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Microsoft
Dynamics
Gold Partner Microsoft Dynamics 365 Business Central
ERP for Professional Services
On Overview
Microsoft Dynamics 365 Business Central (previously called NAV) is used by over 4m+
users, across more than 40 countries - a trusted, proven and robust solution for
professional services. It's a fully integrated business solution, that integrates Professional
Services management, sales, operations and financials with a wide range of other smart,
end-to-end business capabilities.
The Microsoft Dynamics Suite, for small to medium businesses, is delivered by a network
of expert partners. As the leading UK Gold Partner, Azzure IT has over years of experience
delivering world-class Professional Services ERP solutions, built-upon Microsoft Dynamics.
We help businesses, across a range of sectors (including professional services) customise,
deploy and adapt the full potential of Dynamics’ software solution.
Background
If your professional services business is using an existing software
solution to connect financials, project management capabilities and
productivity tools, you may be asking yourself whether you now need
an end-to-end end business solution - that can grow and evolve to
support your growth ambitions.
Often, the tools that services business have developed now hinder
their ability to act with agility and insight.
The good news is, there’s never been a better time to replace an
enterprise resource planning (ERP) or customer relationship
management (CRM) solution, in the industry. In our experience, the
four core board-level benefits sought from a solution are:
▪ Productivity: time saving integration, with swift access to all
business data, in a single solution
▪ Financial Control: enabling cost control and smarter buying
decisions - opportunities for growth and investment.
▪ Business Insight: built-in business intelligence and reporting
features - putting data into context for swift decision making
▪ Mobility: connected anytime, anywhere, on any device with real-
time reporting and collaboration tools
Today's Challenges
Professional Services companies need a fully integrated, software solution that encompass the
end-to-end critical processes of and agile, dynamic, service driven organisation.
▪ Saleable expertise: maintain client relationships, deliver on commitments, and build the
firm’s reputation building pipeline and essential cash flows.
▪ Knowledge: capture and retain knowledge and relationships - even as the employees
themselves eventually move on.
▪ Service delivery: where the right team of experts need to come together virtually or in
person to execute on projects and collaborate on deliverables
▪ Financial results: looking at their books of business from many different angles, identifying
concerns before they become problems and taking early corrective action.
▪ Processes: professional services companies must deliver consistent experiences at every
stage in each client relationship.
▪ Human Capital: manage the human capital supply chain that is at the heart of professional
services operations.
▪ Productivity tools: help individuals work smarter, streamlining and accelerating project
execution and firm operations
Benefits
▪ Key information gathered in real time, delivered to the right user
▪ Estimate projects accurately, deliver on time and improve client satisfaction levels
▪ Effectively allocate internal resources and increase billable hours
▪ Anticipate shifting demand, ahead of the competition
▪ Fully integrated, all in one system that will reduce errors and
lower wastage costs
▪ An easy to use system with familiar Microsoft interface
▪ Equip professionals with intuitive modern tools
▪ Guide client interaction with embedded processes
▪ Foster timely, relevant and responsive service
▪ Configure user experiences by role and service line
▪ Adjust business processes quickly to reduce costs
▪ Provide instant access to actionable data
▪ Leverage native integration into Microsoft Office
▪ Empower employees to be more productive
Microsoft Dynamics ERP
Connect your business, like never before
Microsoft Dynamics 365 Business Central (previously called NAV) is
trusted, multi-language, multi-currency, business management solution,
that helps small mid-sized companies manage their finances, supply
chain, operations, projects, sales, marketing and more.
Start with what you need now, and easily adapt as your business needs
change. In the Microsoft cloud or your on-premise servers - the choice
is yours.
Cloud or On-PremiseMicrosoft 'Azure' cloud or on-premise - the choice is yours. A customer can choose
whether to deploy the Windows client or web, tablet and mobile client, for Microsoft
Dynamics.
For the growing company, there's also an extensive range of adaptions, that can be used
to custom-fit the solution, including functionalities for distribution, warehousing,
manufacturing, professional services, not for profit and charity sectors.
Key CapabilitiesManage your financials : accelerate financial close and
report with accuracy, while ensuring compliance.
Make informed decisions
Connect data across accounting, sales, purchasing, inventory and
customer interactions to get an end-to-end view of your business.
Chart financial performance in real time with built-in Power BI
dashboards.
Accelerate financial close and reporting
Streamline accounts receivables and payables and automatically
reconcile accounts to close and report on financials quickly and
accurately, while maintaining compliance.
Improve forecast accuracy
Refine financial forecasts by modelling and analysing data across
multiple dimensions. Customise reports using seamless Microsoft
Excel integration.
Key CapabilitiesAutomate and secure your supply chain : increase visibility
across your supply chain and gain greater control over your
purchasing process.
Optimise inventory levels
Use built-in intelligence to predict when and what to replenish. Purchase
only what you need with dynamically updated inventory levels.
Avoid lost sales and reduce shortages
Maintain the right amount of inventory by automatically calculating
stock levels, lead times and reorder points. Suggest substitutes when
requested items are out of stock.
