Implementation of Microsoft Dynamics 365 Business Central – the most important benefits for the company

Discover the benefits of implementing an ERP system for small and medium-sized businesses. Microsoft Dynamics 365 Business Central is software that will streamline your business management. 

In today's world of digital transformation, companies need tools that not only support daily operations but also increase productivity and data flow, enable efficient project management, development, automation, and the rapid making of the right business decisions in real time. Microsoft Dynamics 365 Business Central – a modern ERP system for small and medium-sized businesses – is the tool that makes this possible.

What benefits does ERP Dynamics 365 Business Central implementation offer companies?

1. Manage your business from one place with Dynamics 365 Business Central

Dynamics 365 Business Central offers advanced tools for managing your business from a single location. It's a cloud-based system with numerous features, including:

• finance,
• sales,
• purchasing,
• warehouse,
• production,
• projects,
• service.

All these modules are integrated with each other. However, this does not mean that a company has to use and configure all the functionalities. They can choose only the modules they currently need, optimising their work and maximising the use of the ERP system for their individual needs.

The integrated Microsoft Dynamics 365 ERP system ensures high-quality work by supporting multiple processes in a single tool. This means faster data transfer and document processing, processing automation and elimination of potential errors.

Dynamics 365 Business Central enables the following operations: 

Dynamics 365 Business Central allows you to customise the dashboard to suit the needs of specific users, ensuring ergonomic work with selected functionalities based on their tasks. Each user has access to specific modules of interest, with the ability to individually configure the dashboard and visualise data.

Thanks to the wide range of functionalities available within Dynamics 365 Business Central, you eliminate the need to use multiple different systems and gain complete control over all company processes from a single place. You will no longer have to maintain and administer multiple different applications, manage access, and pay license fees. All processes will be handled within a single, integrated tool: Dynamics 365 Business Central.

2. Automate your processes with Microsoft Dynamics 365 Business Central ERP

Thanks to the ability to individually configure the system, you can automate many processes that are repetitive, predictable and time-consuming from the perspective of the user who operates them.

Microsoft Dynamics 365 Business Central tools allow you to automate many repetitive tasks, such as:

• booking documents,
• calculating exchange rate differences,
• calculating late payment interest,
• generating financial reports,
• creating and approving sales orders based on quotes,
• generating customer payment notifications,
• creating purchase orders,
• sending sales invoices via email to customers,
• assigning warehouse locations.

These are just some of the automation capabilities enabled by this modern ERP system. For businesses, this translates into process optimisation through faster document and data processing, time savings, reduced risk of errors, and improved insight into operational and financial data available in real time.

For users handling these processes, this translates into greater work efficiency and less frustration associated with often tedious and repetitive data entry tasks. Automation across many processes allows for the time saved to be used for more dynamic and demanding tasks.

Thanks to automation, work in Dynamics 365 Business Central becomes more structured and predictable, processes are clearly defined, and task delegation between departments becomes efficient and transparent. Users can focus on data analysis, project planning, and customer service instead of routine, frustrating tasks.

3. Faster and better decisions thanks to data from the Business Central system

Microsoft Dynamics 365 Business Central is a comprehensive system that not only allows you to manage numerous interconnected processes but also enables you to make faster and more informed business decisions. Why is this? Because Dynamics 365 Business Central offers real-time access to financial data. You don't have to wait for reports from several different departments, analyse them, integrate data, and verify inaccuracies and errors before making a decision. In Microsoft Dynamics 365 Business Central, all your data, including financial, sales, inventory, and operational data, is in one place, allowing you to generate multi-level reports at any time and for any period.

Moreover, the automation of selected processes will speed up the creation of specific reports and summaries and ensure that they are always made available to designated users.

No matter what area of Dynamics 365 Business Central you manage, you can configure your dashboard to have access to specific data at your fingertips. Reports will be updated throughout the day, displaying the most reliable data, from the balance sheet and profit and loss statement, through cash flow, open payables and receivables, to more personalised reports such as sales breakdowns by region, segment, or customer. Dynamics 365 Business Central allows you to create budgets and continuously monitor their utilisation and variances. You can monitor budget overruns, low inventory levels, and payment delays.

With this innovative ERP system, you can not only use ready-made reports but also easily create your own industry-specific reports and analyses, tailored to your specific business needs. Data can be integrated with the Power BI business application, allowing you to create interactive dashboards and forecasts.

All this means that system users can make quick decisions based on reliable data, which undoubtedly creates a competitive advantage in today's demanding market.

4. Integration with the Microsoft 365 ecosystem 

All Microsoft products have been designed to work together as much as possible in a user-friendly way.

Microsoft Dynamics 365 Business Central is no exception. This comprehensive ERP not only integrates with other Dynamics 365 systems but also with the Microsoft 365 family of products.

Business Central can be easily integrated with the following tools: 

• Outlook – issuing invoices via email, sending bulk invoices,
• Excel – data export and import,
• Teams – communication and collaboration,
• Copilot – intelligent assistant.

This means that even users who do not use Microsoft Dynamics 365 Business Central on a daily basis, but participate in processes that are reflected in this system, can use the data contained therein.

