Dynamics 365 ERP for Business Owners

The Business Owner’s Core Responsibilities usually include:

  • How to manage cash, Target and attract new customers
  • Maintain relationship with existing customers
  • Control expenses, Hire and retain good employees
  • Reduce time required to analyze sales and financials
  • Quickly resolve problems with payments from customers

In this demo for the Business Owner, we will show that user role how to:

  • Use KPI’s to check the health of the business
  • Manage Cash inflows and outflows
  • Identify current trends and opportunities
  • Review Customer Payments and Receivables

Dynamics 365 ERP
for the Accountant

The accountant normally focuses on accuracy and timeliness such as:

  • Quick access to AP, AR and GL and Inventory
  • Ability to schedule and automate processes
  • Research and troubleshooting problem areas
  • Shorten month end closing process
  • Assign and maintain priorities and tasks
  • Quick access to financials

In this Dynamics 365 demo for the Accountant, we will show that user role how to:

  • Get quick access to balances and reports
  • Add to the Chart of Accounts as you grow
  • Quickly set up journal postings
  • Complete drill-down tools for account analysis

Dynamics 365 ERP
for The Bookkeeper

The Bookkeeper’s mainly handle the following core responsibilities:

  • Creating invoices
  • Paying bills on time
  • Balancing the bank statements
  • Creating financial statements

In this demo for the Bookkeeper, we will show that user role how to:

  • Easily enter a Vendor’s Purchase Invoice
  • (OCR) Automate the Purchase Invoice process
  • Stay current with your Vendor balances
  • Easily send payments to your Vendors

Dynamics 365 ERP
for The Sales Rep

The sales rep or business development executives needs are:

  • Opportunity management
  • Mobility
  • Immediate access to sales history, inventory levels
  • Identify trends to maximize time

In this demo for the Sales Rep, we will show that user role how to:

  • Enter a Sales Quote from an Outlook email
  • Send the new Quote via email
  • Negotiate the terms of the Quote
  • Convert the Quote to Sales Order

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