Part Two in the Sysco Dynamics 365 Business Central blog series focuses on the updates to the User Experience – experienced users of Dynamics NAV will notice a fresh new look to the interface, as well as enhanced productivity features and better accessibility across Desktop, Mobiles and Tablets.
To quote Microsoft, “In the October ’18 release, Microsoft Dynamics 365 Business Central receives a refreshed desktop experience. Business Central accelerates productivity through powerful new features for working with lists as well as the evolution of Page Search.” so lets take a look at what that means.
The Desktop Interface
As mentioned, with Business Central Microsoft have totally refreshed the look of the user interface. Taking the best bits of NAV tweaking them and adding improved productivity features throughout. The focus is on your data – improved layouts with better utilisation of screen space, better data visibility and readability and a much improved navigation experience through the entire application. Cards / Detail Pages have received a new look and feel also, completing the visual refresh of the application.
The User Experience
With the new experience, Business Central users get a more streamlined navigation with the back button displayed prominently on the left of the page and with special dynamic system commands occupying the middle section. These elements move the navigation closer to users, allowing them to stay focused on the data and task at hand.
Multiple elements related to lists, lookup windows, and grids have been refreshed to align with the rest of the product and with the aspiration of Business Central to be modern software for the cloud and on-premises.
With the new command bar in Business Central, users can now be more productive with larger screen estate devoted to their business data, reducing space used previously for menus and ribbons. Those new elements of the user interface are fully flexible and dynamic – only show features and options that users need at any given time while consuming less space on the screen.
All the lists in the product feature now a new, refreshed layout with more flexible grid customisation, tile view available everywhere and with quick access to search and view. This allows users to get better and faster access to the data whenever it is needed.
Access from Anywhere
Users of Business Central are able to remain productive and engaged at their desks or on the go, regardless of the device, platform, or form factor (laptop, desktop, tablet, phone).
Business Central is a modern business solution from Microsoft that not only brings the full power and heritage of Dynamics NAV to the cloud but also enables modern businesses to compete much easier in the all-connected world and deliver on digital transformation.
Microsoft Dynamics 365 Business Central is a business management solution for small and mid-sized organisations that automates and streamlines business processes and helps you manage your business. Microsoft Dynamics 365 Business Central is the new name for Microsoft Dynamics NAV 2018.
Highly adaptable and rich with features, Business Central enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more. Sysco Software Solutions help companies add the functionality they need, relevant to UK and Irish operations supporting even highly specialised industries.
In this blog series, we take a closer look at the great new functionality and features contained within Microsoft Dynamics 365 Business Central across the implementation and configuration of Business Central as well as the day-to-day usability innovations included as standard. Specifically, we look at the features planned for release in Microsoft Dynamics 365 Business Central between October 2018 and March 2019.
What to expect in the blog series?
IN THIS POST: Moving forward Dynamics NAV is now Dynamics 365 Business Central
An All-Refreshed Desktop Experience
Introducing Tell Me
Lists and Row Enhancements
Enhanced Power BI Embedded Experience
General Application Improvements across Finance, Sales & Purchasing
Late Payment Predictions
The Intelligent Edge for Microsoft Dynamics NAV
As always, a quick note that our blogs describe functionality that may not have been released at the time of writing. Delivery timelines and projected functionality may change and some features may not make it into production versions of Business Central.
Microsoft Dynamics 365 Business Central
Moving forward Dynamics NAV is now Dynamics 365 Business Central
If we look back to October ’18, Microsoft Dynamics NAV official transitioned (in name only) to Microsoft Dynamics 365 Business Central on-premises.
As we mentioned, this was essentially a name change since Microsoft Dynamics NAV and Microsoft Dynamics Business Central share the same code base. What this means for customers moving from Microsoft Dynamics NAV to Microsoft Dynamics Business Central is that it is, in most cases, simply a case of upgrading from NAV > BC.
In doing so, they receive the new, refreshed and highly productive user experience of Business Central, and the name of their product branding changes from Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central.
It’s available across all devices.
A Hybrid Deployment Option – You Choose.
Dynamics 365 Business Central is first and foremost a cloud-first service. However, customers who need to run their workloads on-premises or on the intelligent edge connected to the cloud can breathe a sigh of relief as they can now do so.
