Microsoft Dynamics 365

Business Central
The Evolution to Digital Transformation

The successor to Microsoft Dynamics NAV

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 Table of Contents

Introduction to Microsoft Dynamics 365 Business Central 4

Rich functionality available in the standard version 5
Financial Management 7
Customer Relationship Management 9
Supply Chain Management 10
Project Management 12
Human Resources Management 14
Service Management 15
Manufacturing Management 17
Innovative and streamlined user experience 19
Accessible from any place, device and platform 20
Available for any infrastructure and licensing model 21
Infrastructure and licensing model 22
Intelligent cloud available in all scenarios 23
Functional enhancements on hand 24
Strategic Microsoft Dynamics 365 Partner in Poland 26

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 Introduction to Microsoft Dynamics 365 Business Central
As an end-to-end ERP system, Microsoft Dynamics 365 Business Central Using a wide range of ready-to use extensions and applications available
(former Microsoft Dynamics NAV) improves performance in all business areas, on Microsoft AppSource, you can also customize the functionality to serve
from finance through purchases and sales, customer relationship, to service and specific business needs.
manufacturing. Ensuring intuitive user experience, it is not only easy to use but
also fast to implement. In Dynamics 365 Business Central, you work with a familiar and intuitive interface
that offers built-in business intelligence and workflow management tools, and
Dynamics 365 Business Central is an innovative business platform that offers integration capabilities. All data is standardized and stored in a single data base,
exceptional capabilities such as scaling and extending the functionality with which improves data consistency and system operability.
new modules and applications to accommodate the specific needs of companies
operating in various industries. Such enhancements can be built without any
intervention in the source code.

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Rich functionality available in the standard
version
Dynamics 365 Business Central is a comprehensive business solution with
unprecedented capabilities for process integration. Right from the start, you
can experience all the benefits of implementing the system. By using more
efficient tools, your financial management, sales, service or manufacturing
processes become easier.

The system is offered in two licensing options - Essentials or Premium.

Dynamics 365 Business Central Essentials includes the functionalities from

the following areas:
• Financial Management

• Sales

• Purchases

• Warehouse Management

• CRM

• Human Resources Management

• Projects

Dynamics 365 Business Central Premium includes the functionalities from

the following areas:
• Business Central Essentials

• Service

• Manufacturing

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 Customer
Financial Supply Chain Human Resources
Relationship Project Management Service Management Manufacturing
Management Management Management
Management

General Ledger Sales/purchase orders Resource registration and BOM, routing,

Contacts Employee registration Service items
& Chart of Accounts and invoices tracking production orders

Pricing and sales/ Resource capacity and Service contract Production order
Dimensions Contact segmentation Service orders
purchase discounts availability management management

Registration of
Item availability Project order
Processing payments Sales opportunities qualifications and other Planning & dispatching Demand forecasting
management management
confidential information

Sales and inventory Project budget Time sheet

Cash flow forecast Sales quotes Warranty Production planning
forecasting management and absence log

Non-stock items and Work progress Employee expense Service contract

General ledger budgets Marketing campaigns Subcontracting
substitutions monitoring management management

Warehouse location
Registration of jobs and Service price
Deferrals Contact interactions and transfer order Capacity planning
item usage management
management

Receipts and shipments/

Dynamics 365 for Sales Workload monitoring and
Fixed assets Warehouse pick-ups and Project settlement
Integration management
put-aways

Managing bank accounts, Warehouse bin

Payment reconciliation management

Multi-currency Assembly management

The functionality of Dynamics 365 The functionality of Dynamics 365

Business Central Essentials Business Central Premium

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Financial Management
Dynamics 365 Business Central supports the management of typical finance
processes and information such as posting financial transactions, preparing
financial statements, managing bank accounts, inventory costs, manufacturing
costs, and fixed assets.

