– Dynamics 365 Business Central Demo Videos for SMB’s –

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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
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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
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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
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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
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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