Microsoft Dynamics 365
Business Central

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What is Dynamics 365 Business Central?

Dynamics 365 Business Central is a cloud-based enterprise resource planning (ERP) software solution developed by Microsoft. It is designed to help small and medium-sized businesses manage their finances, operations, sales, and customer service. Built on the Microsoft Dynamics NAV platform, Business Central provides a suite of integrated business management applications, including financial management, supply chain management, sales and service management, project management, and human resources management. Business Central is hosted on Microsoft Azure, a cloud computing platform, and can be accessed from anywhere with an internet connection. It offers a range of deployment options, including on-premises, cloud, and hybrid deployments, depending on the needs of the business. Business Central also integrates with other Microsoft products, such as Office 365, Power BI, and PowerApps, enabling businesses to streamline their workflows and improve productivity.
e-BizSoft’s Dynamics 365 Business Central is a comprehensive and flexible ERP solution that provides businesses with the tools they need to manage their operations efficiently and effectively.

Dynamics 365 Business Central - Capabilities

Financial Management
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Financial Capabilities

Improve financial close, forecasting, and real-time performance metrics while ensuring compliance and security across subsidiaries.
General Ledger: Set up companies and post to the general ledger using features like VAT, sales tax, recurring journals, and background posting. Access built-in and customized reports, refresh Excel and Power BI data and view/edit data in Excel.

Dimensions: Use unlimited dimensions in transactions for essential aspects of your business. Set up rules for combining dimensions and controlling their use. Assign default dimension values to master data and utilize dimensions in filtering, account schedules, and data sent to Power BI.

Multiple Currencies: Conduct business in various currencies, use multiple currencies on sales/purchase documents and bank transactions, and store currency details for receivables/payables. Adjust currency values for unrealized gains/losses.

Budgets: Track business progress using budgets in the general ledger. Utilize budgets in financial reports, user-defined analysis, and data sharing/analysis in Power BI. Import budget information from Microsoft Excel.

Cost Accounting: Gain insight into actual and budgeted costs across operations, departments, products, and projects. Combine base data with dimensions, allocate costs using different methods, and analyze actuals and budgets in user-defined scenarios.

Deferrals: Set up templates for deferring revenues and expenses based on a schedule. Recognize revenues and expenses in periods different from the transaction posting period.
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Supply Chain Management
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Supply Chain Management Capabilities

Deliver products on time and adapt to changing business models with comprehensive visibility across purchasing, manufacturing, inventory, and warehouses.
Purchase Invoicing: Efficiently set up, post, and print purchase invoices and credit memos.

Purchase Order Management: Manage quotes, blanket orders, and purchase order processes. Easily handle partial receipts, receive, and invoice separately, and create prepayment invoices. Quotes and blanket orders do not affect inventory figures.

Purchase Return Order Management: Create purchase return orders to compensate for wrong or damaged items. Set up partial return shipments or combine them into one credit memo. Link purchase return orders with replacement purchase orders.

Alternative Order Addresses: Set up multiple addresses to manage orders from vendors with multiple shipping sites.

Purchase Invoice Discounts: Automatically calculate invoice discounts based on vendor-specific terms.

Purchase Line Discounting: Manage item-specific purchase price discounts based on parameters like quantity, unit of measure, currency, and time period.

Alternative Vendors: Manage purchasing the same item from different vendors. Set up alternative vendors, specify lead times, and record price and discount agreements.

Vendor Catalog: Offer non-stock items to customers by ordering from vendors or manufacturers on a one-off basis.
Inventory Control
With Business Central’s inventory control, you can set up calendars, incorporate additional costs, reference items, suggest alternatives, set budgets, generate analysis reports, and verify inventory accuracy through periodic cycle counting.
Supply Chain Management: Planning and Availability
Supply planning involves material requirement planning based on demand, utilizing features such as optimal replenishment suggestions, automatic orders, and action messages. You can manage forecasts, create production and purchase orders, and obtain insights through sales and inventory forecasting with Azure AI. Order promising accurately predicts shipment and delivery dates based on item availability. The system facilitates direct vendor-to-customer orders with drop shipments and provides real-time availability updates based on quantities entered in orders, offering comprehensive information across various dimensions.
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Sales Management
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Sales Capabilities

Empower your sales team for enhanced customer care by utilizing productivity tools within Microsoft Outlook. These tools enable effective management of the entire sales process.
Contact Management: Personalize your approach to contacts and maintain a comprehensive overview. Easily record contact information while avoiding duplicates. Categorize contacts based on weighted profiling questions. Streamline the creation of quotes and sending of sales documents.

Campaign Management: Organize targeted campaigns for specific contact segments. Define reusable criteria for segmenting contacts. Seamlessly send documents in recipients’ native languages.

Interaction and Document Management: Record interactions and conveniently attach relevant documents. Automate the logging of sales orders, quotes, and other interactions. Implement email logging for Microsoft Exchange Server.

Opportunity Management: Track and manage sales opportunities at different stages.

