FUNCTIONALITY
Microsoft Dynamics 365 Business Central Functionality
FUNCTIONALITY
Sales and Relationship Management
Customers expect high-quality service, and meeting those expectations is essential for maintaining trust and satisfaction.
Business Central CRM capabilities help you build stronger customer relationships by providing complete and accurate information. This is one of the key strategies you can apply to improve the service quality and better understand your customers’ needs.
The integrated Sales and Relationship Management module enables employees to share information, optimize sales cycles, and improve service delivery, resulting in more efficient customer support. The CRM capabilities of this module are designed to enhance every aspect of customer relationship management, from contract management to inventory control. In addition, you can manage contacts that are not limited to customers, but also include vendors, partners, banks, competitors, and other relevant stakeholders. The CRM capabilities are synchronized with Microsoft Outlook and can be integrated with other applications, as well.
Seize the opportunities!
Successful opportunity management is based on the ability to run effective marketing campaigns that convert leads into sales, generate opportunities through products and services, and ultimately drive business growth. With a comprehensive set of tools, you gain the ability to track and manage all the interactions – covering contacts, sales, and service activities leading to closing the deal.
Functionalities:
Automated management of incidents
Managing campaigns
Classification of contacts
Managing contacts
Contact search
Managing documents and interactions
E-mail access to Microsoft Exchange
Record of contact interaction
Managing leads
Managing opportunities
Managing tasks
Outlook integration
Possibility for quick answers and efficient service
Knowledge database and reporting tools for accurate forecasting and for measuring business activities and sales performance.
Access to information about customer is fast and simple.
FUNCTIONALITY
Sales and Distribution
A wide range of interlinked documents is available to manage the complete sales process, including:
Quotes
Orders
Blanket orders
Invoices
Credit Memos
Return orders
These documents are fully interconnected, supporting the entire sales cycle, from sales quote to order and invoice, although the process can also start directly with an order.
When entering data in any document, the full history of past sales documents is readily accessible. For item sales, detailed information such as item data, availability, prices, discounts, and substitutes is just a click away.
Printed sales documents are automatically reflected in the CRM module. Within CRM, a task can be created for each printed invoice, enabling the salesperson to follow up efficiently.
Functionality of Sales orders enables:
Quick entry, displaying only the necessary fields
Creating number of shipments and invoices from single order
Drop shipments linked with purchase orders
Approval process of documents via e-mail
Quick creation of sales documents by copying existing, posted or unposted orders
Advance payments
Multiple types of lines of sales orders:
Items
Fixed Assets
G/L Account
Item costs (transport, customs…)
Comment
Each line of sales order can have:
Its own dimension (cost center, profit center…)
Its own price and discount
Its own location (warehouse)
Greater number of serial numbers and lots and bins
VAT information
Planned date of shipment, required date of shipment and other relevant dates
Your own no. series
Importing and creating sales orders from external applications
Optional real-time creation of Business Central sales orders from an online web shop
Custom fields and processes to automate any activity using the Business Central rapid development environment and the GoPro’s development team expertise.
FUNCTIONALITY
Financial management
Business Central Financial Management helps companies uncover financial opportunities while motivating users to work more efficiently and enhance their knowledge.
With up-to-date information, decisions can be made quickly and accurately. This solution goes far beyond standard accounting tools.
Business Central Financial Management allows you to centralize accounting and other financial information.
Its extensive functionalities make it easier to identify trends and results within your business activities, enabling you to realize the full value of the information and create new opportunities. The system supports a broad spectrum of business operations, which can be expanded as your business grows. Financial management in Business Central allows you to focus on the most critical aspects of your business.
The General Ledger functionality includes G/L accounts, journals, periodic journals, tracking codes, and more. Built-in tracking codes (source code, reason code) document where each transaction is posted. This allows you to review all lines, find original documents, access financial reports, G/L accounts, G/L detail balances, and more. You can generate a wide range of trial balances and customized financial reports, consolidate dependent companies using grouping and reporting, and filter balances by dimensions such as time periods, departments, projects, production lines, and customer groups, all without external reporting tools.
Real-time integration with other system modules provides: · Financial reports in minutes · Analytics synchronized with the General Ledger · Efficient and fast fiscal period closing · Easy tracking of individual items · Simultaneous data entry and posting by multiple users Every posted transaction in the General Ledger is easy to track and analyze within the system. Transaction lists include balance account information and dimensions, source codes, reason codes, and user IDs, ensuring full audit trails. .
