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CBR Technology Blog 2 min New Copilot - AI Features being released for Business Central in Version 24 2 min Business Central Version 23 Release - What's New - General Release 11-4-2023 3 min What's new in D365 Business Central Version 21, Released Oct 2022 Play Video Play Video 00:59 Microsoft Business Central: Copilot Bank Reconciliation Function #shorts #businesscentral #copilot What once took hours-- now takes seconds. Contact CBR Technology for a free 1 hour consultation today to learn how you can upgrade your business today! cbrtechnology.com sales@cbrtechnology.com 855.227.0700 Play Video Play Video 04:13 CBR Technology Microsoft Business Central Implementation Overview #businesscentral #microsoft Unlock the potential of Microsoft Dynamics 365 Business Central with CBR Technology! In this video, we provide a detailed walkthrough of the implementation process, whether you're looking to upgrade your existing system or start fresh. Discover how integrating cutting-edge AI technology with Microsoft Business Central can transform your business operations, boost efficiency, and drive growth. Don't miss out on the opportunity to elevate your business with advanced solutions tailored to your needs. Contact CBR Technology today via phone or email to explore your options. Subscribe to our channel for more insights on leveraging technology for business success. 📞 Contact us: 855.227.0700 📧 Email us: sales@cbrtechnology.com 🔗 Visit our website: https://www.cbrtechnology.com/contact #MicrosoftDynamics365 #BusinessCentral #CBRTechnology #AITechnology #BusinessGrowth #TechSolutions" Play Video Play Video 09:41 Microsoft Business Central: Copilot AI Capabilities and Newest Features #microsoft #copilot #ai This video shows you Microsoft Copilot's capabilities and some of the endless applications for all types of businesses. These features are being released in early May, and CBR Technology is here to help walk you through them. Contact CBR Technology for a free 1 hour consultation today to learn how you can upgrade your business today! cbrtechnology.com sales@cbrtechnology.com 855.227.0700 Play Video Play Video 01:00 Microsoft Business Central: Copilot Sales Order Line Suggestions #shorts #microsoft #businesscentral Check out a brand new feature coming to Microsoft Business Central this May. This feature helps you create sales orders faster than ever. What once took hours-- now takes seconds. Contact CBR Technology for a free 1 hour consultation today to learn how you can upgrade your business today! cbrtechnology.com sales@cbrtechnology.com 855.227.0700 Play Video Play Video 00:58 Microsoft Business Central: Copilot AI Listing Pages Check out one of the newest pre-release features for Microsoft Copilot and its applications on listing pages. What once took hours-- now takes seconds. Contact CBR Technology for a free 1 hour consultation today to learn how you can upgrade your business today! cbrtechnology.com sales@cbrtechnology.com 855.227.0700 Play Video Play Video 01:00 Microsoft Business Central: Copilot AI Text Generation for Marketing #shorts #microsoft #d365 Watch how quickly Microsoft Copilot is able to generate text for marketing purposes in a variety of tones and emphases. What once took hours-- now takes seconds. Contact CBR Technology for a free 1 hour consultation today to learn how you can upgrade your business today! cbrtechnology.com sales@cbrtechnology.com 855.227.0700 Play Video Play Video 01:00 Microsoft Business Central: Universal Search #shorts #microsoftbusinesscentral #dynamics365 This video shows the latest pre-release feature for Business Central's Universal Search. Contact CBR Technology for a free 1 hour consultation today to learn how you can upgrade your business today! cbrtechnology.com sales@cbrtechnology.com 855.227.0700 Play Video Play Video 11:47 Dynamics 365 Business Central - Bank Deposits vs. Cash Receipts - Cash Management This video explores the differences between the Cash Receipt and Bank Deposit functions in the Cash Management module of Microsoft Dynamics 365 Business Central. Additionally, we'll guide you through the process of recording Bank Deposits and discuss the various options available to you. Contact CBR Technology for a free 1 hour consultation today to learn how you can upgrade your business today! cbrtechnology.com sales@cbrtechnology.com 855.227.0700 VIDEO Training for Microsoft Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Microsoft Partner Since 1992 Active CBR Users 830 Total Client Revenue $615 Mil Microsoft Certified Partner Data Migration We provide data migration services from a number of different legacy systems. QuickBooks Desktop, Online Dynamics NAV, Dynamics GP NetSuite, SAP BusinessOne, SAGE READ MORE Training We provide skilled training and business process documentation services. General Ledger, Banking, Fixed Assets Accounts Receivable, Sales Order Processing Accounts Payable, Purchase Order Processing, Manufacturing READ MORE Development Microsoft Dynamics 365 Business Central is written in a Microsoft programming language called AL. We provide: C/AL to AL Conversion Services Custom AL Programming Extension Deployment Services READ MORE Our Business Since 1988, we have delivered comprehensive professional services across the United States, specializing in the proper deployment of Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Point of Sale (POS), and eCommerce systems. Our expertise ensures that our clients achieve optimal functionality and integration of these critical business technologies. Advanced Advisory Consulting Team Implementation & Upgrade Services Custom Development & System Integrations User Training & System Support READ MORE What We Do We offer a diverse array of professional services and software products for our clients to implement cutting-edge Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Field Service Management (FSM) solutions. This includes products such as Microsoft Dynamics 365 Business Central and Dynamics 365 Sales. Business Process Consulting System Provisioning & Configuration Customizations AL Programming User Training Legacy System Upgrades Bookkeeping Custom Reporting Ongoing Support 60+ Hours Saved per Team per Month 250+ Successful Implementations 100+ Actively Managed Companies 70+ Custom Developments Deployed 2 min New Copilot - AI Features being released for Business Central in Version 24 2 min Business Central Version 23 Release - What's New - General Release 11-4-2023 3 min What's new in D365 Business Central Version 21, Released Oct 2022 CBR Technology Blog

