Document management is made easy with Microsoft Dynamics 365 Business Central. No need for duplicate documents across multiple platforms, instead store and manage all of your important files in one place, which is accessible by everyone who needs them.
— Is Business Central Right For You? —
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No more wasted time searching for the document that was supposed to be attached to an account, or the invoice you could have sworn you saved in that folder. With Microsoft Dynamics 365 Business Central, document management has never been simpler. Easily store and locate important documents all in one place. With a powerful search function, you can locate them again at the click of a button. Here are just some of the Document Management capabilities:
Easily store and locate documents by attaching them into almost any page in Business Central, including orders or invoices, posted documents, static records or ledger entries. In doing so, you can correlate invoices to purchase orders, order confirmation to sales orders or contracts with Vendors or Customers, to easily keep track.
With Business Central’s Incoming Documents feature, you can review expense receipts, manage OCR tasks, convert incoming document files for storage and add files to the relevant documents or journal lines. Attach external files at any stage, including to posted documents and resulting Vendor, Customer and general ledger entries.
You need the documents you send to customers to reflect your business needs, especially transactional ones such as shipments paperwork or invoices. Business Central includes built-in layouts designed for specific outputs and you can use Word to easily modify them, as well as configure email templates to use when distributing.
You can easily share info and documents as PDFs (e.g. sales and purchase orders and invoices) via email from Business Central, without having to open Outlook. You can also set up a report layout that includes information from the document in the email text, along with text that makes the email more friendly, for example, a standard greeting.
Speed up payments with simple additions to your outgoing documents, for example invoices. When you send invoice documents, you can make it even easier for customers to make payments through a payment service, such as PayPal, by automatically adding information and a link to the service in the email.
When you want to save a copy of documents for future use you can archive them e.g. sales and purchase orders, quotes, return or blanket orders. Archive a sales or purchase document several times, saving a different archived version each time. Minimise human error by easily restoring non-posted documents from the archive.
Sometimes you can receive so many incoming document records that it can become difficult to get a good overview. To combat that, Business Central makes it easy to reduce the records with their ‘Process’ feature, which removes them from the default view. When you choose the Show All action, you can view both processed and unprocessed records.
One of the key benefits of Microsoft Dynamics 365 Business Central is its extendibility. The already intuitive platform can be easily extended in terms of document management with add-ons and integrations, so you can save significant time by not having to search for files and more easily manage document-based approval processes.
Understanding your current processes is a vital step before implementing a new software solution. Our Business Process Review identifies three areas of challenge in your organisation and offers a streamlined way of managing each one with ERP.
Following an initial discussion, we can make recommendations, including a visual diagram of your existing process and a detailed explanation of your proposed new solution. It takes around 30-45 mins to have an initial chat and it’s completely free!
Enterprise grade solutions, adapted to meet the needs of small and medium-sized businesses. With Microsoft Dynamics 365 Business Central, there’s no need for duplicated data on many systems – instead it’s one solution that cover all areas of the business, including finance, CRM, supply chain management, project management, HR and marketing and sales.
Easy access to the general ledger, workflows and audit trails, bank management, budgets, deferrals, bank reconciliation, dimensions, fixed assets and currencies. It’s all there, and with powerful insights into your data.
Finance Management >
You capture a huge amount of data, from sales and purchases to expenses and budgets. Harnessing this data can prove a powerful tool. With Business Central, you can easily gather, analyse and share your company data.
Reporting & Analytics >
Marketing and Sales teams working from the same playbook. Strengthen sales, close and accelerate your quote-to-cash process. Set up and track your campaigns in just a few clicks, or log and monitor your sales leads at every step.
Sales & Marketing >
No more wasted time spent locating products. Easily trace items as they move across internal warehouses, or outbound and inbound transactions and for general quality assurance, warranties, product recalls and expirations.
Warehouse Management >
The HBP Group can offer you two seamless implementation methods for Microsoft Dynamics 365 Business Central based on your business needs and desires: SmartStart for rapid self-managed deployment, or SmartScope for a complete managed service by an expert.
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If you’d like to know more about each area of Microsoft Dynamics 365 Business Central then we’ve broken down the software into key areas so you can delve a little deeper. It’s important to remember that Business Central works together as one solution, combining the data and information from your finance, operations and sales teams to provide accurate and real-time reports on your organisation’s activities.
As a Managing Director, you have the responsibility of the entire business on your shoulders so you need a finance and ERP system that covers every part of your organisation. With data from every area of your business in one location, you’ll be able to analyse data better than ever before and make decisions that truly impact your future success.
Managing Directors >
Microsoft Dynamics 365 Business Central is an extremely powerful and feature rich finance system. Producing accurate, on-time reports as well as managing budgets, cash flow and your team efficiently are key parts of a Finance Director’s role and having the right finance software in place can be a critical part of achieving these tasks successfully.
Finance Directors >
As the person responsible for your organisation’s IT, you’ll no doubt want to be certain that any new software which can be accessed by your end users is going to be secure and can work in tandem with your existing IT infrastructure. Microsoft Dynamics 365 Business Central ticks both boxes with a wealth of security features as well as integration
IT Directors >
