Microsoft Dynamics Gold Partner. Microsoft Dynamics 365 Business Central for Not for Profit organisations

Transcription

1 Microsoft Dynamics Gold Partner Microsoft Dynamics 365 Business Central for Not for Profit organisations

2 An Overview Microsoft Dynamics 365 Business Central (previously called NAV) is used by over 4m+ users, across more than 40 countries - a trusted, proven and robust solution for not for profit organisations. It's a fully integrated business solution, that integrates projects, distribution, operations, sales and financials with a wide range of other smart, end-to-end business capabilities. The Microsoft Dynamics 365 Suite, for small to medium sized businesses, is delivered by a network of expert partners. As the leading UK Gold Partner, Azzure IT has years of experience delivering world-class not-for-profit ERP solutions, built upon Microsoft Dynamics. We help businesses, across a range of sectors including not-for-profit customise, deploy and adapt the full potential of the Dynamic's software solution.

3 Background If your business is using an existing software solution to control your order processing, sales, projects, operations and financials, you may be asking yourself whether you now need an end-to-end business solution that can grow and evolve, to support your growth ambitions. Not-For-Profit businesses reach a tipping point where the tools that supported their business now hinder their ability to act with agility and insight. The good news is, there s never been a better time to replace an enterprise resource planning ERP) or customer relationship management (CRM) solution. In our experience, the four core boardlevel benefits sought from a software solution are: Productivity: time saving integration, with swift access to all business data, in a single solution Financial Control: enabling cost control and smarter buying decisions - opportunities for growth and investment. Business Insight: built-in business intelligence and reporting features - putting data into context for swift decision making Mobility: connected anytime, anywhere, on any device - with realtime reporting and collaboration tools

4 Today's Challenges The not-for-profit industry is notoriously a difficult industry in which to remain productive, particularly in the modern economy. Software such as Dynamics, configured for not-for-profit organisations, can be used to overcome common problems facing them businesses today. Changing Consumers: the ability to anticipate demand, predict potential problems and meet changing consumer needs in a profitable manner Changing Regulations: Change is inevitable, so a business needs easyto-use software that can adapt quickly to industry changes Global Sourcing: greater access to markets around the world means, organisations need favourable locations, closer to natural resources Legacy Systems: organisations using out of date legacy systems are at a distinct disadvantage in a fast-paced environment resources spread over multiple, aging systems Manual Processes: employees learning and manually updating multiple systems with weak functionality, leads to inefficiency and poor productivity Global Forces: pressure to do more with less is ever increasing - adjusting to a fast changing environment & global market place, there's a need to keep costs down and productivity up Control & Visibility: trouble dealing with complex products, long lead times and routine processes whilst accurately estimating, judging and informing customers on order progress

5 Benefits Anticipate changes in demand, supply and capacities Gain better insight and understanding of the business: efficiency and cost savings Streamline and automate production processes Control operational costs: make smarter buying decisions Better manage regulatory and governmental compliance Key information gathered in real time, delivered to the right user Estimate projects accurately, deliver on time and improve satisfaction levels Anticipate shifting demand, ahead of the competition Fully integrated, all in one system that will reduce errors and lower wastage costs An easy to use system with familiar Microsoft interface Configure user experiences by role and service line Adjust business processes quickly to reduce costs Provide instant access to actionable data Leverage native integration into Microsoft Office Empower employees to be more productive

6 Microsoft Dynamics ERP Connect your business, like never before Microsoft Dynamics 365 Business Central (previously called NAV) is trusted, multi-language, multi-currency, business management solution, that helps small mid-sized companies manage their finances, supply chain, operations, projects, sales, marketing and more. Start with what you need now, and easily adapt as your business needs change. In the Microsoft cloud or your on-premise servers - the choice is yours.

7 Cloud or On-Premise Microsoft 'Azure' cloud or on-premise - the choice is yours. A customer can choose whether to deploy the Windows client or web, tablet and mobile client, for Microsoft Dynamics. For the growing company, there's also an extensive range of adaptions, that can be used to custom-fit the solution, including functionalities for distribution, warehousing, manufacturing, professional services, not for profit and charity sectors.

8 Key Capabilities Manage your financials : accelerate financial close and report with accuracy, while ensuring compliance. Make informed decisions Connect data across accounting, sales, purchasing, inventory and customer interactions to get an end-to-end view of your business. Chart financial performance in real time with built-in Power BI dashboards. Accelerate financial close and reporting Streamline accounts receivables and payables and automatically reconcile accounts to close and report on financials quickly and accurately, while maintaining compliance. Improve forecast accuracy Refine financial forecasts by modelling and analysing data across multiple dimensions. Customise reports using seamless Microsoft Excel integration.

9 Key Capabilities Automate and secure your supply chain : increase visibility across your supply chain and gain greater control over your purchasing process. Optimise 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. Maximise profitability Get recommendations on when to pay vendors to use vendor discounts or avoid overdue penalties. Prevent unnecessary or fraudulent purchases through approval workflows.

