Dynamics 365 for Financials

Capabilities Guide

Click on the link below to discover the capabilities of Microsoft Dynamics 365 for Financials

Microsoft Dynamics 365 for Financials Capabilities Guide

What is Dynamics 365 for Financials?

Dynamics 365 for Financials is a complete business and financial management solution designed specifically for small to medium sized businesses. Dynamics 365 for Financials makes ordering, selling, invoicing and reporting easier – starting on day one.  Dynamics 365 for Financials makes it easy to automatically process payments and reconcile bank accounts—easily identifying past-due accounts to expedite collections.

Your whole business...a single system

Connect your business with Microsoft Dynamics 365 for Financials with the help of Briware Solutions
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Start & Grow Easily with Microsoft Dynamics 365 for Financials with the help of Briware Solutions

Connect your business

Consolidate multiple systems into a single, connected application—one that pulls together your business process apps and familiar Microsoft Office tools—to save your employees time.

Make better decisions

Get a complete picture of your business — including finances, sales, purchasing, inventory, job costing, and customer service — with integrated dashboards and fully customizable reporting options.

Start and grow easily

Get up and running quickly in the cloud, so that implementing business systems doesn’t get in the way of running your business.

Microsoft Dynamics 365 for Financials

Functionality Overview

Financial Management

  • General Ledger
  • Accounts Receivables
  • Accounts Payables
  • Budgets
  • Account Schedules
  • Electronic Bank reconciliation with Import from online banking
  • Cash Flow Forecasting
  • Cheque Writing
  • Electronic Payment
  • Deferrals
  • Fixed Assets

Inventory Management

  • Inventory
  • Item Substitutions
  • Returns & Cancellations
  • Alternative Ship-to Addresses
  • Shipping Agents
  • Drop Shipments
  • Non-stock Items
  • Manage Inventory for Multiple Locations
  • Capable to promise forecasting

Sales

  • Sales Invoicing
  • Sales Order Management
  • Promotional pricing and Customer Specific prices/discounts
  • Contact Management
  • Opportunity Management
  • Interaction Management
  • Sales Tax
  • Contact Classification
  • Mail Logging for MS Exchange
  • Optional Integration with Dynamics 365 for Sales Enterprise Edition
  • Sales Forecasting

Purchasing

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

Job Costing

  • Job Management
  • Capacity Management
  • Budgets/Estimates
  • Resource Management including People and Tools/Equipment
  • Special pricing by Job
  • Fully Integrated with all other modules
  • Timesheet Management including approval workflow

Additional Capabilities

  • Multiple Currencies
  • Dimensions
  • Document Reporting
  • Workflow
  • Import Online Currency Rate
  • Paypal Integration
  • Audit Trail
  • Document Management, Capture and OCR
  • Full integration with Office 365 and SharePoint Online
  • Data Migration
  • Mobile app for iOS and Android
  • Built in Power BI templates

Would you like your team to make the most of every minute? Let's talk about what Dynamics 365 can do for you.