Improve Finance Performance
with Microsoft Dynamics 365 Business Central
Transform Financial Operations with Intelligent, Integrated Financial Management
Microsoft Dynamics 365 Business Central Financial Management module is a robust, cloud-based solution designed to unify your financial processes, enhance data visibility, and ensure compliance across your organization. Whether you’re a growing SME or a large enterprise, Business Central empowers your finance team with real-time insights, intelligent automation, and seamless integration across departments.
With a comprehensive suite of financial tools, Business Central goes beyond basic accounting — enabling precise control over cash flow, budgets, fixed assets, intercompany transactions, and compliance reporting. It’s the financial backbone that drives smarter decision-making and business agility.
Core Features of Business Central Financial Management
- Full-featured chart of accounts supporting multi-dimensional financial reporting.
- Real-time data tracking and automatic posting of transactions across modules.
- Flexible configuration of accounting periods, journals, and recurring entries.
- Streamline invoicing, payment processing, and credit management.
- Automate invoice matching, payment suggestions, and vendor remittances.
- Set up customer credit limits, dunning processes, and aging reports.
- Real-time cash flow forecasts with customizable inflow/outflow models.
- Automated bank reconciliation with integration to bank feeds.
- Manage multiple bank accounts, currencies, and payment methods.
- Create, manage, and compare multiple budgets.
- Perform what-if analysis and variance reporting for strategic decision-making.
- Easily import/export budgets to/from Excel.
- Track asset acquisition, depreciation, reclassification, and disposal.
- Support for multiple depreciation books and methods.
- Integrated with general ledger and reporting for compliance tracking.
- Manage business operations in multiple currencies with automatic exchange rate updates.
- Consolidate financials across multiple legal entities and subsidiaries.
- Support for intercompany postings, eliminations, and multi-language reporting.
- Generate detailed financial statements (P&L, balance sheet, cash flow).
- Built-in financial KPIs and customizable dashboards.
- Comply with international accounting standards (IFRS/GAAP) and local regulations.
- Analyze financial performance with unlimited custom dimensions (e.g., department, project, region).
- Allocate costs across business units and track profitability by segment.
- Enhance visibility with detailed analytical reports.
Why Choose Business Central for Financial Management?
Gain a 360-degree view of your financial performance with interactive dashboards, automated reports, and centralized data.
Eliminate manual data entry and reconciliation errors with intelligent workflows, automatic postings, and seamless integration with other modules.
Use AI-driven insights and forecasting tools to make confident, data-backed financial decisions that align with strategic goals.
Easily scale your financial operations as your business expands across regions or business models with multi-company and multi-currency support.
Meet industry standards and local regulatory requirements effortlessly with built-in compliance frameworks and audit trails.
Empower CFOs, finance controllers, and team members with secure, role-based access to financial data — anywhere, anytime.
Ready to Take Control of Your Finances?
Microsoft Dynamics 365 Business Central Financial Management module is not just a tool — it’s a strategic platform for growth, governance, and global expansion. Let our team help you implement, customize, and support your journey toward financial excellence.
Contact us today for a personalized demo and consultation
What Our Clients Say
Boost Sales & Service
with Microsoft Dynamics 365 Business Central
Strengthen Customer Engagement. Empower Sales Teams.
Deliver Outstanding Service Experiences.
In today’s highly competitive market, sales and customer service teams need more than just contact lists and spreadsheets — they need an integrated, intelligent, and responsive platform that enhances productivity, fosters customer loyalty, and drives consistent revenue growth.
Microsoft Dynamics 365 Business Central delivers a comprehensive, cloud-based solution that transforms the way your business manages sales and service operations. Whether you’re nurturing prospects, closing deals, or supporting customers post-sale, Business Central equips your teams with real-time data, automation tools, and AI-powered insights to exceed expectations at every stage.
Unify Your Sales Process from Lead to Cash
The Sales module in Business Central streamlines the entire sales lifecycle. It brings together customer relationship management, quoting, order processing, invoicing, and analytics—all within a single, user-friendly platform.
Key Capabilities:
Keep customer data at your fingertips. Track interactions, manage contacts, and build comprehensive profiles for every customer. Business Central’s built-in CRM capabilities allow your team to stay informed, responsive, and organized throughout the relationship lifecycle.
