Microsoft Business Apps

Functional Areas

The following are common functional areas covered in an ERP System. In many ERP Systems these are called and grouped together as ERP Modules:


Core Functionality

• Approval Framework
• Active Analytics Framework
• Application Integration Framework
• Enterprise Components
• Data Transformer
• Events and Notifications Framework
• Integration Interfaces
• Application Fundamentals


CRM & SALES

CRM

1. Introduction

2. Manage Your Sales Funnel Efficiently

2.1. Register Sales Leads

2.2. Convert Leads into Opportunities

2.3. Assign your Sales Activities to Several Sales Teams

2.4. Analyze your Sales Funnel

3. Go Further with Advanced Tools & Tricks

3.1. Get your Calendar anywhere and Never Forget an Event thanks to the Google Calendar Synchronization

3.2. Motivate & Reward your Sales People

3.3. Geolocalize your Partners with Google Maps

SALES

1. Introduction

2. Start with Microsoft Dynamics Sales

2.1. Install the App & Select your Accounting Package

2.2. Set up your Default Taxes & Currency

2.3. Disable Some Features

3. Build your Quotes Easily

3.1. Create your First Quotation

3.2. Build an Online Quotation

3.3. Push your Customers to Sign thanks to Discounts

3.4. Structure your Quotations with Sections

4. Perform Accurate Sales Analyses

4.1. Follow your Sales per Sales Team

4.2. Analyze your Sales

5. Manage After sales Services

5.1. Improve your Customer’s Satisfaction by Efficiently Tracking After sales Requests

5.2. Give Portal Access Rights to your Customers

6. Have Clear Pricing Strategies (Pricelists)

6.1. Reward your Loyal Customers with Automatic Discounts!

6.2. Ensure Margins on Retailer Prices

6.3. Sell Products in Foreign Currencies

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HUMAN RESOURCES

1. Define Employees and Company Structure

2. Recruit New Employees for the Right Position

2.1 Set up the Recruitment Tool

2.2 Publish your Jobs on your Microsoft Dynamics Website

2.3 Manage a First Interview

2.4 Involve Other People in the Process and Hire a Candidate

2.6 Indexation of Resumes

I.6 Send Recruitment Forms to Applicants

3. Manage Leaves

3.1. Give and Request Legal Leaves

3.2. Encode your Sick Leaves

3.3. Request your Compensatory Leaves

4. Reimburse your Employee’s Expenses

4.1 Encode Some Expenses

4.2 Validate Expenses

5. Manage your Employee Working Time

5.1. Record your First Timesheet

5.2. Record Timesheets Periodically

5.3. Review and Validate Timesheets

6. Assess your Employee Performance

6.1. Create Appraisal Plans

6.2. Attribute Appraisal Plan

7. Challenge and Set Goals for your Employees

7.1. Reward your Employee with Badges

7.2. Challenge your Sales Force


MARKETING

• 1. Introduction

2. Attract Visitors to your Website

2.1 Promote your Website

2.2 Create a Blog Post

2.3 Push Visitors to Share your Website Content through Social Media

3. Convert Visitors into Leads

3.1 Design a Pretty Landing Page

3.2 Allow Visitors to Subscribe to Newsletters

3.3 Boost your Contact Page

3.4 Communicate in Real Time with your Website’s Audience

4. Convert Leads into Customers

4.1. Launch Mass Mailing Campaigns

4.2. Create & Publish an Event

4.3. Manage Tickets & Registrations

4.4. Add Tracks & Sponsors to your Events

4.5. Let your Visitors Suggest their Own Talks.

4.6. Create a Survey

4.7. Share your Survey & Analyze Answers


BILLING & ACCOUNTING

BILLING

1. Introduction

2. Start with Microsoft Dynamics Billing

2.1. Install the App & Select your Accounting Package

2.2. Set up your Default Taxes & Currency

2.3. Customize Invoice Numbers

2.4. Define your Bank Account

3. Issue Invoices

3.1. Issue Customer Invoices

3.2. Refund/Cancel an Invoice

3.3. Set Payment Terms

3.4. Issue Invoices from Delivery Orders

4. Get Paid

4.1. Mark Invoices as Paid

4.2. Allow your Customers to Pay Online

4.3. Manage & Launch Customers Followups

5. Manage Customer Contracts

5.1. Manage Fixed Price Contracts

5.2. Process Recurring Invoicing & Renewal

5.3. Invoice Time & Materials

6. Manage Payables

6.1. Encode Supplier Invoices

