Microsoft Dynamics 365 for Finance and Operations, Business edition

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
    Into a single, connected application—pull together your business processes—to save your employees time
  • Make better decisions
    Get a complete picture of your business from a centralized source with built-in intelligence for real time insights
  • Start and grow easily
    Get started quickly in the cloud using familiar Office interfaces
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 to gain more control over your budgets and cashflow



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
  • Offer customers items that you don’t maintain in inventory


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




Automate and secure your purchasing process


  • Monitor and control your purchasing process through automated workflows
  • Prevent unnecessary or fraudulent purchases by implementing approvals
  • Create purchase invoices and orders to 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





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

Project Management
Keep projects on time and under budget




  •  Perform common project management tasks and get all the data you need to help manage budgets and monitor progress
  • Track machine and employee project hours using timesheets, and access real-time data on available resources
  • Create, manage, and track customer projects with sophisticated job costing and reporting capabilities


Read the capabilities guide for Dynamics 365 for Finance and Operations, Business edition

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