Empowering Energy Sector Efficiency with Dynamics 365 Business Central

1. Customer Success Story An Energy company gains control and visibility with Dynamics 365 Business Central About the Client The client is a key player in the energy sector. It specializes in nationwide energy storage projects and actively reshapes the grid into a renewable and resilient system. Committed to sustainable energy development, our client delivers agile and afordable energy storage solutions, paving the way for a low-carbon future. Use Case Outdated accounting system: Their system limited growth and efciency; manual processes held them back. Manual reporting issues: Nonautomatic report formatting consumed hours, diverting attention from more urgent matters. Independent quote preparation: Challenges with independent quote preparation led to inefciencies in the interaction with purchasers. Integrated energy projects: Projects spanning multiple departments posed a significant challenge. To foster seamless collaboration, they sought an integrated project management solution. Data entry inefciencies: Manual entry of Purchase Quotes into Excel, followed by a transfer to Quickbooks, created inefciencies and undermined control. Solution Integration with Dynamics 365 Business Central Integration with existing processes facilitates a smooth transition between solutions. Introduces advanced functionalities for purchasing, project management, and fixed assets. Financial management module enhancements Reduces complexity by integrating Dimensions into the system. Expedites journal entries with predefined Dimension values and improves control through approval workflows. Procurement module enhancements Streamlines independent quote preparation by purchasers, saving time and efort. Establishes a robust integration with project management for better expenditure control and improved acquisition control through Purchase Order approvals. Fixed assets module enhancements Systematically handles multiple depreciation books and simplifies asset management. Enables direct posting of depreciation without additional entries, improving accuracy and productivity. Enhances control over fixed assets operations for better tracking and management. Benefits Consolidated G/L accounts: Dimensions streamline their accounts, reducing complexity and saving time. Predefined dimension values: Predefined values make data entry faster and more accurate. Streamlined approvals: A simplified approval process gives them control over every financial transaction. Accessible purchase quotes and orders: Purchasers gain direct access, freeing the accounting team from burdens. Streamlined purchase order approvals: Approvals minimize manual work and tighten procurement control. Control over services and invoicing: Advanced control over delivered services, partial invoicing, and project-linked purchases. Seamless integration: Complete integration with the accounting module simplifies multi-book depreciation management. Direct posting of depreciation: Direct posting eliminates manual entries and boosts accuracy. Enhanced control: Improved control over depreciation, write-of, and other fixed asset operations. Reduced manual data entry: REST APIs/connectors minimize tedious data entry tasks. Requisition process optimization: Implementation of approval workflows and Excel-based editing capabilities quickly converts purchase quotes to orders and streamlines the requisition process. Efcient data import: The “Edit in Excel” feature makes data import easy and enables accurate data importing. www.demanddynamics.com