We’ve created a checklist to make sure you experience all the top features and functionalities available in Business Central. These are the top 10 steps we recommend you take to ensure you get an overview of all the system has to offer.
1. Navigation fundamentals
Start by getting comfortable with the system and understanding how to navigate around. Next it’s worth learning how to adapt views and forms so you can personalise the system.
2. General finance processes
Learn how to perform basic financial tasks in the system and adapt the Chart of Accounts to your company’s needs.
3. Quote to cash
Managing sales is vital to any business, and Business Central has a strong quote to cash process. See the different features and functionalities that make this process easier for everyone in your organisation.
4. Procurement to pay
See the entire process in motion and discover where your organisation will have room to grow with advanced features and functionalities.
5. Month-end process & Bank reconciliations
Some things are unavoidable, including closing your accounts each month. Make the process quicker and deliver more insight from your numbers. Find out how you can optimise your current processes with Microsoft Business Central.
6. Out-of-the-box reports
Check out all the standard reporting capabilities that come with Business Central. From the different reports, to export capabilities to integrations to Microsoft Power BI, see the potential you will have with an integrated system.
7. Integration to M365
See how you can optimise the tools that you already use, including Outlook, Teams and Excel, on a daily basis with your accounting system.
8. Inventory
A fully integrated inventory system has so many advantages, including accurate quantities and costings, not to mention the potential for lower inventory holdings. If this is something you’re looking to manage in the short or medium term, check out how it works in Business Central.
9. Standard roles, permissions & security
You’re almost there! Security is critical to any business and data is one of your most important business assets. As you move to the cloud, check out how Business Central adds permissions and security to ensure your data is kept confidential, and that access is configured to those who need it.
10. Make your list
You’ve moved to a bigger system, and it has lots of features. What’s important to remember is, just because it can do it, you don’t have to do it Day 1.
Trying to implement too much at first can lead to reduced user adoption and frustrations that you never fully start using the system. Start with what you need, and make a list of what you’d like to achieve next.
Check out our advanced features for suggestions on where to go once you’ve mastered the basics.
