Sample Pages_UG e8_wCover

Ultimate Guide to
DYNAMICS 365
BUSINESS CENTRAL
& DYNAMICS NAV
8

We’ve been making our mothers
proud since 2009
Innovative
Can-do attitude
Communication
Caring for our customers
‘What we’re
all about’
Nurturing our staff
We’re not just another Microsoft reseller. What makes us different?
We’re very focused.That focus helps us attract and retain the best team
in the business. Great people deliver great projects.Great projects lead
to lasting long term relationships.
www.the365people.com | www.the365people.ie | Call us today +44 (0) 208 328 9814
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We also have offices in:
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look out for us in Scotland soon too!
...or keep in the know
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INTRODUCTION
What’s New?
INTRODUCTION
4 Hello and Welcome to the
Ultimate Guide!
5 Meet Mike Morton!
DYNAMICS 365
BUSINESS CENTRAL
18 Enhancing your Dynamics NAV or Business
Central System
22 nHanced eComm & Order Management
23 How TNP Deliver Great Projects
25 Dynamics 365 Business Central - One
Product, Three Choices​
26 Guide to Microsoft Licensing and Pricing
UPGRADING
30 Upgrading –Things to Consider
34 Build a Bridge
35 Case Study - Selco
37 Technical Upgrade
41 How Does Your NAV System Perform?
44 C/AL vs AL
46 All I Want For Christmas is...a Simple
Document Standard
KEY PARTNERSHIPS
50 TNP in Retail
52 Case Study - Webbs
53 Managing Tax and Tenants
54 Drink-IT is Key for Liberation Group's
Leading Market Position
55 Case Study - Wells & Co
THE MICROSOFT
WORLD
58 What is Digital Transformation?
59 Microsoft Teams
61 Case Study - H+H
63 Introduction to Power Platform & Microsoft
Dataflex Pro
66 What is a ‘Low Code’ Development
Platform?
67 Introduction to Power BI
69 Imperial Hotels Power App
BUYING A NEW ERP
72 The Alternative Guide to
Buying ERP
75 Pick a Partner, Not a Price
77 Why Not?
WHY TNP?
80 Our Incredible People
81 Dynamics NAV Health Check
82 How We Support You!
ERP
INTRODUCTION
HELPFUL SUPPORT STUFF
3

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Over 20,000 customers use insightsoftware solutions
To learn more visit us at insightsoftware.com

CONTENTS
INTRODUCTION
1 What’s New?
4 Hello and Welcome to the Ultimate Guide!
5 Meet Mike Morton!
6 History of Dynamics 365 Business Central
DYNAMICS 365 BUSINESS
CENTRAL
12 What is Dynamics 365 Business Central?
14 A Functional Overview
16 Weighing up the Differences Between
Dynamics NAV and Dynamics 365 Business
Central
18 Enhancing your Dynamics NAV or Business
Central System
22 nHanced eComm & Order Management
23 How TNP Deliver Great Projects
25 Dynamics 365 Business Central - One Product,
Three Choices​
26 Guide to Microsoft Licensing and Pricing
28 Is Your NAV System Agile Enough?
UPGRADING
30 Upgrading – Things to Consider
34 Build a Bridge
35 Case Study - Selco
37 Technical Upgrade
39 Optimising an Older NAV Solution
41 How Does Your NAV System Perform?
44 C/AL vs AL
46 All I Want For Christmas is...a Simple
Document Standard
KEY PARTNERSHIPS
50 TNP in Retail
52 Case Study - Webbs
53 Managing Tax and Tenants
54 Drink-IT is Key for Liberation Group's
Leading Market Position
55 Case Study - Wells & Co
THE MICROSOFT WORLD
58 What is Digital Transformation?
59 Microsoft Teams
61 Case Study - H+H
62 Why We Work With Microsoft
63 Introduction to Power Platform & Microsoft
Dataflex Pro
66 What is a ‘Low Code’ Development Platform?
67 Introduction to Power BI
69 Imperial Hotels Power App
BUYING A NEW ERP
72 The Alternative Guide to Buying ERP
75 Pick a Partner, Not a Price
77 Why Not?
WHY TNP?
80 Our Incredible People
81 Dynamics NAV Health Check
82 How We Support You!
84 TNP’s Free Resources
HELPFUL STUFF
88 Dynamics NAV Keyboard Shortcuts
90 Dynamics 365 Business Central Keyboard
Shortcuts
95 Comparison Table
100 Want to Learn More?
Certified for
NAV
INTRODUCTION
HELPFUL SUPPORT STUFF
5