10 Key Capabilities Sell smarter and improve customer service : maximise revenue opportunities and better serve customers with built-in recommendations. Deliver value at every touch point Prioritise 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. Deliver exceptional service Gain a comprehensive overview of your service tasks, workloads and employee skills to effectively assign resources and accelerate case resolution.

11 Key Capabilities Keep projects on time and under budget : manage budgets and monitor progress of your projects with realtime data on available resources. 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. Analyse project performance Make effective decisions with real-time insight on project status, profitability and resource-usage metrics.

12 Key Capabilities Optimise your operations : streamline your manufacturing and warehousing operations to deliver products on time and reduce costs. Manage forecasting to fulfilment 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 fulfilment. Track every item transaction and movement by setting up bins based on warehouse layout and storage unit dimensions. Reach optimal output levels Calculate and optimise manufacturing capacity and resources to improve production schedules and meet customer demands.

13 Microsoft Dynamics 365 Business Central 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 Management Sales Return Order Management Shipping Agents Sales Tax Alternative Order Addresses Basic Payables Drop Shipments Purchase Invoicing Purchase Line Discounting Purchase Invoice Discounts Purchase Line Pricing Purchase Order Management Purchase Return Order Management Requisition Management 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 Bin Setup Internal Pick and Put-Aways Warehouse Management Systems MANUFACTURING Production Bill of Materials Production Orders Agile Manufacturing Version Management Basic Supply Planning Demand Forecasting Sales and Inventory Forecasting Basic Capacity Planning Finite Loading Machine Centres

14 Microsoft Dynamics 365 Business Central 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 Management Electronic Payments and Direct Debits Bank Reconciliation Check Writing SERVICE, SALES & MARKETING Service Management Planning and Dispatching Service Contract Management Service Item, Order and Price Management Workflow General Sales and Marketing Purchase and Integration Workflow Groups and Features eservices Electronic Invoicing Currency exchange rates Document Management 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 Management Relationship Management Contact Classification and Management Interaction / Document Management Mail Logging for Microsoft Exchange Server Opportunity Management Outlook Client Integration Notifications & Task Management Microsoft Dynamics 365 Sales integration

15 Microsoft Dynamics Business Central HUMAN RESOURCES (HR) 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. EXTENDED APPLICATIONS As a leading Microsoft Gold Partner, we ve developed an array of extended applications, designed with specific process or industry requirements in mind. The Distribution [+] Bundle The Manufacturing [+] Bundle The Services [+] Bundle The Not For Profit [+] Bundle POWER BI 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. PROJECT MANAGEMENT Basic Resources Capacity Management Multiple Costs Jobs We ve got a wide portfolio of applications that can extended Microsoft Dynamics Product Configurator Quality Management SFDC (Shop Floor Data Capture) esign Credit Control Carrier Integration Credit Card Integration [SagePay] Quick Order Entry Magento 2 Connector Time & Attendance More

16 The Microsoft Dynamics 365 Suite 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. DYNAMICS 365 Business Central (ERP) DYNAMICS 365 FOR Sales (CRM) DYNAMICS 365 FOR Customer Service DYNAMICS 365 FOR Field Service The end-to-end solution, if you re seeking to implement a fully integrated ERP solution or upgrade an accounting package. Turn relationships into revenue by bringing digital intelligence into every deal. Earn customers for life by using detailed information to provide world-class customer service. Master the service call with smarter capabilities, from optimised scheduling to predictive maintenance. DYNAMICS 365 FOR Marketing DYNAMICS 365 FOR Talent DYNAMICS 365 FOR Project Automation DYNAMICS 365 FOR Customer Insights Unify your sales and marketing to join customer experiences at every interaction with lead scoring and insight. Attract the right people and seamlessly onboard, engage, and grow your talent. Successfully manage your projectbased business and better satisfy clients using intelligent tools. Better understand and engage with customers by giving employees the relevant insights they need.

17 Tailor and extend Dynamics 365 Custom Extended Applications Pre-Built Extensions We'll help you customise Dynamics 365 by creating bespoke apps that solve your exact business needs. As a leading partner, we have a portfolio of existing add-ons for industry-specific solutions. We'll help you do even more with Dynamics 365 with AppSource. Enhance your software and processes by integrating add-on extensions from Microsoft and a wide-range of credible partners.

18 We go beyond We re the UK s leading Microsoft Dynamics Gold Partner for small to medium sized businesses. We ve been recognised twice as a President s Club member - which classifies top performing Microsoft Dynamics ERP partners worldwide. We ve achieved ISO 9001:2015 certification - the first partner to recognise the need for an accredited quality management system, in this market. We re one of a small number of Microsoft directly managed partners, in the UK. This means that we work directly with Microsoft, with a dedicated Account Manager and Service Account Manager available to us.

19 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 Management 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 Management System (QMS).

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