A cloud-based business management solution.
Get a complete business and financial management solution for small and medium-sized businesses. Microsoft Dynamics 365 Business Central makes ordering, selling, invoicing, and reporting easier–starting on day one.
Consolidate multiple systems into a single, connected application–one that integrates closely with Office 365–to save your employees time.
Get a complete picture of your business–from accounting, sales, purchasing, inventory, and customer service–with reliable reports.
Get up and running quickly in the cloud, so changing financial management systems doesn’t get in the way of running your business.
Create personalized sales quotes and convert them into professional invoices without leaving Outlook. Dynamics 365 Business Central makes it easy to automatically process payments and reconcile bank accounts–easily identifying past-due accounts to expedite collections.
Simplify and improve your supply chain management with dynamically updated inventory levels, automated ordering, and data-driven forecasting. Built-in predictive intelligence helps forecast sales while monitoring open orders and tracking vendor lead times to reduce out-of-stocks.
Improve your overall financial management with a complete picture of your financial data across accounting, sales, purchasing, inventory, and customer accounts. Get better outcomes by empowering your employees with connected processes, predictive analytics, and real-time data.
Create your own chart of accounts relevant for your company. Map general ledger accounts to categories personalized to the structure of your financial statements.
Apply incoming payments to related customer or vendor ledger entries and close the related sales invoices or purchase credit memos as paid. When all payments are applied, you can reconcile the bank account.
Generate vendor payments prioritized by payment discounts and overdue penalties. Export payments directly to a bank file when posting.
Improve your organization’s flexibility to develop, modify, and control budgets so you don’t get overextended.
Use account schedules to define row and column structures, conduct analysis in-page or on screen, and export to Excel to analyze and compare general ledger entries to budget.
Import a bank statement file or feed to quickly register payments. Automatically apply credits to open ledger entries.
Perform basic inventory tasks quicker within receiving, selling, and calculating the cost of items.
Link items with the same or similar features so that if a customer orders an item that is unavailable, you can suggest a substitute item.
Post sales credit memo and have visibility to manage customer refunds.
Create, manage, and track customer projects with sophisticated job costing and reporting capabilities.
Plan capacity and sales and manage usage statistics and profitability of resources.
Improve your organization’s flexibility to develop, modify, and control budgets to avoid over-expenditure.
Record costs and track accounts payable. Minimize inventory costs and provide better customer service through dynamically updated inventory levels.
Automate tasks for vendors to record your agreements concerning discounts, prices, and payment methods.
Precisely identify ordered items using vendor numbers linked to your company’s internal numbers. Quickly cross-reference information plus access and store universal product codes (UPCs).
Post sales right from Outlook, then email your invoices as PDF attachments that include a PayPal link to expedite payments.
Manage the sales cycle end-to-end, from quote generation to invoicing. Create and manage sales order quotes, sales orders and handle invoices for multiple shipments.
Manage special agreements with individual customers and customer groups that include discount structures based on minimum quantities, units of measure, currencies, and time periods.
Create contacts and groups to support your business relationships with prospects, customers, and vendors.
Prioritize leads based upon revenue potential and opportunities to close throughout the entire sales cycle.
Set up templates to record, view, and manage customer interactions to improve sales, order fulfillment, marketing, and service calls.
Ratio of reviewers by organization size.
Ratio of reviewers by sector.
The solution can do a lot more than I need. I had a primary need for inventory and CRM and I’m glad it can be bought in a way to just handle that. I will probably only be covering 25% of the available functionalities, so it’s good to know that I can always expand my use down the road if needed.
Microsoft Dynamics Business Central is designed for growing businesses that have outgrown their accounting systems. It’s an all in one business management solution that easily and seamlessly connects people and processes together.
It’s deeply integrated with Office 365 and includes built in intelligence so it’s easy to make better business decisions.
Business Central connects your people and processes with a single unified system. It manages financials, project management and operations, supply chain, sales and service management, and reporting and analytics.
Functions like payroll, CRM systems, are just integrated, so people can share the most current data and respond to customer requests faster with more accurate information.
This is replacing Dynamics 365 Finance and Operations Business Edition. It’s a great leap forward in capability in cloud offerings for Microsoft with business applications.
Business Edition was very limited in what it had. Microsoft has swung the pendulum the other way and now has a full ERP at a very reasonable price point. The way that Microsoft has split it out is into an Essentials and Premium edition. It’s licensed by modules and you can’t mix or match (it’s either essentials or premium).
The Essentials package takes care of everything fundamental except for manufacturing and service. The general ledger, payables, receivables, ability to cut checks, budgets, consolidations, multi-currency, are all included in Essentials. It’s a mid-market ERP, so you can sell stuff and ship stuff. It’s great if you need project accounting and things like that.
I will say inventory is here, as well as lot management and serialization, but inventory planning is not. That’s a premium module in their manufacturing area. It does require requisition worksheets or planning worksheets in MRP to be turned on. That is the biggest limitation in the Essentials, so keep that in mind if you need that functionality.
Distribution and shipping, warehousing with bins, document management with OCR, some HR, and Office 365 integration is great. The ability to edit lists in Excel or if I’m in my outlook I can instantly see their receivables directly in my outlook. It’s very extensive.
It was an easy setup, and the lowest cost ERP that I found (something like $40/user for the financials product). It just made the most sense financially to go with Dynamics 365. I also enjoyed the name brand recognition of a Microsoft product.