Microsoft

Dynamics

Gold Partner Microsoft Dynamics 365

A roadmap to ERP for SMBs

Getting started

Businesses reach a tipping point where the tools that supported their business

are now hindering their ability to act with agility and insight. The good news is,

there’s never been a better time to deploy an enterprise resource planning

(ERP) or customer relationship management (CRM) solution - Microsoft

Dynamics might be the next step. In our experience, the four core board-level

benefits sought, when moving to and end-to-end ERP solution, are as follows:

• Productivity: time saving integration, with swift access to all business data,

in a single solution

• Financial Control: enabling cost control and smarter buying decisions -

opportunities for growth and investment.

• Business Insight: built-in business intelligence and reporting features -

putting data into context for swift decision making

• Mobility: connected anytime, anywhere, on any device - with real-time

reporting and collaboration tools

Today’s challenges

There are several common signs that might indicate your business has

outgrown your existing software: even with more personnel you can’t

keep up with growth; you no longer have the control and visibility

needed; and you spend more time being reactive, when you need to be

proactive.

▪ Outside of accounting, employees are unable to manage the growing business.

▪ Accounting software works independently, leading to redundant data entry.

▪ Disparate systems require people to piece together data, to see the big picture.

▪ Key employees, out of the office, are out of touch.

▪ As the business expands so does the scale and complexity of operational

processes.

▪ Business adds headcount to the operating costs because they can’t keep up.

▪ Cross-departmental teams become frustrated by poor data and technology.

▪ Some employees may create or introduce disparate work arounds, that

introduce risk.

▪ Inaccurate data leads to poor decision-making and endangers business growth.

▪ Growing infrastructure requires unsustainable management, training and

support.

Microsoft Dynamics

Microsoft Dynamics is used by over 4m+ users, across more than 40

countries - a trusted, proven and robust solution. It's a fully integrated

business solution, featuring financials with a wide range of other smart,

end-to-end end business functionalities.

Microsoft Dynamics, designed for small to medium sized businesses, is

delivered by a network of expert support partners. As a leading Gold

Partner, in the UK, Azzure IT has years of experience delivering world-class

class solutions, built upon Microsoft Dynamics. We help businesses, across

a range of sectors, customise, deploy and adapt the full potential of the

next generation of smart, business applications from Microsoft.

.

Benefits

▪ Simplify your accounting with a single solution: integrate and centrally store all business

data, into one system. Having one centralised business system reduces the risk of any

errors and avoids spreading resources over maintaining multiple systems.

▪ Improve productivity: automate and keep track of your processes. Improve

communication and allocate jobs and tasks. Help people accomplish more with a familiar,

easy-to-use interface, common to Microsoft products.

▪ Make smarter decisions with business intelligence and reporting: The business analytics,

intelligence and reporting featured within Dynamics 365, connects employees with each

other and to the information they need to be effective.

▪ Role Tailored Client: relevant information and tasks, for the various roles within your

company, are shown directly on the home screen. Everyone, from CEO’s to bookkeepers,

can get reminders and reports relevant to them, according to their role.

More Benefits

▪ Implement rapidly: quickly set-up and easily customise your system, to meet your current

business needs. Easily adapt to changing demands by adding functionality, custom

applications and online business capabilities.

▪ Scale your solution: focus on growing your business, without the worry of a large capital

investment. starting with just a few users, using a hosted subscription, would result in a

minimal initial outlay. New users can be added as they are needed.

▪ Integration: the solution integrates fully with Microsoft add-on software and a wide range

of other apps, via Microsoft AppSource.

▪ Hosted or on-premise: available as a traditional on-premise solution, that gives you

ultimate control over your solution, or hosted in the cloud to improve flexibility and cut

set-up costs.

▪ Be mobile: accessible on the move, from anywhere in the world, via the app using a

smartphone or tablet. Alternatively, get access through a web-client, to enable remote

online or offline working.