Easily generate professional quotes, track changes, and convert approved quotes into sales orders with one click. Integrated inventory visibility ensures accurate order fulfillment, pricing, and delivery dates.
Customize pricing based on customer groups, quantity tiers, or promotional periods. Set up price lists, campaign discounts, and contract pricing that automatically apply under the right conditions, helping you stay competitive and profitable.
Automate the invoicing process to reduce errors and ensure faster billing. Integrate directly with your finance system for real-time visibility into accounts receivable, overdue balances, and cash flow impact.
Manage returns and issue credit memos with full traceability. Business Central ensures return policies and workflows are enforced to protect margins while maintaining customer satisfaction.
AI-Driven Sales Productivity with Microsoft Copilot
Dynamics 365 Business Central now includes Microsoft Copilot, a powerful AI assistant that introduces smart automation and natural language interaction into your sales workflows.
Highlights of Copilot Capabilities:
Copilot can read incoming emails, identify sales intent, extract order details (product, quantity, requested delivery date), and generate draft sales orders—saving hours of manual data entry and reducing response time to customers.
Copilot suggests relevant upsell or cross-sell items based on customer history and buying behavior. It also provides alerts about contract renewals, lapsed customers, or unusual buying patterns that deserve attention.
Ask questions like “Which customer had the highest revenue last quarter?” or “What are the top 5 products sold in Australia this month?” — and Copilot delivers instant answers, charts, or reports without needing to build queries or filters manually.
Draft professional responses to customer inquiries using AI. Copilot can summarize account history, recent orders, or shipment statuses and turn them into ready-to-send emails.
Transform Sales Reporting with Analysis Views by Dimension
Understanding sales performance across different aspects of your business is critical for making informed decisions. Business Central’s Analysis Views and Dimension-Based Reporting give you the tools to view and dissect your data from multiple angles.
Multi-Dimensional Reporting:
Create analysis views using any combination of dimensions — such as Customer Group, Salesperson, Region, Product Category, Campaign, or Project. This allows you to view performance not just by revenue, but by strategic business areas.
Custom KPIs and Dashboards:
Monitor performance indicators such as conversion rate, average order value, margin by product line, or customer churn. Set up dashboards to track trends over time and compare against forecasted targets.
Filterable Real-Time Views:
Drill down from a high-level summary into detailed transaction-level data. Want to know why Q1 revenue dropped in a certain region? Use filters and dimensions to isolate the issue instantly.
Integration with Power BI:
Extend reporting capabilities with embedded Power BI dashboards inside Business Central. Create visually rich, interactive reports that connect sales, finance, and customer data across your entire business.
Deliver Exceptional Service Experiences
Customer service doesn’t end when the sale is made. Business Central provides a complete Service Management module designed to help you manage service orders, contracts, warranties, and support teams with efficiency and professionalism.
Service Management Capabilities:
Service Contracts & Agreements:
Define contract terms, service levels, and billing cycles. Automate renewals and keep your service commitments on track.
Service Order Management:
Create and manage work orders for installations, repairs, or maintenance tasks. Track time, materials, and labor for accurate billing and cost control.
Technician Scheduling & Dispatching:
Assign service tasks based on availability, location, or expertise. Use resource planning tools to minimize downtime and improve customer response time.
Asset & Warranty Tracking:
Maintain a full history of installed products, including serial numbers, warranty periods, service history, and usage patterns.
Customer Portals & Case Management:
Allow customers to log issues, view support tickets, download documents, or request services via a self-service portal—reducing support costs and improving satisfaction.
Business Impact of Unified Sales & Service
Implementing Dynamics 365 Business Central gives your organization a competitive edge:
| Key Benefit | Impact |
|---|---|
|
Centralized Customer Data |
360° view of each customer for personalized service and targeted selling. |
|
Automated Sales Processes |
Faster quoting, order processing, and invoicing. |
|
Real-Time Performance Visibility |
Make data-driven decisions with confidence. |
|
Enhanced Customer Retention |
Proactive service management and faster issue resolution. |
|
AI-Powered Efficiency |
Reduce manual tasks and improve team productivity with Copilot. |
Ready to Maximize Sales and Delight Your Customers?
Let us help you transform your sales and service operations with Microsoft Dynamics 365 Business Central.
