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Dynamics 365 CRM
Microsoft Dynamics 365 Business Central (D365 Business Central) is a comprehensive business management solution designed for small to medium-sized enterprises (SMEs). It helps businesses manage their financials, operations, sales, and customer service, all within a unified platform. Here's an overview of its key components:
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Financial Management
General Ledger: Manages accounts, budgets, and financial reporting.
Accounts Payable/Receivable: Tracks payments, invoices, and vendor/customer information.
Cash Flow Management: Provides tools for monitoring cash flow and forecasting future needs.
Bank Reconciliation: Matches financial records with bank statements automatically.
Supply Chain Management
Inventory Control: Manages stock levels, locations, and item tracking.
Order Processing: Streamlines purchase orders, sales orders, and drop shipments.
Warehouse Management: Optimizes warehouse layout and tracks stock movements.
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Sales & Marketing
Sales Order Management: Handles the sales process from quote to invoice.
Customer Relationship Management (CRM): Manages customer interactions and marketing efforts.
Pricing & Discounting: Offers flexible pricing structures and discount systems.
Project Management
Job Costing: Tracks project costs and revenues.
Time Sheets: Manages employee time related to specific projects.
Resource Management: Allocates resources efficiently for ongoing projects.
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Human Resources
Employee Records: Maintains employee data such as skills, certifications, and contracts.
Payroll Integration: Connects with payroll systems to streamline salary payments.
Service Management
Service Orders: Manages repair, maintenance, and service contracts.
Service Planning: Schedules and assigns tasks for field service staff.
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Manufacturing
Production Planning: Manages the creation of production orders and schedules.
Bill of Materials (BOM): Defines materials needed for manufacturing.
Capacity Planning: Optimizes production resources to meet demand.
Business Intelligence and Reporting
Built-in Analytics: Offers reports, dashboards, and visual data analytics.
Integration with Power BI: Provides advanced reporting and business intelligence.
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Integration & Extensibility
Cloud-based: Accessible from anywhere with internet access.
Custom Apps: Allows for third-party apps or custom integrations through APIs.
Integration with Microsoft 365: Works seamlessly with other Microsoft tools like Word, Excel, and Outlook.
Compliance and Security
Data Security: Features role-based security and audit trails.
Regulatory Compliance: Assists in meeting industry standards and regulations.
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Let's keep in touch!
Find us on any of these platforms, we respond 1-2 business days.
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sales@gtrtek.com
