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

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

Invoicing

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

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

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

Inventory management

  • Inventory
  • Item substitutions
  • Returns and cancellations

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

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

Analytics

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