- Book a Free Consultation
- Request a Personalized Demo
- Talk to Our ERP Experts
Future-Proof Your Sales & Service Strategy
As your business grows, Business Central grows with you. With native integration to Microsoft 365, Teams, Power Platform, and the broader Dynamics 365 ecosystem, you can extend your capabilities with advanced analytics, marketing automation, customer journey mapping, and more.
Purchasing Management
with Microsoft Dynamics 365 Business Central
Optimize Procurement Operations. Control Costs. Build Strategic Vendor Relationships.
In today’s dynamic business environment, effective procurement is about more than just placing orders—it’s about building reliable supplier networks, minimizing costs, ensuring timely delivery, and aligning purchasing decisions with strategic goals.
Microsoft Dynamics 365 Business Central offers a robust Purchasing Management module that helps businesses streamline procurement workflows, gain better visibility into purchasing activities, and make smarter sourcing decisions. From vendor evaluation to invoice processing, Business Central equips your procurement team with the tools they need to improve efficiency, compliance, and cost control.
Streamline the Entire Procurement Lifecycle
Business Central supports the full scope of procurement processes—ensuring operational control and compliance at every stage.
Key Capabilities:
Maintain a centralized and detailed database of all suppliers, including contact information, contract terms, delivery schedules, certifications, and past performance metrics. Track supplier relationships and ensure compliance with service-level agreements.
Create and manage purchase orders with ease. Automatically generate purchase invoices upon receipt of goods or services. Match purchase orders, receipts, and invoices for a seamless three-way verification process—reducing discrepancies and fraud risks.
Implement robust approval workflows to control purchasing authorization at every level. Define thresholds for automatic approvals, assign roles, and enforce budget constraints to ensure compliance with internal policies and audit requirements.
Use demand forecasting and inventory insights to plan purchases efficiently. Business Central recommends replenishment based on sales trends, safety stock levels, lead times, and vendor reliability.
Gain Full Control Over Procurement Costs
Controlling spend is at the heart of every procurement function. Business Central gives you the tools to monitor, manage, and optimize procurement expenses in real time.
Features That Help You Stay on Budget:
Monitor actual versus planned spending across categories, vendors, or projects. Drill down into detailed cost breakdowns to identify potential savings or variances.
Accurately track the true cost of goods by including freight, duties, and handling fees. Allocate landed costs across multiple items and locations to maintain accurate inventory valuation.
Link purchasing activities to project or departmental budgets. Get alerts when purchase orders exceed budget thresholds, helping you avoid overspending.
Automatically apply negotiated discounts, early payment terms, or promotional pricing based on contract terms. Business Central ensures that you’re always buying at the best possible price.
Analyze Vendor Performance for Better Sourcing Decisions
Choosing the right suppliers is essential to long-term operational success. Business Central enables you to evaluate vendor performance based on historical data, delivery accuracy, and quality metrics.
Vendor Performance Insights Include:
On-Time Delivery Tracking:
Measure how reliably vendors deliver goods or services according to the promised timeline. Use these metrics to drive better negotiations or adjust future procurement plans.
Quality Metrics and Returns:
Track defect rates, returns, and service issues to gauge supplier quality. Business Central links returned items and service issues directly to specific vendors for accurate analysis.
Spend Analysis by Vendor:
Analyze spend by vendor, product category, or region. Identify over-reliance on single suppliers and discover opportunities to diversify your vendor base.
Scorecards and Ranking:
Create custom scorecards to rank suppliers based on KPIs such as responsiveness, pricing competitiveness, and reliability. Use these insights to inform future contract renewals and sourcing strategies.
Advanced Features for Scalable Procurement
As your business grows, Business Central scales with your procurement needs. Advanced tools ensure smooth coordination across departments and global locations.
Extended Procurement Features:
Multi-Currency and Multi-Language Support:
Conduct purchasing operations globally with ease. Business Central supports transactions in multiple currencies and languages for international suppliers.
Drop Shipment and Special Orders:
Facilitate drop shipping directly from vendors to customers. Use special order functionality for one-off purchases or project-specific needs.
Inventory Integration:
Link purchasing with inventory levels to avoid overstocking or stockouts. System alerts notify buyers when inventory reaches reorder points or when deliveries are delayed.
Integration with Microsoft 365 and Teams:
Collaborate across departments using integrated communication tools. Share purchase requests, approvals, and reports instantly with Microsoft Teams integration.
