Microsoft Dynamics 365 for Utilities & Local Government

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Solutions FOR CUSTOMER INFORMATION

Customer Information Management

Consolidated Customer Information for Utilities & Local Government. d365Utilities Business Central Sales and Accounts Receivable functionality assists users to issue multiple invoices for a single customer and collect a lump-sum payment encompassing multiple invoices. Credit rating apps are available for integration.

Premise Information. Power BI reports with invoice addresses fetched from d365Utilities Business Central provide insights of customer buying habits across geolocations. Further, marketing campaigns can target specific geo-locations.

Unlimited Activity History. d365Utilities Business Central maintains customer ledger entries (Accounts Receivable sub ledger) with detailed information about invoices, payments, refunds, etc. Various reports in PDF/Excel format are available to use.

Payment Arrangements. d365Utilities Business Central integrates with a wide variety of external services including payment gateways, either via Power Platform or direct API integration. Ready-made apps are available on Microsoft AppSource.

Data Security & Compliance. The Microsoft Cloud supports the highest level of security, privacy and data residency, facilitated by features not limited to multi-factor authentication. For more information, visit Microsoft Trust Centre, https://www.microsoft.com/en-au/trust-center

Customer Information Reports. Power BI analytics provides powerful insights and reporting of customer details including sub-ledger analysis.

Complex Billing Services. d365Utilities Business Central maintains various sales prices per item/per customer with full multi-currency capability. Integration of the sales prices can be done with external services via direct API integration or through Microsoft Power Platform.

Customer Information Extensibility. d365Utilities Business Central combines with Dynamics 365 Sales and Customer Engagement apps to provide extended end to end inquiry to cash functionality.

Online Utility Exchange. Use d365Utilities Business Central with Microsoft Power Platform for self-service customer and supplier portals and website page integration. For more information visit Power Portals, https://learn.microsoft.com/en-us/power-apps/maker/portals/overview and Power Pages, https://powerpages.microsoft.com/

SOLUTIONS FOR ENTERPRISE ASSETS

Enterprise Asset Management

Design & Estimation. d365Utilities Business Central's job management module provides a highly efficient tool to manage and implement effective project management attributes including budgeting, billing and resource allocation. Dynamics 365 Field Service supports complex scheduling of your workforce helping understand daily deliverables while on the go. Integration between d365Utilities Business Central and Dynamics 365 Field Service enables seamless project management in construction and allied industries.

Transaction Tracking. Job ledger entries, job planning lines and other reports in d365Utilities Business Central help you track each and every line item (cost, price and employee time) all in one place, no matter how old the project/data.

Work Order Generation. Work orders can be generated in the form of a Purchase Order (while outsourcing) or Assembly/Production Order while manufacturing/assembling raw materials in house. Customizations can be accomplished to connect the job management module with manufacturing and/or assembly management.

Asset Retirement. d365Utilities Business Central offers robust fixed asset capabilities, allowing you to acquire, dispose, depreciate and write-off assets, supporting multiple depreciation, tax and accounting, books.

Material Commitment & Issuance. d365Utilities Business Central's built-in MRP and MPS tools, suggest the procurement of materials to users as demand increases. Product/Item reservation features enable the system to reserve certain stock for a particular assembly/manufacturing order, so it is not used up elsewhere.

Capitalization. d365Utilities Business Central along with other Dynamics 365 business apps support complex logic handling, capable of suggesting project costs based on historical data. Power Automate extends hyper-automation even further.

SOLUTIONS FOR FINANCIAL INFORMATION

Financial Information Management

Financial Management. d365Utilities Business Central offers features across and beyond industries for real time visibility into accounting and financials, at your fingertips.

Purchase Order Processing. Product planning parameters help you create purchase orders seamlessly without manual data entry. d365Utilities Business Central also integrates with other 3rd party ISV solutions, for a seamless purchasing and AP automation processing. d365Utilities Business Central takes care of all your purchasing from quotation to vendor payment.

Inventory Management. Inventory and warehouse management is a core capability of d365Utilities Business Central, offering you various inventory costing methods and basic to advanced warehousing options. You can now manage your inventory across multiple locations with ease. The inventory master includes item attributes and sales/purchase pricing and has capabilities to maintain freight costs. Internal inventory transfers, inventory adjustments, revaluation are all included.

Project Management. d365Utilities Business Central's job management module provides a highly efficient tool to manage and implement effective project management attributes including budgeting, billing and resource allocation. Dynamics 365 Field Service supports complex scheduling of your workforce helping understand daily deliverables while on the go.