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Microsoft Dynamics 365 For Finance & Business

There are a number of indicators that your current finance and operations software are holding your business back:

  • Reporting is complicated and provides insufficient information.
  • Duplicate data entry is required into multiple systems.
  • Accounting tasks are completed in Excel, not your finance and operations system.
  • Systems are disconnected and information is not shared. Collaboration is limited at best.
  • A lack of secure workflows and no audit trails lead to increased risk.
  • Current software does not provide the ability to handle increased inventory and transactions.

For small and medium-sized businesses that have outgrown existing accounting software, Microsoft Dynamics 365 for Finance and Operations is the comprehensive business management solution that easily and seamlessly connects people and processes. Dynamics 365 for Finance and Operations is deeply integrated with Office 365 and includes built-in intelligence, making it easy to create and share reports that help you make better business decisions.


Dynamics 365 for Finance and Operations puts flexibility at the core of your business, enabling you to grow at your own pace and adapt in real time. That means you can start small with the right fit for employees’ roles, your industry and business needs, and pay only for what you need.

With Microsoft Dynamics 365 for Finance and Operations, the hassle and limitations of multiple, disconnected solutions and the inefficient employee workarounds that lead to hours of lost productive every week are a thing of the past. By automatically pulling your systems and processes together, your organisation will be closely aligned with company growth and the accompanying developments.  Critical processes can be automated with easy-to-create workflows while your processes are secured by comprehensive audit trails that do not add any layers of complexity. As you grow, it’s easy to add applications and configure Dynamics 365 for Finance and Operations to fit business needs or industry demands.


Dynamics 365 for Finance and Operations connects your people and processes with a single, unified solution, meaning that data can be quickly and easily shared with key people throughout your company. By being empowered with the most current, accurate data ensures that you are in full control of your business and able to make the most informed decisions possible.

Functions like payroll, banking, and CRM systems are fully integrated, so employees can share the most current data and respond to customer requests faster with the most accurate information.

With Dynamics 365 for Finance and Operations, it’s easy to set up your customers or suppliers and work more productively. You can go from quoting to receiving payment without leaving your Outlook inbox! Quotes can be created simply by pulling product details and quantities directly from a customer’s email, inputting key points into your quote template in Outlook, and emailing the final quote. The process is just as simple when it’s time to create and send an invoice for payment.

As part of the experience inside Microsoft Outlook, real-time customer and vendor history is immediately accessible from within contextual emails. Access to the most current information enables users to be more productive and make quicker decisions without accessing additional applications.

Save Time

Dynamics 365 for Finance and Operations reduces the wasted time and frustration that comes from being forced to work between multiple, disparate applications. Instead, users can take immediate action directly from a single screen, sharing information and insights that lead to better customer experiences.

Users can access live Dynamics 365 for Finance and Operations data directly from Microsoft Excel to read, write, and update Items, Sales Orders, and Purchase Orders. Integration with Excel offers powerful capabilities such as bulk imports / exports / updates, and Excel based data analysis using Charts and Pivot Tables.

Integration with Microsoft Word allows users to customize and brand all outgoing documents such as quotes and invoices. Users can create/edit/modify the report layout in a Microsoft Word document using a “WYSIWYG” (what you see is what you get) editing experience.

For deeper insights, Dynamics 365 for Finance and Operations includes advanced analytics, making it simpler to access, model, and analyze data across multiple dimensions for fully customisable reports. Rich data from virtually any data source can be fed into company dashboards. Capabilities such as the Q&A Search Bar let your people type in a question, drill into the answer and share with others inside or outside the organization.

Alternatively, pre-built dashboards let you explore your data in rich detail, and then share insights in colorful, interactive reports or live dashboards. Live updates make sure you’re always looking at the latest data giving users the best information possible.

Microsoft Dynamics 365 for Finance and Operations lets you get up and running quickly. Right from the start, handle the most common tasks—quotes, orders, invoicing, purchasing, cash management, and reporting. If you’re currently using QuickBooks, transferring your company’s finance and operations data into Dynamics 365 for Finance and Operations is quick and painless. Intuitive migration tools let you import all the data you need for maximum business continuity. Changing finance and operations platforms doesn’t have to impact your day-to-day workflow when you’re working with familiar tools and processes.

Mobile Experience

One of the key features for many that makes Dynamics 365 for Finance and Operations so beneficial is the unrivalled mobile experience. Although many applications fall short due to reduced functionality on mobile devices, Dynamics 365 for Finance and Operations supports all mobile experiences equally. More importantly, mobile users get the same desktop capabilities and experience on Windows, iOS and Android platforms, using their device of choice. Essentially you can run your business from any platform with a consistent user experience from desktop to smartphone with the latest high-level security features built in.

Microsoft Dynamics 365 for Finance and Operations Core Capabilities

Finance and Operations Account receivables/payables Bank reconciliation Fixed asset management Month/Year end closing
Sales Quote generation Contact management Sales invoicing Payment processing
Purchasing Procurement Bulk discounting Purchase order management Supplier management
Inventory Management Forecasting Inventory control Shipment and distribution Returns and cancellations
Project Management Capacity planning Budgets and estimates Job and process costing Resource management
Reporting and Analytics Customer  insights Self-serve reports Interactive dashboards Built-in intelligence

Visit our microsite for more information on Microsoft Dynamics  365 or get in touch for a demo.

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