Procurement That Delivers Strategic Business Value
With Business Central, procurement becomes a strategic driver of business efficiency and resilience. You gain the ability to manage spend proactively, improve vendor collaboration, and ensure supply chain continuity—all from one connected platform.
| Key Benefit | Impact |
|---|---|
|
Centralized Vendor Information |
Faster sourcing, fewer errors, better compliance. |
|
Real-Time Purchase Tracking |
Visibility into costs and delivery timelines. |
|
Integrated Workflows & Approvals |
Stronger internal controls and audit readiness. |
|
Vendor Performance Metrics |
Smarter sourcing and contract negotiation. |
|
Cost & Budget Controls |
Avoid overspending and increase profit margins. |
Ready to Optimize Your Procurement Operations?
Start building a more intelligent, cost-effective, and transparent purchasing process with Microsoft Dynamics 365 Business Central.
- Book a Free Consultation
- Explore a Procurement Demo
- Talk to a Supply Chain Expert
Inventory Visibility
with Microsoft Dynamics 365 Business Central
Maintain Optimal Stock Levels. Reduce Carrying Costs. Gain Real-Time Insight Across Your Supply Chain.
In today’s fast-paced business environment, poor inventory visibility can lead to overstocking, stockouts, and lost revenue. Whether you manage a warehouse, distribution center, or multi-location retail business, real-time control of inventory is essential for profitability and customer satisfaction.
Microsoft Dynamics 365 Business Central empowers businesses to take full control of their inventory with real-time visibility, automated replenishment, and intelligent categorization. With a comprehensive inventory management module, Business Central ensures you always have the right stock in the right place—at the right time.
Achieve Real-Time Inventory Visibility Across All Locations
With Business Central, you gain a live, centralized view of your entire inventory—no matter how many locations, bins, or warehouses you operate.
Key Capabilities:
Monitor inventory levels, availability, and movements across multiple locations in real time. Gain immediate insight into what’s in stock, what’s reserved, and what’s in transit.
Manage stock across different warehouses, distribution points, retail stores, or even third-party locations. Assign stock to specific bins, zones, or storage units for precise control and faster picking.
Trace each item with serial numbers or lot numbers throughout its lifecycle—from receipt to sale. This is essential for regulated industries like pharmaceuticals, electronics, and food.
Easily transfer items between locations and maintain full visibility during transit. System updates keep stock levels accurate at both the sending and receiving ends.
Optimize Stock with Smart Replenishment Tools
Avoid overstocking and stockouts with intelligent, automated inventory planning features.
Replenishment & Planning Features:
Leverage sales history, seasonality, and consumption trends to predict future inventory needs. Business Central’s planning engine provides data-driven replenishment suggestions to keep stock levels optimal.
Set reorder points, safety stock levels, and minimum/maximum quantities. The system automatically generates purchase orders or production orders when inventory falls below thresholds.
Replenishment planning factors in supplier delivery times, ensuring goods arrive just in time to meet demand.
Build finished goods from components or bundle items into kits. Inventory levels adjust automatically as kits are assembled or disassembled.
Simplify Inventory Classification and Organization
Effective inventory management starts with smart organization. Business Central provides flexible tools for categorizing and structuring inventory.
Categorization Tools Include:
Item Categories & Attributes:
Group items by category (e.g., electronics, apparel, consumables) and assign attributes like color, size, brand, or expiration date for better filtering and reporting.
Unit of Measure Management:
Handle items sold or purchased in different units (e.g., boxes, kilograms, liters) and convert seamlessly between them for accurate stock tracking.
Barcoding and Scanning Integration:
Use barcode scanners for faster inventory counts, order picking, and receiving. Streamline warehouse operations and reduce manual errors.
Improve Accuracy with Ongoing Inventory Valuation and Audits
Trustworthy data is essential for effective decision-making. Business Central helps you value, audit, and report on inventory with precision.
Costing and Auditing Features:
Support for multiple costing methods including FIFO, LIFO, Average Cost, Standard Cost, and Specific Cost. Automatically calculate inventory value by item or location for real-time financial accuracy.
Conduct regular, scheduled inventory audits without disrupting operations. Cycle counting helps identify discrepancies early and reduces the need for time-consuming full physical counts.
Post quantity and value adjustments easily when correcting stock discrepancies. All adjustments are logged with audit trails for compliance and transparency.
