Dynamics 365 Business Central | Capabilities & Features (2024)

Discover Dynamics 365 Business Central – All-in-one Business Solution

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Make informed decisions
Connect data across accounting, sales, purchasing, inventory, and customer interactions to get an end-to-end view of your business. Chart financial performance in real time with built-in Power BI dashboards.

Accelerate financial close and reporting
Streamline accounts receivables and payables, and automatically reconcile accounts to close and report on financials quickly and accurately, while maintaining compliance.

Improve forecast accuracy
Refine financial forecasts by modeling and analyzing data across multiple dimensions. Customize reports using seamless Microsoft Excel integration.

Basic General Ledger
Set up a company and start posting to the general ledger, chart of accounts, general journals, VAT facilities, recurring journals, and source codes.

Budgets
Work with budgets in general ledger accounts.

Deferrals
Set up deferral templates that automate the process of deferring revenues and expenses over a pre-defined schedule.

Basic fixed assets
Keep track of fixed assets and related transactions such as acquisitions, depreciations, write-downs, appreciations, and disposals.

Basic receivables
Post sales transactions in journals and manage receivables; register customers and manage receivables using general journals.

Dimensions
Add unlimited dimensions to any ledger for advanced transaction analyses.

Audit trails
The system automatically assigns audit trails and posting descriptions to every transaction. In addition, users can define reason codes to create complementary audit trails.

Bank account management
Create, operate, and manage multiple bank accounts for catering to your diverse business needs and across different currencies.

Reconciliation
Reconcile your bank statement data automatically to open bank account ledger entries end to keep track of all your bank statements.

Currencies
Manage multiple currencies throughout the system, including payables and receivables, general ledger reports, resource and inventory items, and bank accounts.

Deliver value at every touch point
Prioritize 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.

Boost sales productivity
Accelerate the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook.

Maximize profitability
Gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution.

Contacts
Maintain an overview of your contacts and record your contact information for all business relationships.

Campaigns
Organize campaigns based on segments of your contacts that you define.

Opportunity management
Keep track of sales opportunities, section your sales processes into different stages, and use this information to manage your sales opportunities.

Optimize inventory levels
Use built-in intelligence to predict when and what to replenish. Purchase only what you need with dynamically updated inventory levels.

Avoid lost sales and reduce shortages
Maintain the right amount of inventory by automatically calculating stock levels, lead times, and reorder points. Suggest substitutes when requested items are out of stock.

Maximize profitability
Get recommendations on when to pay vendors to use vendor discounts or avoid overdue penalties. Prevent unnecessary or fraudulent purchases through approval workflows.

Sales order management
Manage sales orders, blanket sales orders, and sales order processes.

Purchase order management
Manage purchases, blanket orders, and purchase order processes.

Warehouse management (Basic and Advanced)
Warehouse functionality in Business Central can be implemented in different complexity levels, depending on a company’s processes and order volume. The main difference is that activities are performed order-by-order in basic warehousing when they are consolidated for multiple orders in advanced warehousing.

Item transfers
Track inventory as it’s moved from one location to another and account for the value of inventory in transit at various locations.

Locations
Manage inventory in multiple locations that may represent a production plant, distribution center, warehouse, showroom, retail outlet, or service car.

Assembly Management
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.

Employees
Group and track employee information and organize employee data according to different types of information, such as experience, skills, education, training, and union membership.

Expense management
Post expenses against employee cards to track and reimburse their expenses.

Stay on budget
Create, manage, and track customer projects using timesheets along with advanced job costing and reporting capabilities. Develop, modify, and control budgets to ensure project profitability.

Plan with precision
Manage resource levels by planning capacity and sales. Track invoicing for customers against planned costs on orders and quotes.

Analyze project performance
Make effective decisions with real-time insight on project status, profitability, and resource-usage metrics.

Resources
Register and sell resources, combine related resources into one resource group or track individual resources.

