Maximize financial visibility and profitability
$0.00/month
Get a complete business and financial management solution for small and medium-sized businesses. Microsoft Dynamics 365 for Financials, Business Edition makes ordering, selling, invoicing, and reporting easier—starting on day one. Assess the health of your business, improve financial controls, and make timely decisions to drive agility and growth using comprehensive, real-time financial reporting, embedded analytics, and AI-driven insights. We enable you to monitor the performance of your company in real-time, forecast future results, and make data-driven decisions to boost the growth of your company, regardless of its size and the industry in which it operates.
Top Features
Start and grow easily
Get up and running quickly in the cloud, so changing financial management systems doesn’t get in the way of running your business.
Make better decisions
Get a complete picture of your business—from accounting, sales, purchasing, inventory, and customer service—with reliable reports.
Connect your business
Consolidate multiple systems into a single, connected application—one that pulls together your business process apps and familiar Microsoft Office tools—to save your employees time.
Recommended products
Quoting, invoicing + payment
Create personalized sales quotes and convert them into professional invoices without leaving Outlook. Dynamics 365 for Financials makes it easy to automatically process payments and reconcile bank accounts—easily identifying past-due accounts to expedite collections.
Financial anagement
Account payables
Account receivables
General ledger
Bank reconciliation
Account schedules
Budgets
Invoicing
Minimize data entry by automatically converting quotes to sales invoices when approved.
Easy correction or cancellations of posted sales invoices to satisfy last-minute customer changes.
Prepare quotes in Dynamics 365 for Financials and easily create a professional-looking document using Word forms.

Purchasing + inventory management
Simplify and improve your supply chain management with dynamically updated inventory levels, automated ordering, and data-driven forecasting. Built-in predictive intelligence helps forecast sales while monitoring open orders and tracking vendor lead times to reduce out-of-stocks.
Purchasing
Vendor item catalog
Vendor management
Management
Purchase order
Inventory management
Returns and cancellations
Item substitutions
Inventory

Reporting + analytics
Improve your overall financial management with a complete picture of your financial data across accounting, sales, purchasing, inventory, and customer accounts. Get better outcomes by empowering your employees with connected processes, predictive analytics, and real-time data.
Reporting
Start with pre-built templates for basic reports or create custom report layouts.
Use document layout to select customer-specific templates.
Create word reports as templates to use within email body.
Analytics
Eliminate separate general ledger accounts for each department and project.
Report on data the way you need it without the time-consuming chart of accounts.
Identify where a project, job, location, department, or profit center entry originated.

Additional Information
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Microsoft Dynamics 365 for Financials, Business Edition - Purchasing and inventory management
Simplify and improve supply chain management with dynamically updated inventory levels, automated ordering, and data-driven forecasting for your business.
Microsoft Dynamics 365 for Financials, Business Edition - Quoting, invoicing, and payment
Dynamics 365 for Financials makes it easy to automatically process payments and reconcile bank accounts—easily identifying past-due accounts to expedite collections.