Inventory valuations and movements are reflected instantly in the general ledger, ensuring that financial reports remain accurate and up to date.
Scalable Inventory Management for Growing Businesses
As your business evolves, so do your inventory needs. Business Central is designed to scale with your operations.
Additional Inventory Features:
Connect to advanced warehouse management systems (WMS) for zone picking, barcode scanning, pallet tracking, and automated replenishment.
Link inventory directly to sales and purchasing activities. The system updates stock availability in real time as sales orders are confirmed or goods are received.
Customize dashboards for inventory managers, warehouse staff, and purchasing teams. Get instant alerts on low stock levels, slow-moving items, or pending transfers.
View and manage inventory on the go using tablets or mobile devices. Perfect for warehouse teams and remote inventory managers.
The Strategic Value of Inventory Visibility
Inventory visibility is no longer just an operational concern—it’s a strategic advantage. Business Central helps you reduce carrying costs, prevent lost sales, and make smarter replenishment decisions.
| Strategic Benefit | Impact |
|---|---|
|
Real-Time Inventory Insight |
Reduce stockouts, avoid excess inventory, and improve fulfillment rates. |
|
Automated Replenishment |
Eliminate manual tracking and reordering. |
|
Accurate Valuation and Reporting |
Maintain financial accuracy and audit compliance. |
|
Optimized Warehouse Operations |
Improve picking accuracy and warehouse efficiency. |
|
Smarter Planning with Forecasting |
Align procurement with demand and minimize waste. |
Ready to Take Full Control of Your Inventory?
Discover how Microsoft Dynamics 365 Business Central can help you streamline inventory management, reduce costs, and improve order accuracy.
- Schedule a Demo
- Talk to a Supply Chain Specialist
- Explore Our Inventory Management Solutions
Warehousing
with Microsoft Dynamics 365 Business Central
Streamline Warehouse Operations. Accelerate Order Fulfillment. Minimize Operational Overhead.
Efficient warehouse management is the backbone of any successful supply chain. Whether you run a single warehouse or a complex network of distribution centers, the ability to manage space, people, and inventory movements accurately and efficiently is critical.
Microsoft Dynamics 365 Business Central provides a powerful, integrated Warehouse Management module that enables organizations to run highly organized, automated, and productive warehouse operations. With features like bin-level tracking, mobile device integration, barcode scanning, and task automation, Business Central empowers warehouse teams to work faster, smarter, and with fewer errors—regardless of their level of experience.
Organize Warehouse Space for Maximum Efficiency
Business Central allows businesses to optimize how goods are stored and moved within the warehouse—ensuring space utilization, picking speed, and accuracy are all maximized.
Core Capabilities Include:
Define zones (e.g., receiving, picking, shipping, cold storage) and assign bins within each zone. Track inventory down to the bin level for maximum granularity and accuracy.
Allocate fixed bins for specific SKUs or allow flexible storage depending on space availability. The system intelligently suggests the most efficient bin location during put-away.
Organize pick routes to minimize travel time for workers, reduce congestion in aisles, and speed up fulfillment.
Move incoming goods directly to outbound staging areas without storing them in inventory—ideal for high-velocity items.
Automate Warehouse Activities for Speed and Accuracy
Manual operations slow things down and increase the risk of errors. Business Central helps automate tasks across inbound, internal, and outbound workflows.
Smart Warehouse Execution:
The system automatically suggests optimal bin locations for putting away items and generates efficient pick lists for order fulfillment—reducing human decision-making and error.
Manage the entire receiving and shipping process, from scanning barcodes on incoming goods to printing shipment labels for outbound orders. Receive real-time updates as goods move through the warehouse.
Track internal stock transfers between bins, zones, or warehouses. Create movement worksheets and assign tasks to workers in real time.
Schedule and prioritize tasks such as put-aways, picks, and physical counts. Assign tasks to staff based on roles, zones, or workload capacity for optimal labor utilization.
Barcode Scanning & Mobile Integration
Empower a Smarter, Simpler Workforce
Technology should simplify—not complicate—your warehouse processes. Business Central integrates seamlessly with mobile devices and barcode scanning tools, making it ideal for operations with limited supervision or less formally trained staff.
