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.
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.
