Why Upgrade To Microsoft Business Central?

Consider upgrading your software if it isn’t delivering the speed, efficiency, and productivity you’ve grown to expect. If data processing and security features are causing problems and making your system exposed to hackers and incursions, it’s time to start over with new software.

Now is a great time to review your system, whether you’re an existing NAV and Dynamics D365 user or looking for a new modern fully integrated cloud based business management system to replace your existing non-integrated applications.

Expandable, intuitive, and integrated with the rest of the MicrosoftOffice365 tools. These are just some of the benefits of upgrading to Dynamics 365 Business Central. It is an all-in-one business management platform that combines accounting, sales, supply chain, warehouse management, intelligent reports, operation, project management, and service and manufacturing if required. Power BI is integrated across the platform to generate real-time and actionable insights from every business operation.

Furthermore, the user interface has been improved and can now be customised to provide access to additional features as and when required. Dynamics 365 Business Central is a comprehensive and customised cloud-based software that includes all of Dynamics NAV’s functionalities and features. Since its inception, Microsoft has dedicated significant resources to D365 BC, and has already laid out a roadmap for future growth, transfer, integration, and augmentations in order to make it an end-to-end solution for all elements of business operations and procedures.

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Microsoft Dynamics 365 Business Central Capabilities For Sales Management

Microsoft Dynamics 365 Business Central is a modern comprehensive business management system that helps you run your complete end to end business processes using a single system. 

As it is cloud based it is ready to use anytime anywhere, and very easy to roll-out and start using.

As there is also a seamless integration with the rest of the Microsoft Office productivity tools such as Outlook, adoption of the system throughout the organisation is fast.

In this article we will cover its capabilities for Sales Management, some of the other capabilities such as Financial, Inventory & Warehouse, Project, After Sales Service and Manufacturing will be covered separately.

Please book a demo to learn more.

Sales and Marketing:

1.Contact Management :

Keep track of all your contacts and tailor your approach to them. Document contact information for all business relationships, as well as the specific people associated with each contact. If you enter duplicate contact information, you will be informed. By classifying your contacts based on weighted profiling questions, you can get a clear picture of prospects and customers (assign the weights of two questions to identify the value of a third question). Customers can be divided into ABC segments, and this module can even be used to rate them. Utilise the data to target contacts for campaigns. Provide quotes to prospects and develop sales materials for specific contacts.

2.Campaign Management :

Prepare campaigns for contact segments based on reusable criteria, such as sales, contact profiles, and interactions, and reuse existing segments. Convert these interactions into quotes and orders quickly and easily straight from your Outlook 365 integration with business central.

3.Interaction and Document Management :

Document interactions with your contacts, such as phone calls, meetings, or letters, and attach documents like Word, Excel, or TXT files. Other interactions, such as sales orders and quotes, can be automatically logged and revisited if necessary.

Integration with OneDrive also makes it easy keep all your documents in one central place for easy sharing and finding.

4.Email Logging for Microsoft Exchange Server :

Keep a record of all inbound and outbound email messages sent via Business Central or Microsoft Outlook. Logging can be done manually or automatically. To keep email messages in their organic environment and to make administration easier, use a server-based solution with Microsoft Exchange Server.

As the integration is also seamless you can carry out many of the actions such as create a new contact, opportunity, sale etc straight from Outlook 365 to save time.

5.Opportunity Management :

Maintain a record of sales opportunities. To gain an overview of and manage your sales opportunities, divide your sales processes into stages to help improve conversion rates.

6.Microsoft Dynamics Sales integration :

For even deeper CRM functionality you can integrate Business Central with Dynamics 365 Sales

Integrating Business Central and Sales enables further functionality for a more efficient lead-to-cash process and allows users to make more informed decisions without switching products. Improve lead-to-cash flow efficiency by ensuring tight integration between accounts and customers and adding cross-product features.

Sales and Delivery:

1.Sales Invoicing:

Create, post, and print sales credit memos and customer invoices.

2.Sales Order Management:

Manage sales quotes, blanket sales orders, and sales order processes. Develop partial shipments, ship and invoice separately, create prepayment invoices for the sales order, and use quotes and blanket orders.

3.Sales Line Pricing and Discounting:

Maintain flexible item pricing and discount structures that distinguish between special agreements with customers and customer groups and are influenced by parameters such as minimum quantity, unit of measurement, currency, item variant, and time period.

When the sales order meets the conditions you specify for sales prices, offer the lowest price on sales lines. 

Using the sales price worksheet, update the price agreements.

4.Campaign Pricing:

Connect sales prices and sales line discounts to sales campaigns to provide customers and contacts in campaign segments with special pricing and discounts. Set the timeframes for which prices are valid. Campaign pricing and discounts should be applied to sales and service orders.

