Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central is a business management solution for small and mid-sized organisations that automates and streamlines business processes and helps you manage your business. Microsoft Dynamics 365 Business Central is the new name for Microsoft Dynamics NAV 2018.
You can schedule a report to run at a specific date and time. Scheduled reports are entered in the job queue and processed at the scheduled time, similar to other jobs. You can choose to save the processed report to a file, such as an Excel, Word, or PDF, print it to a selected printer, or process the report only.
Business Central can help you work smarter by notifying you about certain events or changes in status, such as when you are about to invoice a customer who has an overdue balance, or the available inventory is lower than the quantity you are about to sell, for example. These notifications are shown as discreet tips in the context of the task you are doing, and you can choose to ignore the notification or to see details about the issue.
Business Central includes several built-in layouts. Built-in layouts are predefined layouts that are designed for specific reports. Custom layouts are report layouts that you design to change the appearance of a report. You typically create a custom layout based on a built-in layout, but you can create them from scratch or from a copy of an existing custom layout.
On the incoming documents page, you can use different functions to review expense receipts, manage OCR tasks, and convert incoming document files, manually or automatically, to the relevant documents or journal lines. The external files can be attached at any process stage, including to posted documents and to the resulting vendor, customer, and general ledger entries.
You can set up and use workflows that connect business-process tasks performed by different users. System tasks, such as automatic posting, can be included as steps in workflows, preceded or followed by user tasks. Requesting and granting approval to create new records are typical workflow steps.
To support companies that supply products to their customers by combining components in simple processes without the need of manufacturing functionality, Business Central includes features to assemble items that integrate with existing features, such as sales, planning, reservations, and warehousing.
Manage items by creating custom item attributes that capture data about your items and help you pick your items. You can save time by filtering on attribute values when adding items to sales and purchase documents, or organising your items, limiting the list of items to choose from or act on.
The cash flow in a business is a good indicator of its financial solvency and can reveal whether the business can meet its financial obligations. Microsoft Dynamics 365 Business Central provides tools that businesses can use to analyse their cash flow by analysing historic data to make predictions for future periods.
To reconcile bank accounts in Business Central with statements received from the bank, you begin by filling in the left-hand pane on the Bank Acc. Reconciliation page with bank statement information that you then match (reconcile) with bank account ledger entries in the right-hand pane. A more efficient way to fill in bank statement lines is by importing a bank statement file or feed.
Sometimes you need to analyse data in Business Central in a way that’s not available in a standard report. This is often called “ad-hoc analysis.” In this article, we look at how Business Central enables you to analyse list data directly from a page.