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Dynamics 365 Business CentralFeaturedProductivityTop Tips

Go pain free with BC #1 – Too many manual processes

By March 30, 2021No Comments
Save time and money bu automating your manual business processes with Business Central

Here at Bam Boom Cloud we’ve had a great relationship with Microsoft in Ireland for a few years now. The team in Dublin work with customers and partners across Europe handling inbound leads and working with prospective customers, across both Dynamics 365 and Microsoft 365. We’ve even been lucky enough to travel over to meet with them from time to time.

What we’ve always found strange, though, is that even though they help to sell Business Central, it’s not been available to customers based in Ireland. 

Finally, from 1 October 2020, all that has changed. Business Central is now available to small businesses in Ireland. Hooray! 

Bam Boom Cloud is going all-in on Business Central in Ireland. We take our successful and innovative approach and help small businesses transform, using the latest and greatest technology from Microsoft.

If you’d like to chat about switching to Business Central for your business, just get in touch and we’d love to chat through the options.

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GO PAIN FREE WITH BC

 

This blog series is going to focus on the top 5 pain points we hear from customers when they’re considering switching finance systems. Whether you’re using Sage 50, QuickBooks, Xero, Exchequer or something else, these are what time and again we get told are customers’ top reasons for switching systems. 

I’ll show how Business Central addresses some of these pain points, and what your next steps should be if some of these resonate with you. 

 So what’s the craic? 

 “We have too many manual processes”

 

We hear this probably more than any other pain point.

Perhaps because it’s so tedious for employees and managers in a business. Every time the FD asks for a report, a document needs approving, or a colleague wants to claim expenses, can mean hours of hand cranking data or manually carrying paperwork around the business for approval. And then it all needs doing again the next month! 

Modern systems, including Dynamics 365 Business Central, are much better equipped to solve this issue.  

Some of you may know about this already, but the great thing about Dynamics 365 is how connected it is with the Power Platform. We’ll see some other parts of the Power Platform later but one of the coolest is Power Automate (or Flow as some of you may know it). The point of this is to be able to create workflows that hook together systems in a way that creates a seamless experience. 

In the finance team we often see situations where your purchase team might come to you for approval of documents.  

This could be a paper document that needs a signature, and you might find yourself with a whole bunch of invoices or reports to sign off every so often. If you’re out the office or working from home at the moment, this might be even tougher – perhaps you now have to print a PDF, sign it, scan it back in and so on. 

This is what Power Automate is designed to fix! Whether you set this up yourself, or have one of your team do it, it’s super easy.  

Here’s a short(ish) video of the whole thing including the setup. 

So you can see now how easy this is!

That video runs a couple of seconds short of 4 minutes. Just think how much time can be saved creating workflows like this in Business Central. And it doesn’t stop there; there are templates for all kinds of systems, not even just Microsoft ones. Power Automate has connectors for things like Twitter, Slack and SurveyMonkey.

I’d encourage you to reach out to us to find out more about using this, and if you don’t have Business Central already, hopefully this shows you just one of the cool things it can do.

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IT’S NEVER BEEN EASIER TO SWITCH

With our unique KickStart package, you can switch to Business Central in as little as one week… yep, really!

With our customisable packs, you can choose the features you need to get started, to make it as cost effective and simple to implement for your business. Then you can expand the features in the future as your business needs it.

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Want to see more of what Business Central can do?

Check out Business Central HQ – our hub for top tips, tutorials and all the best insights on what you can do with Microsoft Dynamics 365 Business Central. And don’t forget to subscribe to the YouTube channel to be notified when we drop new videos.

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Cooper Parry IT are Microsoft's Global Partner of the Year 2019