Microsoft Dynamics Gold Partner. Microsoft Dynamics 365 and Dynamics NAV Upgrade Accounting Software to ERP

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1 Microsoft Dynamics Gold Partner Microsoft Dynamics 365 and Dynamics NAV Upgrade Accounting Software to ERP

2 What is an ERP? Enterprise Resource Planning Solution An enterprise resource planning (ERP) solution can help businesses manage their financials, supply chain, manufacturing, operations, reporting, human resources, sales etc Enterprise Resource Planning Solutions can be deployed onpremise or in the cloud, to improve and automate the core parts of your business. It's about bringing together all of the information throughout your business to enable easy collaboration and rapid decisionmaking to enhance your team s overall productivity.

3 Barriers to the implementation process Barrier Perceived risk associated with a complex ERP deployment. Effort and time required to manage implementation. Benefit Get up and running quickly in the cloud or on premises. Faster ROI with minimal downtime. Reduced risk with support partner. Solution Rapid start tools enable faster, lower-risk implementation and migration of existing data. Deploy on premises or in the cloud using Microsoft Azure or partner hosting. Take advantage of enterprise class scalability, security and reliability. Support of Microsoft Dynamics Certified Partners with industry offering packaged and customised solutions.

4 Barriers to technology adoption Barrier End user adoption on productivity worries. Cost and time required for communication and training. Benefit Improved productivity, business insight and processes. Familiar, easy to use tools - anywhere, any device. Solution Same look and feel as familiar Microsoft Office applications drives rapid end-user adoption, with minimal training. Role-tailored interfaces and integration with Excel, Office 365 keeps your people informed, connected and productive. Enable people to work where and when they're needed most with easy to use tools accessible on the desktop, via the Web or on the device of their choice.

5 Barriers to project investment Barrier Existing system hobbling along for now. Existing, limited business intelligence hiding problems. Perceived limitations of cloud based offerings. Benefit Cutting-edge, end-to-end solution. Easily adapt for growth and increased complexity. Industry-specific customisations available. Make better business decisions with a unified insights. Solution Comprehensive and adaptive ERP functionality. Rich reporting and business intelligence tools drive increased. efficiency and control across your whole business. Streamline sales and operations.

6 Signs that it s time for a change We are outgrowing our accounting software and need more comprehensive functionality and better reporting and analytics but not sure what to do next. We ve heard of ERP solutions are powerful but only for big companies too complex or expensive. We need an integrated solution to manage our entire business that is easy to use, deploy and maintain. Currently our IT infrastructure takes away from other investment areas; putting strain on our cash flow. We are interested in cloud solutions but are not sure what s right for our business. Our existing solution didn t offer enough flexibility and doesn t integrate well with other systems. We need real-time information to flow quickly across our organisation to take advantage of rapid changing market conditions.

7 Voice of the MD Need Intelligent Cost Lack of financial controls and insight puts business at risk Poor reporting = missed sales and service opportunities Current systems can no longer support our business growth Need to support operations without adding employees Cost and time to manage IT infrastructure Innovative tools needs to drive customer engagement Poor business applications and productivity tools Solution can't adapt easily to regulatory changes Voice of the MD Limited IT budgets and resources vs commitments Majority of time spent on maintenance and not development Need to support growth without adding more resources Difficulty sharing tools and information when out of the office Fragmented business applications and office tools Hard to share and integrate applications

8 Microsoft Dynamics NAV for Smaller Businesses SUPPLY CHAIN Alternative Ship-Tos Basic Receivables Calendars Campaign Pricing Order Promising Sales Invoicing Sales Invoice Discounts Sales Line Discounting Sales Line Pricing Sales Order Sales Return Order Shipping Agents Sales Tax Alternative Order Addresses Basic Payables Drop Shipments Purchase Invoicing Purchase Line Discounting Purchase Invoice Discounts Purchase Line Pricing Purchase Order Purchase Return Order Requisition INVENTORY Analysis Reports Alternative Vendors Basic Inventory Bin Cycle Counting Item Budgets Item Charges Item Cross References Item Substitutions Item Tracking Item Categories Item Attributes Location Transfers Multiple Locations Nonstock Items Pick Put Away Standard Cost Worksheet Stock-Keeping Units Warehouse Receipt Warehouse Shipment WAREHOUSE MANAGEMENT Automated Data Capture System (ADCS) Bin Setup Internal Pick and Put-Aways Warehouse Systems MANUFACTURING Production Bill of Materials Production Orders Agile Manufacturing Version Basic Supply Planning Demand Forecasting Sales and Inventory Forecasting Basic Capacity Planning Finite Loading Machine Centres