Financial Management includes: Financial reporting | Dimensions | Allocations | Budgets | Flexible G/L Accounts | Multicurrency This enables you to: · Create unlimited financial reports · Export reports to Excel · Track changes and responsible users · Review financial data daily, weekly, monthly, or for any period · Create unlimited budgets · Import/export budgets to Excel · Set up unlimited dimensions and values · Copy budgets, including dimensions, from previous periods · Create unlimited user-defined column layouts · Use dynamic drill-down to find information on-screen · Set up periodic allocations · Consolidate domestic and foreign subsidiaries · Consolidate companies with different G/L accounts, partial ownership, fiscal periods and currencies · Maintain the General Ledger in multiple currencies · Manage foreign vendors and customers in their currencies
The Receivables module is fully integrated with other system modules. It allows you to: · Track all receivables, due dates, and sales statistics · Automatically post invoices and credit memos to the General Ledger · Enter transactions via Sales Journal, Cash Receipt Journal, and Payment Journal · Set special prices and discounts for specific customer-item combinations · Copy data from posted and unposted orders, shipments, or invoices · Reserve items at the moment of sales order entry · Post sales orders individually or in batch · Manage customer credit by viewing open orders, aging summaries, and comments · Track order and line statuses · Monitor shipments, quantities, and related information · Set unlimited customer addresses · Maintain a full audit trail with security measures
The Payables module allows you to: · Track all payables, due dates, and purchase statistics · Automatically post invoices and credit memos to the General Ledger · Enter transactions via purchase orders and payment orders · Set special purchase prices and discounts · Copy data from posted and unposted orders, shipments, or invoices · Create purchase orders manually or automatically · Monitor expected receipts and stock availability · Post purchase orders individually or in batch · Automatically generate purchase orders based on purchase plans · Link purchase orders to specific sales orders · Ship goods directly from vendor warehouses to customer warehouses · Set unlimited vendor addresses · Maintain a full audit trail with security measures
Cash management provides efficient monitoring of bank accounts, payments, transfers, and other cash transactions. It allows you to: · Manage unlimited bank accounts · Manage unlimited cashiers · Update the General Ledger automatically upon transaction posting · Create electronic payment journals and import bank statements (e-banking) · Retrieve data from bank statements
The Fixed Assets functionality provides a precise overview of all fixed assets, including book value and depreciation. Integration with other modules such as General Ledger and Purchases/Payables reduces errors and ensures consistency. The module enables you to: · Create and maintain fixed assets flexibly · Define assets as budgeted or as components of other assets · Set unlimited depreciation books per asset · Integrate depreciation books with the General Ledger · Define depreciation periods (monthly, quarterly, annually) · Record analytical transactions for each depreciation book · Use custom depreciation methods · Monitor insurance, maintenance, service fees, and other costs · Allocate depreciation, gains/losses, and other transactions to different G/L accounts and dimensions · Reclassify assets or their components
Business Central supports multicurrency across all modules, not just the General Ledger. Users can view transactions in original and reporting currencies, enabling financial reporting in both local and market currencies. Multicurrency functionality allows you to: · Serve customers and partners globally · Expand into international markets · Offer improved service to foreign customers and vendors · Facilitate employee interactions with international partners · Support unlimited currencies and 198 languages
FUNCTIONALITY
Purchase and logistics
A variety of linked documents are available to manage purchase orders and the invoicing process, including:
The complete flow of the procurement process
Requisition
Purchase quotes
Blanket quotes
Orders
Invoices
Credit Memos
Return orders
These documents are interconnected, supporting the full purchase cycle, from quote to order and invoice, although the process can also begin directly with a purchase order.
When entering any document, the full history of previous purchases is immediately accessible. For item purchases, detailed information such as item data, availability, prices, discounts, and substitutes is just a click away. Printed purchase documents can also be viewed in the CRM module.
Functionality of Purchase orders:
Quick entry
Creating more than one receipt and invoice from one purchase order
Drop shipments with related sales orders
Document approval process with notification via e-mail
Quick creation of purchase documents by copying existing, posted or unposted orders
Different types of purchase order lines
Items
Fixed Assets
G/L Account
Item costs
Comments
Each line of purchase order can contain:
Dimension (cost center, profit center etc.)
Its own price or discount
Its own location
More than one serial number or lot
VAT information
Planned receipt date, required receipt date and other relevant dates
Import and creation of purchase orders from external applications
Customizations and new processes developed using the Business Central rapid development environment and the GoPro development team
FUNCTIONALITY
Inventory and warehouse
Warehouse management is a cornerstone for any trade or manufacturing company. Stock availability and a clear view of needs and requirements are key factors that ensure smooth business operations. The Inventory module in Business Central provides companies with accurate and reliable stock data, along with dependable indicators of availability.