Better Together with Microsoft Dynamics 365 Sales: Enable integration between Dynamics 365 Business Central and Sales to optimize the lead-to-cash process. Benefit from cross-product features, connect corresponding records, work with different currencies, and synchronize sales orders.
Sales - Delivery Management
Sales Invoicing: Efficiently set up, post, and print customer invoices and sales credit memos.

Sales Order Management: Manage quotes, blanket orders, and order processes. Handle partial shipments and create prepayment invoices.

Sales Line Pricing and Discounting: Manage flexible price and discount structures based on various parameters.

Campaign Pricing: Connect prices and line discounts to sales campaigns. Apply special pricing and discounts to specific segments.

Sales Invoice Discounts: Automatically calculate invoice discounts. Set up diverse discount terms.

Alternative Shipping Addresses: Set up multiple ship-to addresses for customers.

Sales Return Order Management: Create return orders and seamlessly link them to replacement orders. Receive returned items and issue credit memos.

Bulk Invoicing from Microsoft Bookings: Streamline bulk invoicing for completed bookings. Create draft invoices for services provided.
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Project Management
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Project Management Capabilities

Project management involves various aspects of planning, resourcing, tracking, costing, billing, accounting, and real-time intelligence for successful and timely project execution, ensuring profitability.
Track basic resources in with comprehensive project management features, including resource prices. Resources can be divided into labor and equipment and allocated to specific jobs based on a time schedule. This helps optimize resource management and allocation.

Capacity management for planning capacity and sales, monitor resource usage, and assess profitability of your projects. A calendar system can be used to create detailed plans for resource capacity, availability, and planned costs on orders and quotes.

Managing multiple costs for resources and resource groups is crucial in project management. Expertly handle different cost structures like fixed costs, percentage-based costs, or additional charges to ensure accurate project costing.

Track tasks/jobs in project management, including usage and data for customer invoicing. Fixed-price and time-and-materials tasks are managed with task budgets, task-specific price lists, and multi-currency invoicing.

Task assignment to specific customers and flexible invoicing options are available in project management. Changes to the bill-to customer can be made when necessary. Get assisted setup guides, time sheets, and job journals streamline project management tasks.

The Project Manager Role Center provides access to common tasks, new charts, and active job lists. The Job page serves as a central hub for managing tasks, assigning ownership, and tracking costs and billings.

Time sheets for registering and tracking time spent on project activities. They can integrate with Service, Project Management systems, and include resource allocation, ensuring accurate recording and approval processes.
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Service Management
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Service Management Capabilities

Improve service experiences through effective planning, dispatching, and service contract management.
Planning and dispatching: Efficiently assign personnel to work orders and track important details like work order handling and status. Streamline dispatching by managing service personnel and field technician information, filtering based on availability, skills, and stock items. Gain a comprehensive overview of service task prioritization, workloads, and escalations.

Service contract management: Establish agreements with customers regarding service levels. Maintain contract history, renewal information, and templates. Manage warranties for service items and spare parts. Record details on service levels, response times, discount levels, and service history for each contract. Measure service contract profitability and generate quotes.

Service item management: Keep a record of service items, including contract information, component management, BOM reference, and warranty details. Utilize the Trendscape Analysis feature to view key performance indicators for service items over different periods.

Service order management: Register and manage post-sales issues such as service requests, due services, service orders, and repair requests. Enable customers to initiate service requests or automatically create them based on service agreements. Keep a comprehensive history of service orders and quotes through the Service Order Log.

Service price management: Set up, maintain, and monitor service prices. Create price groups based on criteria such as service items, tasks, fault types, customers, currencies, or time periods. Define price calculation structures considering all relevant parameters like parts used, work types, and service charges. Automatically assign the appropriate price structure to matching service orders. Assign fixed, minimum, or maximum prices to price groups and analyze profitability statistics.
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Manufacturing Management
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Manufacturing Process Management Capabilities

Improve manufacturing operations by increasing throughput, quality, and uptime while reducing costs so that you can be focused on exceeding customer expectations.
Assembly Management: This involves creating a list of sellable items, raw materials, sub-assemblies, and resources as an assembly bill of materials. Assembly orders are used to replenish assembly items. Customer requirements for kits are captured from sales quotes and order lines.

Standard Cost Worksheet: Company controllers can maintain accurate inventory costs using this reliable and efficient tool. It allows for standard cost updates similar to Excel spreadsheets without changing data until ready.

Product Bill of Materials: Bills of materials are created, and their standard costs are calculated. Different versions are tracked, and valid components for specific production batches are known.

Basic Capacity Planning: Capacities (work centers) are added to the manufacturing process. Routings for production orders and material requirements planning are set up. Load and task lists for capacities can be viewed.

Machine Centers: Machine centers are added as capacities, allowing for detailed management of capacity on a per-machine or per-production resource level. Default information about manufacturing processes can be stored.

Version Management: Multiple versions of manufacturing bills of materials and routings can be created.

Production Orders: Production orders are created, and consumption and output are posted. Net requirements are calculated based on production orders. Manual supply planning can be used as an alternative to automatic planning.

Automatic Components and Capacity Consumption: Routing codes are used to link components with specific operations, reducing data entry and providing accurate stock and work-in-progress information. Just-in-time principles are implemented to minimize waste.

