

In Business Central, you can perform common project management tasks, such as configuring a job and scheduling a resource, as well as providing the information needed to manage budgets and monitor progress. You can track machine and employee hours on the project by using time sheets. As a project manager, you have a good overview, not only of individual jobs, but also of the allocation of employees, machinery and other resources being used in all projects.

• Fixed Assets Overview

The Fixed Assets functionality in Business Central provides an overview of your fixed assets and ensures correct periodic depreciation. It also enables you to keep track of your maintenance costs, manage insurance policies, post fixed asset transactions, and generate various reports and statistics.

• Relationship Management

The relationship management features of Business Central help you manage and support your sales efforts. With these features, you have access to complete and accurate information so you can focus your interactions on preferred customer/contact segments.

• Human Resources

In Business Central, you can keep detailed records of your employees. You can register and maintain employee information, such as employment contracts, confidential information, qualifications, and employee contacts. You can also register employee absences, which allows you to analyze registered absences as necessary.

• Production Planning

Business Central offers features to supply for anticipated and actual demand from sale, assembly, and production as well as features for distribution planning using stockkeeping units and location transfers.

• 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.

• Manufacturing

Business Central provides functionality that enables you to integrate, streamline and manage all aspects of the production process as well as the operation of your business. With optimal planning, inventory management, distribution, logistics and financial management, you can quickly respond to new changing demands.

• Inventory/Warehouse Management

The warehouse management functionality in Business Central not only provides insight into each shipment or process, but optimizes storage processes to maximize utilization of storage space. Real-time alerts to Business Central provide accurate and immediate feedback on status queries.

• Service Management

Managing and tracking service is not always easy, and Business Central provides a set of tools to help. These tools are designed to support repair shop and field service operations and can be used in business scenarios such as complex customer service distribution systems, industrial service environments with bills of materials, and high-volume dispatching of service technicians with requirements for spare parts management.

• General Business Functionality

Business Central provides dedicated functionality for typical business areas, such as finance and sales.

• Localization Functionality

Business Central has a combined localization strategy inclusive of both Microsoft-led and partner-led models.

Dynamics 365 Business Central Capabilities:

 Adapt as your Business grows

• Take your business on the go
• Rapidly deploy either in the cloud or on-premises
• Be ready to growth
• Store and transmit data across your systems
• Extend the solution with industry-specific apps
• Tailor the software to your needs

Work smarter and faster

• Get insights within the flow of business
• Drive continuous process optimization
• Automate workflows and processes
• Connect your data with Microsoft 365
• Respond to inquiries faster

Activate financial and business insights

• Take control of financial data
• Expand into global markets
• Accelerate financial Closing and reporting
• Maximize financial visibility
• Better reporting for more profitable financial decisions

Accelerate sales processes

• Prioritize leads based on revenue potential
• Offer flexible pricing and discounting
• Deliver on promised customer outcomes
• Improve cash management

Deliver Exceptional customer service

• Ensure a smooth transition from sales to service
• Track customer returns and repairs
• Live up to your service promises

Facilitate project success

• Improve project costing and accounting
• Optimize resource levels
• Drive profitability with project insights

 Drive supply chain optimization

• Improve supplier engagement
• Get a holistic view of your inventory
• Predict stock replenishment

Optimize warehouse management

• Improve organization within storage facilities
• Streamline receiving and capacity
• Expedite docking and shipping
• Connect customers and operations

Provide optimal manufacturing outputs

• Produce within supply and capacity constraints
• Create detailed bills of materials
• Support assembly-to-order
• Use production orders or more complex processes

Microsoft Dynamics 365

Finance and Supply Chain Management

 Modernize Finance

• Centralize or distribute financial management with embedded reporting and predictive financial analytics
• Optimize your team’s productivity with seamless, integrated processes and tasks
• Elevate financial capabilities with intelligent processes like proactive credit management, bank management, revenue recognition, and more
• Keep up with frequently changing regulatory requirements with globalization and tax configuration, e-invoicing, payment, and reporting formats
• Unify data and connected processes, apps, and systems.
• Adapt your business requirements and gain actionable insights in real time.