Chart of Accounts
The chart of accounts lists all the accounts used to post transactions to the
general ledger. It contains balance sheet accounts and income statement
accounts. In addition to default setup, in the chart of amounts you can use
advanced features for VAT or tax processing. The user can create custom
general ledger accounts that can be used in sales and purchase documents,
general journals to post transactions in the general ledger. It is also possible Process Payments
to define dimensions that are used to add values in entries in order to ensure Dynamics 365 Business Central streamlines payment processing. Payments are
more accurate reporting. managed on the page where they were entered. With just a few clicks, you can
mark your invoices as paid, and then run automated account reconciliation.
Payments for vendors are settled in the payment journal that comprises
Dimensions advanced features such as vendor priority setup and payment due dates.
Payment reconciliation is processed by running the suggest vendor payments
In Dynamics 365 Business Central, dimensions are used in advanced financial
batch. If necessary, you can also modify the payment journal lines and then
analyses. Once dimensions are set up, you can assign default dimensions
make payments electronically or by check. In the payment journal, you can
to customers, items, vendors, G/L accounts, jobs, resources and many more.
simultaneously process and reconcile bank statement transactions. You only
For each dimension defined, you can create multiple dimension values.
need to import bank statement files and the system will automatically settle
For example, before a sales transaction is posted, you can assign a customer
transactions, applying all the advanced rules you have set up.
group dimension to a sales document. While posting expenses, a department
can be assigned to enable the analysis and comparison of expenses on
the basis of departments.

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 Cash Flow Forecast Payment reconciliation
To obtain a better overview of cash availability, companies need a better cash Bank statement data is automatically reconciled for open bank account G/L
flow forecasting. The cash flow forecast functionality in Dynamics 365 Business entries. It is also possible to track all bank statements.
Central has been designed to calculate projected cash flows including many
cash sources such as receivables, payments, sales and purchase orders. Using Currencies
expense and revenue data, the system analyses the potential impact
Dynamics 365 Business Central supports multiple currencies for payments,
of planned loans or investment. With embedded Cortana Intelligence, the
receivables, accounting reports, resources, inventories and bank accounts.
system generates cash flow forecasts using machine learning based on
historical revenues and expenses.

Budgets
The budget features are available for general ledger accounts, costs, sales
and purchases.

Deferrals
In the system, it is possible to define deferral templates to automate the
deferral settlement process for revenues and expenses within a predefined
schedule.

Fixed Assets
Keeping track of fixed assets transactions, such as acquisitions, depreciations,
write-downs, appreciations and disposals, you gain a comprehensive and
up-to date overview of your fixed assets.

Bank Account Management

Dynamics 365 Business Central supports diverse business needs and across
different currencies, enabling users to create and manage multiple bank
account.

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Customer Relationship Management
Contacts
In the area of customer relationship management, contacts are used
as master data. Contacts comprise personal and company data that is a basis
for marketing related activities. The functionality enables you to register quotes
for contacts, synchronize contacts with customers and vendors, and manage
duplicate contacts.

Segmentation
Segments are groups of contacts that are assigned according to specific criteria.
Dynamics 365 Business Central supports contact segmentation, so you can
create segments depending on types of information collected. Segmentation
criteria can be saved and reused for different marketing campaigns.

Opportunity Management
Interactions
In Dynamics 365 Business Central, the relational management functionality
In addition to contact maintenance, the relationship management functionality
offers features sales opportunities tracking, classification of sales processes
enables you to track interactions. Such interactions include phone calls, invites
into different stages and mainlining information required to manage your sales
and emails, as well as documents like sales quotes, orders, reminders, invoices
opportunities. Sales quotes can be linked directly to opportunities. Managing
and many other documents used within Dynamics 365 Business Central.
your customer journey and sales pipeline are parts of the opportunity
management process.
Dynamics 365 for Sales integration
Campaigns Dynamics 365 Business Central can be easily integrated with Dynamics 365 for
Sales. In just a few steps, you can synchronize your data, including sales orders,
Campaigns involve a set of customer-oriented activities, from catalogs and
units of measure, currencies and item availability.
special offers to organizing marketing events. You can organize campaigns
based on segments that you define for contacts, and record contact responses
to campaigns as interactions.

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 Supply Chain Management

Sales and Purchase Order Management

The system offers functions for setting up a wide range of sales and purchase
documents that best meet your business needs. In Dynamics 365 Business
Central, you can set up and use sales/purchase orders, blanket sales/purchase
orders, and sales/purchase order processes. The invoicing process is fast
and easy as it does not require sales order registration. Moreover, selected
customers or customer groups can be automatically assigned special prices
and discounts if the criteria you have set up, such as minimum order quantity
or order date, are met. In such a case, the program applies the best price and
the highest discount for a customer. Prices and discounts can be also defined
in a sales document for specific lines. In addition to the line discount
feature, you can set up an invoice discount which means linking the discount a specific period and source. If the inventory level decreases to zero,
percentage to the document amount. a replenishment order can be created just in the forecast chart.

