How Dynamics 365 Business Central Supports Order Processors

As an Order Processor, you need timely and accurate information so that you can perform your role efficiently and maintain fantastic service levels. Microsoft Dynamics 365 Business Central gives you the platform to see all the information you need in one place and action tasks with ease, like never before.

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How Can Microsoft Dynamics 365 Business Central Help Order Processors?

Link your business data with productivity tools such as Microsoft Outlook and Excel to improve customer and employee experiences, like quote-to-cash workflow. You can also automate workflows and processes to optimise performance by using easy-to-create workflows and audit trails, with enterprise-level security and AI.

Information At Your Fingertips

Information At Your Fingertips

Your role is vital for ensuring a smooth service for every customer. Now, it’s even easier to track the sales cycle from start to finish. With Microsoft Dynamics 365 Business Central, you can easily track customer agreements to quickly access details about prices, discounts, delivery dates, product availability, and fulfilment status.

Prioritise Leads Based on Revenue Potential

Boost Sales and Improve Customer Service

Speed up the quote-to-cash process by managing the full sales process from within Outlook, delivering better outcomes with connected operations. Never over-commit with stock level predictions; replenish inventory based on actuals, demand, and availability using built-in intelligence, sales forecasts, and expected stock-outs.

Automation to Power Your Performance

Automation to Power Your Performance

In Outlook, you can action sales quotes and invoices without opening and closing different platforms. Help manage important tasks by creating workflows, so users can only edit the information they have permission to edit. Or, set up authorisation workflows for actions such as purchase order approvals or supplier data amendment requests.


Never Lose Another Document Again

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.

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 Marketing Managers

No more guesswork, have all the information you need at your fingertips. Easily access information from every area across the business to manage and setup campaigns, see insights and drive sales and engagement.
Marketing Managers >


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.
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For Finance Directors

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. Having the right finance software in place is critical to achieving these tasks successfully.
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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.
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Document Management Made Simple

Wouldn’t life be simpler without documents stored and duplicated across several platforms? Now there’s no need to. Instead, store and manage them in one place, accessible by everyone who needs them.
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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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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 >

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