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.

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

Resources

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.

Microsoft Dynamics 365 for Financials, Business Edition - Capabilities Guide

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