Top 5 Features of Dynamics 365 Business Central
An integrated & flexible Cloud business management solution designed for SMBs. Discover our Top 5 Features of Dynamics 365 Business Central.
Dynamics 365 Business Central is an all-in-one business management solution that provides financial, supply chain, sales, service and project management. It is a Cloud solution targeted specifically at SMB’s, accessible for an affordable per user, per month price.
Business Central integrates with the full Microsoft suite, including Office products and Power BI. This means you can create invoices directly from Outlook and export your data from Excel for reporting. It is well documented that connected systems increase productivity and improve decision making.
If you’re an SMB looking to grow your business or are struggling with stand-alone systems and fragmented information, Business Central is the perfect solution for you.
Our top 5 Features in Business Central
1. Automated Invoice Processing
Are you tired of manually typing invoices and other documents? Would you like to streamline your business processes by minimizing manual data entry and typing when handling purchase invoices and credit notes?
With Dynamics 365 Business Central and Continia, you can automate every step of your daily invoice processing, from receiving and registering a document to retrieving it for auditing or reporting. Continia integrate seamlessly with Dynamics 365 so that you can manage everything from within Business Central. And the best thing is that this all happens automatically.
Continia Document Capture 365 is an end-to-end solution to import, register, approve and archive complete purchase invoices and credit notes directly into Business Central. It automatically downloads files from pre-defined email addresses. In-built intelligent OCR-technology reads the content and allocates documents into the correct workflows for approval and archiving. All of this happens without any user involvement, saving you time and hassle.
For a step-by-step guide, read our How To Guide on D365 Document Processing or watch this short 5 minute video.
2. Integration with Outlook
Microsoft Dynamics 365 Business Central connects your business processes, systems and people to enhance productivity. It integrates seamlessly with Microsoft 365 so you can complete Business Central related activities without leaving Outlook.
Business Central enables you to manage business interactions with your customers and suppliers, directly in Outlook. You can view financial data of customers and suppliers directly from within Outlook, create sales orders from emails received, and carry out batch updating of customers, suppliers, and stock. You can also create and send financial documents, such as quotes, orders and invoices.
For a step-by-step guide, read our How To Guide on D365 Integration with Outlook.
3. Simplified reporting
For finance teams, having the ability to access timely accurate reports is essential.
Dynamics 365 simplifies reporting, streamlines month-end close and reduces data entry errors. It connects directly with Power BI to create custom reports and dashboards that display Business Central data in real time. This means you can make better and more informed decisions.
Displaying the data in a visual format means your employees can interpret it more easily. Through the rich visuals and custom dashboards, you gain insights you wouldn’t otherwise get from standard reports. This allows you to improve processes and spot trends faster, so you can outperform competitors and better service customers.
You can view Power BI reports in Business Central, thereby avoiding skipping back and forth between the two applications. You can also export data to Word, Excel, or PowerPoint, at any time, to build presentations and reports.
For a step-by-step guide, read our How To Guide on D365 Power BI and Reporting.
4. Web Expenses and Approvals
Are you tired of handling paper-based expenses and receipts? Would you like to regain control of electronic expense reporting and approvals while getting a full admin overview?
With Dynamics 365 Business Central and Continia Expense Management, you can manage all types of incoming expenses without having to use another system.
Using the Continia Expense App, employees can submit their expenses directly from their smartphones. They no longer need to return to the office to bring in their travel report with paper receipts. Instead, they simply take a picture of the relevant receipt, fill out the required fields and send the expense straight for approval. It uses Google Maps to accurately calculate distances for mileage claims.
Business Central makes it quicker and easier for employees to submit expenses. It also promotes paperless working and makes documents accessible anywhere. All digital receipts are visible in Business Central, giving you a complete overview of expenses for the company in real time.
For a step-by-step guide, read our How To Guide on D365 Dynamics 365 Web Expenses and Approvals.
5. Automation
Dynamics 365 simplifies and automates daily tasks. It has built-in intelligence to save you time and enable you to monitor patterns and changes in your business. Business Central notifies you of actions you may want to consider for tasks you are currently completing. If you’re creating a PO to reorder a product from a vendor, Business Central will notify you of other low-inventory items from the same vendor so you can add them to the PO.
The AI can also streamline tasks and reduce data entry. When you upload a product image during the product setup process, for example, Business Central reads the image, recognizes the product, and automates some of the setup, filling in fields and offering suggestions.
From a sales perspective, if you receive an email from a customer requesting a quote for some items, the system recognizes the sender and enables you to pull up their customer card within Outlook. From this dashboard, you can review the account – including existing quotes, ongoing orders, and sales history. As you’re creating the quote, customer and product information auto-populate, helping you to complete it faster.
If you receive an email from a potential customer you have recently met, the system recognizes that their email address is not in the customer database and prompts you to add them. This kind of automation reduces time spent on administrative tasks, allowing your sales team to respond quickly to enquiries and improve customer interactions.
For a step-by-step guide, read our How To Guide on D365 Dynamics 365 AI.
Summary
Business Central is arguably the most flexible, affordable and capable Cloud financial software solution for SMBs.
For as little as £52.79 per user per month, you can maximise financial visibility and profitability, make more informed decisions and do business anywhere.
For more information on the above features or to find out how Dynamics 365 Business Central can help your business, contact us today.
