What is Finance and Operations, Business edition?

Built and optimized for small and medium-sized businesses, Dynamics 365 for Financials is a cloud-based software as a service (SaaS) accounting application that can be paired with Office 365 and other Dynamics 365 applications for an integrated experience.

Financial management

Track and manage company-wide financials with general ledger, accounts payable, and accounts receivable.

Audit Trails

Track changes made to data utilizing a historical log of activities.

Multiple Costing Methods

Valuate your inventory with the method you like best: FIFO, Average, Standard, LIFO, or Specific.

Intercompany Transactions

Streamline intercompany transactions between multiple companies in different countries/regions, as well as multiple currencies, different charts of accounts, different dimensions, and different item numbering.

Company Consolidation

Consolidate financial data from subsidiary companies, including companies in other countries/regions, as well as multiple currencies.

CRM Integration

Financials integrates with Dynamics 365 for Sales to provide extended customer relationship management functionality.

Key Features and Functionality

CRM Integration

Financials integrates with Dynamics 365 for Sales so you only have to create a customer once.

Mobile Apps

Mobile apps are available for both iOS and Android, making it easier than ever to manage your finances.

Third-Party Apps

Utilize third-party applications in "app source" to extend the functionality of Financials

Capabilities Overview

Financial management

  • General Ledger
  • Account Receivables
  • Account Payables
  • Budgets
  • Account Schedules
  • Bank Reconciliation
  • Cash Flow Forecast
  • Check Writing
  • Electronic Payment
  • Deferrals
  • Fixed Assets

Sales

  • Sales Invoicing
  • Sales Order Management
  • Pricing and Discounting
  • Contact Management
  • Opportunity Management
  • Interaction Management
  • Sales Tax
  • Outlook Client Integration
  • Contact Classification
  • Mail Logging for MS Exchange
  • Dynamics 365 for Sales Integration

Additional capabilities

  • Multiple Currencies
  • Dimensions
  • Document Reporting
  • Workflow
  • Import Online Currency Rate
  • Paypal Integration
  • Audit Trail
  • Document Management, Capture, and OCR
  • Outlook Add-in
  • Data Migration

Inventory management

  • Inventory
  • Item Substitutions
  • Returns and Cancellations
  • Alternative Ship-to Addresses
  • Shipping Agents
  • Drop Shipments
  • Non-stock Items

Purchasing

  • Purchase Order Management
  • Vendor Management
  • Vendor Item Catalog
  • Purchase Line Pricing
  • Purchase Invoice Discounts
  • Purchase Line Discounting

Project management

  • Job Management
  • Capacity Management
  • Budgets/Estimates
  • Basic Resources

Sales, Business edition

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Marketing, Business edition

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See it in action

Description

“With Dynamics 365 for Financials we no longer have to store data in separate systems that don’t work together – it’s all integrated.”

Kyle Johanson, V.P., J-Systems, Inc.

Integrate with Third-Party Products

Dynamics 365 for Finance and Operations integrates with a plethora of third-party applications in order to extend functionality, increase business insights, and provide greater synchronization across all of your business applications.

I'm interested, what do I do next?

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