To be on top of your game, Businesses need to speed up their customer requirements. To stand out, you must make every second count. The priority of most business in the process of digital transformation is to implement a system that would store all its data in a single comprehensive repository that could then be used to grow and optimize the business.
Microsoft Dynamics 365 Business Central is an all-in-one business management solution that helps businesses manage financials, sales, service and operations easier and faster from day one. They bring all your systems into one, powerful hub that’s accessible from anywhere. Regardless of your industry, they help in bringing efficiency and new insights to your daily tasks. With the help of Office 365, business processes are connected to improve personal productivity.
50% of businesses say their reporting processes needs to be simpler. The loss of revenue per year due to inefficient processes for an SMB is estimated to be about 20-30%.
The complexity of business processes gets tremendously bigger as the businesses expand. In the early stages of a business it is easier to remember customers and vendors involved in day-to-day operations. But in later stages, a system is needed for management.
Most companies use an accounting software to prepare an invoice, a CRM system to manage the contacts and sales pipeline, and perhaps yet another manufacturing solution to track production or inventory. These stand-alone solutions take time and often requires duplicate data entry. The productivity is reduced as these processes takes up your time to develop your business. Microsoft Dynamics 365 Business Central, helps you get through administrative tasks quickly and all processes are stored in one place. Now your team can spend more time taking care of customers.
Most of the companies have a separate system of email, spreadsheet, and word processing tools. The employees waste a lot of time flipping between apps or cutting and pasting, which can lead to data entry errors. Solution to this problem is a connected business solution.
Microsoft Dynamics 365 Business Central and Office 365 help you:
- Drive productivity by reducing time spent switching between stand-alone apps
- Foster collaboration and communication by breaking down internal silos and broadening visibility across the organization
- Accelerate user adoption and lower training time with a seamless user experience
Let’s take a deeper look at some scenarios where Dynamics 365 and Office 365 work together to make people more productive and businesses more efficient.
As a business owner, imagine you receive an email from a high-priority customer who urgently needs an order delivered in a short timeframe. With Dynamics 365 Business Central, you can find the information you need and act on it without searching disparate systems or coordinating with other departments.
Without leaving your inbox, you check inventory and discover that you don’t have enough stock on hand to complete the order. In the same interface, you create and send both a purchase order to the vendor and a quote to your customer, moving on to your next task within minutes.
Dynamics 365 workflows also help to secure processes and work on the go. Suppose you are out of the office and an email alerts you that a sales quote has exceeded your established 10% maximum discount.
Right from your mobile inbox, you quickly review the quote and check the customer’s order history, account status, and credit limit. You make an informed decision to approve the discount, which automatically updates the quote and notifies the sales rep that it’s ready to be sent to the customer.
Dynamics 365 and Office 365 simplifies and automates daily tasks to keep the sales team focused on managing sales. Imagine your sales rep receives an email from a customer requesting a quote on some items. The system recognizes the sender, enabling your rep to easily pull up customer card within Outlook. From this dashboard, your rep reviews the account –including the customer’s existing quotes, ongoing orders, and sales history.
As he’s creating the quote, customer and product information auto-populate, helping him get it done faster. While he was sending the sales quote, a note hit his inbox from a potential customer he met at a recent event. The system recognizes that their email address is not in the customer database and prompts him to add them. Without leaving Outlook, he creates their profile in the Dynamics 365 app. This kind of automation reduces time spent on administrative tasks, allowing sales team to quickly respond to inquiries and ultimately improve customer interactions.
When an accountant runs a crucial piece of the business, Dynamics 365 makes the process easier by simplifying reporting, streamlining month-end close, and reducing data entry errors. While she is preparing the monthly P&L statement in Dynamics 365 app, she needs to edit multiple invoices at once, so she opens the invoice list in Microsoft Excel. In a matter of minutes, she adds a new batch of invoices and updates the status of several others. With just one click, she publishes the data back to the Dynamics 365 app, where it’s automatically refreshed.
Wanting a deeper analysis of the month’s revenue, she switches to Microsoft Power BI. There she has multiple ways to analyse Dynamics 365 data, including the revenue information she just updated. Through rich visuals and custom dashboards, she gains insights which she couldn’t get from standard reports. With Dynamics 365 Business Central, you get an end-to-end view of your business and built-in intelligence that helps you make more informed decisions.
Sales forecasts and expected stock-outs can be used to automatically generate production plans and create purchase orders. To run your warehousing efficiently, Dynamics 365 Business Central gives 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. Here we can calculate and optimize manufacturing capacity and resources to improve production schedules and meet customer demands.
Business Central runs where you need it, in the cloud or on-premises, with the same user experience no matter how you deploy.
The mobile version of Business Central supports both cloud and on-premise users with a consistent, modern experience across Windows, Android, or IOS devices.