Dynamics 365 for Service Industries
Efficiently Manage Businesses within the Service Industry
Dynamics 365 for Service
Leveraging data-driven project management capabilities, Microsoft Dynamics 365 for service industries provides a comprehensive platform to successfully complete customer requests and projects. Addressing modern challenges incurred by service-based businesses, Microsoft Dynamics 365 brings powerful solutions to global market.
Dynamics 365 Standard System Features
-
- Seamless Integration with Microsoft 365, Power BI and Power Automate
- Automatically Send Documents by Email and Exporting Your Business Data to Excel
- Define User Intelligent Tasks and Roles with Role Center
- Use Job Queues to Schedule Tasks
- Integration Tool for the Other Outside Systems
- Business Intelligence and Financial Reporting
- User Security, Privacy and Company Compliance
- Responsibility Centers
and more
Dynamics 365 Standard Financial Features
- General Ledger
- Managing Receivables
- Managing Payables
- Invoicing Prepayments
- Reconciling Bank Accounts
- Managing Fixed Asset
- Managing Intercompany Transactions
- Accounting for Costs
- Managing Inventory Costs
- Managing Cash Flow
- Closing Years and Periods
- Consolidating Financial Data from Multiple Companies
- Working with Multiple Dimensions Structure
- Create G/L Budgets and Report with Multiple Scenarios
- Post Transactions Directly to the General Ledger
- Reverse Journal Postings and Undo Receipts/Shipments
- Allocate Costs and Income
- Record and Reimburse Employees’ Expenses
- Defer Revenues and Expenses
- Setup and Update Currency Exchange Rates
- Import Payroll Transactions
- Work with VAT on Sales and Purchases
- Making Cash Flow Forecasts by Using Account Schedules
- Analyzing Financial Statements in Excel
- Transfer Bank Funds
and more
Dynamics 365 Standard Supply Chain Management Features
- Create Recurring Sales and Purchase Lines
- Make Drop Shipments
- Create Special Orders
- Process Sales Returns or Cancellations
- Correct or Cancel Unpaid Sales Invoices
- Blanket Sales Orders
- Combine Shipments on a Single Invoice
- Calculate Order Promising Dates
- Track Packages
- Date Calculation for Sales
and more
- Request Quotes
- Purchase Items for a Sale
- Posting Purchases
- Correct or Cancel Unpaid Purchase Invoices
- Combine Receipts on a Single Invoice
- Process Purchase Returns or Cancellations
- Receive and Convert Electronic Documents
- Date Calculation for Purchases
- Merge Duplicate Records
- Blanket Purchase Orders
and more
- Inventory
- Inventory and Warehouse Reports
- Count and Adjust Inventory Using Documents
- Count, Adjust, and Reclassify Inventory Using Journals
- View the Availability of Items
- Transfer Inventory Between Locations
- Reserve Items
- Track Items with Serial, Lot, and Package Numbers
- Use Item Cross References
- Trace Item-Tracked Items
- Block Items
and more
- Project Management
- Project Reports
- Create Jobs
- Use Resources for Jobs
- Use Time Sheets for Jobs
- Manage Job Budgets
- Record Usage for Jobs
- Manage Job Supplies
and more
*More available modules: Manufacturing, Service, Warehouse, HR Management, CRM etc. See more detail on Microsoft’s Dynamics 365 page.
Welcome to Microsoft Dynamics 365 Business Central – Business Central | Microsoft Docs
Target Service Businesses
Telecommunications/Media
Businesses operating and providing services to the commercial and residential telecommunications/media industry. Examples include:
- Entertainment Services
- Games and Movies
- IT Providers and Communications Carriers
- Application Developers
- Consulting/Marketing Firms
Hospitality/Tourism
Businesses within the hospitality/tourism sector that are looking to optimize operational efficiencies while reducing cost and increasing customer satisfaction. Examples include:
- Travel Agencies
- Lodging / Hotel
- Airlines
- Cruise / Vessel
- Advertisers
Government/Nonprofit
Public sector or nonprofit organizations focused on delivering project-based service offerings to market. Examples include:
- Design and Engineering Firms
- Public Benefit Corporations
- County Operated Services
- Public Sector
Key Benefits for Dynamics 365 for Service
- Effectively manage all parts of your business through a unified ERP solution
- Accurate financial reporting allows you to predict trends and allocate resources appropriately
- Utilize Dynamics 365’s modern cloud flexibility by accessing real-time data from multiple devices
- Quickly access accurate insights into all aspects of your business
- Store all communication between customers in one single location
- Leverage seamless integration with Microsoft applications
- By integrating accounting and other functions in ERP, user can reduce time required for monthly closing and HQ reporting
- Increase accuracy and quickness in the closing process
CalSub for Subscription Service
Integrating directly into Dynamics 365 Business Central, CalSub provides an all-in-one solution for subscription management within the service industry. By integrating your subscription needs with sales, finance, and operational processes, you are able to reliably increase your flow of revenue with automated invoicing and accurate financial reporting.
Increase Your Flow of Revenue, Reliably.
Unify Your Systems
Built on top of Dynamics 365 BC for optimal business performance and growth.
Automate Your Invoicing
Invoices are automated, clear, compliant, secure and easily accessible.
Visualize Your Service Data
Visibility you need to deliver your service or product with accuracy and professionalism.
Features
- Subscription Card, where subscription details such as customer details, as well as subscription details are managed.
- Issue Sales Invoice, a function that transfers the subscription details to Business Central’s native Sales Invoice function, to issue invoices.
- Integration with other tables in Business Central such as Customer Ledger Entries to view the relationship to source Subscription Card.
- Each subscription has activity logging, and can trace the changes made to each subscription.
- Subscription management is equipped with calculating “deferred revenue” for prepaid subscriptions.
To learn more about how CalSub can assist in maximizing your business within the service industry, contact us.
Let’s Start a Project
Imagine your business technology running like a finely tuned machine throughout your entire enterprise. We can help you get to where you want to go with Dynamics 365 for Service.