HELPFUL SUPPORT INTRODUCTION STUFF
Hello and
Welcome to
the Ultimate
Guide!
By Ian Humphries, Managing Director
2020 will be a year that many will wish to forget, but from which we will
have all learned a great deal about our businesses - in particular, the extent
to which they were resilient, agile, and able to adapt.
WHAT DID I LEARN?
That we employ amazing people. It’s often said and always meant, but never
more so than at the beginning of lockdown when we took decisions to protect
the business from whatever lay ahead. Everyone stepped up to share the load,
deferring some part of their salaries whilst covering the workloads of colleagues
that were on furlough. Happily – that period was very temporary. We’re now
busier than ever and hiring again! It was and is fabulous to be part of such an
incredible team.
That we serve amazing customers from whom we can all learn. We’ve really
enjoyed hearing about how some customers were able to pivot their businesses
to survive, or indeed thrive, through the lockdown. We’re also aware that
some of our customers have found things very hard. We’ve appreciated their
transparency and helped wherever we were able.
That we 'picked' a great Partner. When we got into Navision, we didn’t know
that Microsoft was going to buy them - but we are glad that they did! No more
so than in 2020 when, through the lockdown, Microsoft were very supportive.
We're also excited about what they’ve been doing with Business Central, much
of which we explore in the pages you are about to turn. The future of Business
Central is very exciting, and we are proud to Partner alongside Microsoft to
deliver this great solution.
This year’s magazine is full of articles that address subjects and questions that
we come across in our world; it will be interesting for old and new Dynamics
NAV and Dynamics 365 Business Central users alike (I mean how long you’ve
used NAV, not your age specifically!) I’m delighted that Mike Morton, General
Manager for Dynamics 365 Business Central at Microsoft, will welcome you to
this year’s magazine as well. We really hope you enjoy the read and would love
to hear your feedback.
NAV
BC
Our staff have got over 1,900 years of
Dynamics NAV and Business Central
experience between them. We like to
think there is no NAV/BC question that
can defeat the TNP Team. It’s this depth
of capability that enables us to fulfil our
genuine desire to do the best for our
customers.
Dynamics NAV/BC is part of our DNA!
Read more about our incredible people
on page 80.
6

Meet Mike
Morton!
Mike Morton is the General Manager of
the Microsoft Dynamics 365 Business
Central team. Mike recently moved to
Denmark after spending 24 years working
at Microsoft in Redmond. Amongst the highlights of Mike’s
time at Microsoft include being a co-founder of SharePoint, the
development of Office Offline, and most recently the Fluid Framework*.
WHAT DID I LEARN IN 2020?
A lot - 2020 was a year of major change for me personally and the world at
large. After two decades in SharePoint and Office, I took a new role in Dynamics
to lead Business Central. I learned that we have an amazing product, a worldclass
engineering team, what it means to work during a global pandemic, and a
bit of Danish culture along the way. I also learned that I was not just joining an
engineering team at Microsoft, but a wonderful community of Partners, ISVs,
and customers with a deep passion about Business Central/NAV/GP/SL.
2020 was a transformational year for Business Central. The growth of the
BC SaaS service has been phenomenal by almost any measure. The team has
invested heavily in building a global service with great performance, reliability,
security, and scale. The platform has matured with modern development tools,
rich APIs, and over 850 apps in AppSource as of this writing. We continue to
improve product usability and address top customer asks. Deeper connections
with Office (including exciting new Teams integration), Power Apps, and Power
BI will offer businesses the agility that 2020 has taught us we all need.
We have much more planned for 2021! I could not be more excited to be part of
the Dynamics and Business Central family and am confident that the transition
to SaaS will result in accelerated innovation.
It has also been truly an honour to get to know some of our Partners - of
which TNP is a great example. We appreciate their enthusiasm, commitment
and the feedback they provide on your behalf. Please enjoy reading their
‘Ultimate Guide’!
*Microsoft Fluid Framework is a new technology and set of experiences designed to make collaboration seamless by breaking down barriers between apps. Tables and charts from Excel can be
embedded in Outlook and updated dynamically.
194
Members of
Staff
Reasons why people choose us!
2,032
Years of
Experience
50
People in the
Support Team
35,767
User licenses
under our care
528
Customers
INTRODUCTION
HELPFUL SUPPORT STUFF
Please note: Figures correct as of September 2020.
7

