Microsoft Dynamics 365 for Finance and Operations

Order, sell, invoice and report from day one

Enable your small to medium-sized business to grow quickly by connecting relevant people and processes with a single, end-to-end solution with built-in intelligence to make all your financial management, sales, service and operations easier.

Automate and secure financial processes

Elevate your financial performance

Tracking orders in a set of spreadsheets, maintaining customers in another, then managing your financials in a completely different accounting system is unnecessarily difficult and complex. Microsoft Dynamics 365 for Finance and Operations is here to cut through the complexity of managing your finances with powerful functionality to help you with accounting, sales, purchasing and inventory and project management.

Consolidate multiple systems into a single, connected application that pulls together all your relevant business processes to save your employees time that could be better spent elsewhere. With a central view of your business, you can apply the built-in intelligence to help prevent issues and deliver better customer experiences. 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.

Get a complete picture of your business

See your entire business in one place

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. With Microsoft Dynamics 365 for Finance and Operations you can apply incoming payments directly to the related customer and mark invoices as paid to automatically reconcile accounts, whilst also being able to receive recommendations on when to pay vendors, add tags to entries for quicker categorisation and analysis and improve your organisation’s ability to develop, modify, and control budgets.

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 stock, ensuring inventory levels are maintained to avoid shortages and lost sales. Revolutionise your day to day operations by getting a detailed view of your inventory, posting a sales credit memo and managing customer refunds and avoiding lost sales by offering substitute items when requested items aren’t available.

Innovate with a modern and adaptable financial platform

Deliver a personalised experience

Target audiences with customer intelligence

Analyse your customer’s demographics, purchase history, and interactions to deliver and fine-tune relevant offers and content using customer intelligence and built-in predictive analytics.

Be more engaging with customers by tailoring interactions according to their demographic, purchase history and previous contact with your team. With a customer relationship management (CRM) solution like Microsoft Dynamics 365 for Marketing, you can deliver personalised, relevant customer content, target your marketing resources correctly and come together purposefully and achieve more.

Make your business smarter.

How will your business benefit from Microsoft Dynamics 365?

Dynamics 365 breaks down the silos between CRM and ERP which is powered by data and intelligence, and helps capture business opportunities. Start your digital transformation with Microsoft Dynamics 365 and only start with the applications you need.

End-to-end applications that work great together on their own or together.

Microsoft Dynamics 365 | Finance & Operations | Perfect Dynamics


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