Microsoft Dynamics 365 Business Central

PRIMARY CONTACTS: 
Patrick B. Armknecht CPA, CITP 
Mike P. Scalamogna

How can Microsoft Dynamics 365 Business Central help my business?

Microsoft Dynamics 365 Business Central is an all-in-one business management solution that helps your business connect financials, sales, service, and operations to streamline business processes, improve customer interactions and make better decisions.

If you would like to discuss which option is best suited for your organization and situation, please contact Mike P. Scalamogna directly or schedule a time on his calendar. 

Manage your financials

Make informed decisions
Connect data across accounting, sales, purchasing, inventory, and customer interactions to get an end-to-end view of your business. Chart financial performance in real time with built-in Power BI dashboards.

Accelerate financial close and reporting
Streamline accounts receivables and payables, and automatically reconcile accounts to close and report on financials quickly and accurately, while maintaining compliance.

Improve forecast accuracy
Refine financial forecasts by modeling and analyzing data across multiple dimensions. Customize reports using seamless Microsoft Excel integration.

Automate and secure your supply chain

Optimize inventory levels
Use built-in intelligence to predict when and what to replenish. Purchase only what you need with dynamically updated inventory levels.

Avoid lost sales and reduce shortages
Maintain the right amount of inventory by automatically calculating stock levels, lead times, and reorder points. Suggest substitutes when requested items are out of stock.

Maximize profitability
Get recommendations on when to pay vendors to use vendor discounts or avoid overdue penalties. Prevent unnecessary or fraudulent purchases through approval workflows.

Sell smarter and improve customer service

Deliver value at every touch point
Prioritize sales leads based on revenue potential. Keep track of all customer interactions and get guidance on best upsell, cross-sell, and renewal opportunities throughout your sales cycle.

Boost sales productivity
Accelerate the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments-all from within Outlook.

Maximize profitability
Gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution.

Keep projects on time and under budget

Stay on budget
Create, manage, and track customer projects using timesheets along with advanced job costing and reporting capabilities. Develop, modify, and control budgets to ensure project profitability.

Plan with precision
Manage resource levels by planning capacity and sales. Track invoicing for customers against planned costs on orders and quotes.

Analyze project performance
Make effective decisions with real-time insight on project status, profitability, and resource-usage metrics.

Optimize your operations

Manage forecasting to fulfillment
Use sales forecasts and expected stock-outs to automatically generate production plans and create purchase orders.

Run your warehousing efficiently
Get a holistic view of inventory for efficient order fulfilment. Track every item transaction and movement by setting up bins based on warehouse layout and storage unit dimensions.

Reach optimal output levels
Calculate and optimize manufacturing capacity and resources to improve production schedules and meet customer demands.

For more information on how Microsoft Dynamics 365 Business Central can help streamline your business processes, please contact us.

Why Choose Schneider Downs as Your Implementation Partner?

Business Expertise – As a multi-faceted professional services firm, our team has access to a diverse bench of professionals with expertise in a wide range of solutions to augment your implementation, including cybersecurity, internal audit, data analytics, audit and assurance, tax and more. 

Client Success – With a focus on the long-term success of our clients, our team prioritizes the importance of thorough documentation and clear instructions to ensure your team can operate independently post-engagement. 

Experienced Professionals – Our implementation professionals are well-versed in technology and industry-specific concerns, allowing our consultants to hit the ground running and provide true guidance from day one. 

Microsoft Knowledge – The implementation team has evolved with Microsoft’s offerings, allowing us to gain a thorough understanding of how legacy platforms worked and the steps needed to move clients to the appropriate Microsoft solutions. 

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About SD Digital

SD Digital helps organizations translate technology to transformative change and realize the best version of themselves. With a forward-thinking cap and digital lens, we empower organizations to realize the art of the possible with the power of digital through business-focused and technology-enabled solutions, built on an unwavering commitment to practicality, speed to market and the user experience.

Learn more on our dedicated Schneider Downs Digital page or contact the team directly at [email protected].

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