The basic modules and elements of Dynamics 365 Finance are the following:

• General Ledger
• Accounts Receivable
• Accounts Payable
• Multiple Currencies
• Financial Reporting, Analytics and Dimensions
• Role-based Workspaces
• Budget Planning and Forecasting
• Bank Reconciliation
• Fixed Assets
• Human Resources
• Cash and Bank Management
• Credit Management and Collections
• Revenue recognition
• Globalization, Compliance and Taxes Configuration

Modernize Supply Chain Management

• Optimize fulfilment by synchronizing information across logistics, sales, and purchase management
• Streamline the procurement process and get deep visibility into product inventory
• Accelerate product delivery using advanced transportation and warehouse management
• Implement a unified and intelligent production lifecycle that covers planning, scheduling, operations, and management
• Get real-time visibility of production and inventory with an end-to-end solution that uses machine learning and mixed reality
• Avoid downtime by using predictive analytics that determine maintenance needs for business-critical equipment
• Integrate with production control modules to improve accuracy and efficiency of production, planning, and reporting
• Get comprehensive inventory management with inbound and outbound inventory operations, quality assurance, and better inventory control

The basic modules and elements of Dynamics 365 Supply Chain Management are the following:

• Inventory Management
• Warehouse Management
• Vendor Management and Collaboration
• Enhanced Transportation for Inbound and Outbound Orders
• Procurement Management
• Transportation Management
• Asset Maintenance Management
• Sales Order Management
• Pricing, Discounting and Rebate Management
• Manufacturing Execution
• Intelligent Order Management (Artificial Intelligence)
• Job Scheduling
• Product Information Management
• Universal Resource Scheduling
• Procurement and sourcing workflows
• Advanced analytics with real-time insights
• Mixed reality applications and Dynamics 365 Guides
• Data and process unification with Microsoft Power Platform

Microsoft Dynamics 365 CRM

CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data. CRM solutions increase your profitability by streamlining administrative processes in your sales, marketing, and service divisions, and by letting you focus on building and maintaining the customer relationships that matter.

A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not optimizing your operating processes or making the most of your customer relationships or sales leads.

With Dynamics 365, you get a flexible solution that’s customizable to suit your business requirements. Choose a stand-alone application to meet the needs of a specific line of business or use multiple CRM tools that work together as a powerful integrated solution.

Marketing: Improve your customers’ journey

Generate multichannel marketing campaigns, nurture sales-ready leads, and align your sales and marketing teams with planning and tracking tools that integrate with your existing apps and services.

Foster leads

• Run multichannel campaigns featuring email marketing, web content, and events.
• Target matched audiences based on LinkedIn interactions using Dynamics 365 Connector for LinkedIn Lead Gen Forms.
• Personalize the buyer experience by customizing customer journeys based on user engagement.

Make better decisions

• Gain insights into your brand reputation and market through real-time data analysis.
• Prioritize leads using multiple lead scoring models.
• Build custom dashboards to analyze the data that matters most to your business.

Adapt quickly

• Automate processes for better service engagement experiences.
• Use artificial intelligence to guide your business decisions and drive innovation.
• Rely on the Microsoft cloud platform to reduce operating costs and simplify deployment across your infrastructure.

Sales: Empower sellers to drive personal engagement with customers

Go beyond sales force automation to better understand customer needs, engage more effectively, and win more deals. Sell smarter with embedded insights, foster relationships, boost productivity, accelerate sales performance, and innovate with a modern and adaptable platform. Use AI capabilities to track customer relationships and automate sales execution with contextual prompts that drive sales strategy.

Grow business

• Improve win rate with a dynamic, event-driven sales process.
• Build pipeline with high-quality leads and prospects from a variety of sources.
• Measure the past and identify leading indicators for the future.

Stay focused

• Find the right prospects and customers.
• Always know the next best action to move relationships forward.
• Build a high-performing sales team.

Win faster

• Engage and collaborate around strategic deals.
• Align to the buyer’s journey to deliver personalized engagement.
• Work anytime, anywhere.

Customer Service: Effortless service through any channel

Deliver guided, intelligent service and support on any channel with a unique ability to work with your existing systems. Empower customers and agents with the tools they need to ensure quick and accurate resolution, every time.

Improve engagement

• Let customers connect quickly and easily through multi-channel service options.
• Use the artificial intelligence of service bots to increase service availability and free your agents for more high-value interactions.
• Resolve issues quickly using data analysis and predictive care.

Personalize your service

• Deliver value with every interaction with a complete customer view.
• Guide agents’ actions toward optimal outcomes using intelligent automation.
• Create upsell or cross-sell opportunities using contextual customer data.

Streamline your customer service

• Improve service based on survey feedback, discussion forums, and social listening.
• Onboard new agents quickly with in-app learning options.
• Optimize your service staff by allocating resources based on service trends that you can monitor in real time.

Field Service: Empower your agents to create a better customer experience

Streamline scheduling, inventory management, and on-site efficiency. Offer quick and transparent communications and tracking functionalities to keep customers connected to your field agents.

Improve operational efficiency

• Use the Internet of Things (IoT) to detect and solve problems faster.
• Reduce costs using predictive maintenance.
• Automate work orders, scheduling, and dispatching.

