Dynamics 365 for Financials

Dynamics 365 for Financials

Dynamics 365 for Financials is a complete business management solution that brings together your accounting, invoicing, purchasing, inventory and project costs. So you can see your entire business and all your financial details in one place. Powerful visualisations help you monitor cash flow or project costs at a glance. Alerts will automatically let you know when inventory is low or if a customer has reached their credit limit.

Using the cloud-based app, you can monitor your organisation’s financial situation from anywhere, on any device. Integration with Office 365 means you can use the tools you already use, like sending an invoice by email using Outlook, and save time.

Dynamics 365 for Financials connects your business by consolidating multiple systems into a single, application giving you a complete picture of your business from one single source of truth. Apply built-in intelligence for insights that will help you make better decisions, prevent issues and deliver better customer experiences.

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Manage your finances effectively

Manage your finances effectively

Streamline your financial close and get real-time visibility into the performance of your business. Easily share your information in a secure manner with an accountant or bookkeeper and gain more control over your budgets and cash flow.

Invoice sales faster

Invoice sales faster

Shorten the time from quote to cash by connecting your sales and accounting. Act quickly on sales-related enquiries using Outlook. Easily handle multiple ship-to and bill-to addresses per customer, including direct shipment and invoicing addresses.

Automate and secure purchasing processes

Automate and secure purchasing processes

Monitor and control your purchasing process through automated workflows and dynamically updated inventory levels. Prevent unnecessary or fraudulent purchases by implementing approvals, plus modify a posted invoice in your financial management system and register the correction without hassle. 

Get a complete picture of your business

Get a complete picture of your business

Centralise your financial data across accounting, sales, purchasing, inventory, and customer interactions for an up-to-date, end-to-end view of your business. Make faster, more informed decisions guided by connected processes, predictive analytics, and real-time data.