In Dynamics 365 Business Central, the monitoring and control of the whole
purchase process is managed by means of an automated workflow.
Item Availability
The workflow process involves document entry, including registration of paper Efficiency in the sales process depends on the capability to track item
documents using the OCR functionality. Replenishment orders are created just availability in multiple locations over time. Dynamics 365 Business Central
from notifications about available inventory and availability forecasts. Prices generates notifications if there are stock shortages for sales orders when they
and discounts are assigned depending on the terms agreed upon with vendors are processed. Thanks to this, you can react instantly, e.g. by creating
such as minimum quantity or order date. To enhance control over purchase a replenishment order or offering a substitute item.
costs and expenses, you can implement advanced workflow and approval
structures. Nonstock Items
In Dynamics 365 Business Central, it is possible to define non-stock items.
Sales and Inventory Forecasting This feature enables you to offer items that have not been registered in the
Machine learning in Dynamics 365 Business Central ensures accurate sales inventory to your customers. This requires entering information in just a few
and inventory forecasts using predictive analytics based on historical data in fields. Then the item can be included in the price list, although it is not available
in stock.

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If a nonstock item is added directly to a sales document, the program Locations
automatically creates a new item on the nonstock item card using the item card
The system enables you to manage inventories in multiple locations such
template. The nonstock item template contains all the fields that you typically
as a production plant, distribution center, warehouse, showroom, retail outlet,
define for an item.
or service car.

Item Substitutions
Inventory Movements
Dynamics 365 Business Central allows you to create and offer substitute items
The inventory tracking functionality provides information on locations where
for all items. To define a substitute item, you just need to link similar items.
an item was moved and its value in-transit and at subsequent locations in the
If the requested item is not available, you can view all substitute items and
transfer process.
select one to fulfill the customer’s order.

Warehousing
Dynamics 365 Business Central facilitates
warehouse receipt and warehouse
shipment processes such including
put-aways and transfers. Inventory picks
are part of the assembly, manufacturing
and shipment processes.

Inventory management is based on bins

that are used to track inventory transfers
including pick-ups and put-aways. With
transfer information available on hand,
it is easier to optimize inventory usage.
The warehousing functionality also
supports the assembly of items for sales
orders and warehouse orders.

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 Project Management

Resource registration and tracking

A resource is a person or device. The resource functionality can be used
to group resources and register resource prices and sales. Resources can
be tracked individually or as resource groups. Resource management is often
used in combination with the jobs functionality.

Resource Capacity and Availability

In Dynamics 365 Business Central resources are managed on the basis
of a capacity you define. By monitoring the usage of resources, you obtain
a complete overview of both the capacity and availability of your resources.

Jobs
The jobs functionality is used to register resource and material usage
on specific jobs. This data is used to generate invoices. However, for jobs,
invoicing can be based both on a fixed-price jobs and time and material usage.
The functionality supports typical project management tasks such as job setup,
resource planning, budget management and job progress monitoring. It also
provides tools for managing long-term projects enabling you to record
the man-hours and machine hours used and keep track of the usage of
inventory items. With the jobs functionality, you gain accurate information,
not only about individual jobs, but also the allocation of employees, machinery,
and other resources being used in all projects.

All the data you need to manage the job from an administration and financial
point of view is stored on a job card. The actions the job involves are defined
as tasks. For each task you can set up capacity and sales, taking into account
the resources and inventory usages. By applying the cost and price of items

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or resources used for the job, the system calculates actual job budgets, which ensures you can monitor the profitability of a job. When working on a job, you can
post item usage as soon as the items are purchased, by assigning a job number and task number in the purchase line, purchase order and purchase invoice. For
resources and stocks, the usage is recorded and posted in job journals. To invoice a job, you need to set up an invoicing period. Job statistics provide you with
an overview of job costs, enabling you to stick to the budget. The job functionality supports many types of services and consultancy tasks.

