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Financials

Order, sell, invoice, and report—from day one
Grow your small to medium-sized business by connecting people and processes with a single system that has intelligence built in—making financial management, sales, service, and operations easier.

Connect your business
Consolidate multiple systems into a single, connected application—one that pulls together your business processes—to save your employees time.

Make better decisions
Get a complete picture of your business from a centralized source. Apply built-in intelligence for insights that help prevent issues and deliver better customer experiences.

Start and grow easily
Get started quickly in the cloud using familiar Office interfaces, and add other Dynamics 365 applications as you need—without getting in the way of running your business.

Financial management
Take the hassle out of managing your finances
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 cashflow.
Apply incoming payments directly to the related customer and mark invoices as paid to automatically reconcile accounts
Get recommendations on when to pay vendors to take advantage of vendor discounts or avoid overdue penalties
Add tags to entries for quicker categorization and analysis
Improve your organization’s ability to develop, modify, and control budgets

Financial Management

Inventory management
Streamline your supply chain
Increase visibility across your entire supply chain to reduce inventory costs and keep customers happy. Use built-in intelligence to predict when and what you need to replenish, ensuring inventory levels are maintained to avoid shortages and lost sales.
Get a detailed view of your inventory—regardless of its location
Offer customers items that you don’t maintain in inventory
Post a sales credit memo and manage customer refunds
Avoid lost sales by offering substitute items when requested items aren’t available

Inventory Management

Sales
Manage your sales cycle more efficiently
Shorten the time from quote to cash by connecting your sales and accounting. Act quickly on sales-related enquiries right from Outlook. Easily handle multiple ship-to and bill-to addresses per customer, including direct shipment and invoicing addresses.
Post sales right from Outlook, then send your invoices as PDF attachments that include a PayPal link to expedite payments
Get a complete overview of interactions and track current customer status, from email to order to invoice
Negotiate and keep track of special agreements with individual customers, including discount structures
Prioritize leads based upon revenue potential and opportunities throughout the sales cycle

SalesPurchasing
Automate and secure your purchasing process
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.
Create purchase invoices and orders to record the cost of purchase and track accounts payable
Stay in control of expenses by implementing advanced workflow and approval structures
Automate tasks for vendors to record your agreements concerning discounts, prices, and payment methods

Purchasing

Reporting and analytics
Get a complete picture of your business
Centralize your financial management 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 when you’re guided by connected processes, predictive analytics, and real-time data.
Make fast, informed decisions with seamless Microsoft Excel integration
More easily track your KPIs by creating your own analyses on general ledger data
Chart your business’ performance in real time on your dashboard using built-in Power BI integration
Accurately predict your cash flow using built-in Cortana Intelligence integration

Reporting

Financials