How to Prepare for Your Business Central Demo

Questions to Ask and Features to Explore

A Business Central demo is your opportunity to see how this powerful ERP solution can transform your business operations. To make the most of it, it’s important to prepare thoroughly. Here’s what you need to know about what’s included in a demo and the key features to explore.

What’s Included in a Business Central Demo?

A Business Central demo typically includes a guided walkthrough of the system’s core functionalities. You’ll see how it handles finance management, supply chain operations, customer relationship management (CRM), and reporting. Most demos are tailored to your business needs, so it’s crucial to provide details about your processes and challenges beforehand. Expect to see live examples of:

• How to create and manage invoices.
• Real-time reporting and dashboards.
• Streamlined inventory and project management.

Additionally, the presenter will highlight integrations with other Microsoft 365 apps, like Outlook and Teams, to show how Business Central fits seamlessly into your existing workflows.

Is Business Central Easy to Learn?

One of Business Central’s standout features is its user-friendly interface. Designed with simplicity in mind, it offers intuitive navigation similar to other Microsoft products. If your team is already familiar with tools like Excel or Word, they’ll find the transition to Business Central straightforward. Furthermore, built-in tutorials, help guides, and access to Microsoft’s extensive knowledge base ensure a smooth onboarding process. Many businesses report that employees can become comfortable with basic functions in just a few weeks.

Features to Explore in Business Central

When attending the demo, focus on exploring features that directly address your pain points. Key areas to consider include:

1. Customisable Dashboards: See how to tailor dashboards to track key metrics that matter to your business.
2. Automation Capabilities: Discover how workflows can automate repetitive tasks, like approvals and notifications.
3. Mobile Access: Test how the platform works on mobile devices, enabling remote work.
4. Integration Options: Learn how Business Central connects with Microsoft 365 apps and your third-party tools.

How to Prepare for Your Business Central Demo

To ensure you leave the demo with a clear understanding, here’s a couple of questions to get you thinking about how a new system could be integrated with your day-to-day tasks:

• How does Business Central handle data migration from our current systems?
• What customisation options are available for our industry?
• What support and training resources are provided post-implementation?

Next Steps to Get the Most from Your Demo

Prepare for your Business Central demo with these insights in mind, you can evaluate whether it’s the right fit for your business. Take the time to explore its features, ask the right questions, and envision how it can streamline your operations and drive growth.