MICROSOFT PRODUCT CAPABILITIES
Know the position of the whole business.
Business Central brings operational transactions into the same system as your accounts. Your team can follow a sale through stock availability, fulfilment, invoicing, and cash, with reporting that uses the same underlying records.
Finance and reporting
Manage ledgers, payables, receivables, cash flow, budgets, and fixed assets. Use dimensions to understand performance across departments and activities.
Sales, purchasing, and inventory
Connect quotes and orders to availability, purchasing, warehouse activities, and replenishment so commitments reflect the stock position.
Projects, manufacturing, and service
Track project costs and resources. Premium adds manufacturing and service management for businesses that build products or maintain customer equipment.
Copilot and agents
Use Copilot for supported tasks. Sales Order Agent helps process customer email requests; designated users review outgoing messages. Payables Agent assists invoice capture and preparation.
Choose the edition around the work
Essentials covers core business management. Premium adds manufacturing and service management. Agent setup, access, and consumption billing are separate decisions from selecting an ERP edition.
Put it to work with Braintree.
Braintree maps your processes, migrates data, configures controls, connects required applications, and helps your team adopt Business Central. Braintree Pivot extensions address specific needs beyond the Microsoft application.
Explore the product before you scope the project.
Use the published product demonstration to see Business Central in context, then map the processes that need to change.
Watch on YouTube
Your starting point shapes the implementation.
01
Your first ERP
Scope finance and operations, prepare the data, train the team and plan go-live.
Explore Your first ERP
02
Moving from NAV or GP
Review the current system, the customisations worth keeping and the migration sequence.
Explore Moving from NAV or GP
03
Extend an existing environment
Add local banking, document management, inventory and trade workflows with Braintree Pivot.
Explore Extend an existing environment
PROJECT CONTEXT
Plan beyond the first go-live.
Implementation covers scoping, design, migration, training and go-live support. Managed Business Central adds health checks, release management, feature adoption and a defined support agreement. Set the scope and commercial model before committing to a date.
01
Evaluate Business Central through a working transaction
A useful product demonstration starts with work the business recognises. Follow a purchase from an approved requirement to receipt, invoice and payment, or a sale from quotation to fulfilment and its financial result. Include the exception that currently forces someone into a spreadsheet. That reveals process fit more clearly than a tour of separate screens.
Business Central brings financial and operational functions into one application. The implementation decision is how those functions should reflect your chart of accounts, dimensions, locations and permissions. The product provides the capability; Braintree’s agreed configuration, migration and integration scope determines how it is introduced into your organisation.
02
Choose the route from the system you already use
A first ERP implementation needs process and data decisions that an established NAV or GP environment may already contain. A migration still needs to decide which inherited choices remain useful. An existing Business Central customer may instead need an extension, reporting improvement or changes to the way the application is operated.
Business Central and the enterprise Dynamics 365 finance and operations applications should be compared against process complexity and organisational requirements. User count alone is an incomplete basis for product selection. Bring the transactions, reporting, entity structure and integration requirements that create the difficulty today.
03
Make the demonstration produce a reviewable requirement
Use sample data and real user roles to establish the required behaviour. Record where standard functionality fits and where a supported extension or development is proposed. Ask the demonstration to show what happens when an approval is rejected, stock is unavailable or an integration fails.
The resulting scope should name the information to migrate, reports to reconcile and business owners who will accept the outcome. Licence selection, implementation effort and continuing support should remain visible as separate cost components. This gives finance and operations a shared basis for reviewing a proposal.
04
Compare the next step against your starting point
Requirement
What to examine
Decision to make
First ERP
Disconnected records, manual approvals and inconsistent financial reporting.
The process and data scope for a usable first implementation.
NAV or GP transition
Version, customisations, historical information and interfaces.
The supported migration route and the business choices worth retaining.
Existing Business Central
Specific gaps in workflow, reporting or industry functionality.
Configuration, extension or operational improvement before replacement.
EVIDENCE & DOCUMENTATION
See the work in context.
BEFORE YOU DECIDE
