A study published by Otka in 2019 shows that Microsoft365, previously known as Office365, is still the leading solution of its kind in business environments. While other solutions, like Google Workspace, are gaining in popularity, Microsoft365 counts twice as many users than the Google suite and garners around 55% more users year after year.

It is therefore safe to assume that, even if your company is not running Microsoft365, your employees are already familiar with its applications and environment.

User-Acceptance: A Key to Your Digital Transformation’s Success

The road that leads to the digital transformation of your business can be daunting and fraught with challenges. The best way to guarantee that you and your teams fully benefit from Business Central’s implementation is to enlist the help of an expert guide.

LIDD guides companies through the implementation and integration of technology solutions.

Read more about LIDD’s Digital Transformation Roadmaps here.

One thing that LIDD’s Technology Experts know quite well, is that user-acceptance is essential to the successful implementation of new technology. The best technological infrastructure and the most powerful business solutions won’t help your organisation achieve its goals if users resist the newly implemented systems or fail to use them properly.

In most cases, poor user acceptance is caused by a faulty implementation, poorly configured interfaces, and/or insufficient training. You can however eliminate these risks and facilitate user-acceptance by relying on Microsoft Business Central & LIDD’s Technology Experts.

  • LIDD’s supply chain expertise enables our teams to anticipate on your employees’ requirements and configure user-interfaces that are as intuitive as they are efficient.
  • With Business Central as your ERP solution, you and your teams continue to work in the same Microsoft environment you already know and trust. That familiarity makes it easier for users to adopt the ERP system.
  • LIDD’s Microsoft Experts accompany your teams before, during, and after Business Central’s implementation. Count on them to:
    • Train super-users and end-users to operate the system
    • Lead mock Go-Lives and ready your teams for the big day
    • Actively support users as they discover the system’s capabilities

Read more about the importance of User-Acceptance Testing here.

Integrating Business Central with Microsoft365

If your organisation already relies on Microsoft365, there is another important advantage to implementing Microsoft Business Central rather than another ERP.

Integrating Business Central with Microsoft365
Business Central has been designed for complete integration with Microsoft365’s applications.

With such levels of integration, your company can streamline its operational flow and improve efficiency beyond what most other ERP solutions can accomplish. The integration of these powerful business solutions allows you to:

  • Access all your business solutions and applications through a single sign-on (SSO) process that is already familiar to your employees
  • Eliminate the need for users to jump back and forth between applications
  • Save employees from constantly having to import and export documents
  • educe human error & produce better reporting by minimizing manual data entry

Go from quote to cash faster.

Once integrated, Business Central and Microsoft365 share the same set of information updated in real-time across all systems. This enables your teams to:

  • Easily connect tasks performed by different users on different applications through Workflow
  • Create quotes, process orders, and submit invoices without leaving Outlook
  • Access live data from Business Central directly from Excel
  • Customize outgoing documents, such as quotes and invoices, in Word
  • Get detailed visual reports from Power BI

Easily take care of business from anywhere, at anytime.

Companies that deploy Business Central on the cloud can enjoy all these benefits from anywhere, at any time, without having to implement supplemental hardware or gateway solutions. All the applications and data you need to run your operation are safely accessible via an internet connection.

Read more about the advantages of Business Central’s deployment options here.

Outlook Powered by Business Central

Studies show that employees spend close to 3 hours a day, on average, managing their emails. It stands to reason, then, that empowering your teams to achieve more on their email client can yield significant benefits for your business’ operational flow.

By integrating Outlook with Business Central’s CRM, users can access critical business information regarding the customers/vendors who write them.

Without ever having to leave Outlook, users can:

Create quotes on products/services, sales order, sales invoice, or credit memo

Rely on the right set of information, dynamically updated, to produce sales documents

Do away with attachments, which saves time and reduces the risk of human error

Here’s how it works.

Once Business Central and Microsoft 365 have been integrated, the ERP’s add-ins are automatically added to Outlook. Users can then easily enable the add-ins. Once that is done, when a user opens an email in Outlook, a Business Central icon appears at the top of the dashboard. By clicking on it, users are given two options: “Contact Insights” or “New”.

The ‘Contact Insight’ function allows users to access all financial information related to the company associated with the contact. And by “all related information”, we mean just that: client information accessed via this function can be drilled down to granular details. It allows you to view, for instance: balances, past due amounts, LTD sales, YTD sales, etc.

The Contact Insight function can also be used to access information on vendors. Without ever leaving Outlook, Business Central provides users with data such as the vendor’s address, their statements, sales, quotes, invoices, orders, returns, etc.

As for the ‘New’ function, it gives users the capacity to create a new quote, sales order, sales invoice, or credit memo for that client right there on Outlook. This does away with time-wasting processes like switching applications to create documents, importing documents to Outlook, and… sending the client a second email because of a forgotten attachment!

Read more about Business Central’s capacity to expand Outlook’s capabilities here.

Read Jean-Martin’s Bio

Jean-Martin Roux Senior Partner
Jean-Martin Roux Senior Partner

Jean-Martin has been a logistics applications and integration specialist since 2005 and helpclients throughout North America implement supply chain technology. He has worked with clients on all facets of their supply chain application park: Warehouse Management Systems (WMS), Transportation Management Systems (TMS), Manufacturing Execution Systems (MES) and Enterprise Resource Planning (ERP). Jean-Martin holds a bachelor’s degree in Industrial Engineering from ETS Montreal.

Read Amanda’s Bio

Amanda Mayer Director of Finance
Amanda Mayer Director of Finance

Amanda Mayer is LIDD’s Director of Finance and a Senior Analyst in LIDD’s Microsoft Dynamics Business Central consulting practice.

As Director of Finance, Ms. Mayer prepares the firm’s fiscal records and financial plans. She is responsible for the development of LIDD’s financial vision and strategy. Amanda advises the company’s partners on financial matters that affect the organization’s growth and capacity to provide clients world-class services.

As Senior Business Central Analyst, she advises companies on the proper implementation of their ERP system. Amanda’s expertise is especially valuable with regards to the ERP’s finance and operations capabilities. Her vast experience with the solution makes her well versed in the best practices that optimize Business Central’s performance.

Amanda’s exceptional administrative acumen, superior analytic rigor, and deep knowledge of fiscal law have led her to play a key role in helping corporations achieve due diligence, mergers & acquisitions, US GAAP compliance, and Annual Operating Plans.

A member of the Navision User Group (NAVUG) Advisory Board until recently, Ms. Mayer has established herself as an internationally recognized expert consultant for Microsoft’s ERP systems. At New View Strategies, where she acted as Owner and CFO, Amanda Mayer provided training, evaluation of business processes, and specialty consulting in finance to companies that run on Business Central.

Amanda Mayer holds a Bachelor of Arts degree from Lakeland College, WI. She is a certified public accountant and member of the AICPA. She was awarded the NAVUG All Stars (2015), the NAVUG Ruby Award (2016), and the NAVUG Granite Award three times (2017, 2019, 2020).

Read Jason’s Bio

Jason Chance Senior Analyst
Jason Chance Senior Analyst

Jason has more than 10 years of experience in building and implementing processes that help optimize productivity, capacity and efficiency. He has led numerous projects focused on implementing Microsoft Dynamics 365 Business Central. He configured a number of warehouse/enterprise processes and led projects on eCommerce integration. Jason holds an MBA from Umass Amherst and BSc in Electrical Engineering from Tufts University. 

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