Microsoft Dynamics 365
Business Central
Capability Guide
Dynamics 365 BC Premium:
• Everything in Essential
• Service Management
• Manufacturing
Microsoft Dynamics 365 Business
Central is a comprehensive business
management solution that fits the
needs of small-to-midsize companies.
As Microsoft’s modern ERP in the
cloud (on-premise is also available),
it helps organizations connect
their financials, sales, purchasing,
inventory, projects, service,
manufacturing, and operations.
It can be licensed two ways, each
comprising a series of modules:
Dynamics 365 Business Central Essential: Dynamics 365 Business Central Premium:
• Financial Management • Everything in Essential
• Customer Relationship Management • Service Management
• Project Management • Manufacturing
• Supply Chain Management
• Warehouse Management
• Human Resources Management
Dynamics 365 Business Central is particularly suited for companies that are stretching the
limits of QuickBooks, including nonprofits, or ones in the distribution or manufacturing
industries. With Progressus or ProjectPro, it is a powerful solution for professional services and
construction.
Available in a true, multi-tenant Cloud environment or On-premise, Business Central’s foundation
is Microsoft Dynamics NAV. All the functionality found in Dynamics NAV, is available out-of-the-box
in Business Central. As a member of the Dynamics 365 family, Business Central has powerful
integrations with the Microsoft software you already use and other Microsoft tools, including Office
365, Outlook, Power BI Dashboards, Microsft Flow, and, PowerApps.
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Functionality in Essential Licensing
Financial Management Series - Business Central streamlines accounts receivables and payables
and automatically reconciles accounts to close and report on financials quickly and accurately, while
maintaining compliance. You can refine financial forecasts by modeling and analyzing data across multiple
dimensions. Using seamless Microsoft Excel integration, you can easily customize reports. Modules include:
General Ledger - Set up a company and start Audit Trails
posting to the general ledger, chart of accounts, The system automatically assigns audit trails
general journals, VAT facilities, recurring journals, and posting descriptions to every transaction. In
and source codes. addition, users can define reason codes to create
Budgets - Work with budgets in general ledger complementary audit trails.
accounts. Bank Account Management
Deferrals - Set up deferral templates that Create, operate, and manage multiple bank
automate the process of deferring revenues and accounts for catering to your diverse business
expenses over a pre-defined schedule. needs and across different currencies.
Fixed Assets - Keep track of fixed assets and Reconciliation
related transactions such as acquisitions, Reconcile your bank statement data automatically
depreciations, write-downs, appreciations, and to open bank account ledger entries and keep
disposals. track of all your bank statements.
Receivables - Post sales transactions in journals Multiple Currencies
and manage receivables; register customers and Manage multiple currencies throughout the
manage receivables using general journals. system, including payables and receivables,
general ledger reports, resource and inventory
Advanced Dimensions - Add unlimited dimensions items, and bank accounts.
to any ledger for advanced transaction analyses.
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All Financial Management Modules:
Customer Relationship Management Series - You can prioritize sales leads based on revenue
potential. Keep track of all customer interactions and get guidance on best upsell, cross-sell, and renewal
opportunities throughout your sales cycle. The CRM series accelerates the quote to cash process. Act quickly
on sales-related inquiries, manage service requests, and process payments—all from within Outlook!
Moreover, you can gain a comprehensive overview of your service tasks, workloads, and employee skills to
effectively assign resources and accelerate case resolution. Modules include:
Contact Management Opportunity Management
Maintain an overview of your contacts and Keep track of sales opportunities, section your
record your contact information for all business sales processes into different stages, and use this
relationships. information to manage your sales opportunities.
Campaign Management Dynamics 365 for Sales
Organize campaigns based on segments of your This integration synchronizes your data, including
contacts that you define. sales orders, item availability, units of measure, and
currencies.
All CRM Modules:
Project Management Series - You can create, manage, and track customer projects using
timesheets along with advanced job costing and reporting capabilities. You develop, modify, and control
budgets to ensure project profitability.
You plan with precision when you manage resource levels by planning capacity and sales. Track invoicing for
customers against planned costs on orders and quotes. How is your project performance? You can know and
make effective decisions with real-time insight on project status, profitability, and resource-usage metrics.
Project Management modules include:
Resources - Register and sell resources, combine Jobs - Keep track of usage on jobs and data for
related resources into one resource group or track invoicing the customer. Manage both fixed-price
individual resources. jobs and time-and-materials jobs.
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Estimates - Monitor resource usage and get Timesheets - Timesheets are a simple and
a complete overview of your capacity for each flexible solution for time registration with manager
resource with information about availability and approval and integrate with Service, Jobs, and
planned costs on orders and quotes. Resources.