Time Sheets
Time sheets are a simple and flexible tool integrated with the service, job and resources functionalities. Time sheets are used to register the time worked and for
by approvers to approve time consumption. In time sheets, employees enter the time spent on specific projects. Timesheets are managed by a timesheet
administrator who designates which employees are obliged to fill in time registration data. When setting up time sheets, the administrator uses job planning lines.
The employee is only required to confirm if the time worked on a job or task is the same as the budgeted time. Once the employee enters or confirms the hours
worked and sends it for approval, the time sheet administrator or project manager can post the time consumption for a relevant task. All approved expenses and
sales revenues are posted in the profit and loss account, whereas work in progress is included in the balance sheet. For this purpose, a valuation method has to be
set up. The program provides several valuation options e.g. progress. From the job card you can easily track the work in process and the recognized costs and sales.

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 Human Resources Management
The human resources application area allows you to keep detailed
employment records, including work contracts, confidential
information, qualifications and other agreements with employees.

You can also use human resources to register employees’

absences, which allows you to analyze registered absences
as necessary. Employee ledgers and the suggest employee
payments functionality in the payments journal allow you to
register and track your employees’ expenses.

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Service Management
The Service Management functionality is available for Premium license users. This functionality supports the whole service process, including service and product
supply chains and the delivery of services such as repairs. With Service Management, it is possible to quickly respond to service requests, plan and schedule repair
assignments, follow up on the status of repair assignments, track and invoice repair costs, handle warranties, set and use service contracts, optimize inventory levels
for spare parts, and improve spare parts for costing.

Service Items
The core of the Service Management module is comprised of the service item
management functions. As service items, you can define the equipment
or the item that needs to be serviced or repaired. With service item
management you can record and keep track of all your service items data
including contract information, component management, BOM reference and
warranty information.

Service Orders
Service orders are created for equipment or services and they are used
to record any maintenance activities or submitted repairs. Service requests can
be initiated by the customer or created automatically according to the terms
in your service agreement. Data in the service orders can be filled in by a call
center employee or by your repair shop.

Planning & Dispatching

Services registered as service orders need to be planned. In Dynamics 365
Business Central, service planning involves the assigning and distribution of job
tasks between employees. The service planning feature allows for optimal setup
based on regional zones, personnel skills, and priorities. The solution is also
used to manage information about service teams and technicians, and filter
data according to such criteria as availability, skills and warehouse inventory.

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 Warranty
You can manage warranty details on the service items and spare parts and
record details on service levels, response times and discount levels.

Service Contract Management

Service terms and conditions and all related activities might be contractually
stipulated. In the contract management module, you can enter an agreement
specifying the required service quality. In this module, for instance, you can
maintain information on contract history, contract renewal and contract
templates. You can also generate contract quotes. The system also registers all
detailed information service quality, response times, and discount levels, and
the service history of each contract, including used service items and parts and
labor hours.

Service Price Management

With service price management you can set up, maintain and monitor service
prices. Using this functionality, you can define price calculation structures with
all parameters related to service delivery.

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Manufacturing Management
The Dynamics 365 Business Central Premium user license includes the manufacturing management functionality.

Bill of Material (BOM), routing and production capacity Demand Forecasting

Bill of Materials is a list of components required to produce a final product The demand forecasting functionality enables you to anticipate any type
or semi-finished product. The list contains a description of all the components, of demand. The forecasts can be easily converted into production plans and
their quantity and units of measure. The routing determines a sequence reconciled against the actual sales. The changes in the forecast are also applied
of operations required to produce a finished product. to the existing production plans.

With capacity settings, you can define a template for a production Production Orders
environment. In Dynamics 365 Business Central, you can define three types
Production orders are used to manage the processing of purchased raw
of production capacities for the three production units: production department,
materials into final product and keep track of all related data. Production orders
work center and machine center.
include information about the types and quantities of products
to be manufactured, components required, routing steps or operations
required to process components into finished products, and the work

