Familiarize yourself with the list of benefits ERP Microsoft Dynamics 365 functionalities

Finance and accounting

  • Multi-company services and tools for the creation of consolidated reports
  • Flexible mechanism for the definition of accounting periods and VAT periods
  • Use of analytical dimensions for the detailed description of economic events such as cost category, area/region of sales
  • Effective maintenance of booking and accounting entries
  • Management of money flows
  • Mechanisms which assist in the control of receivables and obligations (daily balance, balance confirmation etc.)
  • Vindication – remainders and interest notes,
  • Definition of various scripts (variants) of actions
  • Asset management
  • Servicing of accounts and bank transactions
  • Multicurrency and automatic booking of differences in the exchange rate
  • Budgeting using account planning and analytical dimensions
  • Financial reporting
  • Reporting
  • Cost accounting

Sales and marketing

  • Management of data related to customers and sales
  • Creation of marketing campaigns
  • Creation of service resources
  • Forecasting and tracking of marketing trends
  • Support for bulk order contracts (fixed)
  • Recording and monitoring of orders
  • Placement of orders and quick delivery schedules (purchase/production)
  • Planning and recording of supplies
  • Invoicing
  • Circulation of documents with the ability to control buyer’s credit limits, append attachments and delegate rights
  • Management of contracts and service agreements
  • Reporting

Supply chain management

  • Definition of suppliers and the suppliers’ conditions
  • Specification of the method of supply (purchase/production/completion/moving)
  • Delivery planning and the definition of planning parameters (min/max quantity, minimal supply etc.)
  • Demand analysis and creation of bulk sheets (production, sales, replenishment)
  • Servicing of inquiries
  • Servicing of bulk orders
  • Recording and monitoring of purchase orders
  • Recording and monitoring of supply
  • Flow of purchase documents with the possibility of setting limits for users, adding attachments and delegating rights
  • Stock and inventory management
  • Warehouse Management System
  • Reporting

Project management

  • Definition of the structure of the project/task
  • Cost and time budgeting
  • Planning of the availability of resources
  • Task recording and assignment
  • Resource tracking
  • Prediction of the availability of resources
  • Monitoring of the implementation phase
  • Invoicing
  • Project/task settlements
  • Reporting

Manufacturing

  • Production planning (material and time demands)
  • Multilevel summaries of components and lists of materials for production (BOM – Bill of Materials)
  • Management of all stock positions
  • Route definition (list of production operations) and assignment of workplaces
  • Simulation and planning of commissions
  • Order placement and production order planning
  • Effective production management
  • Budgeting
  • Load/availability of work place analysis
  • Reporting
  • Quality Assurance

Logistics and warehouse management

  • Adjustment of the workflow process
  • Inventory Management
  • Shortening of the response time
  • Optimization of cooperation with partners
  • Optimization of inventory management
  • MRP – Material Requirements Planning
  • Extensive support for graphical analysis of the availability of inventory in stock
  • Advanced mechanisms of order suggestion and optimization
  • Sales service
  • Supply service
  • Barcode service
  • EDI – Electronic Data Interchange
  • Resource tracking (part no, serial no, expiry data)

Service Management

  • Service agreements
  • Procurements and service contracts
  • Application support system
  • Repairs management
  • Subscription services
  • Productivity reports
  • Customer feedback management

Human resources management

  • Recording of resources and competences (skills)
  • Resource definition
  • Availability planning
  • Recording of absences
  • Monitoring and scheduling
  • Full HR and payroll module (dedicated to the Polish market)
  • Reporting

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