HELPFUL SUPPORT INTRODUCTION STUFF
History of Dynamics
365 Business Central
The
1984
1984 - Three college friends from Copenhagen
created a single-user PC accounting solution to
track warehouse, finance, debits and credits all in
one place.
Microsoft partnered with Apple to release the new Apple
Macintosh and Microsoft’s custom designed productivity
software: Multiplan, Chart, Word, File and BASIC.
1987 - IBM and the Danish trio launched the first
version of IBM-NAVIGATOR. Version 2 followed
shortly after, providing a multi-user solution and
one of the first client/server applications.
IBM-NAVIGATOR rapidly became a bestseller,
which after a plethora of names, ultimately became
Microsoft Dynamics NAV.
Microsoft announced their new computer mouse,
nicknamed the ‘Dove Soap Bar’.
1987
o o e
Ex The E
1990
1990 - Expansion moved beyond
Copenhagen and into Germany, Iceland,
Spain and then the UK where the name
‘Navision' was used for the first time.
Windows 3.0 was released, boasting new
features such as a streamlined graphic user
interface – it sold over 100,000 copies
in two weeks.
1992 - ‘Avista’ (Navision) was launched in America.
As the Americans pronounced Navision as
‘no-vision’, marketeers decided to rename it Avista.
Apparently not only would it appear at the
beginning of a product list, but names ending in
an ‘a’ had a more preferable sound!
The Microsoft Developer Network (MDN), a new
customer service established to support all commercial
and corporate developers, is announced.
1992
M e ee
8

1993 - Navision initiates a major development effort
to create a new generation of solutions based on
Microsoft Windows 32-bit client/server platform.
1993
Microsoft Encarta, the first multimedia encyclopaedia
designed for a computer, is released.
Lig
arr
1995 - Navision became the first accounting system
to be independently certified as designed for
Windows 95.
Our Managing Director Ian Humphries and former
Chairman Peter Lingham discovered Navision.
1995
Thia
1996
1996 - The launch of Navision Financials 1.0 was quickly followed by
version 1.1 aka the ‘stable release’ with most of the initial bugs fixed
and an upgrade path from DOS to Windows. It’s also the year that
Navision was named in the ‘Top 100 Software’ list by Accounting
Today magazine.
Ian, Peter (our former Chairman) and some Icelandic people (now LS Retail)
created Alpha Landsteinar, one of the first Navision resellers in the country.
At the same time, David Walker (now Operations Director at TNP) had also
started an early Navision reseller called Symtech.
AaLi
1997 - A year later, Navision Financials 1.2
was released, which included the ability
to hyperlink data with Internet sites
and to use the Internet for data transfer
and management.
1997
Microsoft announces the immediate
availability of Office 97, the new version of
the world’s best-selling productivity suite.
Wha
1998
Seaa
1998 - Navision Financials was named in the ‘Top 100 Software’
list for the third year running. They opened offices in Italy, South
Africa and Canada, which expanded the total to more than 800
Navision Solution Centres globally and used by more than 32,000
customers worldwide. Navision Manufacturing was also released.
The Microsoft Cordless Phone System was released, featuring
personal computer integration. It was the only phone product
made by Microsoft until the Windows Mobile series of smartphones.
INTRODUCTION
HELPFUL SUPPORT STUFF
9