With Dynamics 365 Business Central, once customers sign up for the service in the cloud, they have the option to deploy it locally to their choice of hardware. While running Business Central on their own hardware, customers will have a tenant in the cloud, and the data from the customers’ hardware will be replicated to the cloud for intelligent cloud scenarios.
At all times, customers are informed of their “replication success rate” so when they’re ready to transition completely to the cloud, it’s a simple step. The customer has the ability to see the details behind their replication success rate by drilling into the details and see the tables that have not replicated successfully.
The customer data is always uploaded to the cloud from on-premises (customers can opt out if desired) to bring the intelligent cloud capabilities to the Business Central deployments on the intelligent edge.
Speak with a Sysco Account Manager for more information regarding the intelligent cloud – we will also be releasing a full featured article on this topic in the coming weeks.
Left to Right: Kevin Kelly, Digital Lead – Health Business Services, Jane Carolan, National Director – Health Business Services, Vincent Fitzpatrick – Microsoft Dynamics 365 / CRM Commercial Lead at Sysco Software Solutions
Health Business Services (HBS) and Sysco Software Solutions.
A Digital Transformation in Customer Service Delivery
Health Business Services (HBS) is the business division of the Health Service Executive (HSE). Since 2014, HBS has been mandated to provide its services across the full HSE health portfolio and is the global business services provider for all publicly funded health and social care services in Ireland.
The current HBS strategy aims to significantly modernise the operational infrastructure that supports continually evolving frontline health and social care services, through delivery of business-critical support services across Finance, HR, Procurement, Estates and HR/Payroll Systems & Analytics.
“We work actively with our business partners to deliver our services when they need them. Having digital connections is core to delivering many elements of the HBS strategy. The Microsoft Dynamics 365 CRM and Case Management solution will have a very positive impact for our customers and their interactions with us.”
Jane Carolan, National Director – Health Business Services (HBS)
“To support our current three-year strategy, HBS is improving its business partnership approach through the introduction of customer relationship management software to transform key service elements through digital technology.”, said Kevin Kelly, Digital Lead at HBS.
Kevin continued, “In the absence of a single centralised CRM solution, HBS business units use a variety of disparate ICT and manual case management systems to record and manage customer interactions. This makes it very difficult to develop a 360o view of our service delivery across the various HBS business units.”
Sysco Software Solutions are a Microsoft Gold Partner and Ireland’s largest dedicated Microsoft Dynamics partner. Sysco Software Solutions have accrued years of expertise in delivering projects of strategic importance within healthcare and wider public sector.
Sysco’s extensive knowledge of Microsoft Dynamics enables public sector organisations, such as HBS, to harness and modernise the management, monitoring and reporting of the data they collect. Sysco Software Solution’s key competencies include case and contact management, accounts and financial management and the creation of self-service web portals.
“Sysco Software Solutions demonstrated a comprehensive knowledge of the technology and communicated how it would meet HBS’ stated business requirements.” said Kevin Kelly.
He continued, “From the outset, Sysco quickly embraced HBS’ vision for the CRM solution. They have provided relevant resource and expertise, not only in terms of the core software development and day to day project management, but also to support the many conversations and decisions that are needed around the edges of the project to ensure that the Microsoft Dynamics 365 solution is woven into the overall technology fabric of HBS and indeed the wider HSE.”
Vincent Fitzpatrick, Microsoft Dynamics 365 / CRM Commercial Lead for Sysco Software Solutions added, “The Microsoft Dynamics 365 CRM and Case Management Solution will be utilised by HBS business units to manage their workloads more effectively. Reducing administrative burdens, eliminating duplication of work and delivering an effective reporting suite will deliver improved productivity and provide transparency to business partners along with global visibility of service delivery to HBS senior management.”
The primary goal of the system is to facilitate an enhanced business model which is responsive to specific business partner needs, while providing HBS with a consolidated view of its customer interactions.
In line with HBS’ ambition to digitally transform its business operations, Microsoft Dynamics 365 as implemented by Sysco Software Solutions will provide better accessibility for HBS customers and business partners to its business services, utilising self-service and mobile technologies.
“The Microsoft Dynamics 365 CRM and Case Management Solution will be utilised by HBS business units to manage their workloads more effectively. Reducing administrative burdens, eliminating duplication of work and delivering an effective reporting suite will deliver improved productivity and provide transparency to business partners along with global visibility of service delivery to HBS senior management.”
