Dynamics 365

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Dynamics 365 Business Central

Essentials Version
Dynamics 365 Business Central is a comprehensive business management ERP solution. It brings the full power of Dynamics NAV to the cloud! It is ideally suited for small to medium sized businesses (10 – 250 employees). It is the one solution that offers both financial management, purchasing and Inventory Management as well as customer relationship management.

Financial Management
General Ledger
Set up a company and start posting to the GL, chart of accounts, general
journals, recurring journals and source codes.

Budgets
Work with budgets in GL accounts.

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

Fixed Assets
Track fixed assets and related transactions such as acquisitions, depreciations,
write-downs, appreciations and disposals.

Receivables
Post sales transactions in journals and manage receivables, register customers

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.

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

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

Dimensions
Add unlimited dimensions to any ledger for advanced transaction analyses.

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

Customer Relationship Management
Contacts
Campaigns
Opportunity management

Dynamics 365 for Sales Integration

Supply Chain Management
Sales Order Management
Manage sales orders, blanket orders, sales order process.

Purchase Order Management
Manage purchase, blanket orders and purchase order process.

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

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

Warehouse Management (Basic and Advanced)
The main difference between basic and advanced is activities are performed
order by order in basic when they are consolidated for multiple orders in
advanced.

Assembly Management
Combine components in simple process without the need of manufacturing
functionality. Assemble items that integrate with existing features such as sales,
planning, reservations and warehousing.

Human Resources
Employees
Group and track employee information according to different information such
experience, skills, education, training and union membership.

Expense Management
Post expenses against employee cards to track and reimburse their expenses.

Project Management
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.

Time Sheets
Time sheets 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.

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.

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

In addition to the functionality in Essentials Version, The Premium Version includes the following features:

Service Order Management
Service Orders
Register your after sales issues including service requests, services due,
service orders, and repair requests.

Service Price Management
Set up and maintain your service prices.

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.

Manufacturing
Production Orders
Create and manage production orders and post consumption and
output to the production orders.

Version Management
Create and manage different versions of the manufacturing BOMs and routings.

Agile Manufacturing
Plan rush hours, make exceptions, and handle last minute changes to your
processes with multiple planning options.

Supply Planning
Plan for material requirements based on demand, with support for master
production scheduling and materials requirements planning.

Demand Forecasting
Plan and create production and purchase orders, taking into consideration
the demand forecast together with the level of available inventory
and parameters of requirement planning.

Capacity Planning
Add capacities to the manufacturing process. Set up routings and use the
routings on production

Machine Centers
Manage capacity on several levels; on a more detailed level for machine
centers and on a consolidated level for work centers.

Finite Loading
Take capacity constraints into account so that no more work
is assigned to a work center than the capacities can be expected
to execute during a given time period.

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

Dynamics 365 for Sales and Customer Service
Embedded Predictive selling

Social Selling
LinkedIn Sales Navigator Integration

Office 365, Outlook, Excel Integration

Mobile Apps

Real-time Analytics Dashboards

Motivational Tools
Team Based Sales Contests

Quantify Customer Experience through Direct Survey Feedback

Dashboard of Customers’ Historical Journey

No Code Visual Editor Tools

Self Service Options for Customers

Protected in Microsoft Data Centers

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