HELPFUL SUPPORT INTRODUCTION STUFF
Nav
fa
2001 - NavisionDamgaard A/S was changed to the more
easily pronounced Navision A/S. Its growth rate was
astounding as the rest of the accounting software
industry had been slumping since the ‘Y2K bug’ period.
2000
2001
2000 - The merger of Navision Software and their
Danish rival Damgaard Software created an
international market-leader with revenues of more
than $1.2 billion – to the delights of those three
former students’ bank balances!
It was also the year Navision Financials 2.6 received the
Microsoft Windows 2000 Professional logo and became
the world’s first solution to be based on Microsoft’s
Digital Dashboard.
Microsoft launces Xbox, a gaming console to compete with
Sony’s Playstation 2 and Nintendo’s GameCube. Windows
XP was also released.
Cmm
t
2002
2002 - After much speculation, Microsoft bought Navision in a
$1.3 billion deal and it became part of Microsoft’s Business
Solutions division. As Navision generated about 86% of its
business in Europe, its headquarters in Vedbaek became its
application business base for EMEA. It was the first acquisition
for Microsoft since they bought Great Plains Software. The
takeover sparked a bitter war of words with rivals Sage!
As of May 2002, over 60 million Office XP licences had been sold.
Rm
i
2005 - Microsoft announced the
rebranding of Microsoft Navision to
Dynamics NAV and similarly rebranded
all of its ERP products.
2005
Having previously employed a very young
Matthew Dredge and many other employees
now at TNP, fast forward to 2005 where the
business was acquired by K3.
iciNviaf
fa
2007 - Dynamics NAV 5.0 was released (a year late) delivering
improved functionality and stability.
2007
After continuing the company for a number of years, Ian left K3 to see
if it was a fluke the first time and, with some former partners, set up
Cenium Ltd with a mission to sell NAV to the hotel industry. Familiar
to some of you, Rob Targett, who was employee number one, and Paul
Wellingham joined.
Nmi
10

2009 - Dynamics NAV 2009 was released with the
long-awaited new user interface Role Tailored Client,
which was the first change in the look since 1995.
2009
Deciding to get back into the mainstream NAV market,
and being joined by a slightly less youthful Matthew
Dredge and David Walker, Touchstone NAV was created
as a joint venture with Touchstone PLC from their
fledgling NAV business.
The he e
2012 - Dynamics NAV 2013 has been a landmark release,
breaking the links to the old Navision technology. It has
provided 25 years of dedicated service from the good old
DOS days to a fully integrated web application, soon to
move into the cloud…
Ian met an enthusiastic Andrei Popescu where he was working in a
restaurant kitchen. Andrei asked if he could work for free to gain some
experience, an offer too good for Ian to miss. After the first week, it
became clear that Andrei would be a hugely valuable asset to the
company and clearly worth paying! Today, Andrei heads up the UK
Managed Services team and in Ian’s words, “that free working week was
one of the best investments we ever made!”
2012
Ge e e
2013
2013 - Dynamics NAV 2013 R2 continues to deliver
improved performance, new technology components
and strong functional improvements - it just keeps
getting better!
As you read our 8th Edition of this famous magazine, 2013
marked the debut year of the publication where we shared
the latest news from Microsoft surrounding our beloved
Dynamics NAV product.
Ke
2014 - NAV 2015 saw the introduction of a
dedicated tablet client, Office 365 integration and
improved upgrade tools which made the 'merging'
of existing changes to a system much easier and
quicker than before!
2014
During our 4th Annual Microsoft Dynamics User Day
for customers, other NAV users and partners, we
announced nYwhere, our customer-led mobile sales
application used by customers such as ScS in retail
stores across the country.
F
NA e
2015
Ye e
An
2015 - Another major release, NAV 2016 is unveiled. Workflow
and Dynamics NAV extensions are introduced. Integration with
Azure SQL and the release of the phone client fills the last gap in
the out-of-the-box functionality!
Our nHanced for Classic was released in 2015, way past the ‘Classic
days’, as our way of demonstrating that we are as committed to those
on older versions of Dynamics NAV as we are to those on the latest.
INTRODUCTION
HELPFUL SUPPORT STUFF
11

