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The guide details Financial Management capabilities such as General Ledger setup, budgets, deferrals, fixed assets, receivables, advanced dimensions, audit trails, bank account management, reconciliation, and multi-currency handling, plus CRM and project management series.",{"@graph":14,"@context":71},[15,34,54],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/document/","Document",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/document/technology/","Technology",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/document/dynamics-365-business-central-capability-and-toolset-guide-premium-everything-in-essential/676839/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":48,"encodingFormat":47,"isAccessibleForFree":49,"interactionStatistic":50},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/dynamics-365-business-central-capability-and-toolset-guide-premium-everything-in-essential/676839.png","ImageObject",300,407,{"name":42,"@type":43},"Bulrr","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-11-04",true,{"@type":51,"interactionType":52,"userInteractionCount":4},"InteractionCounter",{"@type":53},"ViewAction",{"@type":55,"mainEntity":56},"FAQPage",[57,63,67],{"name":58,"@type":59,"acceptedAnswer":60},"What licensing options does Business Central offer in this guide?","Question",{"text":61,"@type":62},"The guide describes two licensing options: Essential and Premium. 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As Microsoft’s modern ERP in the cloud (on-premise is also available), it helps organizations connect their financials, sales, purchasing, inventory, projects, service, manufacturing, and operations.  \nIt can be licensed two ways, each comprising a series of modules:  \nDynamics 365 Business Central Essential:  \n• Financial Management  \n• Customer Relationship Management  \n• Project Management  \n• Supply Chain Management  \n• Warehouse Management  \nDynamics 365 Business Central Premium:  \n• Everything in Essential  \n• Service Management  \n• Manufacturing  \nAvailable in a Cloud environment or On-premise, Business Central’s foundation is Microsoft Dynamics NAV. All the functionality found in Dynamics NAV, is available out-of-the-box in Business Central. As a member of the Dynamics 365 family, Business Central has powerful integrations with the Microsoft software you already use and other Micro  \nFunctionality in Essential Licensing  \nFinancial Management Series-Business Central streamlines accounts receivables and payablesand automatically reconciles accounts to close and report on financials quickly and accurately, while maintaining compliance. You can refine financial forecasts by modeling and analyzing data across multiple dimensions. Using seamless Microsoft Excel integration, you can easily customize reports. Modules include:  \nGeneral Ledger-Set up a company and start posting to the general ledger, chart of accounts, general journals, VAT facilities, recurring journals, and source codes.  \nBudgets-Work with budgets in general ledger accounts.  \nDeferrals-Set up deferral templates that automate the process of deferring revenues and expenses over a pre-defined schedule.  \nFixed Assets-Keep track of fixed assets and related transactions such as acquisitions, depreciations, write-downs, appreciations, and disposals.  \nReceivables-Post sales transactions in journalsand manage receivables; register customers and manage receivables using general journals. Advanced Dimensions-Add unlimited dimensions to any ledger for advanced transaction analyses.  \nAudit Trails  \nThe system automatically assigns audit trailsand posting descriptions to every transaction. In addition, users can define reason codes to create complementary audit trails.  \nBank Account Management  \nCreate, operate, and manage multiple bank accounts for catering to your diverse business needs and across different currencies.  \nReconciliation  \nReconcile your bank statement data automatically to open bank account ledger entries and keep track of all your bank statements.  \nMultiple Currencies  \nManage multiple currencies throughout the system, including payables and receivables, general ledger reports, resource and inventory items, and bank accounts.  \nAll Financial Management Modules:  \nCustomer Relationship Management Series-You can prioritize sales leads based on revenue potential. Keep track of all customer interactions and get guidance on best upsell, cross-sell, and renewal opportunities throughout your sales cycle. The CRM series accelerates the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook!  \nMoreover, you can gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution. Modules include:  \nContact Management  \nMaintain an overview of your contacts and record your contact information for all business relationships.  \nCampaign Management  \nOrganize campaigns based on segments of your contacts that you define.  \nAll CRM Modules:  \nOpportunity Management  \nKeep track of sales opportunities, section ","cbCaisovUp7rUjtv","https://ap.wps.com/l/cbCaisovUp7rUjtv","pdf",3967235,11,"English","# Dynamics 365 Business Central Overview\n## Licensing Options: Essential vs Premium\n# Financial Management Capabilities\n## General Ledger and Budgeting\n## Deferrals, Fixed Assets, Receivables\n## Advanced Dimensions and Audit Trails\n## Bank Account Management, Reconciliation, Multi-Currencies\n# Customer Relationship Management (CRM)\n## Lead Prioritization and Quote to Cash\n## Contact Management and Campaign Management\n## Opportunity Management and Sales Integration\n# Project Management\n## Resources, Jobs, Estimates, Timesheets\n## Advanced Projects Extensions\n# Supply Chain Management","[{\"question\":\"What licensing options does Business Central offer in this guide?\",\"answer\":\"The guide describes two licensing options: Essential and Premium. Premium includes everything in Essential plus Service Management and Manufacturing.\"},{\"question\":\"Which areas are covered under Financial Management?\",\"answer\":\"Financial Management covers General Ledger setup, budgets, deferrals, fixed assets, receivables, advanced dimensions, audit trails, bank account management, reconciliation, and multi-currency management.\"},{\"question\":\"How does the guide describe CRM capabilities?\",\"answer\":\"CRM focuses on prioritizing sales leads by revenue potential, tracking customer interactions, supporting upsell/cross-sell/renewal, managing service requests, and accelerating the quote-to-cash process. It includes contact, campaign, and opportunity management, with an integration for sales data in Dynamics 365 for Sales.\"}]","Dynamics 365 Business Central Capability and Toolset Guide - Premium - Everything in Essential | PDF",28]