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What is Microsoft Dynamics 365 for Financials?

Accounting productivity has moved a step forward with Dynamics 365 for Financials. Find out how easy it is to combine your usual business tasks with Microsoft’s familiar productivity tools. Increase sales, manage finances and streamline your operations – whether you’re in the office, or on the go.

Microsoft Dynamics 365 for Financials

Why Choose Microsoft Dynamics 365 for Financials?

All-in-One Solution

Don’t waste time trying to gather sales and accounting data from several applications. Dynamics 365 for Financials has everything you need to manage your financial information, sales, service and operations. Connect applications like payroll, banking apps, CRM systems or custom APIs so you can start analyzing your data right away and find the answers you’re looking for.

Automate & Secure Business Procedures

Improve productivity with easy-to-create workflows. Set up complete audit trails with just a few clicks to monitor your financial information. When you use Dynamics 365 for Financials, all these procedures are backed up by enterprise-level security. You won’t find these kinds of features in basic accounting software.

360-Degree View

All your data from accounting, sales, purchasing, inventory and customer conversations is stored in one place to give you a 360-degree view of your business. All this data stays up to date so you can spot trends, get a head start on negative issues and build better relationships with your customers.

Hit the Ground Running

Be ready to tackle any job from Day One: quotes, orders, invoicing, purchasing, cash flow and reporting. Dynamics 365 for Financials is built in the cloud so it’s easy to set up and manage.

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Integrates Easilywith Office 365

One of the best features of Dynamics 365 for Financials is that it integrates easily with the Office 365 applications you use every day. This means you can set up customer and vendor files or create quotes and invoices without ever leaving Outlook. Export data to Excel to do the real number crunching and create documents you want to send to clients using Word.

Discover Excel 365 & Outlook 365 Integration
Discover the Office 365 Integration
Power BI

Advanced Analytics

Analyze and link data from multiple sources to build solid models that can be used over and over again. Make your reporting more accurate and consistent.

Detailed Dashboards with Power BI

Create personalized dashboards and reports on your company’s data in less than five minutes with Power BI. Share these reports with everyone in the organization, no matter where they happen to be. It’s that easy.

Office 365 Functions in Microsoft Dynamics 365 for Financials

Turn your multiple disconnected systems into one. Boost efficiency with automated tasks and workflows—using familiar Office tools like Outlook, Word, and Excel. Get a complete picture of your business and make better business decisions, with built-in intelligence when and where you need it. 

PRICING & FUNCTIONS

When you run your business in the cloud, you can change your resources to suit your needs.
Start with the resources you need and then adjust them up or down as your business requires.

Full User

Team Members

  • Basic General Ledger
  • Allocations
  • Budgets
  • Account Schedules
  • Change Log
  • Reason Codes
  • Bank Management
  • Check Writing
  • Bank Account Reconciliation
  • Electronic Payment / Direct Debit
  • Reconciliation of Bank Transactions
  • Deferrals
  • Multiple Currencies
  • Basic Dimensions
  • Basic Receivables
  • Sales Invoicing
  • Sales Order Management
  • Sales Invoice Discounts
  • Sales Line Discounting
  • Sales Line Pricing
  • Sales Tax
  • Basic Payables
  • Purchase Invoicing
  • Purchase Invoice Discounts
  • Purchase Line Discounting
  • Purchase Line Pricing
  • Sales People/Purchasers
  • Basic Inventory
  • Workflow
  • E-services
  • Document Management, Document Capture & OCR
  • Contact Management
  • Outlook Client Integration
  • Contact Classification
  • Opportunity Management
  • Interaction Document Management
  • Mail Logging for MSExchange
  • Dynamics CRM Integration

START RESELLING MICROSOFTDYNAMICS 365 ON NOVEMBER 1, 2016

Catherine Castonguay Senior Account Executive

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