Dynamics 365 Business Central Functionality

  • Finance: Make and collect payments, manage your cash flow, defer income and revenue, prepare year-end closing, and manage fixed assets.
  • Business Intelligence: Get insight to the performance of your business activities through budgets, account schedules, and analysis views.
  • Sales: Manage sales processes and information, such as quotes, orders, returns, and customer accounts, and make drop shipments.
  • Purchasing: Manage purchasing processes and information, such as invoices, orders, returns, and vendor accounts, and purchase items from sales documents.
  • Inventory: Register new inventory or service-type items, categorize items for easy searching, adjust inventory levels, and perform common inventory costing tasks.
  • Project Management: Create jobs and schedule resources for project, manage job budgets, monitor progress, and track machine and employee hours.
  • Fixed Assets: Organize your fixed assets, ensure correct periodic depreciation, and keep track of maintenance costs.
  • Relationship Management: Manage and support your sales efforts and focus your interactions on preferred customers and contacts.
  • Human Resources: Keep detailed records of your employees, and register absence for analysis purposes.
  • Planning: Plan the production operations that are required to transform inputs into finished goods.
  • Assembly Management: Put sellable items together in simple steps to make a new item, such as a kit.
  • Manufacturing: Define shop floor resources and their capacity, schedule operations, pull production components, and execute production operations.
  • Warehouse Management: Ensure an effective flow of goods that are received and shipped.
  • Service Management: Schedule service calls and set up service orders, and track repair parts and supplies.
  • Workflow: Set up and use workflows that connect tasks performed by different users or by the system, such as automatic posting. Requesting and granting approval to create or post documents are typical workflow steps.
  • Exchanging Data Electronically: Enable users to exchange data with external sources during daily tasks, such as sending/receiving electronic documents, importing/exporting bank files, and updating currency exchange rates.
  • Incoming Documents: Record external documents in Business Central, including their file attachments, and then manually create the related documents or automatically convert the files to electronic documents.