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 and machine centers where routing operations are performed. Work and requirement, including all information about demand that is available
machine centers represent available capacity. in the system and supplies that cover this demand. The planning
mechanism is used for the main production schedule (MPS).
Production orders are processed until they are completed. The manufacturing
process involves the following actions such as starting a production order,
picking up components from the warehouse, use of raw materials, producing
Subcontracting Functionality
a product, registering consumption and the final product in the production Presently, manufacturing companies more and more frequently subcontract
journal (optionally), and storing finished products in a warehouse. some of their orders. Therefore, it is important that the software they use
should offer the subcontracting functionality. Microsoft Dynamics 365 Business
Demand Forecasting Central supports the process enabling the setup integration for work centers,
production orders and purchase orders. This way, it provides effective tools for
The demand forecasting functionality enables you to anticipate any type
managing quantities and costs within a typical workflow.
of demand. The forecasts can be easily converted into production plans and
reconciled against the actual sales. The changes in the forecast are also applied
to the existing production plans.
Advanced Capacity
Presently, manufacturing companies more and more frequently subcontract
Production Planning some of their orders. Therefore, it is important that the software they use
should offer the subcontracting functionality. Microsoft Dynamics 365 Business
The system offers three production planning options:
Central supports the process enabling the setup integration for work centers,
• Sales order planning - a simplified planning function for creating
production orders and purchase orders. This way, it provides effective tools for
production orders directly from sales orders. It is recommended for
managing quantities and costs within a typical workflow.
companies manufacturing items for specific orders in the MTO
(make-to order) process. In the MTO process, component planning is
minimized.
Shop Loading
Shop loading can be estimated by comparing the requirement and the actual
• Order Planning - a more advanced functionality that enables you to
capacity of a machine center. In order to monitor and manage shop loading,
respond to the demand in multiple demand sources by creating various
the system optionally uses the two assumptions:
types of shipments. The program calculates demand without any supply
for subsequent orders. With the planning tools, the planner can effectively
• Shop loading with unlimited capacity – the system plans production
combine and adjust supply planning, taking into account all other critical
regardless of the shop loading;
factors.
• Shop loading with limited capacity – the system plans production orders
• Planning Worksheet – it can be used to generate the production plan
for a defined capacity percentage.
by calculating a complete plan for replenishing the inventory or net

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Innovative and streamlined user experience
With its functional enhancements, friendly user interface (which you also use
in Microsoft Office 365), personalization features and notifications, system users
can work more efficiently and effectively on their daily tasks.

Dynamics 365 Business Central lets you get up and running just after it is launched.
In a blink of an eye, you can process all your quotes, sales and purchase orders,
and invoices. Ensuring a streamlined cash flow and financial management, the
system also offers you business intelligence reporting.

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 Accessible from any place, device and platform
What makes Dynamics 365 Business Central unique among other business solutions available on the market is that the same range of functionalities is available for
mobile and desktop devices.

It is common that mobile software versions offer diminished functionality. Dynamics 365 Business Central is different. No matter which device is used, the same
functions and tools are available for the user. On moblie devices, the system operates with Windows, iOS and Android. This means you can manage your company
from any platform and switch platforms, working all the time with a consistent user experience from desktop to smartphone.

Equipped with its built-in high-level security features, Business

Central is available as:
• Windows 10 desktop client

• tablet client including (Windows, Android, iOS)

• mobile client (Windows, Android, iOS)

• Web client (Internet Explorer, Microsoft Edge, Google Chrome,

Mozilla Firefox, Safari)

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Available for any infrastructure and licensing model

server cloud
Microsoft Dynamics 365 Business Central on-premises Microsoft Dynamics 365 Business Central on-cloud
Perpetual Licensing The system is offered in the Software as a Service model which means the
With Perpetual Licensing, the user is granted permanent usage rights. Perpetual whole basic infrastructure, middleware, software and application data are
Licensing is recommended if your organization prefers an upfront investment deployed in Microsoft Azure. Microsoft manages your system and
or wants to manage the solution internally, and run the software on its own is responsible for application and data security. Thanks to this approach, you
premises (or, if subject to license mobility rights, the software will be hosted can start working with the system quickly, minimizing the initial costs at
by an Infrastructure as a Service [IaaS] provider acting as your agent). the same time. Microsoft Dynamics 365 Business Central on-cloud is available
only as a monthly subscription and can be purchased only from Cloud Solution
Sunscription Licensing Providers (CSP).
With Subscription Licensing, you license non-perpetual rights to use the
software, meaning you can use the software only during the term of the
agreement provided that periodic payments are made. This model lowers your
initial investment and ensures the flexibility to increase or decrease the scope
of subscription license.