Mobile-Enabled Warehouse Benefits:
Reduce manual data entry errors with barcode scanning for receiving, picking, put-away, inventory counts, and shipping. Barcodes can be printed and scanned on packages, bins, or documents.
Use rugged handheld devices or smartphones with mobile apps tailored for warehouse functions. Workers receive tasks in real time, scan items directly into the system, and get guided instructions step by step.
The mobile interface is designed for ease of use—minimal training is needed. Workers can operate the system confidently regardless of their educational background or language skills.
All actions performed via mobile are reflected instantly in Business Central. Warehouse managers gain full visibility and can track progress in real time.
Integrate with advanced technologies like voice-directed picking or smart glasses to further enhance speed and hands-free efficiency.
Ensure Accurate Stock and Streamlined Fulfillment
Business Central helps ensure that inventory data matches physical stock levels, so you can fulfill orders quickly and accurately.
Precision and Control Features:
As items are moved, picked, or received, inventory levels are updated instantly—ensuring that all stakeholders, including sales and purchasing teams, work with live data.
Perform incremental physical counts without halting warehouse operations. Reduce disruptions and maintain high inventory accuracy throughout the year.
Group multiple orders for the same customer or shipping route. Stage goods for easier loading and delivery coordination.
Automate the generation of packing slips, shipping labels, and barcode stickers directly from within the system.
Scalable and Adaptable Warehouse Management
Whether you operate a small warehouse or a global distribution network, Business Central grows with your business.
| Feature | Impact |
|---|---|
|
Bin-Level Inventory Management |
Gain granular control over stock locations and availability. |
|
Mobile Device Integration |
Streamline operations with minimal training and faster execution. |
|
Automated Put-Away and Picking |
Reduce human errors and accelerate order fulfillment. |
|
Real-Time Task Visibility |
Empower managers with instant insights into warehouse activities. |
|
Seamless ERP Integration |
Keep warehouse operations in sync with sales, purchasing, and finance. |
Transform Your Warehouse Into a Smart, Agile Operation
Reduce operational costs, improve order accuracy, and empower your workforce—regardless of skill level—with Microsoft Dynamics 365 Business Central.
Manufacturing Expert
with Microsoft Dynamics 365 Business Central
Optimize Production Workflows. Reduce Lead Times.
Improve Cost Accuracy and Product Quality.
In a competitive manufacturing environment, operational efficiency, cost control, and production visibility are essential to staying ahead. Whether you’re a make-to-stock, make-to-order, or engineer-to-order manufacturer, Microsoft Dynamics 365 Business Central delivers a fully integrated manufacturing suite that empowers businesses to plan, execute, and analyze their production processes in real time.
With Business Central, manufacturers gain complete visibility and control—from order creation and material planning to shop floor recording and post-production cost analysis.
Streamlined Production Management from Start to Finish
The manufacturing module in Business Central supports end-to-end production operations—simplifying planning, execution, and tracking.
Key Capabilities:
Create, manage, and schedule production orders for standard or custom items. Link production orders to sales orders for made-to-order processes.
Define components, subassemblies, and resources required to produce finished goods. Support for multi-level BOMs ensures accurate material planning and consumption tracking.
Define and control the sequence of manufacturing operations. Assign work centers or machine centers and configure setup time, run time, wait time, and move time for each operation.
Optimize the use of available resources. Balance workloads across machines, shifts, and personnel based on available capacity and demand.
Predict future production needs using historical data, seasonal trends, and planned sales orders. Feed forecasted demand directly into material and capacity planning.
Real-Time Shop Floor Execution and Recording
Transform your shop floor into a well-orchestrated, data-driven environment with tools that capture every action as it happens.
Shop Floor Control Features:
Record the start and end of each production operation. Operators can report progress in real time via barcode scanners or touch-friendly interfaces.
Track material usage during production—whether planned (backflushed) or actual (manually reported). Ensure real-time inventory updates and consumption accuracy.
Log setup time, run time, idle time, and indirect labor. Track productivity by worker, machine, or shift.
Break down production into specific routing steps, each with its own timing, resource allocation, and cost logic. Monitor performance and time usage at each step.
Capture inter-operation delays such as transportation between work centers or queue waiting time. Identify bottlenecks and optimize production flow.
Expected vs. Actual Production Costing
Business Central ensures full visibility into the financial side of manufacturing by tracking expected and actual costs at each phase.
