Microsoft Dynamics 365 Modules & Capabilities

Financial analytics122

Gathers, analyzes, and shares financial data for business intelligence, spanning Power BI finance apps, configurable financial reporting, and a large library of built-in finance and analysis reports.

Handling finance reporting across business units or legal entities · Power BI finance app · Financial Overview · Income Statement · Balance Sheet

Fixed assets analytics33

Analyzes fixed asset data through standard reports, Excel exports, and ad-hoc analysis covering book values, maintenance, insurance, and disposals.

Ad-hoc analysis of fixed assets data · Monitor maintenance costs · Monitor insurance coverage · View changed depreciation book values · View disposal ledger entries

Closing years and periods13

Guides year-end and period-end closing, from posting any outstanding documents and journals to confirming bank balances are accurate.

Work with accounting periods and fiscal years · Specify posting periods · Overview of tasks to close accounting periods · Update currency exchange rates · Allocate costs and income

Work with expenses6

Covers recording expenses, attaching receipts, submitting and approving reports, and reimbursing employees.

Manage expenses · Create and submit expense reports · Approve expense reports · Post expense reports · Reimburse employee expenses

Autofill (preview)3

Covers Copilot's autofill capability, which proposes values for empty fields while a user is completing a card or document.

Autofill fields with Copilot · Responsible AI FAQ for autofill

Work with the chart of accounts and general ledger (G/L)13

Covers setting up and using the general ledger and chart of accounts, including budgets, revaluation, and audit-ready exports.

Understand the general ledger · Understand the chart of accounts · Create G/L budgets · Review amounts in general ledger accounts · Revalue general ledger account balances

Expense Agent (preview)9

An AI agent that captures receipts, pulls out the data, sorts and itemizes it, then bundles the results into reports awaiting review.

How expense policy compliance works · How the expense agent processes emails · Expense and report statuses · Manage expenses with Expense Agent · Upload and process receipts

Bank account reconciliation assist3

Covers using Copilot to help match and reconcile bank account transactions.

Reconcile bank accounts with Copilot · Responsible AI FAQ for bank reconciliation assist

Chat with Copilot (preview)3

Covers a conversational Copilot interface for finding data and getting in-product help.

Chat with Copilot · Responsible AI FAQ for chat with Copilot

Working with currencies3

Sets up the local currency and any foreign currencies the business transacts in, along with exchange rate updates.

Currencies in Business Central · Update currency exchange rates

Map E-Documents (preview)3

Covers Copilot's ability to match incoming electronic documents against the correct lines on a purchase order.

Map e-documents to purchase order lines with Copilot · Responsible AI FAQ for mapping e-documents with purchase orders using Copilot

Manage receivables18

Covers managing receivables end to end, applying incoming payments to customer ledger entries, reconciling bank accounts, and following up on overdue balances.

Accounts receivable analytics · Payment application overview · Reconcile payments use automatic application · Review or apply payments manually after automatic application · Reconcile payments that can't be applied automatically

Manage payables24

Covers accounts payable management end to end: paying vendors and employees, exporting payment files for the bank, and issuing check or electronic payments.

Accounts payable analytics · Make payments · Work with general journals · Record payments and refunds · Suggest vendor payments

Invoicing prepayments3

Invoices and collects deposits from customers, or remits deposits to vendors, either as a lump sum or spread across order lines.

Create prepayment invoices · Correct prepayments

Reconcile bank accounts6

Matches bank ledger entries against statement transactions on a regular cadence to surface missing payments or bookkeeping mistakes.

Reconcile bank accounts · Reconcile bank accounts using Copilot · Applying payments automatically and reconciling bank accounts · Transfer bank funds · Create bank deposits

Payables Agent3

Covers an AI agent that automates vendor invoice processing end to end, cutting the manual accounting effort typically needed to register purchase invoices correctly.

Supervise agent activities · Responsible AI FAQ for Payables Agent

Accounting for costs8

Provides cost accounting tools to understand and analyze the costs of running the business, from terminology through budgets and reports.

Terminology in cost accounting · About cost accounting · Transfer and post cost entries · Define and allocate costs · Create cost budgets

Manage inventory costs14

Records and reports the cost of inventory and manufacturing, covering standard costing, revaluation, cost adjustment, and reconciliation with the general ledger.

Use item charges to account for additional trade costs · About standard cost calculation · About unit cost calculation · Revalue inventory · Track item cost adjustments

Suggest number series (preview)3

Covers Copilot's ability to suggest number series setup for new record types.

