Microsoft Dynamics 365 for
Financials

Order, sell, invoice, and report—from day one

Grow your small to medium-sized business by connecting people and processes with a single system that has intelligence built in—making financial management, sales, service, and operations easier.

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Connect your business

Consolidate multiple systems into a single, connected application—one that pulls together your business processes—to save your employees time.

Make better decisions

Get a complete picture of your business from a centralized source. Apply built-in intelligence for insights that help prevent issues and deliver better customer experiences.

Start and grow easily

Get started quickly in the cloud using familiar Office interfaces, and add other Dynamics 365 applications as you need—without getting in the way of running your business.

Financial management

Take the hassle out of managing your finances

Streamline your financial close and get real-time visibility into the performance of your business. Easily share your information in a secure manner with an accountant or bookkeeper and gain more control over your budgets and cashflow.

Apply incoming payments directly to the related customer and mark invoices as paid to automatically reconcile accounts
Get recommendations on when to pay vendors to take advantage of vendor discounts or avoid overdue penalties
Add tags to entries for quicker categorization and analysis
Improve your organization’s ability to develop, modify, and control budgets

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Inventory management

Streamline your supply chain

Increase visibility across your entire supply chain to reduce inventory costs and keep customers happy. Use built-in intelligence to predict when and what you need to replenish, ensuring inventory levels are maintained to avoid shortages and lost sales.

Get a detailed view of your inventory—regardless of its location
Offer customers items that you don’t maintain in inventory
Post a sales credit memo and manage customer refunds
Avoid lost sales by offering substitute items when requested items aren’t available

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Sales

Manage your sales cycle more efficiently

Shorten the time from quote to cash by connecting your sales and accounting. Act quickly on sales-related enquiries right from Outlook. Easily handle multiple ship-to and bill-to addresses per customer, including direct shipment and invoicing addresses.

Post sales right from Outlook, then send your invoices as PDF attachments that include a PayPal link to expedite payments
Get a complete overview of interactions and track current customer status, from email to order to invoice
Negotiate and keep track of special agreements with individual customers, including discount structures
Prioritize leads based upon revenue potential and opportunities throughout the sales cycle

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Purchasing

Automate and secure your purchasing process

Monitor and control your purchasing process through automated workflows and dynamically updated inventory levels. Prevent unnecessary or fraudulent purchases by implementing approvals, plus modify a posted invoice in your financial management system and register the correction without hassle.

Create purchase invoices and orders to record the cost of purchase and track accounts payable
Stay in control of expenses by implementing advanced workflow and approval structures
Automate tasks for vendors to record your agreements concerning discounts, prices, and payment methods

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Reporting and analytics

Get a complete picture of your business

Centralize your financial management data across accounting, sales, purchasing, inventory, and customer interactions for an up-to-date, end-to-end view of your business. Make faster, more informed decisions when you’re guided by connected processes, predictive analytics, and real-time data.

Make fast, informed decisions with seamless Microsoft Excel integration
More easily track your KPIs by creating your own analyses on general ledger data
Chart your business’ performance in real time on your dashboard using built-in Power BI integration
Accurately predict your cash flow using built-in Cortana Intelligence integration

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Project management

Keep projects on time and under budget

Perform common project management tasks and get all the data you need to help manage budgets and monitor progress. Track machine and employee project hours using timesheets, and access real-time data on available resources, such as employees and machinery.

Create, manage, and track customer projects with sophisticated job costing and reporting capabilities
Manage usage levels and profitability of resources by planning capacity and sales
Develop, modify, and control budgets to avoid over-expenditure

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Grow your accounting practice

If you’re an accountant working with small businesses, expand the accounting services you offer with Dynamics 365 for Financials—an insightful, scalable platform that helps you connect and collaborate with clients while enhancing your productivity.

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Tailor and extend Dynamics 365 across your business

Add prebuilt applications

Do even more with Dynamics 365 for Financials using AppSource. Enhance your accounting and financial management software and processes by integrating add-on applications from Microsoft and our partners.

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Customize your applications

Do more with your Dynamics 365 data. Easily create custom applications that connect with Dynamics 365 to solve your exact business needs—with little to no additional code development.

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