Empower field agents

• Boost on-site efficiency by providing technicians with mobile access to home office data.
• Understand customer preferences and history to deliver more personalized service.
• Enable technicians to work hands-free by using innovative technology like mixed reality headsets.

Build trust

• Provide customers with real-time technician location tracking and appointment reminders.
• Share quotes, contracts, and scheduling information quickly and easily.
• Let customers self-schedule appointments and monitor service with a customer portal.

Project Service Automation: Improve project profitability with integrated planning tools and analytics

Empower your employees to anticipate resource demand and work together with collaborative tools that are easy to tailor to your business.

Improve project management

• Visualize costs and revenue using robust project planning capabilities and intuitive dashboards.
• Anticipate resource demands and forecast project profitability.
• Build customer trust using a customer-centric service delivery model.

Optimize resources

• Make the most out of billable resources using real-time dashboards to measure utilization.
• Improve skill-based assignments with a unified scheduling engine.
• Empower service professionals to apply directly to relevant projects.

Increase productivity

• Foster collaboration across teams by integrating with Office 365 applications.
• Simplify the contracts process and collaborate seamlessly with customers through a secure portal.
• Submit, process, and approve time and expenses anytime, anywhere for faster customer billing.

Microsoft Power BI (Business Intelligence)

One of the problems of managing a business is the classification and evaluation of all the data it receives as it is a very time-consuming process.

 Microsoft Power BI (Business Intelligence) is the one that comes to provide solutions to such problems and put all the data in order, helping the business to make critical decisions as soon as possible.

Microsoft Power BI is a collection of software services, applications, and connectors that work together to turn all data into insights. It allows you to easily connect to your data sources, visualize and discover important assets, and share them with as many people as you want. It is noted that each user can create his own dashboards based on the complete picture he receives of the business.

Microsoft Power BI utilizes most of the data. Initially it gives them form, as always, an image is best captured in our memory. This tool collects all the data and converts it into an image by performing ad hoc analysis. In addition, it enables adding filters to make it easier to search for data and speed up reporting.

Microsoft WMS

The Warehouse management module lets you manage warehouse processes in manufacturing, distribution, and retail companies. This module has a wide range of features to support the warehouse facility at an optimal level, at any time. Warehouse management is fully integrated with other business processes such as transportation, manufacturing, quality control, purchase, transfer, sales, and returns.

Warehouse management processes

• Integrated support for source documents for sales orders, returns, transfer orders, production orders, and Kanban
• Flexible, inbound, and outbound material workflow support based on queries
• Full integration with the Manufacturing and Transportation offerings
• Full control of location stocking limits and location volumetrics
• Inventory properties controlled by inventory status
• Full batch and serial item support
• Various item receiving capabilities
• Multiple picking strategies
• Out-of-the-box support for the next generation of bar code scanners
• Pallet/container types for warehouse processes
• Advanced counting capabilities
• Label printing and label routing with Zebra ZPL support
• Business intelligence integration into Power BI
• Manual and automatic movement of inventory
• Fully integrated quality control (QMS)
• Full traceability of workers’ material handling
• Outbound wave processing
• Manual packing and automatic containerization support
• Cluster picking
• Simple cross docking

Microsoft Power Apps 

Give everyone the tools to be an app builder

Get started quickly: Empower your team to start building and launching apps right away using pre built templates, drag and drop simplicity, and quick deployment then roll out continuous improvements as needed.

Build apps without compromises: Give everyone the power to build the apps they need with advanced functionality previously only available to professional developers including pre built Artificial Intelligence (AI) components.

Enable extensibility for developers: Provide professional developers the tools to seamlessly extend app capabilities with Azure Functions and custom connectors to proprietary or on premises systems.

Build the right app for the job

Empower everyone to build apps: Building apps with Power Apps helps everyone from business analysts to professional developers work more efficiently together. Solve business problems with intuitive visual tools that don’t require code, work faster with a platform that enables data integration and distribution, and extend the platform with building blocks for professional developers. Easily build and share apps on any device.

Enable your business to innovate: Power Apps enables a broad range of app scenarios to be created that infuse digital transformation into manual and outdated processes. Use both canvas and model driven apps to build Power Apps that solve business problems for task and role specific scenarios like inspections, field sales enablement, prospect to cash, and integrated marketing views.

Build highly tailored applications: Start by designing your user experience on the Power Apps canvas. Customize every detail of your app to optimize for specific tasks and roles. Create apps for any device that uses a wide variety of controls including cameras and location, or start from a sample app showcasing common business scenarios, like expense reporting or site inspections.