Microsoft Dynamics 365 Business Central Demo

What we will be covering:

WHAT IS MICROSOFT DYNAMICS 365 BUSINESS CENTRAL?

Microsoft Dynamics 365 Business Central It is part of the Microsoft Dynamics 365 business management solution that aims to help companies manage and improve their operations and customer interactions.

Specifically, Microsoft Dynamics 365 Business Central is the Enterprise Resource Planning (ERP) system within the Dynamics 365 family.

Microsoft Dynamics 365 Business Central is entirely cloud-based, so you don’t need to maintain a server on-premises, which means you have access to advanced system functionality from anywhere, backed by best-in-class security from Microsoft.

GET STARTED WITH MICROSOFT DYNAMICS 365 BUSINESS CENTRAL

As with many products on the Microsoft Cloud, Microsoft Dynamics 365 Business Central is available for purchase only through authorized Microsoft partners, such as Bam Boom Cloud. Working with an experienced Microsoft partner means Business Central can be deployed by expert advisors in as little as one week, providing a fast return on investment.

Once your Microsoft partner has set up Business Central, it can be accessed from any web browser from anywhere. It can also be accessed from mobile phones using the app which can be downloaded from the App Store or Google Play Store. To log into a web browser, simply go to businesscentral.dynamics.com

From the role center, you can navigate to all areas of Microsoft Dynamics 365 Business Central. There are several ways to do this:

  • sailing list – Along the top of the screen you can find the main areas of the navigation menu. To visit any of these pages, simply click on the name of the page in the list. If the page you’re looking for is not in the top navigation menu, click the hidden menu in the upper-right corner of the page. Here you will find the complete navigation suite.
  • abbreviations Right below the navigation bar, you will find the shortcuts set by the individual user. To add a page to the shortcut bar, click the bookmark icon for the relevant page. It can be found in the upper right corner of the page you want to bookmark or in search results.
  • interactive tiles Interactive tiles displayed in the Role Center are clickable, which takes the user to key areas of the application.
  • search function (also known as “tell me”) – Use the “tell me” function to search for the page you want by keyword. The Tell Me results are broken down into three categories: related pages on the current page, specific pages throughout the app and reports.

Business Center Home Pages

role center

Role Center is the home page of Microsoft Dynamics 365 Business Central. This page consists of interactive boxes displaying updated numbers for different areas of Business Central, giving users a quick overview of activities for that day.

If you ever want to go to the role center within Microsoft Dynamics 365 Business Central, simply click on your business name in the upper-right corner of the screen.

Since Microsoft Dynamics 365 Business Central is a role-based business application, the layout of the role center will vary based on the particular role. This is because the tools required for an accountant are very different from those required for a sales wizard, for example. The role-based model allows to fully customize Dynamics 365 Business Central for the user, giving them the right information to easily perform their work.

It is important to note; Role assignments are different from permissions. Roles focus more on the user experience, showing which pages are most relevant to the user, while permissions are more granular and control which areas of Business Central can be accessed.

Central Floor Business Center

customer page

The Customers page is a home page for many Business Central users. This is where your team can see a complete list of customers in the Business Central database, which can be organized and filtered in many different ways to improve customer interactions.

To customize the client list, go to Settings and choose the Personalization option. From here, you can choose which fields you want to see.

All customer list customizations are done on a user-by-user basis, which means that changes made by a single user won’t affect how the entire company views the list. However, the changes will be saved to that user’s account, which means that the changes will appear on any logged-in web browser or app.

Dynamics 365 Business Central Customer Screen

Integration with MICROSOFT SUITE

One of the main benefits of Dynamics 365 Business Central is its integration with the rest of Microsoft’s business applications, such as Outlook and Teams.

These integrations mean that automation between applications is really simple, making life a lot easier for your team.

Microsoft Outlook

Business Central is closely linked to Outlook, allowing users to seamlessly create and send important documents, ultimately helping to improve customer interactions.

When a contact sends an email to a Business Central user, the information from Business Central can be accessed by clicking on the banner in the email. From here, information about the customer will appear, and Business Central can be accessed through the popup. Tasks such as creating sales quotations, invoices, or credit memos can be completed in the pop-up window.

Business Central can also pull information from email content to populate relevant fields. For example, in a sales quotation, if a customer mentions the product they want, Business Central will suggest this as an option. However, if the information pulled is incorrect, the user can enter the data manually as well.

Additionally, if a new customer sends email before adding them to the Business Central database, they can be easily added from the Outlook popup.

Dynamics 365 Business Central Outlook integration

MICROSOFT TEAM

Many companies rely on Microsoft Teams to communicate internally, so it only makes sense to integrate with Business Central.

When users are in Teams, they can search for contacts and data that will be pulled from Business Central, which results in a popup with all customer information. This information can be viewed or edited within Teams.

Business Central records can also be distinguished on Teams by copying the record’s URL from Business Central on a web browser and pasting it into a Teams message. This gives you and others in the conversation the ability to view or edit the history without leaving Teams.

Dynamics 365 Business Central team integration

Quick tip: How to process a sales order

One of the most common tasks performed on Business Central is the sales order, so here’s how to do it:

  1. Go to the Sales orders page.
  2. Click New on the sales order navigation menu above the list of records to create a new sales order.
  3. Choose the customer for whom you want to create a sales order. If you want to create a sales order for a new customer, it will have to be added to the customer list first.
  4. Add order details, such as the item being purchased.
  5. With the Post button above the sales order, you can choose to ship and/or invoice the selected sales order.
  6. The sales order is now ready to be sent to the customer. They can be sent directly to the contact via Outlook integration.
Create a sales order in Dynamics 365 Business Central Step 1

Create a sales order in Dynamics 365 Business Central Step 2

Create a sales order in Dynamics 365 Business Central Step 3

BUSINESS CENTER WITH BAMBOOM CLOUD

We hope you found this Microsoft Dynamics 365 Business Central demo helpful. Our team of Business Central educators are here at Bam Boom Cloud Always there to help you understand the ins and outs of a business management solution.

You can find more information about Microsoft Dynamics 365 Business Central How can it improve business operations? here.

If you’d like to try it out for yourself in a beta environment, or chat about how it works for your business, contact us at: USA: 512.641.5853 Canada: 647490 2009 United kingdom: 01332 411160

Go to the business center in less than one week

With our unique KickStart plan, we can get you up and running with Business Central in as little as one week. Yes really! To find out more, go to Business central kick page to learn more.

Leave a Comment