Microsoft Dynamics 365 Business Central

Operations Capabilities​

Microsoft Dynamics 365 Business Central includes a standard, out-of-the-box configuration for most financial processes, but with the flexibility to change the configuration to suit your business.

Finance   |   Manufacturing   |   Distribution   |   Warehousing   |   Logistics   |   Operations   |   Reporting   |   Sales & Service

Operations with Business Central
Prioritise sales leads based on revenue potential.
Keep track of all customer interactions and get guidance on best upsell, cross-sell, and renewal opportunities throughout your sales cycle.
Accelerate the sales process from quote to cash.
Act quickly on sales-related enquiries, manage service requests, and process payments—all from within Outlook.
Gain a comprehensive overview of your service tasks, workloads, and employee skills.
Effectively assign resources and facilitate case resolution.
Manage Documents and Expenses
  • Import, recognise, register, approve and archive documents.
  • Use templates by vendor to recognise and capture the field values.
  • Ensure scanned totals match the D365BC/NAV totals before processing the PI.
  • The document is registered with the PI and available to view throughout the system.
    Web approvals, D365BC/NAV approvals or mobile phone approvals.
  • Record expenses & mileage on phone.
  • Integrated Web Approval Portal.
  • Corporate credit card integration and expense matching.
Who do we work with?

Microsoft Dynamics 365 Customer Successes

SmartStep Platform Recommendation

Upgrade NAV to Business Central
Dynamics 365 Platform Recommendation