Microsoft Dynamics 365 Business Central: ERP For Financial Services

Working in the financial services industry, you’ll have access to and will need to analyse a huge amount of data. Microsoft Dynamics 365 Business Central is perfectly aligned with your business needs in that it gives you access to powerful financial and reporting functionality, and connects those functions with the rest of your business processes.

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What Can Microsoft Dynamics 365 Business Central Do For The Financial Service Industry?

Operating in one of the most regulated industries globally, compliance is key with financial services. With Microsoft Dynamics 365 Business Central, your data is clear, easy-to-access and allows you to take a deep dive into analysis. Hosted in the UK on Microsoft’s Azure platform, your data is always accessible and secure.

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Powerful Finance Management Capabilities

Better manage your cash flow, bank reconciliations, fixed assets, budgeting, and project costing while shortening cycle times with the late payment–prediction extension. Reduce month-end and year-end closing times with connected general ledger, sales ledger, payables, and fixed assets data and streamline approval workflows using automation. With all data in one location, you can access intelligent reporting.

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Easily Set Up Authorisation Workflows

Help protect the mass of information from unauthorised access with advanced security systems and settings. If you have a number of employees with access to your purchase ledger or that can action any orders and invoices, then you can setup approval workflows for additional peace of mind. You can even allow for authorisation of key data changes within the business to maintain security and content too.

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Manage Multiple Companies and Locations

If you manage multiple companies, whether through a group structure or shared ownership, these can be managed in a single system with the ability to post intercompany transactions automatically. Increase productivity as a result of time saved, simplify transactions and enjoy complete audit trails. Minimise errors with one-time entry and system-wide, automated updates.

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Eliminate Data Loss or Duplication

Data analysis will be at the very heart of your organisation. The trouble with many businesses is that their data is not centrally stored, so they face duplicate data across multiple sites which reduces efficiency and gives way to errors, or for data to get lost entirely. With Business Central, you can benefit from one unified system which means your teams are working from the same data source, which is much more efficient.

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Powerful Integration with Products You Already Use

Excel is a key resource for anyone who deals with any aspect of data, particularly those involved in financial accounts; but nobody wants to have to duplicate data they’ve already inputted elsewhere. Business Central intelligently produces reports using real-time data which can be exported for use in Excel, not the other way around. Changes are then automatically applied in the system.

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Dimensional Reporting For Analysis

Analysing data by dimensions gives you greater insight into your business, so you can better evaluate how well your business is operating and where more resources may need to be allocated. A dimension acts as marker and can be used to group entries with similar characteristics e.g. customers or regions, so you can retrieve groups for analysis.

Keep Your Data Safe with World-Class Security

Accessible Data, High-Level Security

Need to report to external sources as part of compliance? You’ll be pleased to know that thanks to the capabilities of the Power Platform and Power BI, reporting is easy-to-setup and gives insight to all areas of your business. All your data will be hosted on the world-class Azure platform, which provides UK-based hosting and a significantly higher level of protection for SMEs.

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Powerful CRM Functionality

An integrated CRM that allows you to store all your customer data within, so you can gain a full view of all customer interactions. Data is readily available to customer service teams as well as sales. With full visibility, your teams can better understand customer requirements and resolve any requests, queries or issues a customer might have, as soon as possible.

No Idea Where To Start?Why Not Start With Our Virtual Business Central Demo?

Our 15-minute virtual Business Central demo gives you the high-level look you need to see the powerful functionality of the system and whether it’s the right fit for your business. No need to wait weeks to get a detailed demo booked in, you’ll come away having either ruled out Dynamics or ready to move on to a detailed discovery session and personalised demonstration, with a Microsoft expert.

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Are You Looking For A Unified System To Empower Your Business?

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.

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Full Control and Visibility of Stock

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.
 
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Always See The Bigger Picture

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.
 
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Save on Purchasing and Order Processing

Optimise your inventory levels, with built-in intelligence that predicts in real-time what to replenish and when, so you only receive what you need. Your teams will have complete visibility of the order lifecycle, all in one place.
 
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Predictive Insights and Consistent Reporting

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.
 
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Microsoft Dynamics 365 Business CentralThe Implementation Process

The HBP Group can offer you two seamless implementation methods for Microsoft Dynamics 365 Business Central based on your business needs and desires: Dynamics SmartStart™ for rapid self-managed deployment, or Dynamics SmartScope™ for a complete managed service by an expert.

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How Can Microsoft Dynamics 365 Business Central Help You in Your Role?

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.

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For Managing Directors

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.
 
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For Finance 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.
 
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For IT 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
 
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Free Instant DownloadMicrosoft Dynamics 365 Business Central Brochure

Microsoft Dynamics 365 Business Central, the all-in-one solution that helps you connect processes, make smarter decisions faster and grow your organisation. Download the Microsoft Dynamics 365 Business Central brochure to find out more about Business Central’s capabilities; how it can help unify your processes and manage your financials, sales, service and operations in one cloud-based system.

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