Microsoft Dynamics 365 Business Central
The relationship management features of Microsoft Dynamics 365 Business Central help you manage and support your sales efforts. With these features, you have access to complete and accurate information so that you can focus your interactions on preferred customer/contact segments.
If you use Dynamics 365 Sales for customer engagement, you can enjoy seamless integration in the lead-to-cash process by using Business Central for backend activities such as processing orders, managing inventory, and doing your finances.
You can use a wide range of sales and purchase documents to set up the sales or purchase process that best suits your needs. You can manage sales/purchase orders, blanket sales/purchase orders, and sales/purchase order processes in Business Central. You can also simply create an invoice without an order process.
You can set up each customer with a preferred method of sending sales documents. These preferred methods are document sending profiles. Document sending profiles include sending options that allow you to configure whether you’d prefer to print documents or send them by email, and to indicate if the document needs to be attached as a PDF file or as an electronic document.
The Jobs functionality will help you keep track of usage on jobs and provides data for invoicing the customer. You can manage both fixed-price jobs and time-and-materials jobs. The Jobs area supports common project management tasks, such as configuring a job and scheduling a resource, in addition to providing the information that is needed for managing budgets and monitoring progress.
Providing ongoing service to customers is an important part of any business and one that can be a source of customer satisfaction and loyalty and also of revenue. Business Central provides a set of tools to help ease your task of managing and tracking service. These tools are designed to support repair shop and field service operations.
In Business Central, you can keep detailed records of your employees. You can register and maintain employee information, such as employment contracts, confidential information, qualifications, and employee contacts. You can also register employee absences, which allows you to analyze registered absences, as necessary.
Business Central is fully integrated with Microsoft 365 so that you can navigate freely between Microsoft 365 apps and Business Central by using the app launcher. In Business Central, you can open data in Microsoft Excel, print reports by using Microsoft Word, and you can work with your Business Central data in Microsoft Outlook, for example.