Subscription Licensing is recommended if your company prefers that the

software is hosted and managed in the Software as a Service (SaaS) model
by its implementation partner or a third party service provider. Alternatively,
software can be deployed locally, on your premises. However, this is only
possible if the partner company that implements Dynamics 365 Business
Central on-premises offers on-going support and maintains control of system
management and administration.

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 Infrastructure and licensing model

on-premises on-cloud
perpetual license subscription license subscription

On-Premises Infrastructure as a Platform as a service Software as a service

(local infrastructure) service (IaaS) (PaaS) (SaaS)

Applications Applications Applications Applications

Data Data Data Data

Runtime Runtime Runtime Runtime

Middleware Middleware Middleware Middleware

O/S O/S O/S O/S

Virtualization Virtualization Virtualization Virtualization

Servers Servers Servers Servers

Storage Storage Storage Storage

Networking Networking Networking Networking

Managed by Microsoft Managed by user

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Intelligent cloud available in all scenarios
Microsoft keeps investing in intelligent cloud solutions and business intelligence enhanced with artificial intelligence and machine learning technology to empower
organizations to optimize their business processes and boost performance.

Dynamics 365 Business Central users have access to the resources and services from any place, at any time, no matter if they work with the cloud or on-premises
version. Using the on-premises version you can connect to Intelligent Cloud through Intelligent Edge.

on-premises on-cloud

Stream
Analitycs

edge data
Business Central Business Machine
on-premises Central Learning
on-cloud

cloud insights
CDS

Power BI Web Flow

Application
NAV

Power Apps

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 Functional enhancements on hand
Whenever your company spots new growth opportunities and needs new tools to support its development, you can add rich and advanced functionality with new
modules and extensions. If you start a new business, you can just implement the standard functionality that will enable you to handle primary business processes.
Along with the growing needs and the increasing number of processes and transactions, you can add new modules. Using flexible tools, a scalable database and the
efficient cloud platform will help you speed up your business growth.

AppSource PowerApps
Dozens of ready-to-use and tested applications developed by Microsoft An exceptionally efficient and flexible platform offering tools for the creation
or its partners worldwide that extend the standard system functionality. of custom business applications. With Power Apps, development is a fast and
easy process. The newly developed applications can be shared within the whole
organization. The common platform ensures you have access to all resources
from any mobile device.
Power BI

Power BI
A package of analytical tools based on the Dynamics 365 Business Central
cloud platform that will enable your team to:
• get a deep and comprehensive overview of all processes,
Microsoft Flow
The platform that enables you to manage and automate the processes and
• use fast, simple and secure access to key data,
workflow between Microsoft Business Central and other services and tools
• gain an insight into strategic information from any device,

• ensure effective collaboration between departments,

• include advanced visualizations and analyses into your daily processes

and tasks.

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Extensions
All functionality improvements and developments are produced and published
as extensions. Thanks to this approach the standard application can
be extended without interfering into the source code, which streamlines system
updates.

Connect apps
A flexible API for integrating Business Central with the solutions and services
of third parties.

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 Strategic Microsoft Dynamics 365 Partner in Poland

As a strategic Dynamics 365 Business Central partner in Poland, we cooperate with Microsoft on educating the market about integrated IT systems and implement
the most popular ERP system of the Microsoft product family.

For its extensive knowledge and experience, IT.integro was granted numerous awards, including the Microsoft Partner Gold Enterprise Resource Planning status
and the title of Microsoft Dynamics Partner of the Year 2016, as well as being a Finalist in the Microsoft Dynamics Regional Partner of the Year 2016 for Central and
Eastern Europe competition. IT.integro is also a member of the elite President’s Club for Microsoft Dynamics club.

IT.intego has successfully completed over 350 implementation projects and 850 other projects. For 20 years, IT.integro has supported 7 000 Microsoft Dynamics
system users. In addition, it successfully carries out global and multi-language implementation projects for corporations and capital groups.
The company has already completed international implementation projects for the ERP system in 51 countries and supports foreign language users worldwide.

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 Hedquarters

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60-166 Poznań, Poland
tel.: +48 61 861 43 51
[email protected]

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