Unlimited item classification
Real-time stock inventory
Unlimited number of locations (warehouses)
Item tracking (serial numbers, lots, bins)
Processing of sales orders with full history
Processing of purchase orders with their history
Processing of complaints
Transfer orders
Periodic physical inventory
Flexible cost tracking : average, FIFO, standard and FEFO (First Expired First Out)
Cross-referencing vendor and customer items, allowing recognition of alternative item codes
Bar codes
Suggested item substitutes
Key components Of Warehouse management module)
Key components of Manufacturing module
Rising customer satisfaction
Faster response to market demands
Warehouse Management System – WMS
With Business Central WMS, all warehouse operations are fully integrated with other business areas. This provides better control over stock movements and storage, maximizes efficiency in receipts and shipments, optimizes space usage, and ensures that you always know the location of your items.
Accurate and timely order processing is critical. WMS offers advanced functionalities to optimize warehouse efficiency. Direct put-away and pick processes allow quick handling of goods from their storage zones. Warehouse staff save time, and accuracy improves, as Business Central manages warehouse operations. Mobile handheld devices can further enhance efficiency.
FUNCTIONALITY
Manufacturing
Business Central Manufacturing helps to accelerate responses to customer demand and improve overall performance by providing tools to manage the manufacturing process effectively.
It offers the functionality needed to make well-documented decisions on daily operational challenges. The powerful MRP (Material Requirements Planning) feature helps determine when to manufacture or deliver items.
MRP is flexible, allowing for overplanning and adjustments to existing plans. You define key items and their supply methods, and MRP calculates net requirements. The system provides suggestions based on actual data rather than estimates. Given constant market changes, the system supports flexible adaptation of new processes and technologies without slowing down operations.
Implementation of Business Central Manufacturing can be done without pausing production. Starting with the basic module, it provides immediate benefits, which can be expanded over time by adding MRP, MPC, or custom modules as needed.
Key features include:
Simple management of production orders and bills of materials
Automatic or manual process planning
Graphic displays to quickly identify issues and resolve bottlenecks before they impact production
Clear view of ongoing production
Business Central Manufacturing delivers accurate, reliable information about production processes, enabling informed decision-making and efficient operations.
FUNCTIONALITY
Service Management
Business Central Service enhances profitability by delivering dedicated, high-quality service. By providing accurate and up-to-date information, it allows you to control expenses, organize resources efficiently, and achieve high operational performance. This solution offers complete visibility and helps manage a wide range of services.
Complete history of every service item
Customer contracts
Item substitution
Daily service schedule reports
Entry of new service orders
Automatic creation of recurring service orders
Resource availability, certifications, and service zones
Service tasks
Planning and dispatching
Managing service contracts
Managing service items
Managing service orders
Managing service prices
New custom fields and processes specific to your business can be developed using the Business Central rapid development environment and the experienced GoPro team.
FUNCTIONALITY
Monitoring Jobs/Projects
Business Central enables efficient and profitable job cost monitoring by providing accurate cost information:
Evaluate the total value of a job, including items, resources, and other costs
Maintain a comprehensive list of all costs and invoices for each job
Ensure all relevant costs are invoiced
Exercise rigorous control over all costs
Organize resources effectively to increase efficiency
FUNCTIONALITY
Document Management
The Document Management functionality allows you to attach scanned documents, PDFs, Excel files, e-mails, or any other file type to any record in Business Central. Once attached, an indicator shows the link, and the document can be opened and viewed directly within the system.
Attaching scanned images of paper documents (invoices, purchase orders, contracts, etc.) to the appropriate record
Attaching Excel tables to provide detailed explanations of transactions, forecasts, and other data
Finding scanned documents using the Business Central Navigate function
Save and review all known formats of files like Adobe, AutoCAD, HTML, Office and MP3.
FUNCTIONALITY
Human resources
The Human Resources module maintains and tracks a complete database of employees. Accurate employee information is critical for effective HR management.
Accurate employee data is essential for effective human resource management.
The Human Resources module in Business Central provides flexible options for organizing and controlling employee information, ensuring reliability and consistency in HR management.
The employee card contains a complete history for each employee, including personal details and additional administrative information. Statistical codes enable you to categorize employees based on various criteria.
For example, you can create custom lists of qualifications and assign them to employees. These may include education levels, professional certificates, and other relevant competencies. Combined with statistical codes, this information makes it easier to identify employees who are best suited for specific roles or projects.
Maintaining complete data base of employees
Defining your own rules to record the absences
Broad rights to view basic data and rigorous ones to view confidential data
Pattern of absences based on history of absences
Tracking miscellaneous article information like giving employee to use a laptop PC, mobile phone, credit cards and so on.
FUNCTIONALITY
Payroll
GoPro has developed its own module for calculating salaries and other employee income.
This module is based on years of experience implementing payroll solutions for medium and large companies.
Contracted salaries can be entered into the system in multiple ways:
For each employee, it is possible to enter expense reimbursements (meal allowance, transportation, vacation allowance, etc.), which can be calculated either as a monthly amount or as a daily amount based on working days. When using monthly amounts, reduction scales can be defined depending on specific types of absence.
The calculation of reimbursed allowances can be processed together with the regular salary or separately as an independent payroll run.