6.2. Simplify your Encoding by Generating Draft Invoices from Purchase Orders or Incoming Shipments

6.3. Manage Payment Orders

ACCOUNTING

1. Start with Microsoft Dynamics Accounting

2. Manage Journal Entries

3. Generate Entries from Invoices Automatically

4. Encode Miscellaneous Entries

5. Encode your Bank Statements & Process Reconciliations

5.1. Setup your Bank Account

5.2. Register a Full Payment from a Bank Statement

5.3. Register a Partial Payment from a Bank Statement

5.4. Handle Discounts in Bank Statements

5.5. Manage Bank Fees including VAT

6. Customize your Accounting

6.1. Make your own Chart of Accounts

6.2. Create your own Journals

6.3. Create a New Sales Tax

6.4. Set Default Accounts & Taxes on Products

6.5. Apply the Correct Taxes & Accounts through Fiscal Positions

7. Manage Advanced Payment Processes

7.1. Manage Invoices & Payments in Other Currencies

7.2. Manage a Bank Account in Foreign Currency

7.3. Manage Payments with Checks or Online Methods

8. Open & Close a Fiscal Year

8.1. Create a New Fiscal Year

8.2. Generate Opening Entries

8.3. Close a Fiscal Year

9. Manage your Assets

10. Print Financial Reports & Build Your Own Indicators

10.1. Print General Ledger, Trial Balance, Balance Sheet, Profit & Loss Reports

10.2. Open Invoices and other Partner Reports

0.3. Print your Tax Declaration

10.4. Create your own Management Indicators

11. Manage your Operations Effectively

11.1. Create Analytic Accounts

11.2. Set up Analytic Journals and Post Analytic Entries

11.3. Encode Analytic Distributions

11.4. Manage Analytic Plans

11.5. Set up Analytic Defaults

12. Budget your Operations

12.1. Create your Budgets

12.2. Print & Review your Budgets


MANUFACTURING

1. Introduction

2. Create and Build your Products in a Few Click

2.1. Get your Manufacturing up to Speed!

2.2. Create Multilevel Bill of Materials

2.3. Sell your Product in Kit

2.4. Plan your Production

2.5. Trace your Product and its Components

3. Follow your Production along its Stages

2.7 Set Production Routings and Schedule your Operations with Work Orders

2.8 Manage your Subcontracted Production

4. Integrate the Manufacturing into your Sales Process

4.1. Manage your Replenishment

4.2. Make a Just in Time Replenishment

4.3. Select the Right Bill of Materials using Properties

5. Repair Products and Issue Invoices


POINT OF SALE

1. Introduction

2. Start with Microsoft Dynamics Point of Sale

2.1. Install the App & Select your Accounting Package

2.2. Set up your Default Taxes & Currency

3. Set up your Point of Sale

3.1. Populate your Products Database

3.2. Configure your Point of Sale

3.3. Connect your Peripherals to the PosBox

4. Sell in Seconds

4.1. Open a Session, Handle Several Customers at the Same Time and Sell your Products

4.2. Create an Invoice for your B2B Clients

4.3. Give a Refund to Your Customer

5. Apply TimeLimited

6. Manage your Cash Control

6.1. Set a Cash Control for your Shop

6.2. Open and Close Cash Registers

7. Analyze your Sales Activity

7.1. Print Daily Reports about your Shop Activity

7.2. Produce Statistics on your Activity


PROJECT MANAGEMENT

1. Introduction

2. Manage your Projects Efficiently

2.1. Create an Internal Project

2.2. Welcome to your Collaborative Board

2.3. Create Projects from Templates.

3. Schedule your Projects

3.1. Log your Work Activities on Tasks

3.2. Plan & Follow your Activities through Convenient Views

3.3. Delegate Tasks & Check the Work Done

4. Populate your Tasks from your Sales

5. Manage Issues on Projects

5.1. Manage a Support Project

5.2. Escalate an Issue to the Next Level

5.3. Invoice your Working Time on Issues

6. Embed your Community in your Project Management

6.1. Let External Users Access your Project Portal

6.2. Publish your Public Projects on your Website

7. Analyze the Efficiency of your Project Processes

7.1. Analyze the Workload on Tasks

7.2. Highlight the Velocity to Close Issues


PURCHASE

1. Introduction

2. Start with Microsoft Dynamics Purchase

2.1. Install the App & Select your Accounting Package

2.2. Set up your Default Taxes & Currency

3. Send and Follow your Purchase Orders

