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

Dynamics 365 Business Central Demo Videos

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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

Microsoft Dynamics 365 Business Central SELF-TRAINING

Dimensions and Analysis

Dimensions and Analysis in D365 BC for the Non Accountant.

Video Transcription: Microsoft Dynamics 365 – for the Non Accountant

Recurring Invoice

Leverage many of your Dynamics 365’s built-in functions

Video Transcription: Microsoft Dynamics 365 | Demo for Invoice Process