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Why Troy Chose Microsoft Dynamics 365 for Financials

Why Troy Chose Microsoft Dynamics 365 for Financials

Troy is a small business owner who’s managing a company that’s been operating for a year and a half. He’s looking to spend $50 a month for an ERP software that’s a bang for his buck, easy to use, can integrate with familiar Microsoft products and grow alongside his business. For now, he wants the software to have core financials and a strong reporting capability.

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CLOUD MICROSOFT DYNAMICS 365 for Financials is a business management solution that's connecting people and processes like never before. From day one, it makes ordering selling, invoicing, and reporting easier and faster. Turn your multiple disconnected systems into one. Boost efficiency with automated tasks and workflows all from within familiar Office tools like Outlook, Word, and Excel. Get a complete picture of your business with built-in intelligence. with your business running in the cloud, it's easy to change and adapt at your own pace. Start with what you need, quickly and easily, then be ready for growth.

  • Pros and Cons

    Pros (compared to GP and NAV)

    Seamless integration with multiple Microsoft products

    Low-cost implementation

    Easy to use

    Cons (compared to GP and NAV)

    Basic and limited functionality

    Lack of extensions/add-ons available

    Sales and Marketing modules are not yet released
  • Features

    Financials Management

    (General Ledger, AP, AR Bank Rec)

    Sales Management

    Purchasing Management

    Inventory Management

    Relationship Management

    D365 Capabilities Guide
  • Benefits

    From Quote to Cash, All within Office

    Outlook isn't just for email and calendars anymore. Now you can go from quote to cash without switching applications. Set up customer or vendors, create quotes, process orders, and submit invoices without leaving your inbox. Easily export data and create outgoing documents directly in Word and Excel.

    End-to-End View

    Centralize your data from accounting, sales, purchasing, inventory, and customer interactions to get an accurate end-to-end view of your business. All data stays up to date so you can spot trends, prevent issues, and deliver great customer experiences.

    Fast from the Start

    Handle the most common business processes from day one, like quotes, orders, invoicing, purchasing, cash management, and reporting. It's built in the cloud, so it's easy to set up and manage.

    Intelligence at Your Fingertips

    Keep people informed with easy-to-share reports including key performance indicators (KPIs), inventory, sales, and order status. Empower users to create self-serve reports from trusted data sources for faster, more informed decision-making.

    Automate and Secure Business Processes

    Improve productivity and get more done with easy-to-create workflows, audit trails, and enterprise-level security features that basic accounting software can't provide. Easily connect workflows across other SaaS services using Microsoft Flow.

    Advanced Analytics for Deeper Insights

    Access, model, and analyze data across multiple dimensions to perform ad hoc, customized reporting. Use Microsoft Power BI to create highly compelling dashboards, and to infuse big data, predictive analytics, and Internet of Things to transform data into actionable intelligence.
  • Pricing



    Microsoft Dynamics 365 for Financials offers a robust business management solution that boosts efficiency and automates tasks and workflows.