Vincent Fitzpatrick, Microsoft Dynamics 365 / CRM Commercial Lead for Sysco Software Solutions
Sysco Software Solutions and Microsoft Dynamics 365 for Public Sector Service Delivery
Sysco Software Solutions is one of the top 5% of Microsoft Dynamics partners worldwide and are Ireland’s largest dedicated Microsoft Dynamics partner for Customer Relationship and Enterprise Resource Planning Software.
Sysco Software Solutions public sector offerings include:
Health Business Services (HBS) is the business division of the Health Service Executive. HBS is mandated to provide its services across the full health portfolio and since its establishment in 2014 it has been the global business services provider for all publicly funded health and social care services.
Sysco Software’s Microsoft Dynamics 365 & NAV Managed Service implementation to transform Securitas Financials, Business Insights and Customer Service
Sysco Software Solutions are delighted to announce their status as official Microsoft Dynamics 365 NAV provider to Securitas; with a full cloud ready, managed service implementation of Microsoft Dynamics providing a platform for growth across their business accounts and Financials, Contract Management, Business Analytics and Customer Service applications.
Securitas is a world-leading provider of bespoke security solutions with offices located worldwide. Securitas Ireland were looking to move away from their legacy on-premise accountancy package and migrate their systems to the Microsoft Dynamics 365 Cloud Managed Service offered by Sysco. Microsoft Dynamics 365 NAV allows Securitas Branch Managers to increase visibility of their supply chain, control the purchasing processes and maximise revenue opportunities – remotely and on any device.
Shane Lambert, Financial Controller of Securitas Ireland commented, “The Microsoft Dynamics 365 NAV system has made Securitas more efficient and effective in how we work. The great thing about NAV is that it can be tailored to your business needs and Sysco have been great in delivering exactly what we needed from day one. We have already seen improvements in our cashflow and we will see further improvements down the line in our controls and processes.”
Niall Morgan, Microsoft Dynamics ERP Commercial Lead at Sysco Software Solutions added, “Securitas Ireland have seen huge efficiencies in all areas of their month end processing, including the emailing of customer documents and the electronic payment of vendor payments”.
Niall continued, “In addition, Securitas have invested in the Microsoft Azure Cloud platform with Sysco’s own Azure Managed Service team taking responsibility for the hosting, support, uptime and backup of their Microsoft Dynamics 365 NAV system and providing a ‘one stop shop’ service”.
Shane Lambert continued, “Sysco have been great to work with from the start, the support we receive from the guys is second to none. The project went smoothly and that was down to their knowledge of NAV and the experience they have gained in our industry.”
Karl Donnelly, Microsoft Azure Cloud Lead at Sysco Software Solutions added, “Securitas are now Live on Sysco’s Microsoft Dynamics NAV / Azure Managed Service Infrastructure. The migration to the cloud and the project itself was very smooth one with Securitas already making use of the scalability and high availability of features which means zero downtime whilst production servers are being updated. This empowers Securitas to concentrate on what matters most – their business.”
Additional benefits will be seen later in the year when Securitas integrate their Service Contracts in Microsoft Dynamics 365 NAV with their industry specific chosen workforce management solution.
As anyone within financials will know, there has been a lot of talk surrounding “Making Tax Digital” – but are these regulatory changes supported by Microsoft Dynamics NAV / 365 Business Central?
What is “Making Tax Digital”?
Every business now has access to their own personalised digital tax account and these are being regularly expanded and improved upon. It is HMRC’s ambition to become one of the most digitally advanced tax administrations in the world, modernising the tax system to make it more effective, more efficient and easier for customers to comply.
When does it come into effect?
Businesses in Northern Ireland will not be mandated to use the Making Tax Digital for Business system until April 2019 and then it will only to meet their VAT obligations.
Making Tax Digital will be rolled out in phases – or rather – enforcement of different aspects of this initiative will happen over time.
Microsoft’s commitment to Microsoft Dynamics NAV / 365 Business Central MTD Compliance
Microsoft are working to ensure that the supported UK versions of Microsoft Dynamics 365 Business Central, as stated in the Microsoft Lifecycle Policy, will comply with the Making Tax Digital initiative.