HELPFUL SUPPORT INTRODUCTION STUFF
Ser
2017 - Release of NAV 2018 and announcement that
the Dynamics 365 rebrand is imminent! More Office 365
integration and new web client tailor-ability features.
TNP were awarded 3 Star accreditation by The Sunday
Times Best Companies survey and were voted the
29th best small company to work for in the UK.
2016
2017
2016 - A huge amount of time and effort has been accorded
to simplifying NAV for the 2017 release; clutter has been
removed from list pages and card pages making sure that
the right information is front and centre. But the real pièce
de résistance of 2017 is Outlook integration – NAV right
where you need it.
In addition to our Newbury and Derby offices, we decided to
open a third office in Manchester – one that has successfully
hosted many seminars and training days, assisting as many
Dynamics NAV and Business Central users as we can.
Vot9 t be
to
Oureoter
2018
2018 - 2018 saw the complete rebranding to
Dynamics 365, with the public cloud being joined
by private cloud and on-premise versions.
With the retirement of Ian’s business partner of many
years, co-founder of TNP Peter Lingham, private
equity firm FPE invested in TNP to help with its next
stage of development.
2019 - We gratefully received the Spring and Autumn releases
of Business Central, the huge focus on the latter (Business
Central 15) being the end of the Windows client and the C/AL
development environment. These positive moves confirm the
web client as by far the better client and AL established as the
superior developing environment. Tonnes of functional
improvements matched with advanced usability features made
this a major release year for our beloved product.
2019
Post Chairman Peter’s retirement, TNP opened up our old office
across the car park and lovingly named it ‘Lingham’s Lodge’.
Wedreo
OP
2020
2020 - With two highly anticipated releases of Business
Central in 2020, as has become the ‘norm’, we welcome
Microsoft’s continual dedication to customer and Partner
feedback. Integration to Microsoft Dataflex Pro for use
with the Power Platform, as well as general UI and
usability improvements, make 2020 an exciting year for
Business Central.
umero
Following the administration of K3 Retail’s Dynamics division,
TNP bought the support contracts for the customers and
rediscovered old relationships from Ian’s days at K3.
12

DYNAMICS
365 BUSINESS
CENTRAL
What is Dynamics 365 Business Central?
A Functional Overview
Weighing up the Differences Between
Dynamics NAV and Dynamics 365 Business
Central
Enhancing your Dynamics NAV or Business
Central System
nHanced eComm & Order Management
How TNP Deliver Great Projects
Dynamics 365 Business Central - One
Product, Three Choices​
Guide to Microsoft Licensing and Pricing
Is Your NAV System Agile Enough?
DYNAMICS 365 BUSINESS HELPFUL A DEEP SUPPORT CENTRAL STUFF DIVE
13

HELPFUL SUPPORT A DYNAMICS DEEP DIVE STUFF 365 BUSINESS CENTRAL
What is
Dynamics
365
Business
Central?
Dynamics 365 Business Central (formerly known as Dynamics NAV) is a
single, end-to-end solution for managing all your business processes. It’s
also incredibly flexible and can be customised to suit any business need.
Business Central is a trusted, proven ERP solution which has served 160,000
customers and is enhanced by Microsoft every year. It has rich functional
breadth and can be deployed in the public cloud, private cloud or on-premise.
HOW IS BUSINESS CENTRAL DIFFERENT
FROM DYNAMICS NAV?
Originally known as Navision, then Dynamics NAV and now Dynamics
365 Business Central, this is the product that we know and love. It has rich
functional breadth, which can be easily customised and deployed in the public
cloud, private cloud or on-premise. These are the reasons why the product
continues to go from strength to strength while many others have become
legacy applications and slowly died.
Business Central also benefits from AL coding - the C/AL code used in Dynamics
NAV meant that all modifications and changes were integral to the core system,
which meant an entire system review when the time came to upgrade (head
over to page 44 to learn more about C/AL vs AL!) Code would need to be
unpicked and potentially redeveloped. However, we now develop in a way which
preserves the core code when adding customisations. These customisations,
called extensions, can ‘hook’ into your system and be ‘unhooked’ just as
easily. The data collected through the extension is preserved even when you
uninstall it - it can simply be reinstalled, and the data is reinstated (as long as the
extension is not unpublished). This approach ensures that you will always have
an evergreen platform.
CUSTOMISATIONS
Dynamics 365 Business Central is designed to fit to how you, as a user, work. It
offers many ways to ensure your solutions fits you like a glove!
Some of the ways of customising your system include:
• A Role Centre with personalised screens for your role, such as your daily
Power BI reports
• Two different modes of instant customisation to your screens and/or
those of your users - this is built directly into Business Central and gives
you the power to change almost everything you see throughout the
system using a simple drag-and-drop interface
- ‘Personalise’ mode – the changes you make to your system apply
only to you
- ‘Design’ mode – the changes you make to your system apply to all
users of the system
• The ability to show and hide columns, manipulate lists, add or remove
pretty much anything you see on a page - the power of the functionality
has no bounds!
14

