President - Small Business

The president of a small business manages the business from start to finish. He or she is responsible for everything and has to understand every aspect of the business.

Main Work Tasks

To	See
Configure finance settings, set up the general ledger, make and collect payments, collect refunds, process intercompany transactions, prepare year-end closing, manage fixed assets, and manage cash.	Finance
Analyze data and budgets, create and set up account schedules, print reports, and provide financial reporting using XBRL.	Business Intelligence
Configure marketing, create and manage contacts, develop a marketing plan, and conduct a marketing campaign.	Marketing
Manage all common sales processes and information, such as quotes, orders, and returns in addition to plan and manage different types of customer information and transaction data.	Sales
Create master data and attach related item information, and then prepare production master data, such as BOMs and routings.	Design and Engineering
Plan the production operations required to transform inputs into finished goods.	Operations Planning
Manage purchases, such as quote, order, and return processingin addition to different types of vendor information and transaction data.	Purchasing
Register and maintain employee information, such as employment contracts, confidential information, qualifications, and employee contacts.	Human Resources

Related Tasks

To	See
Create a systematic way to collect and classify information about contact companies and contact individuals within those companies.	Create and Manage Contacts
Enter information about new customers to define how to handle sales processes with each vendor.	Create New Customer Accounts
Get an overview of all the departments and links to topics that support them.	Microsoft Dynamics NAV "7"

See Also

Concepts

Roles

Other Resources

Business Process Walkthroughs
Working with Microsoft Dynamics NAV