All Project Management Modules:
Advanced Projects Extensions - Professional Services Firms can get advanced projects capability through
the Progressus Projects extension. Construction firms can get construction project accounting through the
ProjectPro extension.
Supply Chain Management Series - By using Business Central’s built-in intelligence you predict
when and what to replenish in inventory. Purchase only what you need with dynamically updated inventory
levels. This helps you reduce shortages and avoid lost sales. Automatically calculate stock levels, lead times,
and reorder points. Suggest substitutes when requested items are out of stock. You maximize profitability
when you get recommendations on when to pay vendors, use vendor discounts, or avoid overdue penalties.
Moreover, you prevent unnecessary or fraudulent purchases through approval workflows. Modules include:
Sales Order Management - Manage sales orders, Locations - Manage inventory in multiple locations
blanket sales orders, and sales order processes. that may represent a production plant, distribution
Purchase Orders - Manage purchases, blanket center, warehouse, showroom, etc.
orders, and purchase order processes. Assembly Management - Supports companies that
Inventory - Set up items that you carry in your supply products to their customers by combining
stock and specify their unit of measures, costing components in simple processes without the need
method, inventory posting group, unit cost, of manufacturing functionality. Specify a list of
and price and other properties. sellable items, raw materials, or resources as an
Assembly Bill of Materials. Use assembly orders to
Item Transfers - Track inventory as it’s moved from replenish assembly items, to stock, or capture the
one location to another and account for the value customer’s special requirements.
of inventory in transit at various locations.
All Supply Chain Management Modules:
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Warehouse Management Series - Warehouse functionality in Business Central can be
implemented in different complexity levels depending on a company’s processes and order volume.
The main difference is that activities are performed order-by-order in basic warehousing, while they are
consolidated for multiple orders in advanced warehousing. Warehouse modules include:
Warehouse Management Systems - Manage Warehouse Shipment - Enable warehouse
items on a bin level. Pick and put away items in a workers to create a pick from the shipment.
bin and move items between bins using a report Bin Setup - Easily set up and maintain your bins
that optimizes space using picking processes. by defining both the layout of your warehouse and
Warehouse Receipt - Enable warehouse workers dimensions of your racks, columns, and shelves.
to create a put-away from the receipt. Automated Data Capture System - Capture data
automatically. Keep data accurate, even in a
hectic environment.
All Warehouse Management Modules:
Human Resources Series - Modules include:
Employees - Group and track employee information Expense Management - Post expenses against
and organize employee data according to different employee cards to track and reimburse their
types of information, such as experience, skills, expenses.
education, training, and union membership. Keep
track of benefits, company items, and much more.
Other Modules - In addition to the above series of modules, there is an “Other” series of nine modules
that round out D365 BC Essential. In addition, there is the Outlook Integration feature.
Multiple Languages - In addition to Multiple Reason Codes - Define a set of reason codes
Currencies in the Financials series, this module that can be assigned to individual transactions
enables you to switch languages in real time. throughout the system, providing user-defined
Embedded Power BI - With the Business Central audit trails.
Power BI Content Pack, you can transform data Outlook Integration - While in Outlook, the
into stunning visuals and build an out-of-the- system allows you to access Business Central
box dashboard with key financial data. With the in a companion window with one click. Also,
added Power BI Desktop, you can create your own you can synchronize your to-do items and your
customized dashboards and interactive reports. contacts with your meetings, tasks, and contacts
Extended Text - Set up an unlimited number of in Outlook.
lines to describe inventory items, resources, and
general ledger accounts.
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Functionality in Premium Licensing
Includes all Essential series of modules described above plus:
Service Management Series - Business Central Premium licensing delivers the set of modules that
handle field service management. Here are the modules that make up this series:
Service Orders - Register your after-sales issues Planning - Assign personnel to work orders and
including service requests, services due, service log details such as work order handling and work
orders, and repair requests. order status.
Service Price Management - Set up, maintain, Dispatching - Manage service personnel and field
and monitor your service prices. technician information, and filter according to
Service Item Management - Record and keep availability, skills, and stock items.
track of all your service items, including contract Service Contract Management - Record details
information, component management, and BOM on service levels, response times, and discount
reference and warranty information. levels, as well as on the service history of each
contract, including used service items and parts
and labor hours.
Manufacturing Series - Dynamics 365 Business Central Premium version has robust and intuitive
manufacturing functionality. Seemingly complex processes can be completed accurately and efficiently.
Business Central helps you stay ahead of the competition by providing your customers with accurate
information and on-time orders. The built-in business intelligence in the system enables manufacturers to get
a clear picture of inventory levels, production efficiencies, and forecast the future demand of their products.
Modules include:
Production Orders - Create and manage Sales & Inventory Forecasting - Built-in
production orders and post-consumption and intelligence leverages historical data and helps
output to the production orders. you manage your stock and respond to your
Production Bill of Materials - Create bills of customers. Based on the forecast, it helps create
materials and calculate standard costs. replenishment requests and saves you time.