FEATURES AND FUNCTIONALITY
You can see how powerful the customisation options are within Business
Central - but what about the built-in functionality? As a single end-to-end
solution for managing all of your business needs, Business Central is a
comprehensive solution encompassing financial management, supply chain,
sales and service, project management and more - all while keeping data secure
and accessible wherever you need it.
Financial Management
With features such as finance performance charts, business assistance revealing
cash cycles by time frame and cash flow forecasts, your data is connected across
all the departments and functions in the system. It not only gives executives and
other users an optimal platform for operating their business, but also provides
deep insight into the business to help guide operations and strategic initiatives
through rich reports and analytics.
The Financial Management element of Dynamics 365 Business Central
is the heart of the platform. Both the sales and purchase ledgers are fully
integrated with the stock and order processing features, however both the
sales and purchase ledger can operate independently of the stock and order
processing functions.
Plug in Power BI and observe your financial performance, discover trends in
the data and analyse connected information from sales, purchasing, stock and
accounting departments.
Supply Chain
The Supply Chain functionality gives you the ability to use the built-in
intelligence within Business Central to predict stock-outs and then replenish
automatically at the optimum time. Warehouse layouts can be assigned as bins,
meaning it’s possible to track every item and its movement.
Make sure that supply and demand match - Business Central can automate
stock level calculations, reordering suggestions and lead times. By optimising
your resources, you’ll always be able to fulfil the demands of your customers.
And when you’re enjoying the efficiency benefits of the new automation
features, you’re then able to provide managers with clear visibility into business
performance, margins, profitability, and opportunities for improvement.
Some of the typical functional areas provided in Business Central are:
• Purchase quotations and blanket orders (contracts)
• Purchasing ordering
• Stock purchase ordering
• Non-stock purchasing ordering
• Purchase order approval
• Goods receiving
• Warehouse stock management
• Pick face replenishment
• Bulk stock management
• PI cycle counting
• Configurable pick routing
• Drop ship management
Sales, CRM and Service
Business Central helps you to prioritise the customer’s journey from quote to
cash. Bring the sales and marketing teams together by aligning your content,
data and processes to deliver engaging customer experiences across all
touchpoints. Your users will be able to act quickly when an opportunity arises
and then process any payments - without even opening Business Central. This is
all possible through the integration with Outlook.
Microsoft’s Outlook integration for Business Central was a huge development
and businesses are benefitting from it every day - especially from the efficiency
gains users can make by using one application for multiple tasks rather than
traversing between multiple applications. Within Sales and Service, customer
interactions are easier to manage with all of the necessary information at your
fingertips, including credit limits and sales documents.
Some of the typical functional areas provided in Business Central are:
• Campaign management
• Contact management
• Document management and generation
• Email integration
• Mobile sales
• Opportunity management
• Sales order and process management
• Tasks/interaction management
Service Management in Business Central highlights employee workloads
and their skills, making it easier to assign them effectively to service tasks.
Whether you’re dealing with contracts, warranties, SLAs or mobile service
management, Business Central drives customer loyalty by maximising your
team’s performance.
• Includes contract and SLA management, item and component history,
mobile service, work and material planning, scheduling and dispatch,
service item tracking, service order management and service price
management
• Extends sales invoicing to include recurring invoicing and service
order/invoicing
• Enables the management of loan items & replacements and contracted
periodic billing mechanisms
• Integrated call-logging function to log, track and close service calls
Project Management
Utilise an advanced array of tools within Business Central to keep track of
projects, manage your staff and balance workloads. Make better and smarter
decisions based on critical data available to you. Use insights available in realtime
on employees and machinery to further understand your business needs.
• Create, manage, and track customer projects with sophisticated job
costing and reporting capabilities
• Manage usage levels and profitability of resources by planning capacity
and sales
• Develop, modify, and control budgets to avoid over-expenditure
A Picture Paints a Thousand Words!
Head over to page 14 to see our flow chart depicting how the functionality in
Dynamics 365 Business Central can be used to support all your business processes!
Our Resources
Training your users to make best use of the system is imperative to success, which
is why we proudly provide free training sessions, shorter how-to video guides
and in-depth webinars on various topics surrounding Business Central. If you’re
struggling with aspects of the finance functionality or if you have a new member
of the warehousing team who requires training for example, why not check out
our resources and see how they can help you? To view all our resources, visit our
website at: http://info.the365people.com/videos-and-guides
For those of you holding a support contract with us, our super-star support
team are also on hand for any issues you face at any point. We have specialists
in every field, with intimate knowledge of Dynamics NAV and Dynamics
365 Business Central, as well as third party products and the surrounding
ecosystem. Even if your system is modified, our team will always take the time
to understand the issues you’re facing and apply the best of their knowledge to
fixing them. To read more about the support we offer and how we can help you,
please turn to page 82.
DYNAMICS 365 BUSINESS HELPFUL A DEEP SUPPORT CENTRAL STUFF DIVE
15

