Dynamics 365 Business Central – CRM, HR and General Business
Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Highly adaptable and rich with features, Business Central enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more. Companies can easily add functionality that is relevant to the region of operation, and that is customized to support even highly specialized industries.
Today we are going to focus on Customer Relationship Management, Human Resources and General Business features.
1. Customer Relationship Management
The relationship management features of Business Central help you manage and support your sales efforts. With these features, you have access to complete and accurate information so you can focus your interactions on preferred customer/contact segments.
Good sales and marketing practices are all about how to make the best decisions at the right time. Business Central provides a precise and timely overview of your contact information so that you can serve your prospective customers more efficiently and increase customer satisfaction.
The following table describes a sequence of tasks, with links to the topics that describe them.
To: |
See: |
| Define default settings for the use of contacts and interactions and set up number series. | Setting Up Relationship Management |
| Define the external entities that you have business relations with, such as customers, prospective customers, vendors, lawyers, and consultants, either as Person type or Company type. | Managing Contacts |
| Manage all types of communications between your company and your contacts, such as by email, letter, telephone, meetings. | Managing Interactions |
| Define segments to select a group of contacts according to specific criteria, such as the industry that the contacts belong to. | Managing Segments |
| Process incoming leads by creating opportunities and associating them to salespeople so that you can keep track of potential sales. | Managing Sales Opportunities |
| Create marketing plans to identify, attract, and retain customers. | Managing Marketing Campaigns |
| Use Dynamics 365 Sales for customer engagement and enjoy seamless integration in the lead-to-cash process by using Business Central for backend activities such as processing orders, managing inventory, and doing your finances. | Integrating with Dynamics 365 Sales |
2. Human Resources
In Business Central, you can keep detailed records of your employees. You can register and maintain employee information, such as employment contracts, confidential information, qualifications, and employee contacts.
You can also register employee absences, which allows you to analyse registered absences as necessary.
To start using the Human Resources functionality, you must set up employees and other basic information. You can then associate various codes to an employee, which allows you to filter information for specific employees.
The following table describes a sequence of tasks, with links to the topics that describe them.
To: |
See: |
| Register new employees or edit records for existing employees, and attach related information, such as contracts and articles. | Register Employees |
| Record employees’ absence and view absence statistics by various filters. | Manage Employee Absence |
3. General Business Functionality
Business Central provides dedicated functionality for typical business areas, such as finance and sales.
To support those business area-specific tasks, you can use a variety of general business functionality, such as defining extended text for document lines and organizing connecting business tasks in workflows.
The following table lists these general business areas with links to topics that describe them.
To: |
See: |
| Add extra information to accounts, customers cards, or sales orders to communicate agreements, such as a special price or delivery method, to other users. | Add Comments to Cards and Documents |
| View ongoing, posted, or archived documents that are related to sales and purchase order lines. | Track Document Lines |
| Communicate the contents of business documents quickly to your business partners, such as the payment information on sales documents to customers. | Send Documents by Email |
| Archive sales and purchase orders, quotes, return orders, and blanket orders, and you use the archived document to recreate the document that it was archived from. | Archive Documents |
| Set up standard text codes so you can extend standard text by adding extra lines and set up conditions for use of the extra lines. | Add Extended Item Text |
| Create tasks to remind you of work to be done. You can create tasks for yourself, but you can also assign tasks to others or be assigned a task by someone else in your organization. | Define User Tasks |
| Work with your Business Central data in Excel. | Exporting Your Business Data to Excel |
| Understand what happens when you choose the Post action. | Posting Documents and Journals |
| Post multiple sales or purchase documents together, immediately or as scheduled. | Post Multiple Documents at the Same Time |
| Review the result of posting before you post. | Preview Posting Results |
| Edit selected fields on posted sales or purchase documents. | Edit Posted Documents |
| Learn how to work with general journals, which are used to post to general ledger accounts and other accounts such as bank, customer, vendor, and fixed assets accounts. | Working with General Journals |
| Schedule a report to run at a specific date and time. | Scheduling a Report to Run |
| Let the system help you complete tasks quicker and more correctly by prefilling fields or complete lines with data that you would otherwise have to calculate and enter yourself. | Letting Business Central Suggest Values |
| Record external documents, including their file attachments, and then manually create the related documents or automatically convert the files to electronic documents. | Incoming Documents |
| Set up and use workflows that connect tasks performed by different users or by the system, such as automatic posting. Requesting and granting approval to create or post documents are typical workflow steps. | Workflow |
| Set up data exchange definitions so you can send and receive electronic documents. | Exchanging Data Electronically |