Version Management - Create and manage Capacity Planning - Add capacities (work centers)
different versions of the manufacturing to the manufacturing process. Set up routings and
bill of materials and routings. use these routings on production orders and in
material requirements planning (MRP).
Supply Planning - Plan material requirements
based on demand with support for master Finite Loading - Take capacity constraints into
production scheduling and materials account so that no more work is assigned to a
requirements planning (MRP). work center than what the capacities can be
expected to execute during a given time period.
Demand Forecasting - Plan and create
production and purchase orders, taking into Machine Centers - Designed to help you manage
consideration the demand forecast together with capacity of a single machine/producing resource
the level of available inventory and parameters of on several levels, including detailed machine
requirements planning. centers and consolidated work centers.
Microsoft Dynamics 365 Business Central Capability Guide | 365Solutions 7
Agile Manufacturing - Plan rush hours, make
exceptions and handle last-minute changes to
your processes with multiple planning options.
All Manufacturing Modules:
Microsoft Dynamics 365
Business Central
Capability and Toolset Guide
To see the power of this solution, you can request tailored Demo for your business.
Contact us to start a conversation and arrange a custom demonstration.
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Microsoft Dynamics 365 Business Central Capability Guide | 365Solutions 8
What is Power BI?
Power BI is a business analytics service that delivers insights to enable fast, informed
decisions. It empowers you to:
• Transform data into stunning visuals and share them with colleagues on any device
• Visually explore and analyze data—on-premises and in the cloud—all in one view
• Collaborate on and share customized dashboards and interactive reports
• Scale across your organization with built-in governance and security
• Make you Dynamics 365 Business Central data available as a data source in Power BI
• Build powerful reports with Business Central data on the state of your business
How does it work with Dynamics 365 Business Central?
Getting insights into your Business Central data is easy with Power BI and the Business
Central content packs. Power BI retrieves your data and then builds an out-of-the-box
dashboard and reports based on that data.
You must have a valid account with Dynamics 365 Business Central and with Power BI.
The Dynamics 365 Business Central content pack provides a dashboard with key financial
data over time, such as earnings versus expenses, operating margin, cash cycle, and more.
Once you download the Power BI Desktop, you can create your own Power BI reports.
Power BI is most powerful with Dynamics 365 Business Central as your ERP, integrated with
Office 365, Outlook, and CRM. It compliments other tools like Microsoft Flow and PowerApps.
Watch Overview
What is Microsoft Flow?
Microsoft Flow is a cloud-based software tool that allows employees to create and automate
workflows across multiple applications and services without the need for developer help.
It turns repetitive tasks into multi-step workflows. To create an automated flow, the user
specifies what action should take place when a specific event occurs. There are a wide variety
of templates for creating workflows that look like this:
What are examples of flows of automated tasks that apply to my business?
• Better track and manage your time and expenses
• Stay connected to what’s happening in the office through notifications
• Streamline your service calls with automatic creation of service tickets
• Stay on top of consulting work by reporting your activities
• Optimize your sales efforts with instant addition of notes or creation of new contacts
Once a flow is built, it can be managed on the desktop or through an app on a mobile device.
Flow integrates with your Microsoft software, including Dynamics 365 Business Central,
Office 365, and PowerApps, and is made more powerful when part of an ERP system that
includes Power BI.
What is PowerApps?
PowerApps is Microsoft’s way of enabling non-developers to build functional applications
without writing any code. It comes with sample applications as a starting point for building
your own apps, or as a tool for learning how PowerApps works.
You can build apps fast with a point-and-click approach to app design. You can choose from
a large selection of templates or start from a blank canvas. Your apps easily connect to data
and use Excel-like expressions to easily add logic. You can publish your app to the web, iOS,
Android, and Windows 10. It’s that easy.
Developers will like the pro-developer extensibility, which is natively built into the platform.
This allows them to seamlessly extend app capabilities using Azure Functions or using
custom connectors to connect to custom or legacy systems.
How is data stored and what data can we use?
With Common Data Service for Apps built in, you get a powerful data service with rich
customization, business logic, and security capabilities. Your data is stored in a standard
format through the common data model so it’s ready to go and easy to use.
Data is at the core of every app. We make it easy to get your data into your apps with more
than 200 connectors for many popular cloud services and even your on-premises data. Here
are some of the tools and software with which PowerApps connects data:
PowerApps is made most powerful when you have Dynamics 365 Business Central as your
ERP system and you utilize all its integration capabilities with Office 365, Outlook, Excel,
CRM, and the other two tools in the Microsoft Power Platform: Power BI and Microsoft Flow.