Microsoft Dynamics already support submitting VAT reports electronically. However, at the moment the technical requirements of the initiative are unclear, as such, Microsoft are in dialog with the HMRC and advisory groups in the UK to ensure that their products functionally support Making Tax Digital before it takes effect for businesses.
Here are some of the frequently asked questions we get on Making Tax Digital from our customer and partner communities:
Microsoft Dynamics NAV is a complete enterprise resource planning (ERP) software solution for mid-sized organisations that is fast to implement, easy to configure, and simple to use. Right from the start, simplicity has guided, and continues to guide, innovations in product design, development, implementation, and usability.
Synchronising vendors with Lexmark ICS for better OCR results
Preconfigured Excel reports
Cancel or correct job related posted invoices
Bulk posting of orders, invoices and credit memos
Change global dimensions improvement
Intrastat reporting improvements
Submission of EC Sales List with more than 9999 lines
Posting directly to general ledger accounts from documents
Enhancements for North America Electronic Funds Transfer (EFT) functionality
Address validation in the UK
Retrieve customer, vendor and contact name and address from VAT Registration Number [UK only]
Migration from QuickBooks
Bulk invoicing from Bookings
Setup & Extensions
The Setup and Extensions button provides a single place for settings. This new set of options has been added for the
Business Manager and Accountant Role Centers. From the list of actions, you can open setup pages, either assisted or
manual, and you can open setup pages for service connections and extensions. Third-party extension providers can add
their actions to the list.
In the Manual Setup action group, each action refers to an area, such as General, Finance, and System. The row for each
setup page has keywords allowing you to both search across setup pages and to filter the list to only see setup pages
within a given area.
The new User Tasks allow you to create tasks to remind you of work to be done. You can create tasks for yourself and assign tasks to others or be assigned a task by someone else in your organisation.
If you want to bulk delete all or some user tasks, you can use the Delete User Tasks report. In the request page, you can set filters to determine which tasks must be deleted.
Employee ledger entries
In general journal lines, there is a new account type and new balancing account type, Employee. Posting a general journal line with Employee as account type or balancing account type will generate an employee ledger entry.
When posting a general journal line for an employee, the Document type field must be either blank or set to Payment.
You can also post payments against employees from payment journals. On payment journal lines, there is a new account type, Employee. You can use this account type to post a payment to an employee. You can apply payments to an employee ledger entry either via the Applies-to Doc. No. field on the payment journal line or by choosing the Apply Entries action on the employee ledger entry. You can un-apply payments from employee ledger entries. Do this by choosing the action Un-apply Entries on the employee ledger entry.
The Image Analyser extension uses powerful image analytics provided by the Computer Vision API for Microsoft Cognitive Services to detect attributes in the images that you add to items and contact persons, so you can easily review and assign them.
Contact persons Recognise a person’s gender, or age.
Items Identify attributes like type and colour. For example, whether it’s a table or a car, or red or blue. Image Analyser suggests attributes based tags that the Computer Vision API finds with a confidence level.
Power BI reporting
Dynamics NAV provides Business Intelligence in the place and time you need it. With the new Power BI reporting control, you can gain awareness to your Power BI reports by making them visible from within the most highly-used lists in Dynamics NAV.
Not only are you able to view Power BI reports you select, but you can also interact and filter the reports by selecting records from the associated list page.
If you use Azure Active Directory as your authentication method, connecting with Power BI is simple. No more manually finding and entering connection information. Just sign in with your Azure Active Directory name and password and we’ll do the rest. During the sign in process, the Dynamics NAV connector will auto discover any tenants you are associated with and automatically create the connection to them. That’s it!
Updated integration with Dynamics 365 for Sales
Connect to your Dynamics 365 for Sales solution in a few easy steps. The assisted setup helps you synchronise your data across the two apps, including sales orders, item availability, units of measure, and currencies. The existing integration with the app formerly known as Dynamics CRM has been re-branded and simplified to work better out of the box.
To streamline your marketing reporting, you can specify a salesperson/purchaser code for user accounts. When you create sales or purchase documents, the default salesperson/purchaser code is the one specified for your user account. To increase sales people’s productivity in managing opportunities and to provide a more fluid experience for phone and tablet devices, you can set default chances of success in the sales cycle stages in opportunity management.