5.Sales Invoice Discounts:

Automatically calculate invoice discounts. Set up as many invoice discount terms as you want, including a minimum amount, discount percentage, and/or service charge. The discount is calculated on the individual item lines and is applied to the invoice’s net total. Calculations can be performed in both domestic and foreign currency.

6.Alternative Shipping Addresses:

Set up multiple ship-to addresses for customers who receive goods from multiple locations. The person who creates a sales order or invoice can specify where it should be sent.

7.Sales Return Order Management:

Generate sales return orders to reimburse customers who received incorrect or damaged items, then receive return items for the orders and link them to a replacement sales order. Make a partial return receipt or combine multiple return receipts into a single credit memo.

8.Bulk Invoicing from Microsoft Bookings:

Bulk invoicing for bookings is possible for businesses that use Microsoft Bookings in Office 365. The Un-invoiced Bookings page in Microsoft Dynamics Business Central displays a list of completed bookings for the company. You can quickly select the bookings you want to invoice and create draught invoices for the services provided on this page.

Want to explore how your sales team can benefit from Dynamics 365 Business Central?

Connect to us now!

fast track offer

Microsoft Business Central ERP FastTrack Offer

Successful businesses are the ones that see change and adapt.

Implementing a modern ERP Business Management system from a global market leader helps organisations to navigate these changes and build a more resilient business. CRM Online believe the start of this journey should be painless so have developed, and are offering, a FastTrack process to deploy Microsoft Business Central Cloud ERP business management system with a 7 day go-live plan for as little as £5,995 + vat.

Business Central FastTrack Offer

Replacing your old business management system with a modern ERP system does not need to be painful and slow. CRM Online have developed a proven FastTrack process for implementing Microsoft Business Central Cloud to have your business management system live within 1 week 

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The Business Central FastTrack package includes most of modules you will need to run your business

Our 7-day implementation & Training plan includes a fast and guaranteed go-live plan to help you start using the new business management system within 7 days.

Please click here for further information and also to book an analysis and demo. 

Top 10 Key capabilities of Dynamics 365 Field Service

The Dynamics 365 Field Service business solution enables organisations to provide onsite service to customer locations. The app integrates workflow automation, scheduling algorithms, and mobility to prepare mobile workers for success when they’re on the job solving issues for customers.

Industries such as manufacturing, utilities, health care, equipment maintenance etc, and many others benefit largely using dynamics 365 field service.

The Field Service application aids in the execution of the following:

  • Boost first-time fix rate.
  • Finish more support calls per technician per week.
  • Handle follow-up work and take advantage of upsell and cross sell opportunities.
  • Minimise transit time, mileage, and vehicle wear and tear.
  • Provide optimal solutions for customer issues.
  • Convey precise arrival time to customers.
  • Provide exact account and equipment history to the field technician.
  • Keep customers up to date on the progress of their service call and when it’s solved.
  • Plan onsite visits when it’s comfortable for the customer.
  • Eliminate equipment downtime through preventative maintenance.

Field service key capabilities are:

1.Work orders:

In Dynamics 365 Field Service, a work order includes information on the work that has to be done. It’s utilised to plan and organise resources and activities. It can be used for a variety of tasks, including installations, repairs, and general maintenance.

A work order is usually generated from a case or opportunity. It is then programmed either manually or using the schedule assistant. A manager reviews and approves the job once it is completed.

2.Scheduling and dispatch tools:

To manage customer service resources and equipment, visualise onsite schedules, and streamline service schedules through efficient routing and resource skill matching.

3.Communication tools:

To improve communication among customer service representatives, dispatchers, field technicians, customers, and other stakeholders.

4.Mobile app:

An efficient mobile app that helps technicians through schedule updates and maintenance work.

5.Asset Servicing:

Ability to keep track of customer equipment and service history.

6.Agreement and preventive maintenance:

Preventive maintenance is achieved by automatically generating regular maintenance appointments.

7.Inventory and purchasing:

Inventory, purchasing, and returns capabilities are available to effortlessly handle truck stock, purchase order requests, fulfilment, and product returns.

8.Inventory and purchasing:

Billing tools enable us to create bills depending on the products and services delivered to customers.

9.Time tracking:

To assist you in keeping track of how your resources spend their time, whether they’re commuting, taking a break, or working.

10.Analytics and insights:

Analytics for reporting on top performance indicators for managing work orders, planning activities, and working closely with the customers.

Want to know more about Dynamics 365 Field Service connect to our experts now.

