Microsoft Dynamics 365 for Finance and Operations

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Your whole business, a single system

Get a complete business and financial management solution for small and medium-sized businesses. Dynamics 365 for Financials makes ordering, selling, invoicing, and reporting easier—starting on day one.

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Connect your business

Consolidate multiple systems into a single, connected application—one that pulls together your business process apps and familiar Microsoft Office tools—to save your employees time.

Make better decisions

Get a complete picture of your business—from accounting, sales, purchasing, inventory, and customer service—with reliable reports.

Start and grow easily

Get up and running quickly in the cloud, so changing financial management systems doesn’t get in the way of running your business.

Transform Your Business

Stay ahead of the competition by bringing agility, simplification, and continuous innovation without disrupting operations.


Contact us and one of our reps can set you up with a 30 day trial.

Financial Management

Dynamics 365 for Finance and Operations leads the industry in innovation

Streamline your financial management and get real-time visibility into the performance of your business with industry class KPI’s.  Share your information securely across your organization with key personnel including your accountant or bookkeeper and gain insight into your budgets and cashflow.

  • Automate applying accounts receivables to the related customer and mark those invoices as paid to automatically reconcile accounts.
  • Receive recommendations on when to pay each vendor for discounts and avoid overdue fee’s.
  • Add tags to your entries for faster categorization and analysis
  • Streamline your internal ability to develop, modify, and control budgets.
Dynamics 365 Financial Management

Inventory Management

Take control of your Supply Chain

Increase visibility and insights across your entire supply chain by controling inventory costs and maintain customer satisfaction.  Utilize built-in business intelligence with machine learning to predict when and what needs to be replenished from the cheapest vendors avoiding shortages and cost overruns.

  • Actionable detailed view of your inventory from any warehouse in the world
  • Automate pushing of e-commerce items you dont maintain in inventory for direct customer shipping
  • Ability to post credit memos and manage customer refunds
  • Decrease the chances of losing a sale by offering substitutes or automate marketing by emailing the customer when the item is back in stock.

Sales Management

Sales cycle management becomes a breeze

Fast track the time from quote to cash by leveraging sales and accounting integration.  React quickly to sales related inquiries from within Microsoft Outlook that uses the Dynamics plugin.  Have complex multiple ship-to and bill-to customers? Manage them easily with direct shipment and multiple invoice address capabilities.

  • Ability to post sales directly from Microsoft Outlook which can convert to PDF attachments including a PayPal link to expedite payments
  • Complete CRM tracking that logs every activity and customer interaction to keep track of status, emails, phone calls, and invoices
  • Negotiate lower costs and track any special types of agreements with individual customers, including tiered discounts
  • Leverage business intelligence that can prioritize your leads by revenue and opportunities throughout the sales cycle
Dynamics 365 Sales Management
Dynamics 365 Purchasing Management

Purchasing Management

Automate and streamline your purchasing process

Leverage automated workflows by monitoring and controling your entire purchasing process while dynamically updating your inventory levels.  Reduce unneccessary or fraudulent purchases by leveraging workflows with approvals, modifications, and post invoices in your financial management system with corrections.

  • Create purchase orders and invoices to record the cost and track accounts payables
  • Keep control of your expenses with advanced workflows and approval processes
  • Task automation for vendors to record agreements for discounts, pricing tiers, and payment methods

Reporting and Analytics

Improve your overall financial management with a complete picture of your financial data across accounting, sales, purchasing, inventory, and customer accounts. Get better outcomes by empowering your employees with connected processes, predictive analytics, and real-time data.

  • Make quick, informed decisions with Microsoft Excel export/import and integrations
  • Track your KPIs easily by creating your own analysis on general ledger data
  • Utilize Microsoft Power Business Intelligence by charting your performance in real time within your dashboard
  • Accurately predict cash flow using Cortana Intelligence integration and Windows 10
Dynamics 365 Project Management

Project Management

Monitor projects timelines and keep them under budget

Track and perform project management tasks from industry leading Microsoft Project.  Manage budgets, resources, and progress all from one screen.  Track machine and employee hours by utilizing timesheets.  Access real-time data for those available resources, including sick days, vacation days, and maintenance times.

  • Create, manage, and track projects with advanced job costing and reporting analytics
  • Integrated capacity planning by monitoring usage levels, profitability of resources, and sales
  • Monitor, track, and control budgets to avoid overcost runs.

Operations Management

Manage and optimize your supply chain

Streamline operations and make intelligent decisions with integrated manufacturing, warehousing, and service management features.

  • Complete integrated warehouse management system with inventory tracking for every item movement
  • Gain intelligence visibility across your entire production process to get your products to market faster and more efficiently
  • Track all of your service agreements in one portal to deliver consistent customer experiences

Microsoft Dynamics 365 for Finance and Operations

Your business—powered by Microsoft

Get started with Dynamics 365 for Finance and Operations then easily add other Microsoft Dynamics 365 apps. They all work brilliantly on their own or together—so you can tailor a solution to your needs. Increase productivity with seamless integration to Office 365, improve decision making with built-in intelligence, and extend your solution with add-on apps tailored to your business.


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