You can send a sales quote to a contact without having to create them as customers first. Filter exactly which contacts you want to export from a segment and send to a marketing agency. With contact profiling, you can create profiles for your contacts to help segment and classify contacts according to different profile attributes. You can then add these profiles, manually or automatically, by answering user-defined questions for each contact.
You can get sales orders from Dynamics 365 for Sales with write-in products transferred to Dynamics NAV. When transferring write-in products, you can map each product to a specific item or resource in Dynamics NAV.
Sales orders from Dynamics 365 Sales can be automatically converted to sales orders in Dynamics NAV without manual intervention. While transferring sales order from Dynamics 365 Sales, the Name field is transferred and mapped to the External Document Number field on the sales order in Dynamics NAV. Long product and sales order line descriptions from Dynamics 365 Sales are no longer truncated but are transferred to Dynamics NAV as additional sales order lines of type Comment. You can also transfer invoices in foreign currencies from Dynamics NAV to Dynamics 365 Sales.
Synchronise vendors with Lexmark ICS for better OCR results
Take advantage of vendor synchronisation when using Lexmark ICS. This will improve the vendor recognition rate in the Lexmark ICS and allow manual selection of vendors when performing visual training of new invoice layouts.
Vendor information including number, name, address, VAT registration, phone, and bank account data is transferred to Lexmark ICS when synchronising.
Out of the box, synchronisation is not enabled. It must be enabled in the OCR Service Setup window as shown in the second image to the right.
Preconfigured Excel reports
The Business Manager and Accountant Role Centers have a new option in the ribbon for Excel Templates.
From the Excel Templates list, users can choose a preconfigured report that is ready to print from Excel.
Cancel or correct job related posted invoices
In earlier versions, it has been easy to cancel a posted sales invoice, such as if you made a mistake like forgetting to specify a discount or choosing the wrong dimensions. However, it was less straightforward to cancel invoices that you created based on planning lines of the type Billable. If you spotted a mistake, you had to open the Job Planning Lines page, add lines with negative values for the lines that you wanted to cancel, and then use the Create Sales Credit Memo action.
In Dynamics NAV 2018, we’ve eliminated some of the steps. Now you just choose the Cancel or Correct actions on the posted invoice and a credit memo will be created. The job planning lines will be created automatically in the background. Remember, though, that you may need to review the planning lines later if you decided to modify a corrective invoice. You are not allowed to post corrections for jobs that have the status Blocked.
Posting setup improvements and missing posting notifications
You can now see a visual indication of mandatory G/L accounts that must be set to cover most of your scenarios related to specific posting setup. For example, in Inventory Posting Setup, you’ll see the Inventory Account having mandatory asterisk, while in General Posting Setup, the Sales and Purchase accounts.
Open posting setup cards to see only accounts needed for features you’ve enabled. For example, if you don’t have the payment discounts posting feature enabled, your payment discount G/L accounts won’t clutter your view while setting up general posting.
A new smart algorithm suggests posting setup accounts on posting setup lists. Simply add combination of posting groups you want to set and click Suggest Accounts. The algorithm will analyse existing posting setup you already have and suggest G/L accounts from similar posting setup. You can however disagree with the suggestion and change it to fit your needs.
Better control of deleting posting setup has been added. If you have posting setup used somewhere, you can check to see if it is already being used somewhere by inspecting the Used in Ledger Entries field. You can also get notified while preparing a document that posting setup is missing which removes frustration at moment of posting.
Bulk posting of orders, invoices and credit memos
Are your sales going so well that you can’t process the avalanche of invoices fast enough? Is this luxury problem becoming a drain on resources? No worries, now you can process batches of orders, invoices, or credit memos in one go by choosing the documents, and then choosing Post selected.
Change global dimensions improvement
In earlier versions of Dynamics NAV, the Change Global Dimensions report posted one exceptionally large transaction that blocked all activities.
Now, the Change Global Dimensions report behaves as follows:
The whole task is paralleled and executed per table in separate independent background jobs.
Other users can work with read all data in tables that are not involved in the update of global dimensions. Note, however, that all changes to tables in the list are blocked until all of them are completely updated.
Any failed task can be rerun from the place of failure. For example, if a failure occurs when 95% of the records are processed, the rerun task will finish the final 5%.
Posting directly to general ledger accounts from documents
If you need to add an additional fee or service of some kind to a sales or purchase document, but the item isn’t in your item catalog, you can now add it on the fly in the document and post the revenue to the correct general ledger account from the document lines.
