Microsoft Dynamics 365 for Financials, Business Edition

by Microsoft

Enhance your financial decision making

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Quoting, invoicing + payment

Create personalized sales quotes and convert them into professional invoices without leaving Outlook. Dynamics 365 for Financials makes it easy to automatically process payments and reconcile bank accounts—easily identifying past-due accounts to expedite collections.

Financial anagement

  • Account payables
  • Account receivables
  • General ledger
  • Bank reconciliation
  • Account schedules
  • Budgets

Invoicing

  • Minimize data entry by automatically converting quotes to sales invoices when approved.
  • Easy correction or cancellations of posted sales invoices to satisfy last-minute customer changes.
  • Prepare quotes in Dynamics 365 for Financials and easily create a professional-looking document using Word forms.

Purchasing + inventory management

Simplify and improve your supply chain management with dynamically updated inventory levels, automated ordering, and data-driven forecasting. Built-in predictive intelligence helps forecast sales while monitoring open orders and tracking vendor lead times to reduce out-of-stocks.

Purchasing

  • Vendor item catalog
  • Vendor management
  • Management
  • Purchase order

Inventory management

  • Returns and cancellations
  • Item substitutions
  • Inventory

Reporting + 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.

Reporting

  • Start with pre-built templates for basic reports or create custom report layouts.
  • Use document layout to select customer-specific templates.
  • Create word reports as templates to use within email body.

Analytics

  • Eliminate separate general ledger accounts for each department and project.
  • Report on data the way you need it without the time-consuming chart of accounts.
  • Identify where a project, job, location, department, or profit center entry originated.