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
• Provides guidance to 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 a lot to handle. Business Central keeps all of this data in one convenient location for your sales reps to access at the click of a button. Intuitive 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.

Help your sales staff 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.

If the customer relationship management capabilities within Business Central are not enough for your business, you can easily integrate with Dynamics 365 CRM apps, 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 actually making sense of mass amounts of data and being able to direct it to the people who need it is a difficult task. With Power BI included, your reports will give you a clear picture of how your business is performing and you’ll become more confident in making decisions about any challenge your business faces.

Business Central makes it easy for your employees to interpret data into actionable insights with personalised role-based dashboards. 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.

The user-friendly interface of Microsoft Business Central is familiar to staff, making training and acceptance of the software easy.

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.