Cost Control Capabilities:
Generate standard cost estimates for materials, labor, overhead, and subcontracting based on the BOM and routing. Understand production cost before manufacturing begins.
As production progresses, capture real costs associated with material consumption, work center time, indirect expenses, and labor entries.
Compare expected vs. actual costs for each production order. Identify cost overruns due to scrap, inefficiencies, or unplanned downtime.
Automatically post WIP (Work in Progress), inventory, and cost variances to the general ledger. Gain precise control over financial impact per item or production batch.
Configurable to Match Any Manufacturing Strategy
Whether you’re running discrete production, batch manufacturing, or assembly-based operations, Business Central adapts to your processes.
Flexible Production Models:
Pre-plan production based on demand forecasts. Optimize batch sizes and resource usage.
Link production orders directly to customer orders. Customize BOMs and routings for each job.
Use assembly orders to quickly build customized items using standard components—ideal for light manufacturing or configuration-based models.
Design and produce unique products for customer specifications. Track revisions and integrate with external design tools.
End-to-End Visibility for Manufacturing Excellence
Empower production managers, planners, and operators with actionable insights through dashboards, alerts, and KPIs.
| Functionality | Business Impact |
|---|---|
|
Real-Time Shop Floor Recording |
Capture accurate progress, labor, and consumption data. |
|
Routing-Based Tracking |
Analyze setup, run, move, and wait times for each operation step. |
|
Cost Variance Analysis |
Compare planned vs. actual costs and optimize profit margins. |
|
Capacity and Load Planning |
Prevent overloads and improve on-time delivery rates. |
|
Forecast-Driven Production |
Align raw material planning with anticipated customer demand. |
Empower the Shop Floor with Digital Tools
Modern manufacturers need real-time data and simple tools for efficient operations—even in labor-constrained environments.
Mobile Device Access:
Use tablets and smartphones on the shop floor to record production output, material usage, and time entries.
Barcode Integration:
Scan work orders, materials, and operations to reduce manual entry and ensure process consistency.
User-Friendly Interfaces:
Simplified data entry screens allow operators with minimal training or educational background to record work confidently and accurately.
Automated Alerts:
Get notified when operations exceed planned time, material usage spikes, or machines go idle—improving accountability and responsiveness.
Drive Manufacturing Excellence with Microsoft Dynamics 365 Business Central
From planning and execution to cost control and quality assurance, Business Central helps manufacturers reduce lead times, minimize waste, and deliver consistent, high-quality output.
Project Control
with Microsoft Dynamics 365 Business Central
Deliver Projects On Time, Within Budget, and With Full Visibility
Project-based businesses face constant pressure to deliver high-quality results while managing deadlines, budgets, and resource constraints. Whether you’re managing internal initiatives or client-driven projects, visibility and control are key to ensuring profitability and customer satisfaction.
Microsoft Dynamics 365 Business Central provides robust Project Management (Jobs) capabilities, enabling organizations to manage projects of all sizes with clarity, precision, and control. From planning and execution to tracking and reporting, Business Central empowers your teams to stay aligned and accountable—every step of the way.
End-to-End Project Lifecycle Management
Business Central supports the full lifecycle of a project, from quoting and planning to completion and billing.
Core Features Include:
Break down projects into structured tasks with dependencies and durations. Assign start and end dates to each task and create project timelines that reflect real-world execution.
Define a hierarchical structure of tasks, phases, or milestones to provide clarity on deliverables and track progress at every level.
Visualize project timelines, dependencies, and progress through third-party integrations, or through Power BI dashboards.
Smarter Resource Allocation and Utilization
Ensure the right people and equipment are assigned to the right tasks, without overloading or underutilizing valuable resources.
Allocate human and machine resources to specific job tasks. Check availability and workloads to prevent scheduling conflicts.
Assign resources based on qualifications or skill sets. Match the right talent to the right job at the right time.
Forecast resource availability and demand over time to ensure projects are properly staffed from start to finish.
Accurate Budgeting and Cost Control
Keep your projects financially healthy with tools that track costs and revenues in real time.
Create detailed budgets for labor, materials, subcontracting, equipment, and overhead. Set expectations upfront and compare planned vs. actual costs continuously.
Capture all cost entries—materials, hours, purchases, subcontractor invoices—as the project progresses. Avoid surprises at the end.