Solutions Microsoft Teams is the ultimate messaging app for your organization—a workspace for real-time collaboration and communication, meetings, file and app sharing. All in one place, accessible to everyone. ​ Empower collaboration in your company with Teams—the app used by more than 250 million people. Meet, chat, call, and collaborate- set up your team’s space so everything you need to work together is available any time, all in one place. TEAMS Meet from anywhere Schedule online meetings with high quality audio and video ahead of time or start one instantly. People inside and outside of your company can join from anywhere. Keep everything in one place Chats and files shared before, during, and after meetings are always available, so people can refer to them at any time. Get things done together With free cloud storage included, shared files are always available across your devices, so it’s easy to work together in real time or on your own time. Work with confidence Collaborate without worry knowing your sensitive information is protected with data encryption at rest and in transit. Host meetings of all kinds from anywhere Schedule online meetings with high quality audio and video ahead of time or start one instantly. People inside and outside of your company can join from anywhere. Transform your presenting experience Engage your audience, review notes, see live reactions, transition between presenters, and feel like you're in the room together with PowerPoint Live. Make and receive phone calls Get the virtual calling features you need to stay productive, manage calls, and connect reliably. Stay secure and up to date Meet regulatory, legal, and organizational needs with industry-leading security and compliance offerings. Operational Flexibility Deploy in the cloud or on-premise Easily tailored and extendable solution Can be used on any device, anywhere Optimal Performance Faster reporting, cycle times, and financial closes Role-based workspaces and workflow guidance Improved productivity with embedded Microsoft 365 Actionable Insights Predicts sales using historical data Real-time data visualization Built-in business intelligence The Microsoft Power Platform is more than the sum of its parts. Connect them together—and to Microsoft 365, Dynamics 365, Azure, and hundreds of other apps—and build end-to-end business solutions. Work together to meet challenges effectively with Microsoft Power Platform—analyze data, build solutions, and automate processes. POWER PLATFORM Give everyone the ability to turn great ideas into impactful solutions that accelerate business​​​​ Power BI Make informed, confident business decisions by putting data-driven insights and reports into everyone’s hands. Power Apps Turn ideas into organizational solutions by enabling everyone to build custom apps that solve business challenges. Power Automate Boost business productivity to get more done by giving everyone the ability to automate organizational processes. Sales Managers Planning and forecasting Real-time visibility Coaching at scale Sellers Prioritized customers and activities Effective conversation techniques Built-in collaboration Sales Operations Tailor for specific roles Customizable AI Configurable sales process Automate quickly and more securely Empower everyone to build automated processes with flows in Power Automate. Use low-code, drag-and-drop tools and hundreds of pre-built connectors that automate repetitive, mundane tasks with ease. Boost efficiency Record and visualize your end-to-end processes with process advisor, providing guided recommendations for creating flows and deep insights that take the guesswork out of what to automate. Enhance workflows with AI Make your automation even smarter with AI Builder. Quickly process forms using document automation, process approvals, detect images and text, or create with prebuilt models. 1 HOUR FREE CONSULTATION TRY POWER AUTOMATE FOR FREE VISIT THE POWER AUTOMATE PAGE QuickBooks Enterprise is the most advanced version of QuickBooks with editions for specific industries including contracting, manufacturing, wholesale, nonprofit, retail, professional services, and accounting. QUICKBOOKS The all-in-one business solution you can make your own. QuickBooks Enterprise gives you a single, flexible platform that you can customize to meet your needs. Microsoft Teams Phone Stay connected with a modern calling solution Make and receive voice and video calls directly in Microsoft Teams on your computer, tablet, mobile device, or desk phone. Stay in touch and get more done anywhere. Business-critical calling Use built-in, innovative, and optional AI-powered calling experiences and integrated partner software solutions. Calling in the flow of work Work smarter with an all-in-one app that brings together calling, chat, meetings, and collaboration. Devices for any calling scenario Benefit from a wide portfolio of devices for any business need. Make, answer, and forward calls Make one-on-one or group calls directly from a chat or use the dial pad to call a phone number. You can also redirect calls to another number so you never miss a call, or set up a call group so your team can step in. Transfer calls Transfer a call to another person, consult with them before transferring the call, and transfer between devices. Voicemail Access, listen to, and review your voicemails using playback controls, voicemail summary, and transcripts. VoIP Make and receive audio and video calls using the internet with Microsoft Teams. Stay in touch and get more done, no matter where you are. Hardware options Make and receive calls from devices certified for use with Teams, including intuitive screens and controls to enhance the Teams calling experience. Choose from a variety of hardware including desk phones, headsets, speakerphones, and Teams displays—wired, Bluetooth, over or on the ear—to suit every preference or need. Call with Apple Carplay Join calls and meetings using your vehicle’s built-in controls or hands-free with Siri. BUSINESS CENTRAL Dynamics 365 Business Central stands as an all-encompassing, cloud-based business management platform, expertly designed to unify your core business functions—finance, sales, service, and operations—into one seamless, user-friendly application. Embrace the power of the cloud with confidence and leverage critical insights that empower your business to adapt more swiftly, enhance operational intelligence, and exceed performance expectations. With Dynamics 365 Business Central, streamline your processes, make data-driven decisions faster, and boost overall productivity, setting a new standard for excellence in your industry. A Connected Business Management Solution Confidently move to the cloud with the operational speed, performance, and insights needed to make your business vision a reality. Get a complete picture of your business with easy to create reports and dashboards. Link your business data with productivity tools such as Microsoft Outlook, Copilot, Excel, and Teams to improve customer and employee experiences. Running your business applications in the cloud means reduced upfront software costs and no costly on-site servers to manage, plus you can add or remove users as your team changes. Start with what you need now and grow at your own pace. Easily integrate industry-specific solutions to meet your unique business needs. Use the Power Platform to extend the solution to meet custom requirements, or contact us for your custom development and extension needs. Microsoft is the only company that delivers cloud computing (Azure), productivity apps (Microsoft 365), business applications (Dynamics 365), and an extensibility platform (Power Platform and Dataverse) all within a single cloud. (Insert Microsoft ecosystem graphic) Deploy a single solution to manage your finance, sales, services, and operations as well as integrate applications like payroll, banking apps, CRM systems, e-commerce, and customer APIs. Set up customers or vendors, create quotes, process orders, and submit invoices without leaving your Microsoft 365 Outlook inbox. Easily export data into Excel to analyze and update, then write back into Business Central. Get operational choice with multiple deployment options and the ability to run on desktop, tablet, or mobile. Move to the cloud faster, with confidence. Adopt new business models faster with