Microsoft Dynamics 365 Business Central THE INTELLIGENT EDGE!

Transcription

1 Microsoft Dynamics 365 Business Central THE INTELLIGENT EDGE! Presenters: James Meyer and Tom Jablonski Today s Agenda What is Dynamics 365 Business Central? How is It Licensed? Product Demonstration Q & A 1

2 Microsoft Dynamics 365 Business Central Connect your business Make smarter decisions Start and grow easily A single, comprehensive solution Automatically pull systems and processes together to manage financials, sales, service, and operations Connect with 3 rd party applications like payroll, banking, CRM, or industryspecific systems Financial Sales & service Project MICROSOFT DYNAMICS 365 Business Central Operations Reporting & analytics Supply chain 2

3 Microsoft Dynamics 365 Business Central Core Capabilities Financial Account receivables/ payables Bank reconciliation Fixed asset Month/Year end closing Sales & service Quote generation Contact Sales invoicing Payment processing Project Capacity planning Budgets and estimates Job and process costing Resource Supply chain Inventory and Purchasing control Shipment and distribution Returns and cancellations Procurement and vendor Operations Forecasting Production planning Manufacturing capacity Warehouse Reporting & analytics Customer insights Self serve reports Interactive dashboards Built in intelligence Connect your business 3

4 Work where your business takes you Desktop, laptop, tablet, or phone you get the same powerful capabilities and rich functionality Get one experience that s consistent and secure across Windows, ios, and Android. Manage quote to cash, all within Outlook Create quotes, process orders, and submit invoices without leaving Outlook. Access live data directly from Microsoft Excel to update items, sales orders, and purchase orders. Customize outgoing documents such as quotes and invoices in Microsoft Word. 4

5 Automate and secure business processes Streamline business processes with easy tocreate workflows. Track cash flow and secure purchasing, credit authorization, and vendor payment processes. Ensure compliance with audit trails and enterprise level security. Make Smarter Decisions 5

6 GET AN END-TO-END VIEW OF YOUR BUSINESS Centralize data from finance, sales, service and operations to get an accurate view of your business. Real time data updates help you spot trends, prevent issues, and deliver great customer experiences. Sell smarter and improve customer service Focus on the right opportunities and track ongoing sales performance using custom dashboards and multidimensional reports. Gain a comprehensive overview of service tasks, workloads, and employee skills to effectively assign resources, accelerate case resolution and better serv. customers. 6

7 Guide employees to optimal outcomes 18 units sold Predict when and what to replenish with built in intelligence, sales forecasts and dynamically updated inventory levels. Get recommendations on when to pay vendors to use vendor discounts or avoid overdue penalties. Manage budgets and monitor progress with real time data on available resources. Start and grow easily 7

8 Tailor to your needs Customize applications to support your unique business needs. Rearrange fields, rename groups, and reposition elements using a simple dragand drop interface. Add industry or business extensions Extend Dynamics 365 Business Central to fit industry or business needs with integrated add on apps. Connect to data sources and services Excel files, SharePoint lists and CRM records with Microsoft PowerApps. 8

9 Be ready for growth Start with what you need and grow at your own pace to run your business securely in the trusted Microsoft cloud. Easily manage growth using adaptable business applications, and a scalable database. Business Central Brings You The Intelligent Edge! 18 9

10 Business Central Brings You Intelligent Insights! 19 Licensing Types 10

11 Essentials Functionality Financial Management Basic General Ledger Basic Fixed Assets Electronic Payment / Direct Debits* Allocations Insurance Bank Account Reconciliation Budgets Maintenance Payment Handling Account Schedules Fixed Assets Allocations Cash Flow Forecast Consolidation Reclassifications Advanced Dimensions Basic XBRL Bank Account Management Deferrals Change Log Check Writing Multiple Currencies Advanced Financial Management Responsibility Centers Inter-company Postings Cost Accounting Customer Relationship Management Contact Management Opportunity Management Campaign Management Task Management Interaction / Document Management Relationship Management Outlook Client Integration Mail Logging Notifications Contact Classification Essentials Functionality (Continued) Project Management Basic Resources Estimates Time Sheet Capacity Management Tasks / Steps UserTasks Multiple Costs Jobs Basic Receivables Requisition Management Item Cross References Sales Invoicing Alternative Order Addresses Nonstock Items Sales Order Management Purchase Return Order Management Item Tracking Sales Invoice Discounts Purchase Line Discounting Item Charges Alternative Ship-To Addresses Purchase Line Pricing Bin Shipping Agents Drop Shipments Pick Sales Return Order Management Salespeople / Purchasers Analysis Reports Sales Line Discounting Basic Inventory Item Budgets Sales Line Pricing Multiple Locations Workflow Sales Tax / VAT* Document Management, Document Capture Basic Payables Alternative Vendors E-services Purchase Invoicing Assembly Management Item Categories Purchase Order Management Location Transfers Item Attributes Purchase Invoice Discounts Item Substitutions Stock keeping Units 11

12 Essentials Functionality (Continued) Human Resources Management Employee Management Warehouse Management Order Promising Put Away Warehouse Management Systems Calendars Warehouse Receipt Internal Picks and Put Aways Campaign Pricing Warehouse Shipment Automated Data Capture System Cycle Counting Standard Cost Worksheet Bin Set-Up Other Unlimited Companies Job Queue Word reporting/document reporting Multiple Currencies Reason Codes User Management Intrastat Extended Text Embedded Power BI Function Customer Objects for Extensions Customizations *Depending on country Premium Functionality Service Order Management Service Order Management Service Item Management Planning and Dispatching Service Price Management Service Contract Management Manufacturing Production Orders Basic Supply Planning Finite Loading Production Bill of Materials Demand Forecasting Sales and Inventory Forecasting Version Management Basic Capacity Planning Agile Manufacturing Machine Centers 12

13 Subscription Pricing License Type Essential Premium Team Standard Pricing $70.00 $ $8.00 Existing GP, SL or NAV User Pricing $42.00 $60.00 $4.80 Non Profit Charity Pricing 401(c)3 Only $28.00 $40.00 $3.20 All pricing is per named user per month as of November 2018 Example #1: 6-User Manufacturer with 2 Team Users Standard Pricing Qty License Per User / Per Month Monthly Subscription Annual Subscription 6 Premium Named User $100 $ 600 $ 7,200 2 Team Named User $ Total Subscription $ 616 $ 7,392 13

14 Example #2: Existing GP User with 5 Concurrent Users and No Manufacturing Qty License Per User / Per Month Monthly Subscription Annual Subscription 5 Essential Named User $42.00 $ $ 2, Team Named User $ Total Subscription $ $ 2, Let s Look at the Product 14

15 Microsoft Dynamics 365 Business Central Connect your business Make smarter decisions Start and grow easily QUESTIONS? Tom Jablonski James Meyer