Many companies rely on enterprise resource planning systems like Dynamics 365 Business Central to streamline their core business processes. These systems centralize data from different areas, such as finance, human resources, and supply chain management. If you work in manufacturing, Dynamics 365 reporting tools and dashboards let you see what’s happening in real time in your production cycles. For retailers, it provides insight into available inventory across different locations. 

QuickBooks is a great option for smaller companies looking for an efficient solution to manage their financials. However, it’s not designed to handle more complex operations. Dynamics 365 Business Central provides more advanced automation features and can scale to meet a growing company's demands. 

In addition to accounting, Business Central includes modules for supply chain, customer service, sales, and supply chain management. You get everything you need to run a company on a single platform. 

Below is a seven-step guide to transferring data from QuickBooks to Business Central. Get familiar with Business Central's requirements and data structures. Working with a partner like Internet eBusiness Solutions (IES) can help ensure you do everything correctly, including mapping out key data elements. 

Improving the efficacy of your customer relationship management workflows isn’t just a good goal. In today’s competitive markets, it’s a business imperative. Because of that, you need technology capable of managing all external interactions with customers.

Companies rely on demand forecasting to accurately predict the level of demand they should anticipate from sales orders. The goal is to build a reliable, predictive supply chain process. That can prove challenging in an unpredictable business environment. Factors like competitors, geopolitical dynamics, and vendor pricing changes can lead to inaccurate results. Microsoft Dynamics 365’s comprehensive business management suite offers companies a wide array of tools and modules for streamlining operations and making demand planning more seamless.

Customers have made it clear that the old way of doing business is no longer enough. Instead of connecting directly with salespeople, many tend to reach out using digital channels to get answers to questions or make purchasing decisions. Sellers find themselves more in the role of a trusted advisor. That means sellers need tools that allow them to regroup and find other ways to make a difference for customers. That’s why Microsoft has worked to update its Dynamics 365 platform with generative AI for sales.

Inventory management is critical when it comes to running a successful business. Your company’s efficiency level in controlling stock levels can significantly impact customer satisfaction, operational efficiency, and overall profitability. Microsoft Dynamics 365 offers robust enterprise resource planning (ERP) capabilities. Businesses can harness its comprehensive suite of tools to streamline and optimize their inventory processes. We’ll look at various ways organizations can leverage Dynamics 365 for inventory management.

Any good business executive understands the key to customer retention is making customers happy. Microsoft has become a pioneer in leveraging artificial intelligence (AI) to enhance the customer experience. Ideally, companies could gain a competitive edge, improved customer retention, and higher revenue growth. Microsoft AI customer insight tools like Customer Insights and Copilot use data organizations obtain from customers to find new opportunities for business growth and ways to increase customer satisfaction. 

One of the benefits of using Dynamics 365 Business Central as your enterprise resource planning (ERP) solution is the ability to set up automated workflows. They provide relief from the manual work that often bogs users down during the day. You don’t need a technical background to become proficient at building Business Central workflows. 

Businesses use bank reconciliation to ensure that cash balances and transactions from bank statements are recorded in the general ledger. During this process, the reviewer looks for discrepancies. If one is found, the two cash amounts are brought into alignment by adjusting for unrecorded transactions, which can include bank fees and deposits not yet cleared.

Dynamics 365 Business Central bank reconciliation is made easier thanks to the tools provided by the platform. You can resolve any issues that might impact budgeting and forecasting. This article provides an overview of how to perform bank reconciliation in Business Central. 

Dynamics 365 Business Central is a management solution designed to help small and mid-sized businesses (SMBs) manage various business processes. If you’re currently thinking about purchasing a license for Business Central, Microsoft provides a way for organizations to evaluate the product. That way, you get the chance to try out the rich features offered through Business Central before making a purchasing decision.