Microsoft Dynamics 365 Financials

Connect Your Business - Make Better Decisions - Start and Grow Easily

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

Dynamics 365 for Financials 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.

Deploy a Single, Comprehensive Solution

Connect your people and processes with a single, unified solution, so data can be quickly and easily shared with key people throughout the company. Free your business and your people from the limitations of multiple, disconnected solutions and the inefficient employee workarounds that waste hours every week. Automate critical processes with easy-to-create workflows and audit trails that secure processes without adding complexity. As you grow, it’s easy to add applications and configure Dynamics 365 for Financials to fit business needs or industry demands.

Quote to Cash, all within Outlook

With Dynamics 365 for Financials, it’s easy to set up your customers or vendors and get to work. Go from quote to cash without leaving your Outlook inbox. Create a quote by pulling product details and quantities directly from a customer’s email, input key points into your quote template in Outlook, and email the final quote in minutes. 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.

Dynamics 365 for Financials reduces the loss of productivity that happens when you’re forced to toggle between multiple applications. Instead, users can take immediate action directly from a single screen, sharing information and insights that lead to better customer experiences.

Add industry specific apps with ease

Extend Dynamics 365 for Financials to fit industry or business needs with integrated add-on apps.

AppSource helps business owners do more with solutions like Dynamics 365 for Financials by providing an ecosystem of apps to discover, trial, and deploy. We’re simplifying the process of expanding your financial platform by providing relevant, line-of-business solutions that integrate within the entire Microsoft Intelligent Cloud. Microsoft AppSource, our online library of solutions, enables business users to easily find and evaluate line of business SaaS apps, add-ins, and content packs from Microsoft and our partners—including those built on top of Dynamics 365, Office 365, Cortana Intelligence, and the Azure platform.

Automate and secure business processes

Streamline business processes with easy-to-create workflows to synchronize files, route documents, and compose recurrent reports.

Core approval workflows for purchases documents, sales documents, payment journals, customer cards, and item cards are available in assisted setup. For example, when a record, such as a purchase document or a customer card, needs to be approved by someone in your organization, you send an approval request as part of a workflow. Based on how the workflow is set up, the appropriate approver is then notified that the record requires their approval. You can also setup reminder approval workflow for overdue approval requests.

Dynamics 365 for Financials has a strong audit trail with built-in, automatic tracking of every transaction based on transaction date, time, and the user id of the person making the transaction. No one can edit a posted invoice, or adjust a journal entry, without leaving a visible, easy to follow 'paper trail' that includes the name of the person who made the change and the date/time of all changes.

Work where your business takes you

Desktop, laptop, tablet, or phone you get the same powerful capabilities and rich functionality. Get one experience that’s consistent and secure across Windows, iOS, and Android

One of the features that makes Dynamics 365 for Financials unique—there are no compromises with the mobile experience. Often, mobile versions don’t provide the same rich functionality. Dynamics 365 for Financials supports all mobile experiences equally. Your people 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 Dynamcis 365 for Financials - Core Capabilities

Be ready for growth

Start with what you need and grow at your own pace to run your business securely in the trusted Microsoft cloud.

Easily manage growth using flexible licensing plans, adaptable business applications, and a scalable database.

Microsoft Dynamics 365 for Financials is a powerful flexible platform that helps your business run at the pace of change.


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