Suggest number series with Copilot · Responsible AI FAQ for suggest number series with Copilot

Summarize (preview)3

Covers Copilot's Summarize feature, which condenses a record's data into a quick overview and flags what needs attention.

Summarize records with Copilot · Responsible AI FAQ for summarize

Expense Agent (preview)9

Covers an AI agent that handles expense processing end to end, capturing receipts, extracting and categorizing data, itemizing charges, and grouping everything into expense reports for approval.

How expense policy compliance works · How the expense agent processes emails · Expense and report statuses · Manage expenses with Expense Agent · Upload and process receipts

Working with Value Added Tax (VAT)10

Manages VAT compliance across the supply chain, including setup, reporting, validation, and rate changes for country-specific regulations.

EU third-party purchase transactions · Work with VAT on sales and purchases · Use non-deductible VAT · Multiple VAT registration numbers · Submit VAT reports to tax authorities

Multi-site and international organizations6

Supports hub-and-spoke organizations where a headquarters manages overall operations while geographically distributed sites run as standalone entities, including consolidation and intercompany processing.

Company consolidation · Intercompany overview · Work with intercompany documents and journals · Manage the intercompany inbox and outbox · Allocate costs to intercompany partners

Incoming documents6

Captures incoming business documents like scanned receipts, PDFs, and emailed attachments, then converts them into electronic records using OCR and links them to purchases and expenses.

Create incoming document records · Use OCR to turn PDF and image files into electronic documents · Create incoming document records directly from documents and entries · Find posted documents without incoming document records · Manage many incoming document records

Subscription billing45

Bills recurring services under contract, with flexible pricing, renewal, deferral, and usage-based billing models plus centralized contract management. Automates recurring invoicing to cut manual effort and errors across the quote-to-invoice cycle.

Overcome subscription business model challenges · Power BI Subscription Billing app · Subscription Billing Overview · Revenue Year-Over-Year · Revenue Analysis

Other capabilities87

Import payroll transactions · Analyze cash flows in your company

Manufacturing analytics49

Gathers and shares manufacturing data through a Power BI app and a library of built-in production reports covering capacity, cost, and order status.

Power BI manufacturing app · Current Utilization · Historical Utilization · Work Center Load · Allocated Hours

Assembly analytics9

A set of reports covering assembly BOM structure, component costs, availability, and sales-linked assembly analysis.

Assembly BOMs · Item - Able to Make (Time) · BOM Cost Share Distribution · Where-used list · BOM - Raw Materials

Subcontracting5

Covers sending selected production operations to outside vendors, including subcontractor pricing, component handling, and WIP transfers.

Order subcontracting · Manage components · Transfer WIP items · Assign item charges

Other capabilities38

Outbound warehouse processes7

Covers picking, shipping, and cross-docking items leaving the warehouse.

Outbound warehouse processes · Find your work assignments · Pick items with inventory picks · Pick items for warehouse shipment · Ship items

Sustainability Value Chain9

Extends emissions tracking across the value chain — purchasing, transfers, assembly, production, and sales.

Sustainability Value Chain · Value Chain Setup · Default emission values · Value Chain in Purchase · Value Chain in Transfers

Other capabilities29

Sales analytics46

Consolidates sales data into Power BI dashboards, standard reports, and ad-hoc analysis so sales managers can track performance, customers, and pipeline for better decisions.

Power BI Sales app · Sales app overview · Key Sales Influencers · Sales Decomposition · Sales Forecasting

Relationship management analytics16

A set of built-in reports covering contacts, opportunities, campaigns, segments, and sales cycles for monitoring relationship management activity.

Contact - List · Contact - Company Summary · Contact - Person Summary · Contact - Cover Sheet · Contact - Labels

Manage contacts6

Covers recording external parties — prospects, customers, vendors, consultants — as contacts, syncing them with Outlook, classifying them with questionnaires, and merging duplicates.

Contacts · Create contacts · Save business contacts to Outlook · Use profile questionnaires to classify business contacts · Merge duplicate records

Autofill (preview)3

Covers Copilot's autofill capability, which proposes values for empty fields while a user is completing a card or document.

Autofill fields with Copilot · Responsible AI FAQ for autofill

Manage segments5

Covers building targeted contact segments from shared criteria and using them to drive campaigns and track related interactions.

Segments · Create segments · Add contacts to segments · Manage interactions for segments

Manage interactions6

Covers logging emails, calls, meetings, and letters exchanged with contacts, attaching supporting files, and capturing some interactions automatically from sales and service documents.