flexible deployment, reliability, security, and an adaptable solution that grows with you. Increase financial visibility and performance. Accelerate financial close, improve forecasting, and get real-time performance metrics while fostering compliance and security across subsidiaries. Unlock productivity and business insights. Connect people, processes, and insights to make better decisions faster with embedded guidance, dashboards, and interoperability with Microsoft 365 and Microsoft Teams. Boost sales & improve customer experience. Take better care of customers by managing the entire sales process from within Microsoft Outlook, and deliver better outcomes with connected service operations. Optimize supply chain management. Deliver products on time and adapt to changing business models with visibility across purchasing, manufacturing, inventory, and warehouses. BC Essentials vs. Premium BC Essentials BC Premium Customization and Extensibility Finance Management (GL, Banking, Fixed Assets, AR, AP) Marketing, Sales, and Delivery (Sales Order Processing) Inventory, Warehouse Management, and Assemblies Purchasing and Payables Supply Planning and Availability Job Costing Service Management Manufacturing Unlimited Companies and Users TRY BUSINESS CENTRAL FOR FREE 1 HOUR FREE CONSULTATION The Dynamics 365 Sales Customer Relationship Management system enables your salespeople to build strong relationships with customers, take actions based on insights, and close deals faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. You can also create marketing lists and campaigns, and follow service cases associated with specific accounts or opportunities. SALES CRM Help Sellers Sell, and Buyers Buy Bring the entire sales team together and facilitate the buyer journey. Win New Customers through Teamwork Connect sellers with customers through their preferred communication channels with Microsoft Teams and Dynamics 365 Sales. Accelerate Revenue with AI Streamline sales cycles through suggested next best actions, focusing on the highest-priority activity with the best propensity to close. Predict and Manage Pipelines with Confidence Predict revenue fluctuations and highlight areas of focus from top to bottom of the funnel. Improve Customer Calls with Feedback Get in-the-moment insights about customer emotion, competitive market, sentiment, and priorities in phone calls to enable guided selling. Dynamics 365 Sales Products Dynamics 365 Sales Professional Core sales force automation and Microsoft 365 integration Dynamics 365 Sales Enterprise Industry-leading sales force automation with contextual insights and advanced customization capabilities Dynamics 365 Sales Premium Dynamics 365 Sales Enterprise plus prebuilt customizable intelligence solutions for sellers and managers Microsoft Relationship Sales Dynamics 365 Sales Enterprise plus LinkedIn Sales Navigator Enterprise * Requires a 10-seat minimum Dynamics 365 Sales Professional Microsoft Relationship Sales Dynamics 365 Sales Enterprise Dynamics 365 Sales Premium Sales Execution Microsoft Office 365 Integration Reporting and Analysis Customization and Extensibility LinkedIn Sales Navigator Contextual Insights Sales Accelerator Conversation Intelligence ​ Limited Included Add-in TRY SALES CRM FOR FREE 1 HOUR FREE CONSULTATION Microsoft Teams Phone with Calling Plan Microsoft 365 E5 Plan Microsoft Teams Phone Plan Everything in the Microsoft Teams with Calling Plan Phone system: Enable PBX capabilities such as call control in the cloud with Microsoft Teams. Audio conferencing: Conduct or call into meetings from your phone. Allows up to 300 phone attendees. Windows 11 Enterprise, Microsoft 365 Apps for Enterprise, Office mobile apps, Office for the web, Outlook, Exchange, and more. Require annual commitment Cloud-based phone system with advanced features including call transfer, multilevel auto attendants, and call queues. A domestic calling plan with 3,000 minutes per user, per month within the US and Canada. Call from anywhere, on any device through the Microsoft Teams app on desktop, mobile, web, and desk phones. Around-the-clock customer support seven days a week, backed by Microsoft. Require annual commitment TRY MICROSOFT TEAMS FOR FREE 1 HOUR FREE CONSULTATION VISIT THE ​TEAMS PAGE Data shows Microsoft Power Platform improves business outcomes Learn about how your organization can prosper when you empower employees to create solutions for themselves and others using Microsoft Power Platform. Data shows Microsoft Power Platform improves business outcomes Connect to hundreds of data sources using a library of connectors and Dataverse—bringing your data together for a single source of truth while you uncover insights as well as customize and extend Dynamics 365 and Office 365 capabilities. 502% ROI over three years ​Microsoft | Power Apps Power BI Power BI unifies data from many sources to create interactive, immersive dashboards and reports that provide actionable insights and drive business results. Enable everyone at every level of your organization to make confident decisions using up-to-the-minute analytics. As part of the Microsoft Power Platform, Power BI exists as a collection of software services, apps, and connectors that work together to turn unrelated sources of data into coherent, visually immersive, and interactive insights. Data may be input by reading directly from a database, webpage, or structured files and spreadsheets. Get self-service analytics at enterprise scale Reduce the added cost, complexity, and security risks of multiple solutions with an analytics platform that scales from individuals to the organization as a whole. Use smart tools for strong results Find and share meaningful insights with hundreds of data visualizations, built-in AI capabilities, tight Excel integration, and pre-built and custom data connectors. Help protect your analytics data Keep your data secure with industry-leading data security capabilities including sensitivity labeling, end-to-end encryption, and real-time access monitoring. 1 HOUR FREE CONSULTATION TRY POWER BI FOR FREE VISIT THE POWER BI PAGE Businesses reduce development costs and increase overall efficiency using Power Apps 74% Reduction in app development costs 3.2 hours/week Average improvement in line-of-business employee productivity Power Apps With Microsoft Power Apps, your team can build professional-grade apps the easy way. Increase agility across your organization by rapidly building low-code apps that modernize processes and solve tough challenges. ​Microsoft | Power Automate TAKE CARE OF WHAT'S IMPORTANT. AUTOMATE THE REST. ​ Streamline repetitive tasks and paperless processes with Microsoft Power Automate—so you can focus your attention where it’s needed most. Get started quickly Empower your team to start building and launching apps right away using prebuilt templates, drag-and-drop simplicity, and quick deployment—then roll out continuous improvements as needed. Build apps without compromises Give everyone the power to build the apps they need with advanced functionality previously only available to professional developers—including pre-built AI components. Enable extensibility for developers Provide professional developers the tools to seamlessly extend app capabilities with custom connectors to proprietary or on-premises systems. 