Update project budgets and timelines as scope or client requirements evolve, ensuring continued control and alignment.
Choose between completed contract or percentage-of-completion methods for recognizing project revenue, ensuring financial accuracy and compliance.
Time and Expense Recording for Accountability
Simplify the recording of billable and non-billable hours, travel, and materials, while improving transparency.
Allow employees to submit time entries against specific job tasks. Managers can review, approve, and post time to the job and payroll systems.
Record material usage, travel costs, third-party services, and miscellaneous charges against jobs. Attach receipts or supporting documentation digitally.
Automatically link job-related time and expenses to payroll processing or vendor payments to streamline back-office operations.
Insightful Reporting for Smarter Decisions
Gain real-time insights into project health, resource utilization, and financial performance—allowing managers to act fast and improve outcomes.
Project Performance Dashboards:
Monitor KPIs such as job profitability, completion status, remaining costs, budget vs. actual, and billing progress.
Dimension-Based Analysis Views:
Analyze projects by customer, department, project manager, location, or any custom dimension. Filter and pivot results instantly for deeper insight.
Time-Phased Reporting:
Understand cost and revenue trends over time. Detect cash flow bottlenecks or early signs of budget overruns.
Power BI Integration:
Build interactive dashboards to track progress across multiple projects and portfolios, enabling proactive management.
Complete Financial and Operational Control Over Every Project
| Functionality | Business Impact |
|---|---|
|
Detailed Job Planning & Task Structuring |
Clarify responsibilities and improve coordination. |
|
Routing-Based Tracking |
Analyze setup, run, move, and wait times for each operation step. |
|
Cost Variance Analysis |
Compare planned vs. actual costs and optimize profit margins. |
|
Capacity and Load Planning |
Prevent overloads and improve on-time delivery rates. |
|
Forecast-Driven Production |
Align raw material planning with anticipated customer demand. |
Manage Projects with Precision and Confidence
Business Central brings together project planning, financial control, resource management, and reporting in one unified solution—helping you deliver better outcomes, on time and on budget.
Microsoft Copilot Integration
with Microsoft Dynamics 365 Business Central
Leverage AI for Enhanced Productivity
Microsoft Copilot brings the power of generative AI directly into Dynamics 365 Business Central, transforming traditional workflows with conversational interaction, smart automation, and real-time insights. By simplifying complex tasks, Copilot helps businesses save time, reduce errors, and make faster decisions.
Key Features & Examples:
Natural Language Processing
Explanation:
Copilot understands natural, conversational language, so users don’t need to memorize menus or commands.
Example:
Instead of navigating multiple pages to find customer sales history, a user can simply type:
“Show me all sales orders for Contoso from last quarter.”
Copilot responds instantly with a filtered list, ready for review or export.
Automated Data Entry
Explanation:
Copilot can generate sales quotes, invoices, or purchase orders using prompts, reducing manual entry and speeding up document creation.
Example:
A sales rep types:
“Create a sales quote for 50 units of Item A to Contoso with a 10% discount.”
Copilot auto-fills the document with accurate pricing, taxes, and customer details—ready for approval or sending.
Intelligent Recommendations
Explanation:
Based on historical data and patterns, Copilot suggests next steps, such as what products to include in a sales order or when to restock inventory.
Example:
While entering a new sales order, Copilot may suggest:
“Customers who purchased Item A also often order Item B. Would you like to add it?”
This boosts upselling and ensures customer needs are met.
Enhanced Decision-Making
Explanation:
Copilot summarizes complex data into digestible insights—helping managers understand performance and make informed decisions.
Example:
A finance manager asks:
“Summarize our cash flow for the past 6 months and highlight any issues.”
Copilot returns a visual summary and flags months with negative trends, prompting quicker corrective action.
Time Savings Through Automation
Explanation:
By handling routine tasks like data validation, follow-ups, or approvals, Copilot frees up staff to focus on higher-value work.
Example:
After posting an invoice, Copilot can automatically schedule a reminder for payment follow-up or trigger an email to the customer with the attached invoice—no extra steps needed.
Why It Matters
Microsoft Copilot brings a new level of efficiency to Business Central by combining AI intelligence with your business data.
Whether you’re in finance, sales, purchasing, or inventory, Copilot helps you work faster and smarter—without needing to be a tech expert.