Estimates
Monitor resource usage and get a complete overview of your capacity for each resource with information about availability and planned costs on orders and quotes.

Jobs
Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.

Timesheets
Timesheets are a simple and flexible solution for time registration with manager approval and integrate with Service, Jobs, and Basic Resources.

Multiple languages
Switch languages on the client in real time provided that the desired language is available.

Reason codes
Define a set of reason codes that can be assigned to individual transactions throughout the system, providing user-defined audit trails.

Extended text
Set up an unlimited number of lines to describe inventory items, resources, and general ledger accounts.

Intrastat reporting
Automatically retrieve the necessary data to report Intrastat information to statistics authorities. Local customs authorities can inform you whether your company is obligated to file such a report.

Outlook integration
Synchronize your to-do items and your contacts with your meetings, tasks, and contacts in Outlook.

Manage forecasting to fulfillment
Use sales forecasts and expected stock-outs to automatically generate production plans and create purchase orders.

Run your warehousing efficiently
Get a holistic view of inventory for efficient order fulfillment. Track every item transaction and movement by setting up bins based on warehouse layout and storage unit dimensions.

Reach optimal output levels
Calculate and optimize manufacturing capacity and resources to improve production schedules and meet customer demands.

Service orders
Register your after-sales issues including service requests, services due, service orders, and repair requests.

Service item management
Record and keep track of all your service items, including contract information, component management, and BOM reference and warranty information.

Service contract management
Record details on service levels, response times, and discount levels, as well as on the service history of each contract, including used service items and parts and labor hours.

Planning
Assign personnel to work orders and log details such as work order handling and work order status.

Dispatching
Manage service personnel and field technician information, and filter according to availability, skills, and stock items.

Service price management
Set up, maintain, and monitor your service prices.

Resources
Register and sell resources, combine related resources into one resource group or track individual resources.

Estimates
Monitor resource usage and get a complete overview of your capacity for each resource with information about availability and planned costs on orders and quotes.

Jobs
Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.

Timesheets
Timesheets are a simple and flexible solution for time registration with manager approval and integrate with Service, Jobs, and Basic Resources.

Multiple languages
Switch languages on the client in real time provided that the desired language is available.

Reason codes
Define a set of reason codes that can be assigned to individual transactions throughout the system, providing user-defined audit trails.

Extended text
Set up an unlimited number of lines to describe inventory items, resources, and general ledger accounts.

Intrastat reporting
Automatically retrieve the necessary data to report Intrastat information to statistics authorities. Local customs authorities can inform you whether your company is obligated to file such a report.

Outlook integration
Synchronize your to-do items and your contacts with your meetings, tasks, and contacts in Outlook.

Subcontracting
Allows companies to send raw materials, unfinished goods, or partially finished goods for further processing elsewhere.

User-Friendly Interface

Navigate the Dynamics 365 applications and complete daily tasks efficiently with minimal effort. Its user-friendly interface is designed to be intuitive with a consistent layout and navigation across different modules and applications within the Dynamics 365 suite to deliver a seamless experience across all devices, making information accessible at any time and from any location.

Data Security and Compliance

Protect your data and maintain compliance with regulatory requirements with features that include role-based access control, data encryption, audit trails and reporting, compliance certifications, and data residency options that will overall help you build trust with customers.

Mobile Accessibility

Access applications, dashboards, and reports at any time and anywhere – with or without internet connectivity. Gain the flexibility and convenience of full access to key features and functionality on any device for a seamless experience.

Integration with Other Tools and Systems

Integrate third-party applications such as your current account systems, marketing automation tools, and e-commerce platforms with Dynamics 365 built-in connectors and APIs.

Customizable Dashboards and Reports

Create personalized dashboards and reports to gain business operation insights that are unique and specific to your organization’s requirements such as KPIs and metrics. Tailor the dashboards to meet the needs of different roles within your organization to improve efficiency, productivity, and collaboration.