1 HOUR FREE CONSULTATION TRY POWER APPS FOR FREE VISIT THE POWER APPS PAGE Turn outdated into automated Discover a better way to get things done across your organization. Expand your automation capabilities across desktop, web, and mobile with Power Automate apps. Power Automate drives business transformation Businesses reduce development costs and increase overall efficiency using Power Automate $1.41M Worker time savings over 3 years, after applying a 50 percent productivity capture 27.4% Reduced errors due to increased automation 199% ROI over 3 years Traditional ERP systems can be overwhelming On the surface, leaping from a collection of different software systems and Excel files to an all-in-one ERP software system seems like an obvious choice, but it may not be. The cost of software implementation, licensing and staff retraining can be tough for mid-size businesses. The better option may be to integrate additional features into an industry standard solution such as QuickBooks Enterprise delivering all the functionality you need at a fraction of the price of a traditional ERP. Enterprise flexes with your business Enterprise is an efficient, cost-effective platform that integrates accounting with powerful tools to help you run more of your business, including inventory, time tracking, payments, and payroll. You can also choose from an ecosystem of features, apps, and integrations to work how you want, when you want, and where you want. All of your data at your fingertips Store vendors, inventory, pricing, and customer information all right in QuickBooks Enterprise for easy access, faster workflows, and better decision making. Manage inventory with confidence Using Advanced Inventory, track inventory across warehouses right down to the specific bin or pallet. Always see what’s in stock and what’s on order. Automate your inventory and order management systems with ease, reducing costly errors that can cut into your margins. Monitor Sales Orders at a glance Use one dashboard to manage sales orders and track inventory across locations. With our end-to-end pick, pack, and ship functionality, you can manage your entire sales order fulfillment process from start to finish. Meaningful, real-time insights Get a deep understanding of your business with over 200 built-in, customizable reports tailored to your industry. Plus, with the Advanced Reporting module you can create your own reports based on your specific business needs. If the data is in QuickBooks Enterprise, you can report on it. Keep projects on budget Real-time job costing helps you make sure every project stays on track. With QuickBooks Enterprise, assign every expense to a job or project as it comes in to make sure nothing slips through the cracks. Plan ahead with budgeting and forecasting Use last year’s data to create next year’s budget and forecast your revenue, right in QuickBooks Enterprise. Create a plan for the future informed by actual costs, and focus your business on your most profitable services. Scale with ease QuickBooks Enterprise lets you scale from 1 to 30 users who can all work at the same time. It also allows you to assign user permissions so staff only have access to the data they need to do their job. You can set up new users quickly, with 14 predefined user roles. And you can protect confidentiality by only allowing users to view, edit, or delete specific employees, vendors, or data. Pay employees right from QuickBooks Enterprise Payroll is integrated into QuickBooks- no spreadsheets or double checking because your bookkeeping and payroll data are in the same place. Quickly pay employees with printed checks, direct deposits, or both. And with Assisted Payroll, we'll manage your federal and state payroll taxes and filings for you—guaranteed on-time, accurate, and penalty-free. QuickBooks Enterprise Platinum Diamond Gold Inventory Customers Accounts Recievable Accounts Payable Vendors Fixed Assets Employees Payroll Desktop Payroll Enhanced Enhanced Assisted General Ledger Customer Support QuickBooks Upgrades Advanced Reporting Module Advanced Inventory Module Advanced Pricing Module TRY QUICKBOOKS FOR FREE 1 HOUR FREE CONSULTATION VISIT THE QUICKBOOKS PAGE Business Central Sales CRM Teams Power Platform QuickBooks More Business Central Sales CRM Teams Power Platform QuickBooks Dynamics 365 Sales Professional CRM Customer Segmentation Shorten the sales cycle with a single workspace that has everything that sellers need to engage the right customer, stay focused, and maximize productivity. Connect Across Channels Streamline selling with integrated multichannel communications such as, soft phone dialer, Microsoft Teams dialer, and email templates. Find and Keep Track of Buyers See recommended leads and discover mutual connections who can provide a warm introduction. Find out when contacts change jobs and visualize relationships between contacts with interactive org charts. Identify Customers Who Need Attention Track relationships with a single score based on signals from Dynamics 365 and Microsoft 365 that reveal relationship health and risks. Minimize Routine Tasks Get suggestions to automatically create new records such as contacts, meetings, and tasks. Copilot AI can automate tasks that once took hours, saving you time for the things you enjoy. Manage The Pipeline in a Single Workspace Use an intuitive, personalized workspace to view deals, get context, and act swiftly. Get one-click actions and built-in productivity and collaboration from Microsoft 365 and Teams. Prepare For Meetings Using the mobile app for iOS and Android, view critical meeting details, attendee information, and AI-generated reminders, and join Teams meetings—all from a single meeting card. Gain Real-Time Visibility Into Sales Performance Use interactive dashboards and reports to track performance, make data-driven decisions, and deliver more effective coaching. Visual Insights The out-of-the-box dashboards and charts have almost everything that you need to get insight into your business. Customer 360° View Once in the app, quickly get an overview of what’s happening with a customer, such as communications with them, progress of individual deals, and much more, all in one place. Business Process Flow The guided process flows on the Lead and Opportunity form tell you exactly what to do next. You can quickly find out the steps you must take to increase the likelihood of a successful sale and an increased sales count. The process bar can be docked to the right side of the screen for an omnipresent experience while you work on the opportunity. Activities Timeline All the appointments you schedule while you work on an opportunity, the emails that you send or the phone calls you make are available in one place, giving you all the context you need to do your job. Store and Review Documents Do you have presentations or documents for an opportunity all over the place? Store them all in one place, so anyone who’s working on the opportunity can view them. Simplified Opportunity-to-Invoice Process It is easy to move a customer through the Sales funnel. Just generate a quote right from the opportunity you’re working on, and activate it. Use the same quote to quickly generate an invoice and mark the deal as won. You can also email the quotes and invoices to your customer in just one click. Sales Data Anywhere and Everywhere: It is easy to move a customer through the Sales funnel. Just generate a quote right from the opportunity you’re working on, and activate it. Use the same quote to quickly generate an invoice and mark the deal as won. You can also email the quotes and invoices to your customer in just one click.