Submission of EC Sales List with more than 9999 lines
You can now submit the EC Sales List report with more than 9999 lines. All you need to do is set a threshold on the number of lines in the VAT report configuration for the EC Sales List report. Set the Maximum No. of Lines field to 9999, and we’ve got you covered. When you submit such large EC Sales List reports, we’ll generate messages and send them to the government gateway. You can see the results of the submission in the Log Entries window.
Intrastat reporting improvements
You can now indicate that you’re required to prepare Intrastat reports and set the default transaction types for normal sales and purchases as well as sales and purchase returns to make your Intrastat reporting faster. Whenever you enter a document that must be included in your Intrastat report, Dynamics NAV uses the default transaction type values from the Intrastat Setup window.
Use the Intrastat Checklist report and see a visual indication of which Intrastat journal lines that contain errors that you must correct before submitting the Intrastat report. You will see the exact details of the error, and you can toggle Intrastat Journal lines to show lines with errors only or all lines.
Enhancements for North America Electronic Funds Transfer (EFT) functionality
Left to Right: Tony Brown (Microsoft Dynamics ERP Commercial Lead, Sysco Software Solutions), Paul McKernan, (Chief Information Officer, STATSports)
Sysco Software Official Microsoft Dynamics 365 Provider to STATSports
Sysco Software’s Microsoft Dynamics 365 cloud implementation to transform STATSports Financials, Business Insights, E-Commerce and Customer Service
Sysco Software Solutions are delighted to announce their status as official Microsoft Dynamics 365 provider to STATSports, with a full cloud ready implementation of Microsoft Dynamics providing a platform for growth across their business accounts and financials, stock management, business analytics, e-commerce and customer service applications.
STATSports is a fast growing, world-leading provider of GPS player tracking and analysis equipment with offices located in Ireland, London and Chicago.
“For a business growing as fast as STATSports, we had many challenges that needed to be addressed. We identified that we needed one system, Microsoft Dynamics 365, to collate, transact and report all of our stock and financial information.” said Paul McKernan, Chief Information Officer at STATSports.
Paul McKernan, CIO at STATSports continued, “From the initial briefings and specifications, it was clear that the team at Sysco Software Solutions clearly understood many of the challenges we had, even those that were quite unique. Sysco understood our business quickly, listened to our requests and then provided solutions. This was a key factor in our decision to aligning our business with Sysco Software Solutions.”
Tony Brown, Microsoft Dynamics ERP Commercial Lead at Sysco Software Solutions added, “STATSports are a unique business, yet there are many synergies between us.” Tony continued, “We both provide business intelligence applications to customers who strive for excellence. Sysco’s implementation of Microsoft Azure, Microsoft Dynamics 365 / NAV and Power BI will deliver to STATSports a platform of agility and insight required for such a fast-growing and successful business.”
Paul McKernan, CIO at STATSports continued, “The foundations we have with Azure, Microsoft Dynamics 365 / NAV and Power BI will allow us to grow and be fully mobile to meet the needs of our worldwide customer base. At STATSports we focus on efficiencies and performance as part of the market we are in but more important to us is to ensure we harness technology to provide the best service to our customers, and we see Microsoft Dynamics and Sysco Software Solutions as helping us do that.”
Established in 1980 in Dublin, Sysco employs over 80 people in Ireland and Northern Ireland delivering service and support from our offices in Dublin and Belfast. Sysco brought Microsoft Dynamics to Ireland, and has the largest client base (over 300 client installations).
Sysco provides software solutions to many organisations, consistently delivering integrated business solutions that work. Sysco view each client as having a full life-cycle from the system consultation stage, through to the final implementation and on-going support, consequently, building a strong relationship and a commitment to serving the client’s evolving needs.
With the Spring ’18 release, Dynamics 365 Business Central brings the full power of Dynamics NAV to the cloud in 14 countries or regions and replaces Dynamics 365 for Finance and Operations, Business edition.
Existing Dynamics 365 for Finance and Operations, Business edition customers will be automatically upgraded to Dynamics 365 Business Central at the next upgrade of their service.
Dynamics 365 Business Central is the next generation of Dynamics NAV, one of the leading Microsoft business application products, which has served 140,000 customers and millions of users worldwide. Dynamics 365 Business Central is an extremely flexible solution, easily adaptable to the needs of geographies, industries, and individual customers.
