Microsoft Dynamics 365
Business Central
We have customize Microsoft Dynamics 365 to fit the specific needs and objectives of your SACCO.
Benefits to your SACCO
- Reduce operational costs associated with procurement of infrastructures such as servers
- Being a cloud-based system, your team can work from anywhere at any time
- High levels of security offering you a secured working environment
- It comes with business analytics which helps you understand your members needs better
- Fully integrated with all Microsoft products making work and collaboration easier
Your SACCO members need more convenience from you, we will help you achieve that with Dynamics 365.
Features of Dynamics 365
- Automated receipt of funds
- Easy integration with MS Outlook for updating contacts, calendar items, tasks, and sending emails.
- Fully customizable report writer for Income Statements and Balance Sheets and any or procurement report.
- Look at consolidated views across portfolios and drill-down to detail of a particular transaction.
- Comprehensive facilities management, including -, generating quote requests and orders, and order to invoice matching.
- Powerful reconciliations of cash books, expense
- A comprehensive budget and projection tools with no limitations, but with controls for finalized and revised budgets.
- Advanced Accounts Receivable functionality including open-item, order matching, and direct recovery of operating incomes.
- No monthly or annual procedures, simply 'click' to change periodically
Your SACCO members need more convenience from you, we will help you achieve that with Dynamics 365.
Why Choose Us
- 20 Years of success working with SACCO's
- Success stories from other SACCOs like yours
- Successfully implemented over 100 Microsoft Dynamics projects
- A professional support team at your dispersal
- We will help your SACCO reduce operational costs and increase revenues
CoopMIS Modules
Finance Management & Budget
- Cash & Bank Management/ Treasury Management
- General Ledger
- Flexible Accounting Periods
- Foreign Trade & Currency Management
- Exchange Rates
- Tractability
- General Journals
- Budgets
- Accounts Receivables
- Accounts Payables
Fixed Assets
- Fixed Asset Setup
- Fixed Asset Status- know your worth
- Integrations with other modules
- Easy Updates
- Customizable
Funds Management
- Receipts
- Payments
- Staff Claims
- Staff Travel Advance
- Staff Advance
Human Resource
- Payroll and General Ledger control accounts
- Company Information
- Recruitment Module
- Employee Management Module
- Performance Management Module
- Leave Management Module
BOSA Management
- Member Data/Bio
- Share Capital & Share Deposits
- Member Notifications
- Surplus Distribution
- Member closure notice
- Loans Management
- Guarantor /Collateral Management
- Debtor Management
FOSA Management
- Cash Deposits
- Cash Withdrawals
- Cheque Deposits
- Bankers Cheque
- Inter-Account Fund Transfer
- Receipts & Payments
- Treasury Transactions
- Issue to Teller
- Return to Treasury
- Issue from Bank
- Return to Bank
- Income Processing
- Fixed Deposit Management
- Standing Order Management
- Accounts Management
- Members Statements
- Reports
Some of the SACCOs we have implemented Microsoft Dynamics
Successfully implemented over 100 Microsoft Dynamics projects
Some of the SACCOs we have implemented Microsoft Dynamics
Successfully implemented over 100 Microsoft Dynamics projects.
Looking for Microsoft Dynamics experts?
Coretec has been our partner and support since 2013 when we installed Dynamic NAV 2013 as our core banking system. Coretec has walked with us by according us competent and capable support staff in all our activities for the last eight years.
At the beginning of year 2020, Coretec again supported Postbank Sacco in the upgrading of its System to Microsoft Dynamic 365 Business Central. This was achieved within the first quarter of the year with minimal challenges, the Transition was a joy to implement and we are forever grateful to Coretec for the smooth transition
Josephine Maingi
C.E.O/Postbank Sacco Society Ltd
Simple Process To Microsoft Dynamics Implementation
Understand Your Challenges
We will discuss with you to understand the challenges facing your SACCO and your goals for the SACCO.
System Demo
We conduct a practical and interactive demo of Dynamics 365 to show you how you can solve the challenges and achieve the SACCOs objectives using the solution.
System Implementation
After you are fully convinced that we are your best partners and approved by relevant authorities, we start implementing Dynamics 365
Training & Support
Your team will be trained on how to use the system to achieve their tasks.
From here, we will also start giving you the full support you need in regards to the system
Case Studies
Some of the success stories from other SACCOs with similar challenges and goals like yours
Post Bank SACCO upgrades to Dynamics 365 to fully automate their processes and build resilience.
They had problems in the integration of the various service delivery channels and applications to the core banking system
FAQ
Most frequent questions and answers
We work with the best cybersecurity partners who are monitoring the system 24/7. Therefore you are assured of your SACCO’s and members security.
We don’t have a fixed price. Our pricings depends on a number of factors eg the modules you may need etc which are determined after the demo.
SACCOs using Dynamics 365 can serve unlimited number of members conveniently
Dynamics 365 can support unlimited number of branches in different locations.