To stand out from the competition and enhance your market presence, your company needs to make the best out of the new business opportunities and build valuable and long term relationship with customers. Microsoft Dynamics 365 Business Central is a comprehensive and flexible solution that supports financial management, sales and service, and is ready to work from day one.
Integrate Business Central (former Microsoft Dynamics NAV) with Microsoft 365 (former Office 365) to gain more benefits and increase efficiency like never before.
We will cover scenarios that illustrate how the unique capabilities of Microsoft’s products make business owners, sales representatives, and accountants more productive – ultimately improving customer experiences and company performance.
Using stand-alone systems hinders the success of your business.
If you manage your own business activity, you frequently begin your work-day as early as at home, viewing and sorting emails in your inbox. You know your every customer and vendor as you have been responsible for your business from the very beginning. All the time, as a business owner you are involved in current operations and daily tasks. However, as your company grows, you have to cope with more business processes and their complexity.
Each email you get from your customer or contractor, adds new tasks to your list. Usually this means transitioning to a new, more complex business solution. In their daily work, your employees use a variety of tools and applications. Using accounting software, they issue documents and invoices. Your contacts and leads are managed within the CRM system. Maybe, you have also decided to implement a solution that optimizes your manufacturing processes and inventories.
Switching back and forth between separate, stand-alone solutions takes time and often requires duplicate data entry. Lower efficiency can substantially hinder your business growth and expansion.
To maintain fast-paced growth, it is worth considering replacing your existing business solution with a more advanced and efficient one. With Dynamics 365 Business Central, you can manage your administrative tasks quickly and seamlessly. Thanks to a complete and real-time insight into your operations, you can spend more time on managing your customers and enhancing mutual relationship. Let’s dive into how Microsoft solution can help you.
Take your business to new heights
Reinvent productivity with Microsoft Dynamics 365 Business Central and Microsoft 365 / Office 365
Microsoft’s products offer outstanding capabilities in terms of process and tool standardization and data consolidation. Using these products, your employees connect these processes, data and tools.
This however means that they lose a lot of time by switching between applications, copying, pasting and deleting data, which indeed increases the probability of making an error and decreases productivity.
If you decide to choose Microsoft business solutions, business performance and service quality will definitely improve. Never before, was data, processes and tools so much integrated.
Benefits of integration of Business Central with Microsoft 365 / Office 365
- Drive productivity without the need to switch between applications and save more time.
- Improve collaboration and communication by broadening visibility of internal actions across the organization
- Accelerate user adoption and reduce training time with a seamless user experience
In the following scenarios we will show how Dynamics 365 and Microsoft 365 / Office 365 work together to ensure improved productivity and efficiency
Work from anywhere at anytime
Imagine you are a business owner and you have just received an email message from your key customer requesting for fast order delivery. With Dynamics 365 Business Central (former Microsoft Dynamics NAV), you can find the information you need to process the transaction without searching external systems or coordinating with other departments. Without leaving the app, you can get a detailed overview of your inventory. Knowing that the stock quantities on hand are not sufficient for the order, you can take immediate actions. Using the same interface, you send a purchase order to the vendor and a quote to your customer within just a few minutes. Now, you can take up a new task.
Business Central workflows also help you secure processes and work on the go, no matter where you are. Let’s assume you are out of office and you get an email notification. From the email message, you learn that the discount you have set for the sales quote has just reached the maximum value of 10 %. Right from your mobile, you get into your mailbox and quickly review the quote and check the customer’s order history, account status, and credit limit. After short consideration, you decide to approve the discount. The sales quote is automatically updated and the salesperson receives a notification that the quote can be sent to the customer.
With Microsoft Dynamics 365 and Microsoft 365 integrated, your employees are empowered to react fast without switching to other apps from their mailboxes. These time savings will enable them to manage priority business goals and focus on building positive customer relationship.
Ensure better customer service
It is crucial to keep your sales team connected in the office and on the go, ensuring them reliable access to data. Microsoft Dynamics 365 Business Central and Office 365 simplifies and automates routine and mundane tasks to keep your sales team focused on sales priorities.
Your sales rep receives an email from a customer requesting a quote for some products. The system recognizes the customer enabling the sales rep to easily view the customer card within Outlook. From his dashboard, he can get all customer’s account related information– including the customer’s existing quotes, ongoing orders, and sales history. When creating the quote, customer and product information are filled in automatically, helping him get it done faster.
While the sales rep is sending the sales quote, a new message appears in his inbox with an enquiry from a potential customer he met at a recent event. The system recognizes that the person’s email address is not in the customer database, and prompts the sales rep to add the customer. Without leaving Outlook, he creates a profile of the new customer in Outlook.
This kind of automation reduces time spent on administrative tasks, allowing your sales team to quickly register a new contact, respond to inquiries and ultimately improve customer interactions.
Fast reporting, accurate business decisions.
The accounting department plays a crucial role in your business. Dynamics 365 offers accountants many features that facilitate their daily work by simplifying reporting, streamlining month-end close, and reducing data entry errors.
As an accountant you start your day with running Microsoft Dynamics 365 Business Central (former Microsoft Dynamics NAV) and move on to creating a profit and loss account. Then, you open an MS Excel invoice list in order to enter changes in selected documents. Within a few minutes, you can add new invoices and update the existing ones. With just one click, you can publish the data back to the Dynamics 365 app, where it’s automatically refreshed.
If you need a deeper analysis of the month’s revenue, you can switch to Microsoft Power BI. Power BI offers multiple ways to analyze Dynamics 365 data, including the revenue information that has just been updated.Through rich visuals and custom dashboards, she gains insights she couldn’t get from standard reports.
Microsoft Dynamics 365 Business Central offers you end-to-end overview of your business activity and process and built-in tools providing intelligent analytics and reports that help you make more informed decisions.
Do you want to find out more about Microsoft Dynamics 365 Business Central and Microsoft 365 / Office 365?
Contact IT.Integro’s Customer Service Department:
phone.: +48 61 861 43 51
office [at] IT.integro.pl