Dynamics Rental Management. for Microsoft Dynamics D365 for Finance and Operations

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1 for Microsoft Dynamics D365 for Finance and Operations

2 Content Introducing 4 Features 5 Rental Management Tools 6 Agility 7 Supporting Business Processes 8 Service & Financial Management 9 Overview 11 2 / 13

3 Maximize Utilization and Tacking of Assets and drive Rental Revenue! 3 / 13

4 01 Introducing Benefits Once-only input and consistent data for rental/sales, administration, Rental companies are increasingly investing in information technology to streamline and control their processes and deliver better, faster service to customers. The right financial and operational software will help ensure that companies can meet their objectives. logistics and finance. Improve efficiency and understanding by combining all Rental companies often experience volatile demand as their services are sensitive to industry trends. Competition is intense and margins are being continually squeezed. Companies must ensure that any investment in technology meets their exact requirements and will deliver value to customers, partners and employees. is designed to meet the specific requirements of the rental industry and provides a robust rental solution that gives a clear view of all current operational information in real-time, enabling optimum performance. business information in a single database. Easy transfer of inventory assets to rental assets Full integration into Microsoft Dynamics 365 for Finance and Operations for further utilization of inventory and finance processes Elaborate Coverage detection 4 / 13

5 02 Features Comprehensive rental order management from quotation to invoice Rental and sales process using the same flow Integration with fixed assets of Microsoft Dynamics D365 for Finance and Operations Integration with inventory and warehouse management of Microsoft Dynamics D365 for Finance and Operations Integration with Dynamics Software Service management Flexible price templates Support for Real time statistics on costs and revenues of rental equipment Integrated with project management and accounting for full financial rental insight. 5 / 13

6 03 Rental Management Tools is fully integrated with the Microsoft Dynamics D365 for Finance and Operations Logistics, Projects, Finance and Fixed Assets modules. Inventory Full visibility of available rental and on-rent rental inventory. Utilization of Microsoft Dynamics D365 for Finance and Operations. picking, delivery, counting and other WMS related requirements. Additional product dimension for rental item type. Fixed Assets Integration with fixed asset module of Microsoft Dynamics D365 for Finance and Operations. Added fixed asset to rental order. Complete financial overview of all rental assets. Pricing Flexible price definitions using price templates Charging calendars to determine the rental period Finance & Statistics Financial integration with Microsoft 6 / 13 Dynamics D365 for Finance and Operations project management and accounting. Comprehensive financial and utilization overviews available via BL. supports the full range of rental activities, for example, administration, registration and management, as well as potential sales activities. All information about clients, products, services, staff, contracts, partners, etc. is recorded and maintained in a single central database.

7 04 Agility Your success depends largely on the speed with which you can anticipate and on the agility you have to respond to market developments, by providing the right solutions through perfectly matched and deployed materials, manpower and transport, day in and day out. Success in the rental sector involves more than merely responding to customer needs promptly and flexible. It also consists in building and operating optimized rental resources, efficiently and effectively scheduling resources, manpower, and transport, and appropriately matching and deploying multiple branches and warehouses. This is only possible if you have access to accurate information from all business units, and if a quick glance at the relevant, up-todate information tells you the current state of your business. And if you want true agility, at any time of the day, wherever you are. 7 / 13

8 05 Supporting Business Processes provides a variety of statistics and comprehensive management information for optimal control of all business activities. It is a robust information platform as the foundation for reliable supplies and error-free quotation and invoicing, enabling access to accurate and up-to-date information, at all times, wherever you are. Staff in rentals, sales, scheduling, logistics and administration consequently have continuous access to the same up-to-date information. You also have an idea of, for example, purchasing and maintenance costs, depreciation (the system supports different methods), usage data by client, etc. In short, the software allows you to make the right decisions based on accurate information. Supporting your business processes with this certified sector solution brings with its many advantages: Improved efficiency and understanding by combining all business information in a single database. Once-only input and consistent data for sales or rental, scheduling, administration, logistics, etc. A quick and accurate picture of the availability of resources. 8 / 13

9 06 Service & Financial Management Service Management is designed to help rental companies ensure that they are providing consistently high-quality service to their customers in the reliability of the equipment that they supply. In addition to managing the service and maintenance of your own assets, the module can also be used as a tool for managing chargeable service jobs for customer owned equipment. Financial Management offers a suite of multi-language and multi-currency financial management applications that will deliver financial control, measurement and analysis right across the business. Management Information Accurate and up-to-date information is essential in maximizing the return on your rental activities. has a range of ways of generating the required statistics, reports and summaries: from utilization factor to stock level; from complete overview to individual rate of return on brand A compared to brand B. gives you access to accurate and up-to-date information for decision-making purposes, at all times. 9 / 13

10 is Crucial to Our Business and enables us to Grow Further with our Business Ambitions Berthil Wever, CFO Bredenoord 10 / 13

11 07 a quick overview Rental Orders Rental order process build based on the Dynamics AX sales order process Full picking list/picking list registration support Termination process Termination charges Rental order status Rental dates on line level Delivery and return note Availability indicator Inventory Rental product availability Additional rental product dimensions Picking, counting, movements, intercompany Pricing Flexible price templates Date effective price definitions Promotional prices Rental rates and discounts Fixed Asssets Itemized assets Asset disposal and scrapping of assets Create rental assets from sales inventory Asset acquisition and purchase requisition Service Management Inspection checklist Work orders Certifications Pre/Post rental inspections Integration Microsoft Dynamics D365 for Finance and Operations Accounts Payable Accounts Receivable Sales Orders Purchase Orders Fixed Assets Project Management and Accounting Inventory and Warehouse Management Dynamics Service Management Prerequisite Microsoft Dynamics D365 for Finance and Operations 11 / 13

12 Want to know more? We are happy to advise you which solution or technology is the best fit for your specific needs. Our standard Dynamics Apps are available on Microsoft AppSource and are sold, implemented and supported worldwide by our industry experts and strategic partners. Please feel free to contact us. We appreciate your interest! Contact HSO Innovation Contact information T +31 (0) / 13

13 1500 Projects 13 Offices 650 Employees Newtonstraat HP Veenendaal T +31 (0) innovation@hso.com HSO is a successful technology integrator with more than 650 employees and offices in North America, Europe, and Asia. HSO Innovation, as part of the HSO Group, offers new ways using new technology, new applications, new processes, and new approaches to assist our clients in becoming digital leaders in their industry. We deliver industry innovation by offering standard Dynamics Apps integrated with Microsoft Dynamics 365 and solutions and services using Microsoft Azure, Microsoft 365 and SharePoint. HSO Innovation combines this with the delivery of technology innovation services and services innovation. Our standard Dynamics Apps are available on Microsoft AppSource and are sold, implemented and supported worldwide by our industry experts and strategic partners. Our innovative solutions and premier services are based on best practices developed over the years working directly with our customers across diverse industries and verticals. For more information visit: 2 / 13