Get a complete business and financial management solution for small and medium-sized businesses. Dynamics 365 for Financials makes ordering, selling, invoicing, and reporting easier—starting on day one.
Connect your business
Consolidate multiple systems into a single, connected application—one that integrates closely with Office 365—to save your employees time.
- Manage financials, sales, service, and operations in one place.
- Save time by creating quotes, orders, and invoices in Outlook.
- Get more done securely with in-app workflows and audit trails.
Make better decisions
Get a complete picture of your business—from accounting, sales, purchasing, inventory, and customer service—with reliable reports.
- Spot trends and avoid issues with data that’s up-to-date.
- Share reports on performance, sales, inventory, and orders.
- Add insights from predictive analytics and digital intelligence.
Start and grow easily
Get up and running quickly in the cloud, so changing financial management systems doesn’t get in the way of running your business.
- Handle quotes, orders, invoices, purchases, and more on day one.
- Onboard quickly with the familiar Office interface your employees know.
- Get the same capabilities on iOS, Android, and Windows devices.
Quoting, invoicing, + payment
Create personalized sales quotes and convert them into professional invoices without leaving Outlook. Dynamics 365 for Financials makes it easy to automatically process payments and reconcile bank accounts—easily identifying past-due accounts to expedite collections.
Purchasing + inventory management
Simplify and improve your supply chain management with dynamically updated inventory levels, automated ordering, and data-driven forecasting. Built-in predictive intelligence helps forecast sales while monitoring open orders and tracking vendor lead times to reduce out-of-stocks.
Reporting + analytics
Improve your overall financial management with a complete picture of your financial data across accounting, sales, purchasing, inventory, and customer accounts. Get better outcomes by empowering your employees with connected processes, predictive analytics, and real-time data.
Popular Functionality Modules
Finance General Ledger Create your own chart of accounts relevant for your company. Map general ledger accounts to categories personalized to the structure of your financial…
Sales Sales Invoicing Post sales right from Outlook, then email your invoices as PDF attachments that include a PayPal link to expedite payments. Minimize data entry by…
Purchasing Purchase Order Management Record costs and track accounts payable. Minimize inventory costs and provide better customer service through dynamically updated inventory levels.…
Inventory Inventory Perform basic inventory tasks quicker within receiving, selling, and calculating the cost of items. Search for items by range of fields, including SKUs,…
Project Management Job Management Create, manage, and track customer projects with sophisticated job costing and reporting capabilities. Track costs against budgets, sales orders or quotes to…
Complete Functionality Module List
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