Interactions · Attachments for interactions · Record interactions with contacts · Create interactions on contacts and segments · Automatically record interactions with contacts

Fulfill service contracts5

Covers setting up and fulfilling customer service contracts, including templates and multi-contract handling.

Fulfill service contracts · Multiple contracts · Work with service contracts and service contract quotes · Change the annual amount on service contracts or contract quotes

Chat with Copilot (preview)3

Covers a conversational Copilot interface for finding data and getting in-product help.

Chat with Copilot · Responsible AI FAQ for chat with Copilot

Manage sales opportunities5

Covers capturing incoming leads as opportunities, assigning them to salespeople, and moving them through the sales cycle toward a close.

Opportunities · Create opportunities · Track email message exchanges · Process sales opportunities

Marketing text suggestions3

Covers Copilot's AI content-generation capability for drafting marketing text for items.

Create marketing text with Copilot · Responsible AI FAQ for marketing text suggestions

Use Dynamics 365 for Sales from Business Central3

Connects Business Central to Dynamics 365 Sales so lead-to-cash data — records, sales, and customer engagement — stays synchronized between the two systems.

Couple and synchronize records manually · View the status of a synchronization

Sales line suggestion (preview)3

Covers Copilot's ability to suggest line items when a sales order is being built.

Suggest lines on sales orders with Copilot · Responsible AI FAQ for sales line suggestions with Copilot

Sales Order Agent3

Covers an AI agent that reads incoming customer emails, identifies the customer and requested items, checks stock availability, clarifies missing details through follow-up messages, and generates the resulting quote or order as a formatted PDF.

Process sales quotes and orders with Sales Order Agent · Responsible AI FAQ for Sales Order Agent

Suggest item substitutions (preview)3

Covers Copilot's ability to suggest substitute items when the one requested isn't available.

Find item substitutions with Copilot · Responsible AI FAQ for suggest item substitutions with Copilot

Suggest number series (preview)3

Covers Copilot's ability to suggest number series setup for new record types.

Suggest number series with Copilot · Responsible AI FAQ for suggest number series with Copilot

Summarize (preview)3

Covers Copilot's Summarize feature, which condenses a record's data into a quick overview and flags what needs attention.

Summarize records with Copilot · Responsible AI FAQ for summarize

Subscription billing45

Bills recurring services under contract, with flexible pricing, renewal, deferral, and usage-based billing models plus centralized contract management. Automates recurring invoicing to cut manual effort and errors across the quote-to-invoice cycle.

Overcome subscription business model challenges · Power BI Subscription Billing app · Subscription Billing Overview · Revenue Year-Over-Year · Revenue Analysis

Other capabilities33

Create and set up a Shopify account

Work with expenses6

Covers recording expenses, attaching receipts, submitting and approving reports, and reimbursing employees.

Manage expenses · Create and submit expense reports · Approve expense reports · Post expense reports · Reimburse employee expenses

Expense Agent (preview)9

An AI agent that captures receipts, pulls out the data, sorts and itemizes it, then bundles the results into reports awaiting review.

How expense policy compliance works · How the expense agent processes emails · Expense and report statuses · Manage expenses with Expense Agent · Upload and process receipts

Expense Agent (preview)9

Covers an AI agent that handles expense processing end to end, capturing receipts, extracting and categorizing data, itemizing charges, and grouping everything into expense reports for approval.

How expense policy compliance works · How the expense agent processes emails · Expense and report statuses · Manage expenses with Expense Agent · Upload and process receipts

Other capabilities12

Project management analytics31

Analyzes project performance with a Power BI app, standard reports, and ad-hoc analysis covering profitability, budgets, and resources.

Ad-hoc analysis of project data · Power BI projects app · Projects Overview · Projects Tasks · Projects Profitability

Other capabilities9

Inventory analytics52

Turns inventory data into insight with Power BI apps for stock and valuation, standard reports, and ad-hoc analysis for inventory managers.

Power BI inventory app · Inventory Overview · Inventory Forecasting · Inventory by Item · Inventory by Location

Assembly analytics9

A set of reports covering assembly BOM structure, component costs, availability, and sales-linked assembly analysis.

Assembly BOMs · Item - Able to Make (Time) · BOM Cost Share Distribution · Where-used list · BOM - Raw Materials

Inbound warehouse processes7

Covers receiving, matching to inbound documents, put-away, and cross-docking of incoming goods.

Inbound warehouse processes · Find your work assignments · Receive items · Put away items with inventory put-aways · Put away items with warehouse put-aways

Outbound warehouse processes7

Covers picking, shipping, and cross-docking items leaving the warehouse.

