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

e. sales@azzure-it.com

azzure-it.com