Dynamics 365 Business Central Supports Marketing Directors & Managers

As a Marketing Manager, there’s a lot of data for you to collate and manage which is often made all the more difficult by duplicate data across multiple products. With Microsoft Dynamics 365 Business Central, it’s simple to create, manage, and track campaigns, gaining valuable insight into campaign performance and profitability – all from one unique solution.

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How Can Microsoft Dynamics 365 Business Central Help Marketing Directors and Managers?

Microsoft Dynamics 365 Business Central means customer data, sales information and campaign setup and management can be viewed from one central location. Now you can see your marketing efforts against the backdrop of all of the useful customer and sales information you need to make informed decisions.

Prioritise Leads Based on Revenue Potential

Drive Sales and Engagement

Easily monitor and track trends within the business. With all of the business’ data in one central location, reports can be created quickly and easily and displayed with real-time, visual dashboards using Microsoft’s Power BI. That means you can make informed decisions about the business and build successful campaigns using customer or product data.

Improve Efficiency with Powerful Reporting

Easily View Data Insights to Target Customers

With data stored in one central location, you can report on information from a holistic position. Reports can be created quickly and easily and displayed in visual dashboards using Power BI, which can bring together data from anywhere within Business Central and external sources. This allows you to not only report on the past but also to anticipate the future of your business.

Easily Monitor and Manage Sales

Set Up, Manage and Track Campaigns

Use real-time data from across your business and powerful reporting capabilities to help you make informed decisions about your business. In only a few clicks from your Business Central dashboard, you can perform research, set up a campaign, assign a target audience, activate the campaign and track the campaign responses and performance.

Tailor The Software To Your Needs

Tailor The Software To Your Needs

Role-centric dashboards mean your teams only see what they need to. From your personalised dashboard, you can view ongoing sales, see customer insights and monitor and manage ongoing campaigns – helping you to better manage your time and priorities. Gain a comprehensive overview of service tasks, workloads, and employee skills to effectively assign resources.

Help Sellers Sell and Buyers Buy
With Microsoft Dynamics 365 Sales

With the added benefits of Microsoft Dynamics 365 for Sales, you can build even stronger relationships with customers, take actions based on insights and close opportunities faster. With the additional functionality of Sales, you can bring together the entire sales team to facilitate the buyer journey.
Dynamics 365 Sales >

6040 DataReady Block

It’s Time To Level-Up Your Marketing Efforts with Microsoft
Dynamics 365 Sales and Business Central Combined

Take Dynamics 365 Business Central’s customer management capabilities and connect it seamlessly with the powerful guided sales processes and artificial intelligence (AI) of Dynamics 365 Sales. Microsoft Dynamics 365 Sales is a hybrid sales management platform, helping you to accelerate revenue with an insights-based, collaborative sales engagement solution. Better analyse data and use it to gain a deep understanding of relationships, evaluate activities in relation to previous successes and choose the best path forward.

Clever Dashboards To Help Deliver Results

Clever Dashboards To Help Deliver Results

Manage opportunities with all the information you need at your fingertips. ‘Deal manager’ is a dedicated workspace to manage opportunities better. You can personalise and customise the work-space for your needs and as an Admin, you can customise the experience for sellers to further improve their productivity. See key KPIs and statistics and use charts for quick insights.

Standardised Processes For Consistency

Standardised Processes For Consistency

Eliminate guesswork with process flows, ensuring data is entered consistently when working with customers. With a drag-and-drop visual designer that lets you easily build your organisation’s processes and rules, including automating things like sending an email when a deal closes, or a survey when a case is resolved and requesting manager approval for high revenue deals.

Consistent Branding Across Your Assets

Consistent Branding Across Your Assets

Benefit from personalised branding across multiple assets, with templates. Enable auto-generation of quote and invoice documents which are consistent with your branding and messaging. Create standardised documents in Word, populated with Dynamics 365 Sales data in just a click. Or, use email templates as a fast and easy way to send repetitive and recurring email to customers.

Goal Setting That Works Alongside KPIs

Goal Setting That Works Alongside KPIs

With Dynamics 365 Sales, you can define, measure and track goals for your organisation and team. Define your goals based on revenue for specific regions, number of leads created, number of units sold and more. Plus, easily track progress of various elements of the sales process with dashboards and charts, which you can define and personalise on your homepage.

DataReady GuaranteeThe Accuracy Of Your Data – Guaranteed!

When moving to a new finance or ERP system the accuracy of your data is paramount. Not only will we take the lead in export, checking and importing your data from your old system into Microsoft Dynamics 365 Business Central, but with our SmartScope deployment we will guarantee that the data quality will be as good, if not better, than your current system. If it isn’t, we’ll fix it free of charge.

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The most important thing when moving to a new system is the accuracy of your data. That’s why we guarantee the quality of it.


How Else Can Microsoft Dynamics 365 Business Central Support Your Teams?

It’s not often you come across a platform that can support your entire business from one central data location. With Microsoft Dynamics 365 Business Central, there’s no need for duplicate data, siloed systems and multiple platforms – instead manage your financials, CRM, supply chain management, project management, HR and marketing and sales from one intuitive system.


For Managing Directors

With the responsibility of the entire business on your shoulders, you need a complete ERP system that covers every part of your organisation in a single system, with data you can analyse from every area.
Managing Directors >


For Sales Directors

Closing sales to increase revenue is key, but meeting customer expectations is equally important. With Business Central’s role-tailored capabilities, sales teams can easily access the features they need to excel in their role.
Sales Directors >


For IT Directors

Being 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 existing IT infrastructure.
IT Directors >


For Order Processors

Easily manage sales-order and purchasing processes through automated workflows and store all the information you need in one central data location – plus, prevent unnecessary or fraudulent purchases with approvals.
Order Processors >

No Idea Where To Start?Our FREE Process Review Is The Perfect Place.

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!

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With Over 30 Years’ Accounting Software Experience, You’re In Safe Hands With Us

Since 1991, The HBP Group have been implementing accounting and finance systems and have vast experience in migrating customers from their existing systems to new ones. Coupled with our Microsoft Gold Partner Status, we can guarantee that your data will be as good, if not better, when you move to Microsoft Dynamics 365 Business Central. Below are just a few of the finance packages we have experience of.

Dynamics 365 Business CentralTransform Your Business

Microsoft Dynamics 365 Business Central connects your financials, sales, services and operations to drive powerful efficiencies and smarter decision making plus with built in intelligence and seamless Office 365 integration, the value is unparalleled.

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Flexible and configurable, Business Central readily adapts to your unique industry and business needs.

What Does Microsoft Dynamics 365 Business Central Do?

Microsoft Dynamics 365 Business Central’s financial management system is the core to the entire solution, underpinning all other aspects of the platform. But it goes far beyond that. Unifying systems and processes together to manage your financials, sales, service, and operations in one cloud-based system.


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.
Sales & Marketing >

All Information in One Place

Customer Relationship Management

Better analyse data and use it to gain a deep understanding of customer relationships, evaluate activities in relation to previous successes and use that information to choose the best path forward.
CRM Functionality >


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.
Reporting & Analytics >


See More of Business Central’s Features

No breaking down into different sections or modules, Microsoft Dynamics 365 Business Central offers one complete ERP system that pulls systems and processes together to manage your financials, sales and operations.
Product Features >

Contact 0800 0433 106 info@thehbpgroup.co.uk