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  • Dynamics 365 for Financials

Dynamics 365 for Financials

Modern financial management for the modern SME, Dynamics 365 for Financials offers mobile-first business performance insight and functionality.

Dynamics 365 for Financials simplifies the way you analyse and manage your company’s performance. The cloud-based service consolidates all of your business systems into one, connected application, so you and your entire team have access to real-time data for better decision making. Dynamics 365 behaves like your Office 365 apps, and processes like creating professional sales quotes can be achieved without leaving Outlook.

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dynamics-365-financials

Financial Management

Dynamics 365 for Financials gives you complete control and vision of your financial performance from setting up and modifying GL codes, scheduling and budgeting through to real-time bank and credit card feeds.

• As payments come into your business, Dynamics 365 for Financials automatically updates customer records, reconciles accounts and marks invoices as paid.
• Receive automatic notifications to avoid overdue payments or early payment discount eligibility.
• Quickly and efficiently categorise and analyse entries with tags.

inventory-management-dynamics-365-financials-partner

dynamics-365-inventory-managementInventory Management

Super quick item search capabilities to track down product availability, substitutes and relevant purchases.

• Centralise every detail of your inventory regardless of its physical location.
• Automatically offer substitute items when preferred items are unavailable.
• Manage customer refunds and sales credits.

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dynamics-365-sales-transactionsSales Transactions

Posting sales in Dynamics 365 for Financials couldn’t be simpler. Even with customer rates and partner discounts, the cycle can be viewed, automated and optimised.

• Generate invoices and post sales without leaving your Outlook email.
• Track and monitor every interaction in each customer’s individual sales journey.
• Quickly recall special pricing structures and discount offers.

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dynamics-365-financials-partner-purchasing-functionality

dynamics-365-purchasingPurchasing

Eradicate all uncertainty from supplier and vendor product catalogues with Universal Product Codes that cross reference discount agreements. No duplication. Just Dynamics 365 for Financials.

• Allow automatic workflows to speed up the process and reduce the likelihood of human error.
• Streamline all of the purchase administration from invoice creation through to tracking accounts payable.
• Improve vendor relationship by sharing information about your pricing, product plans and payment methods.

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project-management-dynamics-365-financials-partner

dynamics-365-project-managementProject Management

Dynamics 365 for Financials unifies all teams involved with estimating, scheduling, costing and managing customer projects with dashboards that give senior management full, real-time visibility.

• Reduce project overspend with job-level budget monitoring and management.
• Get clear insights into resource utilisation for accurate profitability reports.
• Advanced costing and reporting functionality accurately captures complex jobs.

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dynamics icons_dynamics gp report iconReporting and analytics

Make decisions based on accurate, real-time comprehensive business performance insights with Dynamics 365 for Financials. Easily interpret business-wide financial management data using integrated applications like Microsoft Excel, Power BI and Cortana Intelligence.

• Tracking department KPI’s is easy with personalised general ledger data reports.
• Use Cortana Intelligence to accurately forecast future cash flow.
• Visualise your business performance metrics in real time with built in Power BI dashboards.

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more-dynamics-365-financials-apps-available-appstore

dynamics-365-additional-capabilitiesAdditional Capabilities

Dynamics 365 for Financials goes beyond standard SMB ERP functionality and offers multiple currency and document reporting capabilities as well as add-in applications in AppSource.

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Dynamics 365 application suite

Dynamics 365

Sales

Customer Service

Marketing

Project Service Automation

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Get started with a guided tour of
Dynamics 365 for Financials

Our guided tour of Microsoft Dynamics 365 for Financials is for business leaders wanting to get a look and feel of the software that will digitally transform the organisation.

Complete the form and a member of our team will be in touch to arrange a tour with a software expert with industry experience within your sector.

Use your free session to:

• discover the latest Microsoft Dynamics 365 functionality
• see how it integrates with Office 365, Power BI and Cortana Intelligence
• test the features relevant for your business/industry
• ask any questions