HELPFUL SUPPORT A DYNAMICS DEEP DIVE STUFF 365 BUSINESS CENTRAL
A Functional Overview
Run MRP or
Req. Worksheet
for Replenishment
Approval
Workflow
Send to Supplier
e.g. EDI, Email, Post
Create
New Item
Create
Purchase Orders
Manage Shipping
Consignments
(nHanced Suite)
Receive Goods
in Warehouse
Purchase to Pay
Put Goods Away
Using Handheld
(MobileNAV/Tasklet)
Post Receipt
Scan Supplier
Invoice (Continia)
Match Against
GRN (Continia)
Manage
Discrepancies
Post Supplier
Invoice
Suggest
Suppliers to Pay
Create Payment
and BACS Export
Sales to Cash
A Potential
Customer is Found
Win the Business
& Convert Contact
to a Customer
See Purchase
to Pay Process
Enter Contact
Details
Enter Sales Order or
Convert from Quote
Create
Pick Run
If YES
Ship
& Invoice
Create & Manage
the Opportunity
Is Stock Available?
Physically Pick
Items Using HandHeld
(MobileNAV/Tasklet)
Chase
Payment
16
Manage Sales
Process
If NO
Use Sales
Requirements to
Generate Purchase
Order Requisition
Confirm
Shipment Ready
Post
Payment

Integrated E-commerce
Order Taken
on E-commerce
Create
Pick Run
Inbound Order & Payment
Recorded in NAV/BC
(nHanced eComm)
Physically Pick
Items with Handheld
(MobileNAV/Tasklet)
Order Status
Update
Sales Order Created,
Payment Posted,
Authorised and Recorded
(nHanced eComm)
Confirm Shipment
Ready
Post Ship
and Invoice
Check Stock and
Split off Back Orders
(nHanced
Order Management)
Reconcile
Bank Statement
Post Recurring
Accruals/
Prepayment
Capture Card
Payment if Required
(nHanced Payments)
Reconcile & Report
Post COGS
Revalue Foreign
Currency
Debtors/Creditors
A FUNCTIONAL OVERVIEW KEY
Inside Dynamics NAV / Business Central
Outside Dynamics NAV / Business Central
Other Processes
Analyse
(Jet Analytics/
Power BI)
Report
(Jet Reports &
Jet Analytics)
nHanced Product
3rd Party Product
DYNAMICS 365 BUSINESS HELPFUL A DEEP SUPPORT CENTRAL STUFF DIVE
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