Dynamics 365 Business Central 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 BC
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 BC
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 BC
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