Maximise profitability
Get recommendations on when to pay vendors to use vendor discounts
or avoid overdue penalties. Prevent unnecessary or fraudulent
purchases through approval workflows.
Key CapabilitiesSell smarter and improve customer service : maximise
revenue opportunities and better serve customers with
built-in recommendations.
Deliver value at every touch point
Prioritise sales leads based on revenue potential. Keep track of all
customer interactions and get guidance on best upsell, cross-sell and
renewal opportunities throughout your sales cycle.
Boost sales productivity
Accelerate the quote to cash process. Act quickly on sales-related
inquiries, manage service requests and process payments — all from
within Outlook.
Deliver exceptional service
Gain a comprehensive overview of your service tasks, workloads and
employee skills to effectively assign resources and accelerate case
resolution.
Key CapabilitiesKeep projects on time and under budget : manage
budgets and monitor progress of your projects with real-
time data on available resources.
Stay on budget
Create, manage and track customer projects using timesheets along
with advanced job costing and reporting capabilities. Develop,
modify and control budgets to ensure project profitability.
Plan with precision
Manage resource levels by planning capacity and sales. Track
invoicing for customers against planned costs on orders and quotes.
Analyse project performance
Make effective decisions with real-time insight on project status,
profitability and resource-usage metrics.
Key CapabilitiesOptimise your operations : streamline your manufacturing
and warehousing operations to deliver products on time
and reduce costs.
Manage forecasting to fulfilment
Use sales forecasts and expected stock-outs to automatically
generate production plans and create purchase orders.
Run your warehousing efficiently
Get a holistic view of inventory for efficient order fulfilment. Track
every item transaction and movement by setting up bins based on
warehouse layout and storage unit dimensions.
Reach optimal output levels
Calculate and optimise manufacturing capacity and resources to
improve production schedules and meet customer demands.
INVENTORY
▪ Analysis Reports
▪ Alternative Vendors
▪ Basic Inventory
▪ Bin
▪ Cycle Counting
▪ Item Budgets
▪ Item Charges
▪ Item Cross References
▪ Item Substitutions
▪ Item Tracking
▪ Item Categories
▪ Item Attributes
▪ Location Transfers
▪ Multiple Locations
▪ Nonstock Items
▪ Pick
▪ Put Away
▪ Standard Cost Worksheet
▪ Stock-Keeping Units
▪ Warehouse Receipt
▪ Warehouse Shipment
WAREHOUSE MANAGEMENT
▪ Bin Setup
▪ Internal Pick and Put-Aways
▪ Warehouse Management Systems
SUPPLY CHAIN
▪ Alternative Ship-Tos
▪ Basic Receivables
▪ Calendars
▪ Campaign Pricing
▪ Order Promising
▪ Sales Invoicing
▪ Sales Invoice Discounts
▪ Sales Line Discounting
▪ Sales Line Pricing
▪ Sales Order Management
▪ Sales Return Order Management
▪ Shipping Agents
▪ Sales Tax
▪ Alternative Order Addresses
▪ Basic Payables
▪ Drop Shipments
▪ Purchase Invoicing
▪ Purchase Line Discounting
▪ Purchase Invoice Discounts
▪ Purchase Line Pricing
▪ Purchase Order Management
▪ Purchase Return Order Management
▪ Requisition Management
Microsoft Dynamics Business Central
MANUFACTURING
▪ Production Bill of Materials
▪ Production Orders
▪ Agile Manufacturing
▪ Version Management
▪ Basic Supply Planning
▪ Demand Forecasting
▪ Sales and Inventory Forecasting
▪ Basic Capacity Planning
▪ Finite Loading
▪ Machine Centres
FINANCIAL MANAGEMENT
▪ Accounts Schedules
▪ Allocations
▪ Basic General Ledger
▪ Basic XBRL
▪ Budgets
▪ Change Log
▪ Consolidation
▪ Deferrals
▪ Intercompany Postings
▪ Responsibility Centres
▪ Cost Accounting
▪ Cash Flow Forecast
▪ Fixed Assets: Basic and Advanced
▪ Insurance
▪ Maintenance
▪ Reclassification
▪ Dimensions: Basic and Advanced
▪ Unlimited Companies
▪ Multiple Currencies
▪ Bank Account Management
▪ Electronic Payments and Direct Debits
▪ Bank Reconciliation
▪ Check Writing
SERVICE, SALES & MARKETING
Service Management
▪ Planning and Dispatching
▪ Service Contract Management
▪ Service Item, Order and Price Management
Workflow
▪ General
▪ Sales and Marketing
▪ Purchase and Integration
▪ Workflow Groups and Features
▪ eServices
▪ Electronic Invoicing
▪ Currency exchange rates
Document Management
▪ Incoming documents
▪ Optical Character Recognition (OCR)
▪ Incoming document workflow
Reporting
▪ Document Reporting
▪ Pre-Configured Excel Reports
▪ Report Scheduling
▪ Reporting Data Setup
Microsoft Dynamics Business Central
Sales and Marketing
▪ Campaign Management
▪ Relationship Management
▪ Contact Classification and Management
▪ Interaction / Document Management
▪ Mail Logging for Microsoft Exchange Server
▪ Opportunity Management
▪ Outlook Client Integration
▪ Notifications & Task Management
▪ Microsoft Dynamics 365 Sales integration
HUMAN RESOURCES (HR)
Efficiently manage your company’s human resources.
