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Connect Your Business with Microsoft Dynamics 365 for Financials

Posted by Samantha DeLaire

Sep 27, 2016

Microsoft Dynamics 365 for Financials is a business management solution that’s connecting people and processes like never before. From day one, it makes ordering, selling, invoicing, and reporting easier and faster. 

Turn your multiple disconnected systems into one. Boost efficiency with automated tasks and workflows—all from within 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.  With your business running in the cloud, it’s easy to change and adapt at your own pace without IT. Start with what you need, quickly and easily, then be ready for growth. 

Connect Your Business

Problem: We waste too much time dealing with multiple systems that can’t talk to each other.

Solution: Automatically pull your systems and processes together so your people don’t have to. 

Comprehensive Integration 

Deploy one solution to manage your financials, sales, service, and operations with the ability to connect applications like payroll, banking apps, CRM systems, or custom APIs.

From Quote to Cash, All within Office

Outlook isn’t just for email and calendars anymore. Now you can go from quote to cash without switching applications. Set up customers or vendors, create quotes, process orders, and submit invoices without leaving your inbox. Easily export data and create outgoing documents directly in Word and Excel. 

Industry Apps for Easy Extension

Easily and cost effectively extend Dynamics 365 to fit your industry or business needs  End-to-End View  Centralize your data from accounting, sales, purchasing, inventory, and customer interactions to get an accurate end-to-end view of your business. All data stays up to date so you can spot trends, prevent issues, and deliver great customer experiences. 

Intelligence at Your Fingertips

Keep people informed with easy-to-share reports including key performance indicators (KPIs), inventory, sales, and order status. Empower users to create self-serve reports from trusted data sources for faster, more informed decision-making. Advanced Analytics for Deeper Insights Access, model, and analyze data across multiple dimensions to perform ad hoc, customized reporting. Use Microsoft Power Fast from the Start Handle the most common business processes from day one, like quotes, orders, invoicing, purchasing, cash management, and reporting. It’s built in the cloud, so it’s easy to set up and manage. Looks and Feels Like Office Has the same familiar interface as the Office tools you already know, like Outlook, Word, and Excel. A comprehensive yet easy-to-use solution means less training time and quicker adoption for employees.  Works Where Business Takes You Get the powerful desktop capabilities you need across Windows, iOS, and Android platforms. Desktop, laptop, tablet, or with integrated add-on applications and Microsoft Power Apps. 

Automate and Secure

Business Processes Improve productivity and get more done with easy-to-create workflows, audit trails, and enterprise-level security—features that basic accounting software can’t provide. Easily connect workflows across other SaaS services using Microsoft Flow.