Dynamics 365 Business Central allows you to export data directly to Excel, significantly reducing the time required for data processing and formatting. The submitted reports look similar to those in Excel; what's more, they are already formatted, including column headers and value summaries. Once the XLS file is prepared in the appropriate format, the user can then import it into the system, reducing the time required for manual document preparation or transaction booking.

Thanks to integration with Outlook, the system allows users to send reports and documents prepared in Microsoft Dynamics 365 Business Central. By automating the sales process, users can send issued sales invoices to specific customers without the need to manually complete each email.

During a Microsoft Teams meeting, the user can share selected data and share reports.

The provider is also developing the features and capabilities of Microsoft Copilot – an intelligent assistant based on artificial intelligence, which already supports users in their daily work with the ERP system by effectively searching and analysing financial, sales, and inventory data, and automatically generating invoices and orders. The system supports users in preparing business correspondence, inventory planning, and reporting and data analysis. Furthermore, Microsoft Copilot also assists in daily work with system configuration and personalisation, without the need for technical commands.

Working in the Microsoft environment, which includes Dynamics 365 Business Central cloud ERP, means seamless transition and collaboration between the various tools you're already familiar with. It's important to note, however, that Business Central integrates with more than just Microsoft products. It can also be integrated with OCR systems for processing purchase invoices, allowing the system to automatically learn to post them to specific cost items, leaving time and space for user verification.

5. Cloud ERP: Manage your business from anywhere with Business Central

Microsoft Dynamics 365 Business Central runs on the Microsoft Azure platform, meaning it's a cloud-based solution that users can access from anywhere and on any device. The only requirement is internet access. Known as SaaS (Software as a Service), this solution means companies don't have to worry about network infrastructure or the necessary hardware, as the software vendor manages the entire ecosystem.

Microsoft will ensure data security, optimal system performance, and updates and fixes to existing functionalities. Data storage at Microsoft meets the highest security standards, and users have seamless access to the system using a computer, tablet, or smartphone. You can work using the tool you love or have at hand, and still have convenient access to your profile, financial and sales data, reports, and analyses.

Logging into the system is two-step, using a login and password, as well as multi-factor authentication. This solution allows Dynamics 365 Business Central to grow with your company. You can add new users at any time, change access, and expand existing functionality using apps available on Microsoft AppSource. This solution is very beneficial for businesses that don't want to maintain an IT infrastructure, lack IT resources, or don't want to incur high implementation costs right from the start.

6. Scalability and flexibility tailored to your business

Scalability and flexibility are among the greatest advantages of Dynamics 365 Business Central. The system grows with your company in terms of both the number of users and the functionalities and amount of data handled by the system.

In practice, this means you can increase the number of system users at any time by purchasing the required number of licenses for new employees. You can expand existing functionalities with new modules, allowing you to more efficiently handle new processes as your business grows. You can also integrate Dynamics 365 Business Central with new external systems you use at any time. Within the existing system, you can also add new group companies, expand your operations to international markets, and work in any currency or language.

The flexibility of Dynamics 365 Business Central allows you to tailor the system to your company's specific needs, both in terms of interface design and process diversity. Users can personalise the interface, screen layout, shortcuts, and dashboards. The system allows users to configure their own workflows, approvals, roles, and permissions for the business processes they support.

Microsoft AppSource offers numerous ready-made applications compatible with Dynamics 365 Business Central, allowing you to instantly extend the system's functionality without any specialised programming work. You can create your own extensions for Dynamics 365 BC and integrate the system with Power BI for real-time reporting and data analysis.

Business Central provides the following solutions: 

7. Microsoft Partner and Community Support 

RSM Poland is an official Microsoft Partner for cloud solutions. We specialise in implementing, customising, and supporting Dynamics 365 Business Central. We provide not only professional ERP system implementation – based on a thorough needs analysis, data migration, system configuration, and user training – but also develop custom functionalities tailored to the specific needs of your business. We also offer report configuration based on recorded operations and integration with other external systems.

Our services include implementation and configuration, system customisation and expansion, technical support, and post-implementation services, which include ongoing assistance and required updates. We offer user training before starting to use the system and provide support in daily operations. We are responsive to customer needs, seeking the best solutions, and supporting business process optimisation and automation to help fully utilise the system's potential. We are committed to customer satisfaction, increasing user productivity, and ensuring their satisfaction with our work and the Dynamics 365 Business Central system.

The Microsoft community offers the exchange of knowledge, experiences and good practices, informal support and answers to questions, and Microsoft itself organises webinars, training and certification opportunities as part of professional development.

Microsoft solution for your Business – summary

Implementing Dynamics 365 Business Central is an investment in the development, efficiency, and security of your company. It's an advanced tool that not only supports users' daily work but also provides a competitive advantage and enables optimal business decision-making in rapidly changing environments. 

In a world where rapid response, full control over data, and the ability to scale operations count, Dynamics 365 Business Central allows you to operate in an agile manner, anticipate more, and grow faster – without chaos and costly compromises.