– Dynamics 365 Business Central Demo Videos for SMB’s –
Here is what you get from those
Role-Based Scenarios Dynamics 365 Business Central demo, tailored specifically for key members of an SMB organization.
Some factors that drive the decision for a company to replace their existing accounting solution include:
- Can’t see what’s going on in the business
- Legacy solution requires on-premise infrastructure that takes too much time to maintain
- Their competition is moving to the cloud
- Current system was fine for a while, starting to take too long to use, get reports, etc.
- Growth of staff exposes system up to security or data loss issues.
- Existing systems begin to break at the seams and hire an in-house accountant or find a better solution.
- Existing systems can become time-intensive to support as manual workarounds are required to scale
- Business process control is mostly manual and failing
Deep Exploration of Dynamics 365 Business Central for beginners
UserGroup Summit | The Do’s and Don’ts with Dynamics 365 Business Central
Dynamics 365 Business Central | Role-Based Demo
Business Owner’s Core Responsibilities usually include:
- How to manage cash
- Target and attract new customers
- Maintain relationship with existing customers
- Control expenses
- Hire and retain good employees
- Reduce time required to analyze sales and financials
- Quickly resolve problems with payments from customers
In this demo for Business Owners, learn how to:
- Use KPI’s to check the health of the business
- Manage Cash inflows and outflows
- Identify current trends and opportunities
- Review Customer Payments and Receivables
Sales rep or business development executives needs are:
- Opportunity management
- Mobility
- Immediate access to sales history, inventory levels
- Identify trends to maximize time
In this demo for the Sales Rep, learn how to:
- Enter a Sales Quote from an Outlook email
- Send the new Quote via email
- Negotiate the terms of the Quote
- Convert the Quote to Sales Order
Bookkeeper’s core responsibilities include:
- Creating invoices
- Paying bills on time
- Balancing the bank statements
- Creating financial statements
In this demo for Bookkeepers, learn how to:
- Easily enter a Vendor’s Purchase Invoice
- Use OCR to automate the Purchase Invoice process
- Stay current with your Vendor balances
- Easily send payments to your Vendors
Accountant focuses on accuracy and timeliness such as:
- Quick access to AP, AR and GL and Inventory
- Ability to schedule and automate processes
- Research and troubleshooting problem areas
- Shorten month-end closing process
- Assign and maintain priorities and tasks
- Quick access to financials
In this D365 BC demo for Accountants, learn how to:
- Get quick access to balances and reports
- Easily add to the Chart of Accounts as the business grows
- Quickly set up journal postings
- Complete drill-down tools for account analysis
The External Accountant Responsabilities:
- Handles the books or audits the books
- Helps with tax services, payroll and bookkeping
- Works with the bookkeeper to drill into data
- Ensures their customer doesn’t do something foolish
How your Dynamics 365 BC roles can extend to your external CPA/Accountant:
- Create External Accountant
- Enter the details
- Send the invite
- Your accountant accepts
The Marketing Manager Responsabilities:
- Reduce the number of clicks
- Limit errors and ensure data accuracy
- Track Campaign frofitability
How your Dynamics 365 BC can meet the needs and requirements for your Marketing Manager:
- Create and manage campaigns
- Monitor Opportunities and Customers
- Measure Campaign profitability
- Attract new Customers
- Maintain relationship with existing Customers
- Access to customer history and trends
Dynamics 365 Business Central | How-To Training Series
Our company has opened a new Sales Channel, and we need a new Revenue Account to track the activity, and to re-class prior posted amounts:
- Create a new GL Account
- Create a Journal Entry
- Post the Journal Entry
How to Create a New Customer and Email their Sales Invoice:
- Create a new customer
- Create a Sales Invoice for the new customer
- Email the Sales Invoice to the customer
Learn how the dynamics 365 Business Central Smartphone Application works:
- Home Page
- Business Assistance
- Favorite Accounts
- Trial Balance
- PowerBI Reports
- Quick Links
Learn how to automate Business Process Approval so you can:
- Standardize informal approvals
- Eliminate Manual Steps
- No More “Cracks”
Learn how to manage your inventory levels:
- Review Top Selling Items
- Check Inventory and Vendor Lead Time
- Place Purchase Invoice
- Post
Learn how to process invoices:
- Enter Quote
- Email Sales Quote to Customer
- Convert Quote to Invoice
- Email Invoice to Customer
Learn how to connect to Power BI:
- Connect Power BI to D365BC
- OData Connections
- Power BI Apps
- Reports vs Workspaces
Learn how to process A/P Payment in Dynamics 365 Business Central:
- Vendors
- A/P Invoice Entry
- A/P Aging
- Payment (ACH & Checks)
Learn how to process use Basic Workflows in Dynamics 365 Business Central:
- The basics in the workflow module
- The workflow templates
- The workflow setups conditions and responses
Learn how to use basic workflows in Dynamics 365 Business Central (Pt 2):
- Workflow Approval Process
- Create new transaction
- Request approval
- Receive notifications
- Approve transaction
Tips and Tricks for Dynamics 365 Business Central:
- Some basic shortcuts inside Business Central
- Some keyboard shortcuts to allow you to work with less reliance on the mouse
- We’ll also look at some tips for searching inside Business Central
- Filtering inside Business Central when we’re working with list
How to Create a Basic Jet Report in Dynamics 365 Business Central:
- Customer Aging Report
- Sales Transaction Report
- Inventory Analysis Report
How to Create a Workflow in Dynamics 365 Business Central:
- Sales & Receivables Set-up
- Approval User Set-up
- Customer Credit Limits
- Define the Workflow
Dynamics 365 Sales (CRM) – Basics CRM Part 1
- CRM Set-up
- Contacts
- Accounts
- Customers
- Vendors
- Outlook
Dynamics 365 Sales (CRM) – Basics CRM Part 2
- CRM Records
- Interaction Templates
- Interactions
- Opportunities
Dynamics 365 Sales (CRM) – Basics CRM Part 3
- Marketing
- Marketing Set-ups
- Marketing Campaigns
- Contact Segments
Dynamics 365 Business Central – Demo for Basics of Inventory Sites
- Physical Locations
- Virtual Locations
- Bins or no Bins?
Dynamics 365 Business Central – Fixed Assets Module Demo
- Adding Assets/Acquisition
- Calculate Depreciation
- Recording Maintenance
Dynamics 365 Business Central – Project Accounting Basics Demo
- Resources
- Jobs
- Job Tasks
Microsoft Dynamics 365 Business Central SELF-TRAINING
Dimensions and Analysis
Dimensions and Analysis in Dynamics 365 Business Central for the Non Accountant.
Recurring Invoice
How to leverage many of your Microsoft Dynamics 365 Apps’ built-in functions