INVENTORY

▪ Analysis Reports

▪ Alternative Vendors

▪ Basic Inventory

▪ Bin

▪ Cycle Counting

▪ Item Budgets

▪ Item Charges

▪ Item Cross References

▪ Item Substitutions

▪ Item Tracking

▪ Item Categories

▪ Item Attributes

▪ Location Transfers

▪ Multiple Locations

▪ Nonstock Items

▪ Pick

▪ Put Away

▪ Standard Cost Worksheet

▪ Stock-Keeping Units

▪ Warehouse Receipt

▪ Warehouse Shipment

WAREHOUSE MANAGEMENT

▪ Bin Setup

▪ Internal Pick and Put-Aways

▪ Warehouse Management Systems

SUPPLY CHAIN

▪ Alternative Ship-Tos

▪ Basic Receivables

▪ Calendars

▪ Campaign Pricing

▪ Order Promising

▪ Sales Invoicing

▪ Sales Invoice Discounts

▪ Sales Line Discounting

▪ Sales Line Pricing

▪ Sales Order Management

▪ Sales Return Order Management

▪ Shipping Agents

▪ Sales Tax

▪ Alternative Order Addresses

▪ Basic Payables

▪ Drop Shipments

▪ Purchase Invoicing

▪ Purchase Line Discounting

▪ Purchase Invoice Discounts

▪ Purchase Line Pricing

▪ Purchase Order Management

▪ Purchase Return Order Management

▪ Requisition Management

Microsoft Dynamics ERP for smaller businesses

MANUFACTURING

▪ Production Bill of Materials

▪ Production Orders

▪ Agile Manufacturing

▪ Version Management

▪ Basic Supply Planning

▪ Demand Forecasting

▪ Sales and Inventory Forecasting

▪ Basic Capacity Planning

▪ Finite Loading

▪ Machine Centres

FINANCIAL MANAGEMENT

▪ Accounts Schedules

▪ Allocations

▪ Basic General Ledger

▪ Basic XBRL

▪ Budgets

▪ Change Log

▪ Consolidation

▪ Deferrals

▪ Intercompany Postings

▪ Responsibility Centres

▪ Cost Accounting

▪ Cash Flow Forecast

▪ Fixed Assets: Basic and Advanced

▪ Insurance

▪ Maintenance

▪ Reclassification

▪ Dimensions: Basic and Advanced

▪ Unlimited Companies

▪ Multiple Currencies

▪ Bank Account Management

▪ Electronic Payments and Direct Debits

▪ Bank Reconciliation

▪ Check Writing

SERVICE, SALES & MARKETING

Service Management

▪ Planning and Dispatching

▪ Service Contract Management

▪ Service Item, Order and Price Management

Workflow

▪ General

▪ Sales and Marketing

▪ Purchase and Integration

▪ Workflow Groups and Features

▪ eServices

▪ Electronic Invoicing

▪ Currency exchange rates

Document Management

▪ Incoming documents

▪ Optical Character Recognition (OCR)

▪ Incoming document workflow

Reporting

▪ Document Reporting

▪ Pre-Configured Excel Reports

▪ Report Scheduling

▪ Reporting Data Setup

Microsoft Dynamics ERP for smaller businesses

Sales and Marketing

▪ Campaign Management

▪ Relationship Management

▪ Contact Classification and Management

▪ Interaction / Document Management

▪ Mail Logging for Microsoft Exchange Server

▪ Opportunity Management

▪ Outlook Client Integration

▪ Notifications & Task Management

▪ Microsoft Dynamics 365 Sales integration

DYNAMICS 365 FOR

Sales (CRM)

Turn relationships into revenue

by bringing digital intelligence

into every deal.

DYNAMICS 365 FOR

Customer Service

Earn customers for life by using

detailed information to provide

world-class customer service.

DYNAMICS 365 FOR

Field Service

Master the service call with smarter

capabilities, from optimised

scheduling to predictive

maintenance.

Unify your sales and marketing

to join customer experiences at

every interaction with lead

scoring and insight.

The end-to-end solution, if you’re

seeking to implement a fully

integrated ERP solution or upgrade

an accounting package.