Manufacturing Construction Distribution More Business Central Sales CRM Teams Power Platform QuickBooks Industries A Connected Business Management Solution BC Essentials BC Premium Customization and extensibility Finance management (GL, Banking, Fixed Assets, AR, AP) Marketing, sales, and delivery (Sales order processing) Inventory, warehouse management, and assemblies Purchasing and payables Supply planning and availability Job costing Service management Manufacturing Unlimited companies and users A Connected Business Management Solution Confidently move to the cloud with the operational speed, performance, and insights needed to make your business vision a reality. Get a complete picture of your business with easy to create reports and dashboards. Link your business data with productivity tools such as Microsoft Outlook, Excel, and Teams to improve customer and employee experiences. Deploy a single solution to manage your finance, sales, services, and operations and integrate applications like payroll, banking apps, CRM systems, e-commerce, and customer APIs. Set up customers or vendors, create quotes, process orders, and submit invoices without leaving your Microsoft 365 Outlook inbox. Easily export data into Excel to analyze and update, then write back into Business Central. Get operational choice with multiple deployment options and the ability to run on desktop, tablet, or mobile. Running your business applications in the cloud means reduced upfront software costs and no costly on-site servers to manage, plus you can add or remove users as your team changes. Start with what you need now and grow at your own pace. Easily integrate industry-specific solutions to meet your unique business needs. Use the Power Platform to extend the solution to meet custom requirements, or contact us for your custom development and extension needs. Microsoft is the only company that delivers cloud computing (Azure), productivity apps (Microsoft 365), business applications (Dynamics 365), and an extensibility platform (Power Platform and Dataverse) all within a single cloud. (Insert Microsoft ecosystem graphic)

Dynamics 365 Business Central is a comprehensive, cloud-based business management solution that connects teams across finance, sales, service, and operations within a single easy-to-use application. Confidently move to the cloud and unlock the insights needed to adapt faster, work smarter, and perform better. Business Central for Manufacturing Move to the cloud faster, with confidence Adopt new business models faster with flexible deployment, reliability, security, and an adaptable solution that grows with you. Increase financial visibility and performance Accelerate financial close, improve forecasting, and get real-time performance metrics while fostering compliance and security across subsidiaries. Unlock productivity and business insights Connect people, processes, and insights to make better decisions faster with embedded guidance, dashboards, and interoperability with Microsoft 365 and Microsoft Teams. Boost sales and improve the customer experience Take better care of customers by managing the entire sales process from within Microsoft Outlook, and deliver better outcomes with connected service operations. Optimize inventory and supply chain management Deliver products on time and adapt to changing business models with visibility across purchasing, manufacturing, inventory, and warehouses. Operational flexibility Deploy in the cloud or on-premise Easily tailored and extendable solution Can be used on any device, anywhere Optimal performance Faster reporting, cycle times, and financial closes Role-based workspaces and workflow guidance Improved productivity with embedded Microsoft 365 Actionable insights Predicts sales using historical data Real-time data visualization Built-in business intelligence A Connected Business Management Solution BC Essentials BC Premium Customization and extensibility Finance management (GL, Banking, Fixed Assets, AR, AP) Marketing, sales, and delivery (Sales order processing) Inventory, warehouse management, and assemblies Purchasing and payables Supply planning and availability Job costing Service management Manufacturing Unlimited companies and users 1 HOUR FREE CONSULTATION

Dynamics 365 Business Central Applications Custom Business Central Apps Developed by CBR Technology CBR Technology has been working with our internal development team to bring several new helpful apps to our clients and all Business Central users via the Microsoft AppSource Marketplace. Our first release is a simple Address Verification tool that can Verify Customer & Vendor Addresses in Dynamics 365 Business Central. United States Address Verification by CBR Technology Our Free Address Verification App for Business Central gives users the ability to verify addresses for both Customers and Vendors in the Business Central system. Whether it's checking new customer data or cleaning up your existing Customer and Vendor address tables, Address Verification by CBR Technology is the perfect lightweight App to improve the native functionality within Dynamics 365 Business Central. This tool ONLY works for addresses located in the United States of America. Address Verification by CBR Technology Our Free Address Verification App for Business Central gives users the ability to verify addresses for both Customers and Vendors in the Business Central system. Whether it's checking new customer data or cleaning up your existing Customer and Vendor address tables, Address Verification by CBR Technology is the perfect lightweight App to improve the native functionality within Dynamics 365 Business Central. Pricing & Licensing Guide Dynamics 365 Business Central is Microsoft's ERP business system for small and medium-sized businesses. Business Central combines a range of functionalities across operations, finance, project management & sales. Full User License A 'Full User' license is for those employees whose work requires that they have access to the functionality-rich business applications. It may be employees who work with sales, customer service, finance or supply chain management. Full users are licensed per named user base through a Business Central subscription and may be either on the Essentials or Premium version of Business Central. Team Members The Team Member license often represents users that need to consume data or reports from the business system, or complete less demanding tasks such as time or expense imports and HR updates. The Dynamics 365 Business Central Team Members subscription is a 'named user' subscription which is designed for users of the company who are not necessarily bound to one particular functionality, but only require fundamental Dynamics 365 functionality. Team member licenses include read access and limited write access to selected and light tasks across Dynamics 365 Business Central as well as limited functionality for that user. Dynamics 365 Business Central Team Members users can do the following: Read within Dynamics 365 Business Central Update existing data and entries in Dynamics 365 Business Central Approve or reject tasks in all workflows assigned to a user Create, edit or delete a quote Create, edit or delete personal information Enter a journal for Jobs Enter a journal for Jobs A Connected Business Management Solution BC Essentials BC Premium Customization and extensibility Finance management (GL, Banking, Fixed Assets, AR, AP) Marketing, sales, and delivery (Sales order processing) Inventory, warehouse management, and assemblies Purchasing and payables Supply planning and availability Job costing Service management Manufacturing Unlimited companies and users

