Dynamics 365 Business Central

Guide prospects from interest to cash with a simple flow. Capture a lead, convert to a contact, and send a polished quote using price lists and discount rules. With one click, turn that quote into an order, reserve inventory, or trigger a drop shipment from a supplier. Warehouse users confirm picks and shipments; the system then creates the invoice and, if enabled, adds a payment link for faster collection. Set up reminders and finance charges to automate follow-up on overdue accounts. For after-sales work, register service items, track warranties and serials, and create service orders tied to contracts so your team can see full history before they act.

Keep products moving with clear planning and accurate stock. Define reorder policies and lead times, then use the Planning Worksheet to suggest purchase or transfer orders based on demand and safety stock. Convert suggestions to POs in bulk, manage vendor commitments, and handle partial receipts. In the warehouse, scan barcodes for receiving, put-away, picks, and cycle counts; use lot and serial tracking to trace items end-to-end. If you assemble or manufacture, create assembly or production orders, issue components, and post outputs to update costs and availability. For project-based work, set up jobs with tasks and budgets, capture time and expenses (including timesheets from staff), manage WIP, and bill by milestone or consumption. Dashboards keep managers on top of exceptions—late deliveries, approvals pending, or variances—so action happens before problems grow.