Microsoft Dynamics 365 Business Central

FINANCE

Gain Control of Financial Data

• Monitor financial data and performance
• Connects reports with live data
• Manage all financial assets and reports in one location

Dynamics 365 Business Central is a powerful financial tool that gives clear visibility and control of your finances. It can also be enhanced further with the integration of Power BI. Monitor your real-time financial performance with built-in reports, identify financial patterns, analyse key trends and improve your planning capabilities. Connecting reports and data from various departments, including sales, customer service, purchasing and inventory, allows you to make accurate financial decisions with confidence.

Improve your financial forecasting with real-time performance metrics and easily handle your financial reports by controlling cash flow, assets, reconciliations, budgets and project costs all in one place.

Business Central allows your business to expand into global marketplaces by seamlessly handling multiple currencies, exchange rates, company transactions and various tax regulations.

SALES & CRM

Enhance Sales Experiences

• Handle all sales data in one place
• Guides sales staff to achieve the best outcomes
• Segment customers based on different variables to improve conversion value

Keeping track of customer queries and interactions can be overwhelming. Business Central keeps all of this data in one convenient location for your sales reps to access. AI tools provide ongoing guidance to suggest the best up-sells, cross-sells and renewals for each customer in real time. This dynamic approach enhances conversion rates and customer lifetime value throughout your sales process.

You can segment your customer base to provide different discounts and pricing structures for set groups of customers. This keeps sales staff informed and reduces errors made throughout the sales process.

Your sales staff can provide accurate and timely information by being able to search customer agreements for pricing, delivery dates, fulfilment status and product availability to close deals fast and effectively.

Business Central integration with Dynamics 365 Sales

Suppose the customer relationship management capabilities within Business Central are not enough for your business. With the support of a Business Central partner, you can easily integrate with Dynamics 365 CRM apps, including Dynamics 365 Sales, which would offer you a much more robust CRM system.  

DATA INSIGHTS

Improve business efficiency

• Data insights and personalised dashboards
• Create dynamic workflows and audit trails
• Take advantage of Microsoft productivity tools

Gathering data regarding your operations is one thing, but making sense of massive amounts of data and directing it to the people who need it is a difficult task. With Power BI included, your reports will give you a clear picture of your business's performance, and you’ll become more confident in making decisions about any challenges your business faces.

Personalised role-based dashboards make it easy for your employees to interpret data into actionable insights. It also provides intuitive suggestions based on historical data, which helps to guide your employees through each workflow you may have, helping to reduce errors and boost efficiency in the process.

Business Central allows you to easily create dynamic workflows and audit trails while automatically connecting your business data to Microsoft productivity tools such as Microsoft Viva, which enhance customer and employee experiences.

SECURITY

Work anywhere, securely

• Work anywhere, from any device
• Microsoft Data Centre Encryption
• Keep critical data secure
  

Business Central allows you to work from wherever your business may take you without compromising its full capabilities across desktops, tablets and mobile devices including Windows, Android and iOS devices.

Being a Microsoft product, Business Central benefits from their strong security framework – including data encryption and multi-factor authentication – so you have control of your business-critical data and a high level of protection against unauthorised access and external threats.

Integrate Business Central with Microsoft 365 for Efficiency

Word, Excel, Teams, Outlook and all the Microsoft 365 apps can be integrated with Business Central, meaning you don’t need to switch between programs to work, which is a game-changer for productivity.

By using Business Central with Microsoft 365, you can make swift, informed business decisions directly from your email, enabling you to allocate more time to effective business management.

Standout benefits of a Business Central and Microsoft 365 integration:

• With Business Central and Outlook working together, employees gain valuable business insights delivered directly to their inboxes, allowing them to save time while staying focused.
  
  
• For finance and operations teams, Excel plays a pivotal role in their daily tasks. Enabling them to maximise their productivity within their preferred application can lead to significant productivity gains.
  
  
• With Microsoft Teams connected to Business Central, your organisation can efficiently share and interact with real-time data, transforming Teams into a centralised hub for all your daily operations.