Group and track relevant employee information and
organise employee data according to different types of
information, such as experience, skills, education,
training, and union membership.
Store personal information, track job openings in your
organisation, and extract a list of candidates for these
positions. Keep track of benefits and company items such
as keys, credit cards, computers, and cars.
POWER BI
Connect Microsoft Dynamics NAV with PowerBI and
immediately get access to a business performance
dashboard with insights into your business.
You can use embedded Power BI to easily create
insightful charts and reports using Power BI, and make
them available within your Microsoft Dynamics NAV role
centre.
Easily record all types of absences in units of measure
that you define, and attach alternative addresses and
relatives’ names to employees.
PROJECT MANAGEMENT
▪ Basic Resources
▪ Capacity Management
▪ Multiple Costs
▪ Jobs
Microsoft Dynamics Business Central
EXTENDED APPLICATIONS
As a leading Microsoft Gold Partner, we’ve developed an array of
extended applications, designed with specific process or industry
requirements in mind.
▪ The Distribution [+] Bundle
▪ The Manufacturing [+] Bundle
▪ The Services [+] Bundle
▪ The Not For Profit [+] Bundle
We’ve got a wide portfolio of applications that can extended
Microsoft Dynamics
▪ Product Configurator
▪ Quality Management
▪ SFDC (Shop Floor Data Capture)
▪ eSign
▪ Credit Control
▪ Carrier Integration
▪ Credit Card Integration [SagePay]
▪ Quick Order Entry
▪ Magento 2 Connector
▪ Time & Attendance
▪ More…
DYNAMICS 365 FOR
Sales (CRM)
Turn relationships into revenue
by bringing digital intelligence
into every deal.
DYNAMICS 365 FOR
Customer Service
Earn customers for life by using
detailed information to provide
world-class customer service.
DYNAMICS 365 FOR
Field Service
Master the service call with smarter
capabilities, from optimised
scheduling to predictive
maintenance.
Unify your sales and marketing
to join customer experiences at
every interaction with lead
scoring and insight.
The end-to-end solution, if you’re
seeking to implement a fully
integrated ERP solution or upgrade
an accounting package.
Successfully manage your project-
based business and better satisfy
clients using intelligent tools.
DYNAMICS 365 FOR
Marketing
DYNAMICS 365
Business Central (ERP)
DYNAMICS 365 FOR
Project Automation
DYNAMICS 365 FOR
Talent
Attract the right people and
seamlessly onboard, engage, and
grow your talent.
Better understand and engage
with customers by giving
employees the relevant
insights they need.
DYNAMICS 365 FOR
Customer Insights
The Microsoft Dynamics 365 Suite
With intelligent business applications across CRM and ERP, Microsoft Dynamics 365 gives you choice. Start
with just what you need and then add apps as your needs change. Built on an extensible platform with
shared data and digital intelligence, Dynamics 365 helps your team make the most of every minute.
Pre-Built Extensions
We'll help you do even more with Dynamics 365
with AppSource. Enhance your software and processes
by integrating add-on extensions from Microsoft
and a wide-range of credible partners.
Custom Extended Apps
We'll help you customise Dynamics 365
by creating bespoke apps that solve your exact business
needs. As a leading partner, we have a portfolio of existing
add-ons for industry-specific solutions.
Tailor and extend Dynamics 365
We go beyondWe’re the UK’s leading ‘Microsoft Dynamics Gold
Partner ‘ for small to medium sized businesses. We’ve
been recognised twice as a ‘President’s Club’ member -
which classifies top performing Microsoft Dynamics ERP
partners worldwide.
We’ve achieved ISO 9001:2015 certification - the first
partner to recognise the need for an accredited quality
management system, in this market.
We’re one of a small number of Microsoft directly
managed partners, in the UK. This means that we work
directly with Microsoft, with a dedicated Account
Manager and Service Account Manager available to us.
Quality Matters
Quality is important to Azzure IT
because we value our customers.
We strive to provide our customers with products and
services which meet and even exceed their
expectations.
We are committed to continuous improvement and
have established a Quality Management System which
provides a framework for measuring and improving
our performance.
We’re one of the first partners (if not the first), in our
field, to achieve ISO 9001:2015 certification - the
international standard that specifies requirements for a
Quality Management System (QMS).
Sheffield. Reading. Newcastle.
Sheffield HQ
10 Europa View
Sheffield Business Park
Sheffield
South Yorkshire
S9 1XH UK
t. +44 (0)345 467 9950
azzure-it.com