Successfully manage your project-

based business and better satisfy

clients using intelligent tools.

DYNAMICS 365 FOR

Marketing

DYNAMICS 365

Business Central (ERP)

DYNAMICS 365 FOR

Project Automation

DYNAMICS 365 FOR

Talent

Attract the right people and

seamlessly onboard, engage, and

grow your talent.

Better understand and engage

with customers by giving

employees the relevant

insights they need.

DYNAMICS 365 FOR

Customer Insights

The Microsoft Dynamics 365 Suite

With intelligent business applications across CRM and ERP, Microsoft Dynamics 365 gives you choice. Start

with just what you need and then add apps as your needs change. Built on an extensible platform with

shared data and digital intelligence, Dynamics 365 helps your team make the most of every minute.

HUMAN RESOURCES (HR)

Efficiently manage your company’s human resources.

Group and track relevant employee information and

organise employee data according to different types of

information, such as experience, skills, education,

training, and union membership.

Store personal information, track job openings in your

organisation, and extract a list of candidates for these

positions. Keep track of benefits and company items such

as keys, credit cards, computers, and cars.

POWER BI

Connect Microsoft Dynamics NAV with PowerBI and

immediately get access to a business performance

dashboard with insights into your business.

You can use embedded Power BI to easily create

insightful charts and reports using Power BI, and make

them available within your Microsoft Dynamics NAV role

centre.

Easily record all types of absences in units of measure

that you define, and attach alternative addresses and

relatives’ names to employees.

PROJECT MANAGEMENT

▪ Basic Resources

▪ Capacity Management

▪ Multiple Costs

▪ Jobs

Microsoft Dynamics Business Central

EXTENDED APPLICATIONS

As a leading Microsoft Gold Partner, we’ve developed an array of

extended applications, designed with specific process or industry

requirements in mind.

▪ The Distribution [+] Bundle

▪ The Manufacturing [+] Bundle

▪ The Services [+] Bundle

▪ The Not For Profit [+] Bundle

We’ve got a wide portfolio of applications that can extended

Microsoft Dynamics

▪ Product Configurator

▪ Quality Management

▪ SFDC (Shop Floor Data Capture)

▪ eSign

▪ Credit Control

▪ Carrier Integration

▪ Credit Card Integration [SagePay]

▪ Quick Order Entry

▪ Magento 2 Connector

▪ Time & Attendance

▪ More…

Pre-Built Extensions

We'll help you do even more with Dynamics 365

with AppSource. Enhance your software and processes

by integrating add-on extensions from Microsoft

and a wide-range of credible partners.

Custom Extended Apps

We'll help you customise Dynamics 365

by creating bespoke apps that solve your exact business

needs. As a leading partner, we have a portfolio of existing

add-ons for industry-specific solutions.

Tailor and extend Dynamics 365

We go beyondWe’re the UK’s leading ‘Microsoft Dynamics Gold

Partner ‘ for small to medium sized businesses. We’ve

been recognised twice as a ‘President’s Club’ member -

which classifies top performing Microsoft Dynamics ERP

partners worldwide.

We’ve achieved ISO 9001:2015 certification - the first

partner to recognise the need for an accredited quality

management system, in this market.

We’re one of a small number of Microsoft directly

managed partners, in the UK. This means that we work

directly with Microsoft, with a dedicated Account

Manager and Service Account Manager available to us.

Quality Matters

Quality is important to Azzure IT

because we value our customers.

We strive to provide our customers with products and

services which meet and even exceed their

expectations.

We are committed to continuous improvement and

have established a Quality Management System which

provides a framework for measuring and improving

our performance.

We’re one of the first partners (if not the first), in our

field, to achieve ISO 9001:2015 certification - the

international standard that specifies requirements for a

Quality Management System (QMS).

Sheffield. Reading. Newcastle.

Sheffield HQ

10 Europa View

Sheffield Business Park

Sheffield

South Yorkshire

S9 1XH UK

t. +44 (0)345 467 9950

e. sales@azzure-it.com

azzure-it.com