Microsoft Dynamics 365 Business Central Partner - Canada

Internal Transactions
Handle internal financial postings accurately with built-in controls and traceability.

Cash Flow Forecasting
Predict future cash positions using real-time inflow and outflow data.

Budget Planning & Control
Create budgets, monitor spending, and stay in control of financial performance.

Inventory Costing
Monitor inventory value and cost movements to support accurate forecasting.

Multi-Company Management
Consolidate and analyze financial data across multiple legal entities.

Cost & Revenue Allocation
Distribute costs and revenues precisely using centralized journals.

Treasury Management
Oversee cash instruments and liquidity with greater visibility and control.

Accounts Receivable
Track customer balances, manage collections, and improve cash recovery.

Accounts Payable
Manage supplier payments efficiently while maintaining strong vendor relationships.

Fixed Asset Management
Track asset lifecycles, depreciation, maintenance, and related costs with ease.

Vendor Relationships
Build, evaluate, and maintain reliable supplier networks that support long-term growth.

Warehouse Efficiency
Make better use of storage capacity while supporting higher inventory throughput.

Shipment Visibility
Gain real-time awareness of goods in motion, from dispatch to delivery.

Operational Collaboration
Enable smoother coordination between internal teams and external partners.

Modern Supply Chain Enablement
Adopt flexible, future-ready supply chain tools that improve speed and adaptability.

Embedded AI Assistance
Use built-in Copilot capabilities to automate work and guide smarter decisions.

Cost Control & Margin Growth
Improve profitability by reducing waste, optimizing processes, and increasing output.

Sustainable Operations
Measure and manage environmental impact while following sustainability best practices.

Customer Relationship Management
Maintain a complete view of customers, handle inquiries efficiently, and improve overall satisfaction.

Sales Quoting & Pricing
Create, adjust, and share accurate sales quotes with clear pricing and terms.

Order Creation & Fulfillment
Convert approved quotes into sales orders and manage delivery of products or services.

Invoice Management
Generate accurate sales invoices tied directly to orders and delivered items.

Consolidated Billing
Combine multiple shipments into a single, detailed customer invoice.

Drop Shipment Processing
Ship items directly from suppliers to customers using linked purchase orders.

Returns & Adjustments
Process sales returns correctly while keeping inventory and financials aligned.

Assembly-to-Order Handling
Link customer demand with assembly and warehouse operations for timely fulfillment.

Order Planning & Delivery Commitments
Plan availability and confirm realistic delivery dates to meet customer expectations.

Invoice Corrections & Cancellations
Update or cancel unpaid invoices to resolve billing issues quickly and cleanly.

Item & SKU management
track items by variant (size, colour, lot, serial), with item categories and attributes for fast reporting.

Project Setup & Planning
Define project scope, timelines, and milestones to launch projects with clarity and control.

Skill-Based Resource Assignment
Assign the right people to the right tasks based on expertise, availability, and capacity.

Time & Effort Tracking
Capture time spent on tasks in real time to improve visibility and accountability.

Project Budget Control
Create, manage, and monitor project budgets aligned with business and delivery goals.

Resource Usage Monitoring
Track consumption of labor and resources to identify inefficiencies and avoid bottlenecks.

Materials & Supply Management
Plan, allocate, and track project materials, equipment, and operational supplies.

Work-in-Progress Accounting
Calculate project WIP values accurately using ledger-based financial methods.

Progress & Performance Tracking
Monitor project status using timelines, cost metrics, and completion indicators.

Project Billing & Invoicing
Generate accurate project invoices across users, phases, or billing schedules.

Data Cleanup & Accuracy
Remove duplicate records to maintain clean data and ensure reliable reporting.

Demand & Capacity Forecasting
Anticipate product demand and align materials, labor, and capacity accordingly.

Production Scheduling & Optimization
Plan and sequence production runs while adjusting schedules based on real requirements.

Sales-Driven Production Orders
Automatically generate planned production orders directly from confirmed sales demand.

Material & Supply Planning
Analyze material requirements and trigger procurement to support timely production.

Bill of Materials Planning
Use BOM structures to forecast component needs and support accurate production planning.

MRP & Master Scheduling
Automate material and component calculations to keep production aligned with demand.

Requisition & Purchase Planning
Create requisition data and initiate purchasing through structured planning worksheets.

Work Center Scheduling
Plan machine and labor availability using work center calendars for realistic timelines.

Component Availability Checks
Verify item and component availability and understand their impact on production flow.

Production Order Management
Create, manage, and track production orders with complete item and routing details.

Receiving & put-away
Record warehouse receipts against POs and transfer orders, then direct put-away to the right bin based on item, zone, or capacity rules.

Picking & shipping
Generate pick lists by order, wave, or batch; confirm picks against bins; post shipments and print packing slips and labels in one flow.

Bin & zone setup 
Model your physical warehouse with zones, bin ranking, and capacity, so the system suggests the optimal location for every move.

Barcode & handheld scanning 
Scan-driven receiving, picking, counting, and put-away through Business Central’s warehouse app or third-party handheld extensions — no paper travellers.

Internal warehouse movements 
move stock between bins, zones, or locations with full traceability and no GL impact until it’s needed.

Cross-docking 
Flag inbound receipts for immediate outbound shipment to fulfil back-orders without putting stock away first.

Warehouse activity tracking 
See who picked, packed, counted, or moved what, when — useful for productivity reporting and audit.

Directed put-away & pick (advanced) 
For higher-volume operations, enable rule-based directing so the system, not the operator, decides the next move.

Shipping integration
Connect to Canada Post, Purolator, UPS, FedEx, and 3PL platforms for live rate-shopping and label printing from the sales order.

Cycle-count integration 
Counts performed in the warehouse module flow straight back to inventory valuation, so finance sees the impact immediately.