Business Functionality
Business Central provides functionality for common business processes in small and medium-sized companies, mainly within wholesale and professional services. However, more complex processes, such as assembly, manufacturing, service, and directed warehouse management are also supported. Learn how to get a free trial here.
Tip
Take free e-learning content about the Business Central user interface in Microsoft training.
Business Central includes standard configurations for most business processes, but you can change the configuration to suit your business needs. From your Role Centre, you can access assisted setup guides that help you configure certain scenarios and add features to Business Central. Several areas of business functionality must be set up manually. The Business Central quick start articles help you take the first steps towards making Business Central your own. Learn more at Setting Up Business Central.
| To | See |
|---|---|
| Make and collect payments, manage your cash flow, defer income and revenue, prepare year-end closing, and manage fixed assets. | Finance |
| Get insight to the performance of your business activities through budgets, account schedules, and analysis views. | Financial Business Intelligence |
| Manage sales processes and information, such as quotes, orders, returns, and customer accounts, and make drop shipments. | Sales |
| Manage purchasing processes and information, such as invoices, orders, returns, and vendor accounts, and purchase items from sales documents. | Purchasing |
| Register new inventory or service-type items, categorise items for easy searching, adjust inventory levels, and perform common inventory costing tasks. | Inventory |
| Create projects and schedule resources for projects, manage project budgets, monitor progress, and track machine and employee hours. | Project Management |
| Organise your fixed assets, ensure correct periodic depreciation, and keep track of maintenance costs. | Fixed Assets |
| Manage and support your sales efforts, and focus your interactions on preferred customers and contacts. | Relationship Management |
| Keep detailed records of your employees, and register absences for analysis purposes. | Human Resources |
| Plan the production operations required to transform inputs into finished goods. | Planning |
| Put salable items together in simple steps to make a new item, such as a kit. | Assembly Management |
| Define shop floor resources and their capacity, schedule operations, pull production components, and execute production operations. | Manufacturing |
| Ensure an effective flow of received and shipped goods. | Warehouse Management Overview |
| Schedule service calls and set up service orders, and track repair parts and supplies. | Service Management |
| Set up and use workflows that connect tasks performed by different users or by the system, such as automatic posting. Request and grant approval to create or post documents are typical workflow steps. | Workflow |
| Enable users to exchange data with external sources during daily tasks, such as send/receive electronic documents, import/export bank files, and update currency exchange rates. | Exchanging Data Electronically |
| Record external documents in Business Central, including their file attachments, then manually create the related documents or automatically convert the files to electronic documents. | Incoming Documents |
See also
Administration
Explore Dynamics 365 Business Central capabilities
Getting Ready for Doing Business
Setting Up Business Central
Work with Business Central