9 Microsoft Dynamics Suite for Smaller Businesses FINANCIAL MANAGEMENT Accounts Schedules Allocations Basic General Ledger Basic XBRL Budgets Change Log Consolidation Deferrals Intercompany Postings Responsibility Centres Cost Accounting Cash Flow Forecast Fixed Assets: Basic and Advanced Insurance Maintenance Reclassification Dimensions: Basic and Advanced Unlimited Companies Multiple Currencies Bank Account Electronic Payments and Direct Debits Bank Reconciliation Check Writing SERVICE, SALES & MARKETING Service Planning and Dispatching Service Contract Service Item, Order and Price Workflow General Sales and Marketing Purchase and Integration Workflow Groups and Features eservices Electronic Invoicing Currency exchange rates Document Incoming documents Optical Character Recognition (OCR) Incoming document workflow Reporting Document Reporting Pre-Configured Excel Reports Report Scheduling Reporting Data Setup Sales and Marketing Campaign Relationship Contact Classification and Interaction / Document Mail Logging for Microsoft Exchange Server Opportunity Outlook Client Integration Notifications & Task Microsoft Dynamics 365 Sales integration

10 Microsoft Dynamics NAV for Smaller Businesses HUMAN RESOURCES (HR) POWER BI PROJECT MANAGEMENT Efficiently manage your company s human resources. Group and track relevant employee information and organise employee data according to different types of information, such as experience, skills, education, training, and union membership. Store personal information, track job openings in your organisation, and extract a list of candidates for these positions. Keep track of benefits and company items such as keys, credit cards, computers, and cars. Connect Microsoft Dynamics NAV with PowerBI and immediately get access to a business performance dashboard with insights into your business. You can use embedded Power BI to easily create insightful charts and reports using Power BI, and make them available within your Microsoft Dynamics NAV role centre. Easily record all types of absences in units of measure that you define, and attach alternative addresses and relatives names to employees.. Basic Resources Capacity Multiple Costs Jobs

11 Microsoft Dynamics Suite for Smaller Businesses With intelligent business applications across CRM and ERP, Microsoft Dynamics 365 gives you choice. Start with just what you need and then add apps as your needs change. Built on an extensible platform with shared data and digital intelligence, Dynamics 365 helps your team make the most of every minute. Sales Customer Service Field Service Talent Turn relationships into revenue by bringing digital intelligence into every deal. Earn customers for life by using detailed information to provide worldclass customer service. Master the service call with smarter capabilities, from optimised scheduling to predictive maintenance. Attract the right people and seamlessly onboard, engage, and grow your talent. Marketing Financials & Operations Project Automation Customer Insights Unify your sales and marketing to join customer experiences at every interaction with lead scoring and insight. Optimise your financials and operations to drive growth and make real-time, datadriven decisions with intelligence. Successfully manage your project-based business and better satisfy clients using intelligent tools. Better understand and engage with customers by giving employees the relevant insights they need.

12 SALES (CRM) CUSTOMER SERVICE MARKETING FIELD SERVICE PROJECT AUTOMATION FINANCIALS OPERATIONS FINANCIALS Opportunity Omni- Channel Marketing Scheduling/ Dispatch Opportunity Retail Financial Social Selling Portal Campaign Automation Asset & Warranty Resource Procurement & Sourcing Sales Content Collaboration Agent Enablement Event Service Agreements Time & Expenses Supply Chain Purchasing Mobile Sales Onsite Service Lead Scoring Inventory Project Planning Project Accounting Inventory Planning & Knowledge Surveys Mobile Team Collaboration Human Capital Project Intelligence Intelligence Intelligence Intelligence Customer Billing Manufacturing Intelligence Financial Intelligence

13 Quality Matters Quality is important to Azzure IT because we value our customers. We strive to provide our customers with products and services which meet and even exceed their expectations. We are committed to continuous improvement and have established a Quality System which provides a framework for measuring and improving our performance. We re one of the first partners (if not the first), in our field, to achieve ISO 9001:2015 certification - the international standard that specifies requirements for a Quality System (QMS).

14 Sheffield. Reading. Newcastle. Sheffield HQ 10 Europa View Sheffield Business Park Sheffield South Yorkshire S9 1XH UK t. +44 (0) e. azzure-it.com