The key investments Microsoft are making in this release include:
A full suite of application functionality in the cloud.
A refreshed and modern user experience, optimised for insights and productivity.
An extensible platform by using apps from AppSource.
Modern user experience
With the Spring ’18 release, Dynamics 365 Business Central offers a refreshed and modern user experience, optimised for insights and productivity.
Maintain an overview of your contacts, and record your contact information for all business relationships.
Organise campaigns based on segments of your contacts that you define.
Keep track of sales opportunities, section your sales processes into different stages, and use this information to manage your sales opportunities.
Dynamics 365 for Sales integration
Integrate with Dynamics 365 for Sales in a few easy steps to synchronise your data, including sales orders, item availability, units of measure, and currencies. Find Out More
Supply Chain Management
Sales order management
Manage sales orders, blanket sales orders, and sales order processes.
Post sales transactions in journals and manage receivables. Register customers and manage receivables by using general journals.
Track inventory as it’s moved from one location to another, and account for the value of inventory in transit at various locations.
Purchase order management
Manage purchases, blanket orders, and purchase order processes.
Manage inventory in multiple locations that might represent a production plant, distribution centre, warehouse, showroom, retail outlet, or service car.
Manage items on a bin level. Pick and put away items in a bin, and move items between bins by using a report that optimises space usage and picking processes.
Group and track employee information, and organise employee data according to different types of information, such as experience, skills, education, training, and union membership.
Post expenses against employee cards to track and reimburse their expenses.
Register and sell resources, combine related resources into one resource group, or track individual resources.
Monitor resource usage, and get a complete overview of your capacity for each resource, with information about availability and planned costs on orders and quotations.
Keep track of usage on jobs and data for invoicing the customer. Manage both fixed-price jobs and time-and-materials jobs.
Time sheets are a simple and flexible solution for time registration with manager approval, and they integrate with Service, Jobs, and Basic Resources.
Other Features included in Essential Licensing
Switch languages on the client in real time, provided that the desired language is available.
Define a set of reason codes that can be assigned to individual transactions throughout the system, providing user-defined audit trails.
Set up an unlimited number of lines to describe inventory items, resources, and general ledger accounts.
Automatically retrieve the necessary data to report Intrastat information to statistics authorities. Local customs authorities can tell you whether your company is obligated to file such a report.
Synchronise your to-do items and your contacts with your meetings, tasks, and contacts in Outlook.
Service Management & Manufacturing Capabilities under Premium Licensing
Service Order Management
Register your after-sales issues, including service requests, services due, service orders, and repair requests.
Service price management
Set up, maintain, and monitor your service prices.
Service item management
Record and keep track of all your service items, including contract information, component management, and BOM reference and warranty information.
Service contract management
Record details on service levels, response times, and discount levels, and also on the service history of each contract, including used service items and parts and labour hours.
Assign personnel to work orders, and log details such as work order handling and work order status.
Manage service personnel and field technician information, and filter according to availability, skills, and stock items.
Create and manage production orders, and post consumption and output to the production orders.
Create and manage different version of the manufacturing bill of materials and routings.
Plan rush hours, make exceptions, and handle last-minute changes to your processes with multiple planning options.
Basic supply planning
Plan for material requirements based on demand, with support for master production scheduling and materials requirements planning.
Plan and create production and purchase orders, taking into consideration the demand forecast together with the level of available inventory and parameters of requirement planning.
Add capacities to the manufacturing process. Set up routings, and use these routings on production orders and in material requirements planning.
Manage capacity on several levels: on a more detailed level for machine centres and on a consolidated level for work centres.
Take capacity constraints into account, so that no more work is assigned to a work centre than the capacities can be expected to execute during a given time period.
Power BI, PowerApps, and Flow
Dynamics 365 Business Central comes with easy integration with Power BI, PowerApps, and Flow, so that you can configure capabilities and implement business flows without writing a single line of code.
You can personalise Dynamics 365 Business Central by, for example, adding or removing fields. Use the embedded designer to customise the user interface by moving fields or de-cluttering the experience.
What is Microsoft Dynamics 365 Business Central and does it replace Microsoft Dynamics NAV 2017/2018? First I’ll start by explaining the background to the introduction of Microsoft Dynamics 365 Business Central.
