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Maximize financial visibility and profitability.

Maximize financial visibility and profitability.

Move beyond transactional financial management to proactive operations that enhance decision making, protect revenue, mitigate risks, and reduce costs.

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Features

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.
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  • Financial Management
    • Budgets
    • Account Schedules
    • Bank Reconciliation
    • General Ledger
    • Account Receivables
    • Account Payables
  • Invoicing
    • Easy correction or cancellations of posted sales invoices to satisfy last-minute customer changes
    • Minimize data entry by automatically converting quotes to sales invoices when approved
    • Prepare quotes in Dynamics 365 for Financials and easily create a professional-looking document using Word forms
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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.
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  • Purchasing
    • Vendor Item Catalog
    • Vendor Management
    • Purchase Order
    • Management
  • Inventory Management
    • Item Substitutions
    • Inventory
    • • Returns and Cancellations
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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.
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  • Reporting
    • • Use document layout to select customer- specific templates
    • • Create word reports as templates to use within email body
    • Start with pre-built templates for basic reports or create custom report layouts
  • Analytics
    • Eliminate separate general ledger accounts for each department and project
    • Report on data the way you need it without the time-consuming chart of accounts
    • Identify where a project, job, location, department, or profit center entry originated
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Videos

Microsoft Dynamics 365 for Financials - quoting, invoicing, and payment

Dynamics 365 for Financials makes it easy to automatically process payments and reconcile bank accounts—easily identifying past-due accounts to expedite collections

Microsoft Dynamics 365 for Financials - purchasing and inventory management

Simplify and improve supply chain management with dynamically updated inventory levels, automated ordering, and data-driven forecasting for your business.

Microsoft Dynamics 365 for Financials - reporting and analytics

Improve your overall financial management with a complete picture of your company's financial data across accounting, sales, purchasing, inventory, and customer accounts with connected processes, predictive analytics, and real-time data.

Documents

Capabilities Guide

Editions & Pricing

All Plans Include

Quoting, invoicing, + payment
Purchasing + inventory management
Reporting + analytics
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Dynamics 365 Finance

Dynamics 365 Finance Premium

Dynamics 365 Finance Attach to Qualifying Dynamics 365 Base Offer

    £169.58
    / User / Month
    For 20 Users And Above
    12 month contract
  • or
    • £193.80
    / User / Month
    For 20 Users And Above
    1 month contract
  • or
    • £1,938.00
    / User / Year
    For 20 Users And Above
    1 year contract
    £2,768.40
    / User / Year
    For 10 Users And Above
    1 year contract
  • or
    • £242.24
    / User / Month
    For 10 Users And Above
    12 month contract
  • or
    • £276.84
    / User / Month
    For 10 Users And Above
    1 month contract
    £24.26
    / User / Month
    For 1 User And Above
    12 month contract
  • or
    • £27.72
    / User / Month
    For 1 User And Above
    1 month contract
  • or
    • £277.20
    / User / Year
    For 1 User And Above
    1 year contract
  • or
    • £24.26
    / User / Month
    For 1 User And Above
    36 month contract
  • or
    • £277.20
    / User / Year
    For 1 User And Above
    3 year contract
Prices exc. 20% VAT
Base user subscription offering for Dynamics 365 Finance.
Show More Info Hide
Prices exc. 20% VAT
Dynamics 365 Finance plus advanced intelligence, insights, and planning capabilities to help you accelerate business performance.
Show More Info Hide
Prices exc. 20% VAT
Requires qualifying Dynamics 365 base offer.
Show More Info Hide
Buy Now
Buy Now
Buy Now

Dynamics 365 Finance

    £169.58
    / User / Month
    For 20 Users And Above
  • or
    • £193.80
    / User / Month
    For 20 Users And Above
  • or
    • £1,938.00
    / User / Year
    For 20 Users And Above
Prices exc. 20% VAT
Base user subscription offering for Dynamics 365 Finance.
Show More Info Hide
Buy Now

Dynamics 365 Finance Premium

    £2,768.40
    / User / Year
    For 10 Users And Above
  • or
    • £242.24
    / User / Month
    For 10 Users And Above
  • or
    • £276.84
    / User / Month
    For 10 Users And Above
Prices exc. 20% VAT
Dynamics 365 Finance plus advanced intelligence, insights, and planning capabilities to help you accelerate business performance.
Show More Info Hide
Buy Now

Dynamics 365 Finance Attach to Qualifying Dynamics 365 Base Offer

    £24.26
    / User / Month
    For 1 User And Above
  • or
    • £27.72
    / User / Month
    For 1 User And Above
  • or
    • £277.20
    / User / Year
    For 1 User And Above
  • or
    • £24.26
    / User / Month
    For 1 User And Above
  • or
    • £277.20
    / User / Year
    For 1 User And Above
Prices exc. 20% VAT
Requires qualifying Dynamics 365 base offer.
Show More Info Hide
Buy Now

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