Tour Dynamics 365 Finance & Operations for Financial Professionals

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Discover Dynamics 365 Finance & Operations for financial professionals.  The ERP benefits your business by allowing your financial department to monitor spending, assess budgets, and review financial reports.  These numbers can be viewed in real time instead of having to wait for month end close.

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The financial modules and functionality include:

  • GL, AR, AP & Tax
  • Budgeting
  • Cash & Bank Management
  • Cost & Expense Management
  • Consolidations
  • Budgeting
  • Compliance Management
  • Audit Workbench
  • Credit & Collections
  • Fixed Assets
  • Project management & accounting
  • Project accounting & invoicing
  • Project cost control
  • Work breakdown structures
  • Integration with Power BI

The software is an end to end business solution that handles everything from accounting to warehouse functions.  The workspaces, task guides, and workflows make your and  your employees more efficient and less error prone.

Think of workspaces as a mini application that is designed to help a user focus on the most important aspects of their job on one page.

Task guides allow you to focus on your job, and not have to worry about training.  A task guide is a controlled, guided, interactive experience that leads you or your employees through the steps of a task, or business process. You can open (play) a task guide from the Help pane. When you first click a task guide, the Help pane will show the step-by-step instructions for the task.

Workflow functionality ensures financial documents are processed and approved in an efficient and consistent manner.

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