Dynamics 365 Sales – Revolutionizing the future for sales

Dynamics 365 Sales – Revolutionizing the future for sales

As Hybrid working is the new normal, the demands to access real time information anytime and from anywhere is also now the new normal. This change is here to stay and means that companies who want to remain competitive need to re-evaluate their strategy around people, processes and technology. They need to become Modern & Agile for the decade ahead.

Companies who have embraced this change have seen great growth in sales, but are also experiencing operational challenges to meet this increased demand. They have had to break down even more the physical silos that exist between their teams, their technologies, their clients, suppliers and stakeholders.

The use of modern and agile technologies has helped to overcome these challenges to allow the same data and real time information to be used across different departments, companies and externally with clients and suppliers. It has allowed organisations to create efficient and productive customer engagements and removed the barriers that exist between business apps, productivity tools and collaboration.

Microsoft Dynamics 365 supports this change and provides the business tools needed for modern and agile. It provides not only the prerequisites of real time information that can be accessed by our internal and external teams anytime and anywhere but intelligence and ease of use for all our teams.

What does this mean when we construct and refine Dynamics 365 Sales app?

Microsoft’s strategy is to create business apps which are data-driven, intelligent, and collaborative. Wave 2 upgrades for Dynamics 365 Sales 2021 consist of three main categories :

1.Conversational intelligence will help you close more deals. Assuring that we provide people with relevant, productive experiences that thrill them.

2.Better collaboration throughout the team with experiences that surface context and enable easy action and history recording wherever people work by collaborating anywhere and anytime.

3.Improve individual productivity that impacts overall productivity of the team to increase efficiencies and effectiveness throughout the organisation. Prioritization, planning, and tracking are all taken care of for you, whether you’re at work or on the road.

Close more deals in shorter time period with conversational intelligence:

Sales can focus on efficiently responding to purchase signals to maximise that client moment, thanks to advancements in conversational intelligence. No more post-call selling remorse due to a missed trigger. For example, sales can rapidly examine a summary of the last conversation, action items, and scan highlights as they prepare for calls. Sellers may simply make calls while having access to business data and taking notes as the call is being transcribed using Microsoft Teams within Dynamics 365. Any business-critical information shared during the discussion is recorded, underlined, and action items are suggested. With all of these techniques, this strategy is far more beneficial than having this conversation solely through Teams, and even more effective than doing it in person. There will be less missed follow-ups or unfulfilled promises to customers that help build a better customer relationship.

Higher personal productivity :

The more data-driven a sales person is, the more possibilities they will have to work on the most important deals to complete. And who wouldn’t want to spend less time entering data and more time being more productive in client interactions? Work items are prioritised based on AI in Dynamics 365 Sales, so sales know what measures to take and when. Contact information from Outlook emails and meetings is automatically imported into Dynamics 365 Sales, allowing sales to quickly find new leads and build their networks. You can keep track of everything with the built-in Outlook and Teams connection in the intuitive mobile-friendly user interface, which allows you to check up on action items and change records while away from your computer, so you don’t miss a beat when you’re on the road. All of this is incorporated into sales KPIs and management dashboards, allowing sales teams to make more data-driven decisions and achieve better results.

We’ve been on an amazing journey with our clients, assisting them in transitioning their business apps from record-keeping systems to intelligent applications which use data and collaboration to drive action. We are really looking forward to continuing on this path as we melt the borders between business apps, collaboration tools, and productivity apps so that we can provide each user with exactly what they need, when they need it, to help them achieve better business outcomes.

Learn more on how Dynamics 365 Sales will help in improving your business.

The 6 secrets of growing your manufacturing business in 2017

CRM Online have put together a Manufacturing Whitepaper called “The 6 Secrets of Successful Manufacturing Businesses”

CRM Online is supporting fund raising for Lotty Richardson

Are you using these secrets to grow your manufacturing business?

  • The “Big Why” and how this soul-searching transforms your business
  • Do you constantly review the #1 Secret?
  • How the Culture of your business determines your success – discover your ’12 Culture Points’
  • Are your key people reacting to the Intelligence in Secret #5?
  • Being proficient in ‘intangible’ and ‘tangible’ strategies
  • Utilising technology to strengthen your Information and Intelligence

Claim your FREE copy today

To receive your free copy of our latest whitepaper – please go here now Whatever your manufacturing niche or size of organisation, the pace of change faced by leaders to run a successful and profitable business is an everyday challenge.

This is why…

We have put our time and effort into researching the “DNA” of successful manufacturing businesses and now we’re ready to share this with you.

You see…

Regardless of the level of success of your business, it’s vital you’re always on the leading edge and taking on-board best practice from the marketplace. The whitepaper shares the product of our research and the latest attributes of what leading manufacturing companies are doing right now.

What to do now

To receive your copy of the whitepaper – please go here now

We look forward to hearing your thoughts