Ten advanced features of Dynamics 365 Business Central Cloud. Which are they, and why will they be helpful to you? (Part 1)

A famous saying goes: The best is yet to come. Improvements are happening all the time, especially when it comes to Dynamics 365 Business Central Cloud. With each new version of the ERP system, there are new functionalities, and the old ones are getting improvements. The aim is to make the software solution more convenient and user-friendly.

Dynamics 365 Business Central is an all-in-one business management solution (ERP) designed for small and medium-sized enterprises which have outgrown the capacity of their accounting software. The solution offers a wide range of functionalities to cover various areas of your company, such as accounting, inventory, purchases, sales, and more. With Dynamics 365 Business Central, you will optimize your costs, improve your business activities and increase the efficiency of internal processes and teams’ collaborations. The ERP system is available as an on-prem version and in the cloud. Although the questions related to the migration to the cloud are a lot, with each passing year, the number of companies that choose cloud technology is constantly increasing.

Tip: Check our blog material “Dynamics 365 Business Central in the cloud: Why do companies choose it, and what are the challenges?”  to learn more about the benefits cloud technology provides.

Therefore, based on our rich experience with Dynamics 365 Business Central, we decided to share 10 of the most useful new and improved features that make its cloud version preferable choice:

• New mail functionality

Most users who have worked with Dynamics 365 Business Central are probably familiar with this feature. What is new? Now you can edit and send emails without leaving the software system, and even setting up accounts is similar to Outlook. In addition, you attach files and seamlessly use different predefined mail layouts, depending on the customer. You can also set up email accounts for mail groups to send a specific document (e.g., you can create an accounting group to send all invoices from it). Another part of the improvement is the sent box and drafts availability. Thus, monitoring the activities of the users in Dynamics 365 Business Central will be more effective.

• Edit in Excel 

Imagine a situation where you have a table uploaded to the ERP system. It contains many items, but for some reason, there is a missing specification of a field, or you notice another omission. Now you can make edits just with one click. All you have to do is: tap the button Edit in Excel – modify – click Publish. That is all.

• The mobile client 

This functionality allows you to access your business environment in Dynamics 365 Business Central directly from your smartphone or tablet. The function assists in increasing effectiveness and reducing the time for changes and adjustments. It is a full-fledged ERP in your pocket. The URL you use is the same for both desktop and mobile versions. There can be only some slight difference in the way of login on your phone. 

Tip: Check the video in our YouTube channel for more information on how to log in to Dynamics 365 Business Central as a mobile client. 

• Improved error handling in documents

With this feature, you will solve error messages related to dimensions or missing posting setups seamlessly. There are new fields with information about the problem and a link to a related article for additional help. Also, you have another two fields at your disposal – Context and Source. If you click on Context, it will open a page. There you can update the missing setup/dimension that caused the error. And in the field Source, you will reach the setting that causes the error in the first place.

• Price lists 

The functionality is much more user-friendly to manage and suitable for retail and manufacturing companies. What is new here? When you are in the customer or item card, instead of the standard separated lists with Sales Prices or Line Discounts, you will have on your disposal a “Sales Prices lists” option. It will give you the chance to create a new price list that defines which are the possible recipients of the prices in it, filter items by customer groups, campaigns, discount groups, and more. In this centralized price list, you can assign prices for items, resources, and G/L accounts.

Which are the other 5 handy features? Check Part 2 of our blog material.