Tag Archives: Microsoft Dynamics 365

Use Business Central and Shopify to offer Local Pickup or Delivery!

Offering customers the option to buy online and pickup in store is vital in today’s world. Microsoft recently announced a partnership with Shopify to give Business Central users a native integration with Shopify’s industry leading e-commerce platform. That integration makes it easy to sell items online and offer local pickup or delivery.

Your online store customers will be able to select “Local Pickup” at checkout. At time of online checkout your customers will receive an automated order confirmation email. When the order is marked as ready for pickup a second notification will be emailed to the customer. Both emails are completely customizable to fit your brand and provide your customers will all the necessary information about their order. Click the video below to see this process in action!

Thanks to Shopify and Business Central’s ability to integrate your sales, customer info and inventory will sync up immediately. No need to update, transcribe or move data from one software solution to another. Business Central is leading the way with features not found in other 3rd party software. To learn more about Microsoft Dynamics 365 Business Central contact [email protected] today!

Save time and reduce errors with OCR Invoicing Services in Business Central

Microsoft Dynamics 365 Business Central has countless features that can’t be found in other 3rd party software. One of those features is OCR Invoicing services.

Many distributors and COOPs have electronic invoicing. If that’s you, don’t worry, we can connect their system to Business Central. But if not you may be stuck manually entering data from JPGs, PDFs or paper invoices. Manual data entry is not only time consuming, but it can lead to costly errors. OCR invoicing services scan your document and make it into a payable document in Business Central!

Click here to see how these OCR services in action! Whether your distributors offer electronic connections or not, Business Central can help streamline your business processes. Contact [email protected] today to learn more!

Rental Management features within Microsoft Dynamics 365 Business Central!

Stores that handle rental equipment know the hassles that can come with that side of their business. Disconnected or inaccurate information coming from your system, errors in rental charges causing you to lose out on profits are just a few of the common issues facing stores with rental items

With Microsoft Dynamics 365 Business Central you can handle your rental units in the same software for your POS, back office, finances and more. As an all in one retail management software solution, Business Central can provide your store with up the minute rental information when you need it.

Track Complete unit history including any repairs or parts needed for the unit. You will also have access to any specifications needed to ensure you’re renting the best equipment for a customer’s job. With Business Central you’ll never have to worry about missing charges, everything is calculated automatically, even for metered usage! Once that unit is returned to you its status changes so you know it’s ready to be rented out again. ROI and Margin tracking also update immediately so you can see exactly how profitable each unit is.

Business Central is the ideal all in one retail management software solution for stores with rental units. Click here to see the rental capabilities of Business Central in action. Interested in learning more? Contact [email protected] today!

Save time and effort with Business Central report scheduling!

Are you spending too much time running reports? Microsoft Dynamics 365 Business Central allows you to schedule your reports for when you need them. You can run a sales report every day at 8:00 PM or an inventory report every Friday afternoon. This recurring report feature can be set up with any report you run; Sales Reports, Job Queue Entries, Item Reports, Salesperson-Sales Reports and more!

These reports are also completely customizable. Only see the information you need to, no need to skim through reports with extraneous data to find what you need. Report customization and scheduling allows you to see only what you need, when you need it. You can also choose from a number of default views or create your own to fit your exact needs.

Automating your reports saves you time and allows you to focus on growing your business. Click the video below to see how easy it is to schedule reports in action! Everyone from general retailers, wholesalers and distributors has loved the power reporting of Business Central! Contact [email protected] or call (888) 816-8002 to learn more about Microsoft Business Central.

ERP Comparison: Where Does Microsoft Dynamics 365 Land?

Comparing ERP and business management systems can be time consuming and difficult, with infinite resources comparing various aspects of each system. A reputable source for ERP comparison is Nucleus Research’s ERP Technology Value Matrix 2017. This report analyzes prominent ERP trends for the year, as well as the top ERP systems in the market.

The most notable trend in the ERP market for 2017 is “verticalization” with cloud-based offerings. The shift in the ERP market moving toward cloud technology carries over from 2016 to 2017. However, as the ERP cloud offerings mature, vendors are “looking to diversify from the one-size-fits-all model, delivering more industry-specific capabilities out of the box”. Many product suites are now expanding capabilities to include solutions tailored to different industries – we see this with vendors now offering cloud solutions specifically for SMB’s, or for manufacturing enterprises.

After a market analysis, Nucleus Research’s ERP Technology Value Matrix 2017 places each ERP vendor into one of four categories: Core Providers indicate low usability and low functionality, Experts represent low usability and high functionality, Facilitators signify high usability and low functionality, and Leaders refer to both high usability and high functionality.

Some vendor positions have changed from the ERP Technology Value Matrix 2016 to the matrix above for 2017. A few vendors have shifted categories: Epicor was previously a Leader, and is now listed as a Facilitator, marking a decrease in functionality. The same occurs with NetSuite, and also with IQMS as an Expert to a Core Provider. Rootstock and FinancialForce have increased usability and functionality respectively, upgrading them both in the Leader category this year. Some vendors improved their position within their current category, such as Infor, Quad, and Aptean.

One vendor that stands out from 2016 to 2017 is Microsoft, who has held a firm placement in the Leader category for both years, with a projection to continue improving in both usability and functionality. In the report, Microsoft is also noted for its verticalization, providing many options for different industries with the Microsoft Dynamics 365 product suite, as well as working with independent software vendors (ISV) to develop and list industry-specific solutions on AppSource.  While there are many vendors analyzed in this matrix, Microsoft seems to be leading the pack.

If you would like to learn more about Microsoft Dynamics 365,
please email us or call 860-781-7136.