Outbound warehouse processes · Find your work assignments · Pick items with inventory picks · Pick items for warehouse shipment · Ship items

Internal warehouse processes12

Covers internal bin-to-bin movement for assembly, production, and project activity, plus location transfers and physical counting.

Flows for production, assembly, and jobs · Pick for production, assembly, or jobs in basic warehouse configurations · Pick for production, assembly, or jobs in advanced warehouse configurations · Put away production output · Move items

Suggest item substitutions (preview)3

Covers Copilot's ability to suggest substitute items when the one requested isn't available.

Find item substitutions with Copilot · Responsible AI FAQ for suggest item substitutions with Copilot

Manage inventory costs14

Records and reports the cost of inventory and manufacturing, covering standard costing, revaluation, cost adjustment, and reconciliation with the general ledger.

Use item charges to account for additional trade costs · About standard cost calculation · About unit cost calculation · Revalue inventory · Track item cost adjustments

Other capabilities72

Purchasing analytics41

Monitors purchasing KPIs through a Power BI app, standard reports, and ad-hoc analysis, covering vendors, spend, and payables.

Power BI purchasing app · Purchases Overview · Purchases Decomposition · Key Purchase Influencers · Purchase Forecasting

Inbound warehouse processes7

Covers receiving, matching to inbound documents, put-away, and cross-docking of incoming goods.

Inbound warehouse processes · Find your work assignments · Receive items · Put away items with inventory put-aways · Put away items with warehouse put-aways

Subcontracting5

Covers sending selected production operations to outside vendors, including subcontractor pricing, component handling, and WIP transfers.

Order subcontracting · Manage components · Transfer WIP items · Assign item charges

Other capabilities35

Inventory analytics52

Turns inventory data into insight with Power BI apps for stock and valuation, standard reports, and ad-hoc analysis for inventory managers.

Power BI inventory app · Inventory Overview · Inventory Forecasting · Inventory by Item · Inventory by Location

Assembly analytics9

A set of reports covering assembly BOM structure, component costs, availability, and sales-linked assembly analysis.

Assembly BOMs · Item - Able to Make (Time) · BOM Cost Share Distribution · Where-used list · BOM - Raw Materials

Inbound warehouse processes7

Covers receiving, matching to inbound documents, put-away, and cross-docking of incoming goods.

Inbound warehouse processes · Find your work assignments · Receive items · Put away items with inventory put-aways · Put away items with warehouse put-aways

Outbound warehouse processes7

Covers picking, shipping, and cross-docking items leaving the warehouse.

Outbound warehouse processes · Find your work assignments · Pick items with inventory picks · Pick items for warehouse shipment · Ship items

Internal warehouse processes12

Covers internal bin-to-bin movement for assembly, production, and project activity, plus location transfers and physical counting.

Flows for production, assembly, and jobs · Pick for production, assembly, or jobs in basic warehouse configurations · Pick for production, assembly, or jobs in advanced warehouse configurations · Put away production output · Move items

Suggest item substitutions (preview)3

Covers Copilot's ability to suggest substitute items when the one requested isn't available.

Find item substitutions with Copilot · Responsible AI FAQ for suggest item substitutions with Copilot

Manage inventory costs14

Records and reports the cost of inventory and manufacturing, covering standard costing, revaluation, cost adjustment, and reconciliation with the general ledger.

Use item charges to account for additional trade costs · About standard cost calculation · About unit cost calculation · Revalue inventory · Track item cost adjustments

Other capabilities72

Financial analytics122

Gathers, analyzes, and shares financial data for business intelligence, spanning Power BI finance apps, configurable financial reporting, and a large library of built-in finance and analysis reports.

Handling finance reporting across business units or legal entities · Power BI finance app · Financial Overview · Income Statement · Balance Sheet

Sales analytics46

Consolidates sales data into Power BI dashboards, standard reports, and ad-hoc analysis so sales managers can track performance, customers, and pipeline for better decisions.

Power BI Sales app · Sales app overview · Key Sales Influencers · Sales Decomposition · Sales Forecasting

Purchasing analytics41

Monitors purchasing KPIs through a Power BI app, standard reports, and ad-hoc analysis, covering vendors, spend, and payables.

Power BI purchasing app · Purchases Overview · Purchases Decomposition · Key Purchase Influencers · Purchase Forecasting

Inventory analytics52

Turns inventory data into insight with Power BI apps for stock and valuation, standard reports, and ad-hoc analysis for inventory managers.