Dynamics 365 Dynamics 365 Business Central is a comprehensive, cloud-based business management solution that connects teams across finance, sales, service, and operations within a single easy-to-use application. Confidently move to the cloud and unlock the insights needed to adapt faster, work smarter, and perform better. BUSINESS CENTRAL The Dynamics 365 Sales Customer Relationship Management system enables your salespeople to build strong relationships with customers, take actions based on insights, and close deals faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. You can also create marketing lists and campaigns, and follow service cases associated with specific accounts or opportunities. SALES CRM A Connected Business Management Solution BC Essentials BC Premium Customization and extensibility Finance management (GL, Banking, Fixed Assets, AR, AP) Marketing, sales, and delivery (Sales order processing) Inventory, warehouse management, and assemblies Purchasing and payables Supply planning and availability Job costing Service management Manufacturing Unlimited companies and users 1 HOUR FREE CONSULTATION VISIT THE BUSINESS CENTRAL PAGE Move to the cloud faster, with confidence Adopt new business models faster with flexible deployment, reliability, security, and an adaptable solution that grows with you. Increase financial visibility and performance Accelerate financial close, improve forecasting, and get real-time performance metrics while fostering compliance and security across subsidiaries. Unlock productivity and business insights Connect people, processes, and insights to make better decisions faster with embedded guidance, dashboards, and interoperability with Microsoft 365 and Microsoft Teams. Boost sales and improve the customer experience Take better care of customers by managing the entire sales process from within Microsoft Outlook, and deliver better outcomes with connected service operations. Optimize inventory and supply chain management Deliver products on time and adapt to changing business models with visibility across purchasing, manufacturing, inventory, and warehouses. Running your business applications in the cloud means reduced upfront software costs and no costly on-site servers to manage, plus you can add or remove users as your team changes. Start with what you need now and grow at your own pace. Easily integrate industry-specific solutions to meet your unique business needs. Use the Power Platform to extend the solution to meet custom requirements, or contact us for your custom development and extension needs. Microsoft is the only company that delivers cloud computing (Azure), productivity apps (Microsoft 365), business applications (Dynamics 365), and an extensibility platform (Power Platform and Dataverse) all within a single cloud. (Insert Microsoft ecosystem graphic) A Connected Business Management Solution Confidently move to the cloud with the operational speed, performance, and insights needed to make your business vision a reality. Get a complete picture of your business with easy to create reports and dashboards. Link your business data with productivity tools such as Microsoft Outlook, Excel, and Teams to improve customer and employee experiences. Deploy a single solution to manage your finance, sales, services, and operations and integrate applications like payroll, banking apps, CRM systems, e-commerce, and customer APIs. Set up customers or vendors, create quotes, process orders, and submit invoices without leaving your Microsoft 365 Outlook inbox. Easily export data into Excel to analyze and update, then write back into Business Central. Get operational choice with multiple deployment options and the ability to run on desktop, tablet, or mobile. Win New Customers Through Teamwork Connect sellers with customers through their preferred communication channels with Microsoft Teams and Dynamics 365 Sales. Accelerate Revenue With AI Streamline sales cycles through suggested next best actions, focusing on the highest-priority activity with the best propensity to close. Predict and Manage Pipelines With Confidence Predict revenue fluctuations and highlight areas of focus from top to bottom of the funnel. Improve customer calls through feedback Get in-the-moment insights about customer emotion, competitive market, sentiment, and priorities in phone calls to enable guided selling. Help Sellers Sell and Buyers Buy Bring together the entire sales team to facilitate the buyer journey. Sales Managers Planning and forecasting Real-time visibility Coaching at scale Sellers Prioritized customers and activities Effective conversation techniques Built-in collaboration Sales Operations Tailor for specific roles Customizable AI Configurable sales process Sales Managers Planning and forecasting Real-time visibility Coaching at scale Sellers Prioritized customers and activities Effective conversation techniques Built-in collaboration Sales Operations Tailor for specific roles Customizable AI Configurable sales process Know The Right Customer to Engage Dynamics 365 Sales Professional Core sales force automation and Microsoft 365 integration Dynamics 365 Sales Enterprise Industry-leading sales force automation with contextual insights and advanced customization capabilities Dynamics 365 Sales Premium Dynamics 365 Sales Enterprise plus prebuilt customizable intelligence solutions for sellers and managers Microsoft Relationship Sales Dynamics 365 Sales Enterprise plus LinkedIn Sales Navigator Enterprise * Requires a 10-seat minimum Dynamics 365 Sales Professional Microsoft Relationship Sales Dynamics 365 Sales Enterprise Dynamics 365 Sales Premium Sales execution Microsoft Office 365 Integration Reporting and analysis Customization and extensibility³ LinkedIn Sales Navigator Contextual insights⁶ Sales accelerator⁶ Conversation intelligence⁶ Dynamics 365 Sales Products Limited Included Add-in 1 HOUR FREE CONSULTATION VISIT THE DYNAMICS 365 SALES PAGE Business Central Sales CRM More Visual Insights: The out-of-the-box dashboards and charts have almost everything that you need to get insight into your business. Customer 360° View: Once in the app, quickly get an overview of what’s happening with a customer, such as communications with them, progress of individual deals, and much more, all in one place. Business Process Flow: The guided process flows on the Lead and Opportunity form tell you exactly what to do next. You can quickly find out the steps you must take to increase the likelihood of a successful sale and an increased sales count. The process bar can be docked to the right side of the screen for an omnipresent experience while you work on the opportunity. Activities Timeline: All the appointments you schedule while you work on an opportunity, the emails that you send or the phone calls you make are available in one place, giving you all the context you need to do your job. Store and view documents in the context of records: Do you have presentations or documents for an opportunity all over the place? Store them all in one place, so anyone who’s working on the opportunity can view them. Simplified opportunity-to-invoice process: It is easy to move a customer through the Sales funnel. Just generate a quote right from the opportunity you’re working on, and activate it. Use the same quote to quickly generate an invoice and mark the deal as won. You can also email the quotes and invoices to your customer in just one click. Sales data anywhere and everywhere: It is easy to move a customer through the Sales funnel. Just generate a quote right from the opportunity you’re working on, and activate it. Use the same quote to quickly generate an invoice and mark the deal as won. You can also email the quotes and invoices to your customer in just one click. Dynamics 365 Sales Professional CRM Know The Right Customer to Engage Shorten the sales cycle with a single workspace that has everything that sellers need to engage the right customer, stay focused, maximize productivity. Connect Across Channels Streamline selling with integrated multichannel communications such as, soft phone dialer, Microsoft Teams dialer, and email templates. Find and Keep Track of Buyers See recommended leads and discover mutual connections who can provide a warm introduction. Find out when contacts change jobs and visualize relationships between contacts with interactive org charts. Identify Customers Who Need Attention Track relationships with a single score based on signals from Dynamics 365 and Microsoft 365 that reveal relationship health and risks. Minimize Routine Tasks Get suggestions to automatically create new records such as contacts, meetings, and tasks. Manage The Pipeline in a Single Workspace Use an intuitive, personalized workspace to view deals, get context, and act swiftly. Get one-click actions and built-in productivity and collaboration from Microsoft 365 and Teams. Prepare For Meetings Using the mobile app for iOS and Android, view critical meeting details, attendee information, and AI-generated reminders, and join Teams meetings—all from a single meeting card. Gain Real-Time Visibility Into Sales Performance Use interactive dashboards and reports to track performance, make data-driven decisions, and deliver more effective coaching. Sales Managers Planning and forecasting Real-time visibility Coaching at scale Sellers Prioritized customers and activities Effective conversation techniques Built-in collaboration Sales Operations Tailor for specific roles Customizable AI Configurable sales process

Play Video Play Video 04:13 CBR Technology Microsoft Business Central Implementation Overview #businesscentral #microsoft Unlock the potential of Microsoft Dynamics 365 Business Central with CBR Technology! In this video, we provide a detailed walkthrough of the implementation process, whether you're looking to upgrade your existing system or start fresh. Discover how integrating cutting-edge AI technology with Microsoft Business Central can transform your business operations, boost efficiency, and drive growth. Don't miss out on the opportunity to elevate your business with advanced solutions tailored to your needs. Contact CBR Technology today via phone or email to explore your options. Subscribe to our channel for more insights on leveraging technology for business success. 📞 Contact us: 855.227.0700 📧 Email us: sales@cbrtechnology.com 🔗 Visit our website: https://www.cbrtechnology.com/contact #MicrosoftDynamics365 #BusinessCentral #CBRTechnology #AITechnology #BusinessGrowth #TechSolutions" Play Video Play Video 09:41 Microsoft Business Central: Copilot AI Capabilities and Newest Features #microsoft #copilot #ai This video shows you Microsoft Copilot's capabilities and some of the endless applications for all types of businesses. These features are being released in early May, and CBR Technology is here to help walk you through them. Contact CBR Technology for a free 1 hour consultation today to learn how you can upgrade your business today! cbrtechnology.com sales@cbrtechnology.com 855.227.0700 Play Video Play Video 01:00 Microsoft Business Central: Copilot Sales Order Line Suggestions #shorts #microsoft #businesscentral Check out a brand new feature coming to Microsoft Business Central this May. This feature helps you create sales orders faster than ever. What once took hours-- now takes seconds. Contact CBR Technology for a free 1 hour consultation today to learn how you can upgrade your business today! cbrtechnology.com sales@cbrtechnology.com 855.227.0700 Play Video Play Video 00:58 Microsoft Business Central: Copilot AI Listing Pages Check out one of the newest pre-release features for Microsoft Copilot and its applications on listing pages. What once took hours-- now takes seconds. Contact CBR Technology for a free 1 hour consultation today to learn how you can upgrade your business today! cbrtechnology.com sales@cbrtechnology.com 855.227.0700 Play Video Play Video 01:00 Microsoft Business Central: Copilot AI Text Generation for Marketing #shorts #microsoft #d365 Watch how quickly Microsoft Copilot is able to generate text for marketing purposes in a variety of tones and emphases. What once took hours-- now takes seconds. Contact CBR Technology for a free 1 hour consultation today to learn how you can upgrade your business today! cbrtechnology.com sales@cbrtechnology.com 855.227.0700 Play Video Play Video 01:00 Microsoft Business Central: Universal Search #shorts #microsoftbusinesscentral #dynamics365 This video shows the latest pre-release feature for Business Central's Universal Search. Contact CBR Technology for a free 1 hour consultation today to learn how you can upgrade your business today! cbrtechnology.com sales@cbrtechnology.com 855.227.0700 Load More Videos

