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June 2, 2025

Top 5 Features of Dynamics 365 Business Central You’re Not Using (But Should Be)

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4
min read

Microsoft Dynamics 365 Business Central is one of the most powerful and versatile ERP solutions available today. Designed to streamline business operations from end to end, whether it's accounting, inventory management, sales, or customer relationships, it offers a robust platform for businesses to grow and adapt in a rapidly changing landscape.

Yet, many businesses only scratch the surface of what Business Central can do. While the core functionalities such as basic accounting, invoicing, and order processing are widely used, there are several advanced features that remain underutilised. These hidden gems can help organisations significantly improve efficiency, drive productivity, and gain actionable insights for smarter decision-making.

In this article, we’ll uncover five underutilised features of Dynamics 365 Business Central that you should be using to get the most out of your ERP investment. By leveraging these tools, you can streamline workflows, enhance collaboration, and gain a competitive edge in your industry.

Automated Workflows with Power Automate Integration

One of the most transformative features of Dynamics 365 Business Central is its seamless integration with Microsoft Power Automate, a powerful automation tool that connects your systems, data, and processes.

Many businesses still rely on manual processes for repetitive tasks like data entry, invoice approvals, and notifications. This not only wastes time but also increases the risk of human error. With Power Automate, you can create automated workflows that trigger specific actions based on conditions you define.

For example:

  • Automatically send an approval request when a purchase order exceeds a certain threshold.
  • Trigger an alert when inventory levels fall below a set limit.
  • Update customer records across multiple systems when new data is entered.
  • Generate follow-up emails after sales meetings without manual input.

By freeing up your team from tedious tasks, you empower them to focus on high-value activities like customer engagement, strategy, and innovation. Power Automate workflows can also improve cross-departmental collaboration, ensuring that teams stay aligned and work more efficiently.

Key Benefits:

  • Reduce manual data entry and human error.
  • Speed up approval processes.
  • Improve productivity and collaboration.

Advanced Analytics with Power BI Integration

Data is the fuel that powers modern businesses but only if you can turn it into actionable insights. That’s where Power BI integration with Dynamics 365 Business Central comes in.

While many organisations rely on static reports generated from Business Central, they miss out on the dynamic, visual, and interactive insights that Power BI can deliver. Power BI allows you to connect your Business Central data to powerful dashboards and reports, enabling you to monitor key metrics like sales trends, cash flow, customer behaviour, and inventory levels in real time.

Imagine being able to:

  • Visualise sales performance by region, product, or sales rep.
  • Identify bottlenecks in your supply chain through interactive charts.
  • Forecast demand based on historical trends and predictive analytics.
  • Monitor financial health with custom KPI dashboards updated live.

With Power BI, you move beyond basic reporting to data-driven decision-making, giving you a competitive edge in today’s fast-paced market.

Key Benefits:

  • Visualise data in real-time for actionable insights.
  • Monitor KPIs to improve decision-making.
  • Customise reports to suit your business needs.

Inventory Management with Advanced Replenishment

Inventory management is a critical function for any product-based business, yet many companies underutilise the Advanced Replenishment tools available in Dynamics 365 Business Central.

Rather than relying on static reorder points or guesswork, Advanced Replenishment allows you to set dynamic replenishment policies tailored to the specific characteristics of each item in your inventory. This includes factors like lead times, demand patterns, seasonality, and safety stock levels.

For example:

  • Automatically generate purchase orders when stock falls below predefined levels.
  • Adjust reorder points based on historical sales data and demand forecasts.
  • Minimise stockouts and reduce excess inventory that ties up working capital.

By using Advanced Replenishment, you can reduce carrying costs, improve cash flow, and ensure that you always have the right products available when customers need them.

Key Benefits:

  • Optimise inventory levels to minimise costs.
  • Automate reordering and replenishment.
  • Improve demand forecasting with historical data.

Dynamics 365 CRM Integration

Customer satisfaction is the lifeblood of any business, and Dynamics 365 Business Central offers native integration with Dynamics 365 Sales (CRM) enabling a unified, end-to-end solution for managing customer relationships and business operations.

This native integration means your sales and finance data are automatically synchronised between Business Central and Dynamics 365 CRM, providing a seamless flow of information across the two systems. For example:

  • Sales teams can access customer financials, purchase history, and open orders directly from Dynamics 365 Sales.
  • Finance teams can see sales pipeline data and customer interactions in Business Central.
  • Automated processes like synchronising contacts, accounts, and sales orders ensure data accuracy and save time.
  • Real-time insights across sales, service, and finance functions empower teams to deliver proactive service and build stronger customer relationships.

By leveraging this native integration, you avoid the need for custom development or third-party connectors, reducing complexity and ensuring a more reliable, efficient system.

Key Benefits:

  • Unify customer and financial data for a 360-degree view.
  • Improve collaboration between sales and finance teams.
  • Enhance customer service through shared insights.
  • Reduce errors and data duplication with seamless integration.

Project Management with Projects Functionality

If your business involves project-based work such as consulting, construction, or manufacturing, then the Projects functionality in Dynamics 365 Business Central is an invaluable tool that you should be using.

Projects allow you to manage complex initiatives from start to finish, including:

  • Budgeting and resource planning.
  • Tracking actual vs. estimated costs.
  • Monitoring progress against timelines and deliverables.
  • Analysing project profitability by phase, client, or overall.

By integrating project management with your financial data, you gain real-time insights into project performance, enabling proactive adjustments and better decision-making. This helps ensure projects are delivered on time, within budget, and at a healthy margin.

Key Benefits:

  • Manage projects more efficiently and track costs.
  • Gain insight into project profitability.
  • Allocate resources based on real-time data.

Conclusion

Microsoft Dynamics 365 Business Central is more than just an accounting tool, it’s a comprehensive, cloud-based ERP solution designed to help businesses thrive. However, many organisations aren’t fully leveraging the advanced features that can drive real transformation.

By tapping into underutilised tools like Power Automate integration, Power BI analytics, Advanced Replenishment, Dynamics 365 CRM integration, and the Projects functionality, you can unlock new levels of efficiency, productivity, and insight across your operations.

Don’t let these powerful features go to waste, start exploring them today to stay ahead in a competitive market. With the right strategy and implementation, you’ll be better equipped to streamline operations, make data-driven decisions, and deliver exceptional customer experiences.

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