– Dynamics 365 Business Central Demo Videos for SMB’s –
Here is what you get from those
Dynamics 365 Business Central Demo Videos
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
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Dynamics 365 Business Central Demo for Business Owners
The 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
Dynamics 365 Business Central Demo for Sales Representatives
The 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
Dynamics 365 Business Central Demo for Bookkeepers
The 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
Dynamics 365 Business Central Demo for Accountants
The accountant normally 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 Dynamics 365 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
Microsoft Dynamics 365 Business Central SELF-TRAINING
Inventory Management
Use Dynamics 365 Business Central to manage your inventory levels.
Quote to Invoice
Use Dynamics 365 Business Central for Invoice processes.
Use Dynamics 365 Business Central to:
- Manage your inventory levels
- Quickly identify and review your top selling items
- Check Inventory availability and vendor lead times
- Quickly place a purchase order for re-stocking
- Receive the items and post the invoice
Video Transcription: Microsoft Dynamics 365 | Demo for Invoice Process
Use Dynamics 365 Business Central to:
- Enter a Sales Quote
- Deliver the new quote via email
- Convert the final Quote to an Invoice
- Send the Invoice to the customer via email