3.1. Send your First Request for Quotation

3.2. Negotiate with your Supplier

3.3. Apply a Double Validation on Purchases

4. Launch Calls for Bids

5. Manage Supplier Pricelists

5.1. Register Specific Supplier Prices

5.2. Buy in Foreign Currencies

6. Analyze your Purchases

6.1. Check the Average Cost of a Product

6.2. Check the Inventory Valuation of your Products


WAREHOUSE MANAGEMENT

1. Introduction

2. Manage your Basic Stock Operations

2.1. Make an Inventory with Microsoft Dynamics

2.2. Deliver your Products

2.3. Receive your Products

2.4. First Unload your Products in an Input Location

2.5. Add a Quality Control Area to your Warehouse Management System

2.6. Pick your Products Before Sending Them to the Customer

2.7. Add a Packing Area to your Outgoing Logistic Flow

2.8. Send your Products directly to your Customers Process

3. Get Full Traceability of Your Products

3.1. Follow Quants

3.2. Track Product Moves with Serial Numbers

3.3. Put your Products into Packs

4. Value your Inventory Using FIFO, LIFO & FEFO Methods

4.1. First In First Out

4.2. Last In First Out

4.3. First Expiry First Out

4.4. Stock Valuation

5. Handle Multiple Locations and Warehouses

5.1. Configure a New Warehouse

5.2. Move your Products Internally

6. Automate your Stock Management

6.1. Move your Products Automatically from one Location to Another

6.2. Launch Automatic Replenishments

6.3. Propose Right Locations to Store Goods to your Operators

6.4. Manage Several Operations at the Same Time

7. Get a full view of your stock levels


WEB & ECOMMERCE

WEBSITE BUILDER

1. Introduction

2. Build your Website

2.1. Build your First Pages

2.2. Choose your Preferred Website Theme

3. Promote your Website

3.1. Promote your Website

3.2. Push Visitors to Share your Website Content through Social Media

4. Get Closer to your Visitors

4.1. Translate your Website in Foreign Languages

4.2. Communicate in Real Time with your Website’s Audience

ECOMMERCE

1. Introduction

2. Start with Microsoft Dynamics eCommerce

2.1. Install the App & Select your Accounting Package

2.2. Set up your Default Taxes & Currency

3. Start your Online Shop

3.1. Publish your First Product through a Beautiful Page

3.2. Set Product Attributes and Manage Variants

3.3. Checkout in a couple of Click

4. Boost your Online Sales

4.1. Fine Tune your Catalog

4.2. Customize to Maximize your Revenue: Cross Selling,

4.3. Share Promotional Codes to Attract New Customers

4.4. Analyze your Online Sales

5. Improve the Shopper Experience

5.1. Give your Visitors their Own Account

5.2. Calculate & Bill Shipping Costs

5.3. Integrate your eCommerce Platform with Paypal

5.4. Integrate your eCommerce Platform with Ogone

Project Management

Plan Customers Projects

Customer Projects

Event-Based Revenue Recognition

Manage Time Sheets

Marketing

Profile Dashboard

Segmentation Modelling

Segmentation Models

Segmentation Building Blocks

Target Groups

Campaigns

Marketing Calendar

Content Studio Create Emails

Sentiments Engagement

Budget Plans

Programs

Detailed Campaign Spend

Accounts Payable

Manage Payment Blocks

Display Supplier Balances

Manage Supplier Line Items

Accounts Receivable

Display Customer Balances

Manage Customers Line Items

Process Receivables

Overdue Receivables Today

Post incoming Payments

Promises To Pay Today

Total Receivables Today

Future Receivables Today

Dunning Level Distribution

General Ledger

Display Financial Balances

Display Chart Of Accounts

Manage Recuring Journal Entries

Display GL Account Balances

Display GL Account Line Items

Manage GL Account Master Data

Cash Management

Cash Position Details

Make Bank Transfers

Check Cash Flow Items

Track Bank Transfers

Cash Position Today

Sales

Manage Sales Order

Sales Order Fulfillment Resolve Issues

Sales Order Fulfillment Analyze Issues

Production

Monitor Material Coverage

Check Material Coverage

Schedule MRP Runs

Manage PIRs

Procurement

Create Purchase Order

Post Goods Receipts To Purchase Order

Create Suppler Invoices

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