The recording and calculation of deductions can be performed either as a fixed amount or as a percentage of salary.
The system supports the calculation of other personal income that does not qualify as employment-related salary.
The module includes over 30 built-in logical validations that prevent user errors and alert users to potential inconsistencies.
Integration with electronic payment systems of all banks.
Electronic submission of statutory forms.
Loans and payroll deductions management.
Posting to the general ledger by projects or cost centers, even if different allocation combinations apply to individual employees each month.
Automatic creation of payment orders.
27 statutory forms and more than 40 standard reports.
Additional functionalities include:
Refunds processed with regular payroll or as separate calculations
Deductions as fixed amounts or percentages
Support for other calculations outside standard employment contracts
Automatic creation of G/L journals and payment orders
FUNCTIONALITY
Reporting and BI
Access to up-to-date information and powerful reporting and analysis tools allows employees to monitor performance, analyze trends, and identify potential problems before they occur.
Business Intelligence (BI) capabilities in Business Central provide insight across the entire organization.
Accurate data, combined with a wide range of analytical and reporting tools, including graphic displays, OLAP, and web-based analysis options, enables employees and management to make informed decisions that drive business success.
The Business Analytics module enables:
Preparation of targeted analyses within Business Central, with the option to display results externally in Excel or web-based applications for deeper business insights.
Report creation using step-by-step wizards, graphic tools, and drill-down capabilities.
Simple use of advanced analytical tools to review overall business performance.
Customizing and viewing graphic displays and reports.
Analysis by dimensions, allowing in-depth insight into specific aspects of the business.
Customized reporting outside Business Central using database information, independent applications, or SQL Server Reporting Services, enabling rapid data extraction and report creation using Report Designer.
It is possible to prepare analyses outside of Business Central using data from the database. This can be done through independent applications or by using SQL Server Reporting Services, which allows you to quickly extract the required data and use Report Designer to create customized reports.
FUNCTIONALITY
Retail
The GoPro’s solution covers all business aspects of retail, including:
Point-of-sale operations
Duty-free shops
Retail stores
Service-based retail
The retail module is fully integrated into Business Central. Its powerful functionalities can be adapted to meet specific business requirements.
Key GoPro retail module functionalities include:
Cash registers/POS
Multiple user support, by user sales statistics, access control
Item catalogue by categories and subcategories
Barcode devices support and defining barcode formats
Defining attributes and their association with items
Various payment methods support; cards, checks, transfer order, cash
Giving a discount at the cash register in the amount or percentage
Automatic leveling of stocks with every sale or at the end of the day
Customer records, review of their transactions
Orders for correction, search and inspection of invoices
Communication with external devices through drivers (fiscal cash register, electronic scale, a printer for printing labels)
Issuing cash account
Stock tracking
Sales reports by time period, customers, users
Back office
Legal entities records
Issuance of retail invoice to legal entity
Recording legal entity procurements
Sales management and creation of stock leveling
Documents
Part of module in Business Central
Sending sales data to business software
Sending created documents to business software
KEPU book
Internal admission note
Internal delivery note
Purchasing from suppliers
Supplier refund
Inventory list
Reports on the movement of goods in the retail warehouse
Pro forma invoice (reservation)
Invoice
Reports on invoiced and reserved goods
Basic analysis of sales trends, supply and condition of items in stock
FUNCTIONALITY
Web shop
Modern business trends demand the use of technology to streamline decision-making and order processing. The Web Shop increases sales and accelerates order processing, improving communication with customers, and the sales team.
A web shop is a solution that can increase sales and significantly speed up the ordering process. Investment in a web shop delivers quick returns while simplifying communication with both your customers and your sales team.
The key advantage of a web shop is that it allows your customers to place orders at any time. For many companies, this modern approach to trade has resulted in higher turnover and lower order processing costs. Some of the main benefits a web shop brings to your business include:
Quick and efficient insight of your customers (or only the customers that have permission) into your assortment of items, prices, discounts, campaigns
Quick and efficient insight of your customers (or only the customers that have permission) into your momentary stock of items
Customers can directly and independently reserve items and create pro invoices for selected orders (if they have permissions)
For every pro invoice customer and a salesperson receive automatic notification via e-mail with all elements of the order
Customers can independently get to know the characteristics of the product and choose the one which fits best
Customer payments are automatically recognized as payment for specific order from Web Shop
Your salespeople can receive all newly created orders via e-mail and at the same time these orders appear in Business Central so there is no need for double entry of the data
Customers can update their information, which is automatically transferred to Business Central for review and order approval by sales staff
You can enable your customers to see their due payments and due dates.
The system can block customers who have reached their credit limit from creating new orders and alert them about overdue payments
DEVELOPMENT PROCESS
You’ve made the decision that you need a new information system. What next?
