Finance Management

Dynamics 365 for Financials offers a complete business and financial management solution for small and medium-sized businesses. Manage financials, sales, service, and operations all in one place by consolidating multiple systems into one connected application. Integration with familiar Microsoft Office tools make the process simple and effective, and you can save time by creating quotes, orders, and invoices in Outlook. Reliable reports show you a complete picture of your business, so you can spot trends and trust in up-to-date data. Spend more time on running and growing your business, and let Dynamics 365 do the financial work for you.


Some features of Dynamics 365 for Financials


Quoting, Invoicing, + Payment

Automatically process payments, easily identifying past-due accounts to expedite collections. Use Outlook to create personalised sales quotes to make the whole process streamlined. 




Control budgets with estimating tools that provide income and expense reporting by prospective jobs, along with tracking budget versus actuals and stop over. Improved revenue and expense accountability focuses business performance. 

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Purchasing + Inventory Management

Supply chain management can be a breeze with the help of Dynamics 365 for Financials. Dynamically updated inventory levels, automated ordering, data-driven forecasting, and built-in predictive intelligence mean your forecasts are reliable and out-of-stocks at a minimum. 


Global Currency

Be prepared for a global market with the ability to manage receivables and payables in multiple currencies. This is automated across currency posting, translate, and reporting. 



Reporting + Analytics

Empower employees with connected processes, predictive analytics, and real-time data. Ensure you are organised across all areas by seeing a complete picture of your financial data - across accounting, sales, purchasing, inventory, and customer accounts. 

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Bank Reconciliation

Quickly register payments by importing a bank statement file or feed. Simplified Yodlee bank feeds allows you to access accounts from thousands of financial institutions around the world in real-time.  



Choose from dozens of add-in applications developed by Microsoft and partners at AppSource. Apps can further enhance your productivity by extending opportunities with featured apps such as credit card processing, PayPal and Yodlee integration, and QuickBooks and Sage data migration.


To leverage data in your business more effectively, or learn more about how Dynamics 365 for Financials can help you achieve more, fill out this form and we’ll be in touch with you shortly.

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