Subcontracting: Operations can be delegated to external work centers. Separate locations and transfer orders are used to track raw materials, and performed work is registered with purchase orders.

Finite Loading: Capacity-constraint resources are managed using finite loading techniques. Capacity constraints are considered to avoid overloading work centers.

Scrap: Proper recording of scrap in the manufacturing process is crucial for inventory and cost management, even though it is inevitable.
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Warehouse Management
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Warehouse Management Capabilities

Warehouse Management: Efficient warehouse operations are crucial for reducing operational costs and ensuring timely order shipments to meet customer expectations. By implementing effective warehouse management strategies, businesses can optimize their operations and deliver on promised customer outcomes.

Levels of Warehouse Management: At each warehouse location, it is important to configure warehouse processes based on specific requirements. This includes deciding whether to use bins for organizing items, determining if the warehouse team should work with separate documents or update sales and purchase orders, and considering whether to treat picking and shipment as separate steps or combine them into a single process.

Bin: Bins serve as the smallest unit in the logical structure of a warehouse. Organizing the warehouse by assigning items to specific bins facilitates efficient inventory management. Using item journals, bins can be directly assigned to document lines, while default or fixed bins can expedite document processing, enhancing overall warehouse operations.

Bin Setup: To maintain an organized warehouse, it is necessary to set up and manage bins effectively. This involves defining the layout of the warehouse, as well as the dimensions of racks, columns, and shelves. Additionally, providing input for planning by defining bin characteristics helps streamline warehouse operations and improve inventory management.

Inventory Pick and Inventory Put-Aways: Efficient inventory management relies on creating pick lists from sales orders and put-away work from purchase orders. These lists assign tasks to the warehouse team, enabling them to complete picking and put-away work without the need to open sales and purchase orders individually. This streamlines the workflow and enhances productivity.

Warehouse Receipt: In a multi-order environment, managing warehouse receipts from a separate user interface is beneficial. Warehouse receipts can be used to create put-away work directly or utilize put-away worksheets to generate multiple put-away tasks. This simplifies the receipt management process and improves overall efficiency.

Warehouse Shipment: Similar to warehouse receipts, managing warehouse shipments through a separate user interface in a multi-order environment is advantageous. Creating picking lists from shipments or using pick worksheets streamlines the shipment process, ensuring orders are fulfilled accurately and on time.

Internal Pick-ups and Put-Aways: For internal purposes, such as testing put-away for production output, it is possible to create pick and put-away orders without relying on source documents like purchase orders or sales orders. This facilitates internal operations and allows for targeted handling of inventory within the warehouse.

Directed Pick-Up and Put-Away: Streamlining pick-up and put-away processes is essential for efficient warehouse management. Businesses can optimize their operations by receiving and putting away items in bins according to predefined put-away templates and considering zone and bin rankings for item picking. Using worksheets to move items between bins enhances the picking process and space utilization. Additionally, utilizing cross-docking minimizes time wastage while effectively dealing with different units of measure for the same items improves inventory management.
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Dynamics 365 Business Central Services

e-BizSoft offers you a wide array of Dynamics 365 ERP services.

Consultation

Our Dynamics 365 experts provide in-depth consultation based on your needs so that you can take an informed decision for your business.

Implementation

We thoroughly evaluate your business to curate a functional, technical and solution design with complete data migration during implementation.

Customization

We configure the advanced ERP according to your organizational processes and business hierarchy for a smooth workflow.

Integration

Effortlessly connect Dynamics 365 with your everyday software and tools for seamless synchronization and increased productivity.

Maintenance & Support

Our dedicated experts provide round-the-clock support, ensuring uninterrupted productivity and operations for your business.

Migration

Our data migration service ensures a hassle-free shift to any Dynamics 365 module, including upgrades and updates, without any data loss.

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We provide ERP solutions to a wide range of businesses. Take a look at the industries we serve.

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    Frequently Asked Questions

    Using Microsoft Dynamics 365 Business Central can help businesses improve their operational efficiency, reduce costs, increase revenue, and make better-informed business decisions. It provides real-time visibility into critical business data and offers robust reporting and analytics capabilities.
    Yes, Microsoft Dynamics 365 Business Central is a cloud-based solution that can be accessed from anywhere with an internet connection.
    Yes, Microsoft Dynamics 365 Business Central can be customized to meet the specific needs of a business. However, you need Dynamic 365 professionals like e-BizSoft for customization through extensions, APIs, and custom code.
    Yes, Microsoft Dynamics 365 Business Central integrates with other Microsoft products, such as Office 365, Power BI, and PowerApps, as well as with third-party applications.
    Microsoft Dynamics 365 Business Central has a subscription-based pricing model. The subscription cost starts from as low as 8$ per user/month, while the accumulated amount depends on the number of users and the features required.

    Yes, e-BizSoft is an official Microsoft Gold partner and offers end-to-end Microsoft solutions with implementation, integration, configuration, support, and training for Microsoft Dynamics 365 Business Central, including online courses, in-person training, and certification programs.

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