Power BI inventory app · Inventory Overview · Inventory Forecasting · Inventory by Item · Inventory by Location

Relationship management analytics16

A set of built-in reports covering contacts, opportunities, campaigns, segments, and sales cycles for monitoring relationship management activity.

Contact - List · Contact - Company Summary · Contact - Person Summary · Contact - Cover Sheet · Contact - Labels

Sustainability analytics17

A set of reports and a Power BI app covering emissions, water and waste usage, ESG compliance, and progress toward net-zero goals.

Ad-hoc analysis of sustainability data · Built-in sustainability reports · Analyzing sustainability entries with financial reports · Handle external ESG compliance reporting · Sustainability Power BI app

Analysis assist3

Covers Copilot's ability to analyze list data and answer questions about it directly inside Business Central.

Analyze data in lists with Copilot · Responsible AI FAQ for analysis assist

KPIs, dashboards, and financial reports14

Covers how businesses define and track KPIs, build financial reports, and connect Power BI dashboards to Business Central data, including installing Power BI apps, setting reporting calendars, and drilling from a visual back to its source records.

Using key performance indicators (KPIs) to meet your business goals · Work with Power BI reports · Use Power BI semantic models with Excel · Track KPIs with Power BI metrics · Installing Power BI apps for Business Central

Autofill (preview)3

Covers Copilot's autofill capability, which proposes values for empty fields while a user is completing a card or document.

Autofill fields with Copilot · Responsible AI FAQ for autofill

Ad-hoc data analysis8

Covers tools for analyzing data outside of standard reports, including sorting, searching, and filtering lists, saving personalized views, and exporting to Excel for deeper, one-off analysis.

Sort, search, and filter · Search and filter FAQ · Save and personalize list views · Analyze page data in Excel · Analyze list and query data with analysis mode

Use reports in daily work9

Covers the day-to-day mechanics of running reports in Business Central: scheduling, bookmarking, printing, exporting, and configuring how each one is formatted and shared.

Run reports · Bookmark a report · Analyze report data with Excel · Print reports · Schedule reports

Chat with Copilot (preview)3

Covers a conversational Copilot interface for finding data and getting in-product help.

Chat with Copilot · Responsible AI FAQ for chat with Copilot

Built-in reports22

Catalogs the ready-made reports available across every functional area of standard Business Central, spanning finance, sales, purchasing, inventory, projects, fixed assets, assembly, manufacturing, and service management.

Prepare financial reporting · Key financial reports · Accounts receivable reports · Accounts payable reports · Sustainability reports

Analyze data in business intelligence tools3

Covers connecting external business intelligence tools, including Microsoft Fabric and on-premises AI insights, to Business Central data for teams that skip the built-in analytics.

Microsoft Fabric and Business Central · Intelligent insights (on-premises)

Suggest number series (preview)3

Covers Copilot's ability to suggest number series setup for new record types.

Suggest number series with Copilot · Responsible AI FAQ for suggest number series with Copilot

Summarize (preview)3

Covers Copilot's Summarize feature, which condenses a record's data into a quick overview and flags what needs attention.

Summarize records with Copilot · Responsible AI FAQ for summarize

Other capabilities3

Import payroll transactions

Service management1

Supports day-to-day service operations from order intake through dispatch and billing.

Service management analytics38

A library of built-in reports covering service orders, contracts, dispatch, profitability, and maintenance performance.

View service statistics · Service Order · Service Item Line Labels · Service Quote · Service Tasks

Planning service5

Configures the rules, pricing, and status values that define an organization's service policies.

Planning service management · Service price management · Service order status and repair status · Allocation status and repair status of service items

Fulfill service contracts5

Covers setting up and fulfilling customer service contracts, including templates and multi-contract handling.

Fulfill service contracts · Multiple contracts · Work with service contracts and service contract quotes · Change the annual amount on service contracts or contract quotes

Deliver service10

Covers creating and posting service quotes, orders, and invoices, and allocating resources to deliver on customer agreements.

Deliver service · Create service quotes · Create service orders · Create service invoices or credit memos · Allocate resources

Fixed assets analytics33

Analyzes fixed asset data through standard reports, Excel exports, and ad-hoc analysis covering book values, maintenance, insurance, and disposals.

Ad-hoc analysis of fixed assets data · Monitor maintenance costs · Monitor insurance coverage · View changed depreciation book values · View disposal ledger entries

Other capabilities9

Other capabilities9

Create and set up a Shopify account

Other capabilities7