Microsoft Dynamics 365 Business Central brings the full power of Microsoft Dynamics NAV to the cloud. As such, Business Central has at its foundation a set of trusted, proven technologies that have served 160,000 customers and millions of users worldwide.
As a single, end-to-end application, Business Central offers:
Business without silos. Unify your business, and boost efficiency with automated tasks and workflows—all integrated within familiar Office tools like Outlook, Word, and Excel.
Actionable insights. Achieve greater outcomes and gain a complete view of your business with connected data, business analytics, and guidance delivered by Microsoft’s leading intelligent technologies.
Solutions built to evolve. Start quickly, grow at your own pace and adapt in real time with a flexible platform that makes it easy to extend Business Central based on your changing business needs.
Crucially, Microsoft Dynamics 365 Business Central runs on exactly the same code base as a traditional on-premise NAV deployment. This ensures complete consistency between on-premise and cloud versions. What that means for you is that you can transition between NAV on-premise and Business Central with relative ease.
What does Microsoft Dynamics 365 Business Central Offer?
For growing businesses, we typically can identify requirements around these three areas:
Connecting Your Business
Make Smarter Decisions
Start & Grow Easily
Connecting Your Business
Organisations who have outgrown their entry level accounting solution typically have issues when connecting different areas of their business together. Let’s take an example:
A company starts with a basic accountancy package.
They add a CRM solution to better manage their customers and opportunities.
As their business grows they decide to add an inventory management software.
As the systems are brought together at different stages of business growth, they won’t necessarily integrate well together. The usual outcome of this is that employees spend a lot of time on manual process and data management.
This is a classic example for growing companies and having witnessed this first hand, we’ve identified clear signs when an organisation is starting to outgrow their existing financial application and is unable to handle that extra growth. These are:
These areas become increasing apparent as an organisation begins to scale their operations, mobilise their workforce and when working with an ageing, legacy ERP software.
How Microsoft Dynamics 365 Business Central helps…
Microsoft Dynamics 365 Business Central brings all of these disparate systems and processes together into a single solution which really serves to enable a company to reduce manual processes and focus on more high value tasks.
Microsoft Dynamics 365 Business Central also includes easy to create workflow functionality. Businesses can easily track cash flows, purchasing, credit authorisations and vendor payments – all with an audited trail and enterprise level security.
A word on Mobility
For many businesses, bring able to access their ERP software on mobile devices is important. With Microsoft Dynamics 365 Business Central business users will have access to a fully mobile enabled user interface across desktop, laptop, tablet or phone – Windows, Apple or Android. You’ll see one version of the truth wherever you go, not limited by functionality or report type.
Integration with Outlook
Business Central integrates with Microsoft Office & Microsoft Outlook. For users who use Outlook and Office regularly, this means that they never have to leave those applications to process a quote, a purchase order or submit an invoice. Microsoft Word can be used to customise quotes, invoices and other outgoing documents. For more complex tasks, Excel has a live data set view to update items, sales orders / purchase orders with immediate synchronisation back into Business Central!
Making Smarter Decisions
Organisations typically need to improve their ability to make better, more informed decisions.
The problem is that in many instances their current solutions are disconnected so it is very difficult to get accurate reporting across the company that they can leverage to make the RIGHT business decisions.
Business Central includes all of the functionality required in one solution. It is much easier to get the information you want out of the system, spot trends, prevent issues from occurring and deliver great customer experiences from day one.
Business Central and the Microsoft Stack enables organisations to take reporting to the next level by leveraging the features of Power BI.
Companies need a solution that’s easy to setup and get up and running with. They don’t want to waste time learning new software or importing their data from one solution to another – or indeed managing the costs and burdens of hardware and software replacements.
Business Central provides in-product wizards to guide you through normally complex and laborious tasks such as data imports.
In-product tutorials provide a go-to resource on exactly how to use a particular feature. You can dip in and out of this resource as you need it and because Business Central is delivered as a SaaS model, you don’t need to worry about hardware or upgrades.
Microsoft Dynamics 365 Business Central will be generally available on April 2, 2018 in 14 countries – United States, Canada, United Kingdom, Denmark, Netherlands, Germany, Spain, Italy, France, Austria, Switzerland, Belgium, Sweden, and Finland.