Customer Relationship Management

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.

Dynamics 365 for Sales Integration : Integrate with Dynamics 365 for Sales in a few easy steps to synchronize your data, including sales orders, item availability, units of measure, and currencies.

Automate and Secure Supply Chain Management

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.

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

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.

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.

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.

Project Management

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.

Service Order Management

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.

Manufacturing

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.