Understand the Health
Welcome. This self-guided demo will show you how to adapt faster, work smarter, and perform better with Microsoft Dynamics 365 Business Central.
Dynamics 365 Business Central is a comprehensive business management solution designed for small and medium-sized businesses. Here’s how you can get the most out of it.
Role Explorer gives you an overview of all the business features that are available for your own and other roles. Each element of Role Explorer opens a new page. You can also use it to navigate Business Central and tailor the experience for other users.
Let’s take a first look around. The role-based home page offers quick access to key metrics and activities. You can drill down on all numbers and take action.
Quickly View your business health.
Every transaction in Dynamics 365 Business Central can be reflected in charts & overview, keeping you up-to-date on business performance to support better decisions. With Insights, you have a quick way to see all of your relevant data in one place, which is essential for staying on top of cash flow.
After assessing the health of your business, you can review additional intelligence cues—such as job profit data, top items sold, and your sales timeline—all surfaced within Dynamics 365 Business Central, to help you perform better.
In addition to the KPI charts you will find priority insights that demand your attention, such as late payments.
You’ll see that with several payments long overdue, it’s time to contact these customers.
Dynamics 365 Business Central allows you to create and modify entries directly with Excel. The next scenario demonstrates this capability for journals.
Use Excel to both view data and create transactions, such as general ledger journals. Excel is embedded in Dynamics 365 Business Central, making it even easier to use and improve productivity—especially for those who depend on it every day.
Enter documents, general ledger accounts, descriptions, and so on to begin the data entry process. Your existing knowledge of Excel can be put to use immediately.
Quickly share and collaborate on business tasks in Microsoft Teams. For example, sharing a link to an item card without the need to switch apps.
Need to collaborate with a co-worker about the details of an item. Simply share this item by selecting the share button.
With Microsoft Teams you can share information directly from within Dynamics 365 Business Central.
Dynamics 365 Business Central can be embedded in Outlook to simplify purchase invoice entry within an application you already use.
From within Outlook, you can see all relevant information about this vendor without having to navigate to another application. Staying in one place allows you to work smarter and save time.
Dynamics 365 Business Central uses artificial intelligence (AI) to drive data entry and scan email text, using its findings to enhance business processes. Here, AI suggests two relevant inventory items based on an analysis of this message.
After completing the line items, your next step is to post the invoice. AI scans the email and suggests relevant inventory line items—saving you from searching for this information yourself.
Open Dynamics 365 Business Central to communicate with Outlook, in real-time. All users have visibility into relevant information, regardless of whether they access it through Dynamics 365 Business Central or Outlook, making it even easier for teams to communicate.
Dynamics 365 Business Central connects to Outlook, so you can more easily interact with customers and vendors, accelerating your transactions and business decisions.
Using Dynamics 365 Business Central, you can view customer histories, such as whether you previously offered them a discount, ensuring a consistent and positive experience. A holistic view of the customer helps you better serve their needs.
Dynamics 365 Business Central enables you to take immediate action directly from email communications, eliminating potential inaccuracies when entering data such as customer quotes, orders, or invoices.
Here, you can act promptly on inquiries, manage service requests, and process payments, all from within Outlook, Accelerating the sales process from quote to cash.
Exploring more features within Dynamics 365 Business Central allows you to view more options for other roles. Here, your project managers work smarter by maintaining jobs, time sheets, and invoices, all in one place.
Save time by using a previous project as a template when you create a new job. With auto-numbering configured, the job number automatically populates. You’ll add the job description and select a “bill-to” customer.
A layered structure allows you to divide the job into smaller tasks. You can provide more specific details in budgeting, quotes, and registration. You’ll also get insight into how a job is progressing. For example, you can track whether you are reaching designated milestones or if you are on target to meet budget expectations.
Dynamics 365 Business Central empowers you to adapt faster with the insights needed to make quicker, more informed decisions. Deep integration tools like Outlook and Excel, an intuitive interface, and AI-driven insights, within Dynamics 365 Business Central make it easy to work smarter and perform better across your entire business, by managing sales, inventory, and other processes as you chart your future growth.
Connect sales, service, finance, and operations to work smarter, adapt faster, and perform better—free for 30 days. No credit card required, no software to download.
Answer three questions for a trial recommendation that meets your needs—including trials configured specifically for your business with support from a trusted Microsoft partner.
Microsoft Dynamics 365 is a cloud-based business management solution for all types of business.
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