Financials

Looking for an alternative to QuickBooks or Sage 50? Deployed entirely in the Microsoft Cloud, Dynamics 365 for Financials makes ordering, invoicing, selling, and reporting easier and faster. Integrate with familiar Office 365 programs such as Outlook, Word, and Excel to increase efficiency from your team.

Need to see exactly how affordable Dynamics 365 for Financials will be for your business? See our pricing page for more information.


Dynamics 365 for Financials Features

Financial Management

Create a chart of accounts and set up the general ledger for your company. Apply and generate invoices with Accounts Payables and Accounts Receivables features. Build reports to meet the needs of both real-time and monthly reporting.

Inventory Management

Manage your inventory with features for receiving, selling , and calculating the cost of items. Use Cortana Intelligence to oversee inventory and sales forecasting. Make inventory management easier with item substitutions and returns and cancellation features.

Sales

Command the sales cycle from quote to sale invoice with features built to make the process effortless. Construct discount structures for individual customers or groups. Oversee all shipments and maintain multiple ship-to and bill-to addresses per customer.

 

Purchasing

Keep track of costs and monitor accounts payable. Manage the purchasing process by creating automated workflows and implementing approvals for internal purchasing controls. Edit posted purchase invoices to correct financial records.

Project Management

Oversee projects by tracking costs, estimating job time frames, and scheduling employees to specific jobs. Effectively monitor resource usage by project and get insights into planned costs and employee availablilities. 

Additional Capabilities

Take advantage of additional capabilities within Dynamics 365 for Financials including support for multiple currencies, dimensions that help categorize entries, and document reporting with Microsoft Word templates.

 

Sales

Coming Soon

Marketing

Coming soon

Need help deciding?

Should you choose a Professional or an Enterprise package? What functionality makes sense for your organization? Use our solution builder tool to find your perfect fit.

Expect excellent training

When you purchase a new accounting system, it is vitally important that your users are trained fully on the features that they will be using to perform their tasks within the system. That is why every new implementation of Microsoft Dynamics 365 Financials includes comprehensive, customized, and role-specific training and documentation for your users.