Contact Information Send Us A Message First Name Last Name Business Email Information Requested or Question: Submit Company Name Phone Number Contact Us Call Us (855) 227-0700 Email Us info@cbrtechnology.com Meet Us 5912 Bolsa Avenue, Ste 209 Huntington Beach, CA 92649 USA

Contact us... Send Us A Message First Name Last Name Business Email Information Requested or Question: Submit Company Name Phone Number Contact Us Call Us (855) 227-0700 Email Us info@cbrtechnology.com Meet Us 5912 Bolsa Avenue, Ste 209 Huntington Beach, CA 92649

About Us Meet the Team Christoph Senior Systems Architect Christoph has over 34 years of experience delivering enterprise business solutions for corporations across industries. For the past decade he has been focusing on Microsoft Business Applications with extensive experience in designing and architecting complex multi-tier solutions. He obtained his Executive MBA degree from the University of Southern California in 1996. He has a passion for envisioning and creating strategy and translating it to manageable projects and execution for complex digital transformation. Taylor Senior Systems Consultant Taylor has over 7 years of experience supporting clients in optimizing their financial operations. She has extensive experience in delivering and training management and accounting teams on best practices and innovative workflows. She received her Finance & Marketing degree in 2020 from California State University, Long Beach and recently obtained a supplemental Business Central Certification from Microsoft. Christian Operations Consultant Christian has 14 years of experience in implementing ERP business solutions for manufacturing and distribution companies.After obtaining a degree from the University of California, Irvine in 2011, he focused on pre-sales and functional consulting for Enterprise Resource Planning software and applications. His vast experience is in designing and development of new business workflows, integration strategies, tools and utilities in Dynamics 365. Julian IT Consultant Julian has over a decade of experience implementing IT & networking solutions for businesses interested in expediting their digital transformation journey. For the past 4 years he has been focusing on Microsoft 365 and Office 365 solutions including Azure, Teams, Exchange, Excel, and the Power Platform. He has extensive experience in provisioning and deploying Microsoft cloud solutions at scale. Francesca CFO Francesca has over 30 years of experience in accounting and finance. She obtained a finance degree from California State University, Fullerton in 2006- and is an expert in General Ledger, Accounts Receivable, Accounts Payable, payroll, and bookkeeping. Our experienced leadership is committed, focused, and knowledgeable to provide business guidance and solve complex business challenges. Ever collaborating and challenging one another to achieve better results, we regard the pursuit of excellence in service to our clients to be a continuing journey. Since 1988, we’ve served our customers in the way we’d like to be served—with passion, care, and always striving to contribute to their overall success. Here are the key players on our team: What We Do CBR Technology is a forward-thinking provider of business solutions, specializing in the implementation of Microsoft Business Central (ERP), Microsoft Customer Engagement, and Field Service Management (FSM) solutions. Our mission is to assist organizations in adopting innovative Microsoft technologies for their transformation and success including AI. ​ In today's landscape, many companies face challenges when selecting a partner for business applications implementation. Large IT service providers often offer a rigid and impersonal service, while smaller counterparts may be enjoyable to work with but lack the maturity and capability to deliver. We present a distinctive alternative, providing clients with the best of both worlds. We deliver enterprise-level business and consulting services with the flexibility and personal touch of a trusted partner. Leveraging our advanced technical capabilities, industry expertise, commitment to service excellence, and exceptional personnel, we establish enduring partnerships that enable our clients to undergo genuine business transformation. ​As part of our professional services offering, we provide assistance with the following: Software Development for Microsoft Dynamics 365 Business Central using EXTENSIONS Microsoft CRM System Customization using Power Apps, Power Automate and Power BI Business process review and system requirements analysis, best-practices implementation Data migration from legacy systems such as Sage, Netsuite, Oracle, MAS, Accumatica, Macola, Peachtree, and many others Sub-system integration such as EDI, eCommerce, CRM, printing & labeling and WMS solutions Form customization for sales orders, picking tickets, packing slips, invoices, AR statement & purchase orders Form customization for sales orders, picking tickets, packing slips, invoices, AR statement & purchase orders 1 HOUR FREE CONSULTATION Our Approach We’ve worked with more than 600 companies on their digital transformation journeys and have noticed that the most successful organizations stay focused on unlocking value, whether the impact of that value is incremental or transformative. As we’ve worked with companies on digital transformation, we’ve refined and optimized the process: Assess Discover and assess your current resources, such as applications and workloads, to plan where your Dynamics 365 migration should start. Migrate Transfer resources & data using powerful tools, all while minimizing downtime. Train Educate your entire team on recurring workflows and unique business scenarios. Optimize Streamline your cloud resources, improve performance and ROI, and extend system functionality with custom development. Manage Ensure security and fine-tune the management of your cloud environment. History CBR Technology specializes in the implementation of financial management systems and ERP solutions in the distribution-wholesale, manufacturing, construction, and field service management industries. We handle the data migration, system installation, training and configuration needs of our clients. ​ CBR Technology , previously known as CBR Systems, was established in 1988 in Southern California. The founder and CEO, Christoph Riechert, was amongst the first Microsoft Certified Partners for the Great Plains financial management solutions and remains one of the most experienced senior Microsoft consultants in the ERP and Accounting. Having since expanded as certified Microsoft partners in Dynamics 365, CBR Technology is committed to providing growing businesses with the tools and skills required for every employee to operate at peak efficiency. Our Partners 1 HOUR FREE CONSULTATION INDUSTRIES Manufacturing Wholesale & Distribution Professional Services Construction