Reinvent Business Productivity with Microsoft Business Applications

To stand out from the competition, businesses need to make every minute count and every customer engagement shine. Microsoft 365 and Dynamics 365 Business Central connects business processes and personal productivity, bringing insight and efficiency to your daily tasks.

The author of this page: Brendan Geraghty
Brendan Geraghty, Practice Director - D365 for Financial Operations Jun 15, 2021

In this blog, we will explore how Microsoft’s unique capabilities make business owners, sales representatives and accountants more productive – ultimately improving customer experiences and company performance.

Having grown the business from the ground up, you know your customers and vendors, and you’re still involved in day-to-day operations. But the bigger the company gets, the more complex your business processes become.

Each email adds something to your to-do list, which typically requires transitioning to a different application. You use accounting software to prepare an invoice, a CRM system to manage your contacts and sales pipeline, and perhaps yet another manufacturing solution to track production or inventory.

Switching back and forth between fragmented, stand-alone solutions takes time and often requires duplicate data entry. This diminished productivity stifles your ability to scale and cuts into the time you could spend developing new business.

To keep up the pace of your growth, you’re likely considering the move to a more comprehensive business management solution. Microsoft Dynamics 365 Business Central helps you get through administrative tasks quickly and easily so you focus on the big picture, and your team can spend more time taking care of customers.

Reimagine Productivity

Microsoft brings the worlds of business processes and personal productivity together, connecting your people, processes and systems like never before.

Together, Microsoft Dynamics 365 Business Central and Microsoft 365 can help you:

  • Drive productivity by reducing time spent switching between stand-alone apps.

  • Foster collaboration and communication by breaking down internal silos and broadening visibility across the organisation.

  • Accelerate user adoption and lower training time with a seamless user experience

Work where Business takes you

As a business owner, imagine you receive an email from a high-priority customer who urgently needs an order delivered in a short timeframe. With Dynamics 365 Business Central, you can find the information you need and act on it without searching disparate systems or coordinating with other departments. Without leaving your inbox, you check inventory and discover that you don’t have enough stock on hand to fulfill the order. In the same interface, you create and send both a purchase order to the vendor and a quote to your customer, moving on to your next task within minutes.

Dynamics 365 workflows also help you secure processes and work on the go. Suppose you are out of the office and an email alerts you that a sales quote has exceeded your established 10% maximum discount. Right from your mobile inbox, you quickly review the quote and check the customer’s order history, account status and credit limit. You make an informed decision to approve the discount, which automatically updates the quote and notifies the sales rep that it’s ready to be sent to the customer.

Improve Customer Interactions

You know how critical it is to keep your sales team connected in the office and on the go. Dynamics 365 and Microsoft 365 simplifies and automates daily tasks to keep your sales team focused on managing sales.

Your sales rep receives an email from a customer requesting a quote on some items. The system recognises the sender, enabling him to easily pull up the customer card within Outlook. From this dashboard, he reviews the account – including the customer’s existing quotes, ongoing orders and sales history. As he’s creating the quote, customer and product information auto-populate, helping him get it done faster.

While he was sending the sales quote, a note hit his inbox from a potential customer he met at a recent event. The system recognises that their email address is not in the customer database, and prompts him to add them. Without leaving Outlook, he creates their profile in the Dynamics 365 app.

This kind of automation reduces time spent on administrative tasks, allowing your sales team to quickly respond to inquiries and ultimately improve customer interactions.

Simplify Reporting

Your accountants run a crucial piece of the business. Dynamics 365 make an accountant's day easier by simplifying reporting, streamlining month-end close and reducing data entry errors. For example, an Accountant starts their day in the Dynamics 365 app, where they are preparing the monthly P&L statement. They need to edit multiple invoices at once, therefore opens the invoice list in Microsoft Excel. In a matter of minutes, the Accountant adds a new batch of invoices and updates the status of several others. With just one click, they can publish the data back to the Dynamics 365 app, where it’s automatically refreshed. Wanting a deeper analysis of the month’s revenue, they switch to Microsoft Power BI. There they have multiple ways to analyze Dynamics 365 data, including the revenue information just updated. Through rich visuals and custom dashboards, insights are gained not available in standard reports.

With Dynamics 365 Business Central, you get an end-to-end view of your business and built-in intelligence that helps you make more informed decisions.

Learn more about Microsoft Dynamics 365 Business Central by contacting our Solution Experts to arrange a consultation today.

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