Dynamics 365



Cloud-Based Subscription Solution

Best for large enterprise complex or global operations.


Innovate and Adapt

Optimize and Accelerate Business Growth

Elevate financial management, optimize performance, streamline manufacturing and supply chain, and

harness the power of data to drive profit forward decisions and improve efficiency

with Dynamics 365 for Finance and Operations.

Financial Performance

Deliver fast, accurate reporting and make data-driven decisions to improve forecasting, profitability, and compliance.

Optimize Operations

Bring agility and efficiency to manufacturing, keep pace with demand, and uphold quality control with machine learning and AI-driven insights.

Streamline Supply Chain

Accelerate delivery time, reduce costs, and simplify warehouse and transportation processes with complete visibility across your supply chain.

(Project implementation may be supplemented by a trusted partner.)




Centralize and simplify global financial management with robust reporting and embedded real-time analytics.

Optimize workforce productivity with role-based workspaces, Office 365 integration, and intelligent insights that let you automate and prioritize tasks.

Reduce operational costs across business geographies with financial process automation, encumbrance, budget planning and control, and three-way matching.

Reduce operational costs across business geographies with financial process automation, encumbrance, budget planning and control, and three-way matching.

Adapt quickly to changing financial requirements using a global tax engine and a flexible, guided, rules-based chart of accounts and dimensions.

Streamline asset management and reduce reporting errors by centralizing and automating capitalized assets processes from acquisition through disposal.

Finance Features

* Accounts Payable * Accounts Receivable * General Ledger * Period Closings * Budgets *

* Advanced Fixed Assets * Account Schedules * Cash Flow Forecast * Sales Tax Framework *

* Cash or Accrual Basis * Multiple Currencies * Allocations * Check Writing * Payment Handling *

* Advanced Cash & Bank Account Management * Consolidation * Responsibility Centers *

* Advanced Bank Reconciliation * Deferrals * Advanced Expense Management * Revenue Management *

* Unlimited Dimensions * Electronic Payment/Direct Debits * Advanced Costing Accounting *

* Cost Management * Credit and Collections * Consolidations * Inter-company Postings *

* Payroll (US Only) * Employee Time and Attendance * Public Sector *


CFO’s Can Drive Growth and Profitability

Overview of F&O Tax Engine

Accelerate Your Financial Performance

Expense Report Handling

F&O Cost Management

Prospect to Cash Integration

Compliance & Audit Management

You can use audit policies to evaluate expense reports, vendor invoices, and purchase orders to make sure that they comply with policy rules that you create. All the rules that are associated with an audit policy are run in batch mode, according to a schedule that you specify. Each policy rule is an instance of a policy rule type. For each policy rule type, only one policy rule can be active at a time.

Audit policy violations generate Audit Cases to track to resolution and remediation.


Add-Ons Available:

Credit Card Processing  |  Microsoft Pay

Advanced Bank Feeds Integration  |  Special Pricing & Chargeback Management

EDI (Electronic Data Interchange)  |  365 Funiture  |  And more!



  • Track customer projects using timesheets along with advanced job costing and reports.

  • Manage resource levels by planning capacity and sales. Track invoicing for customers against planned costs on orders and quotes.

  • Effectively make decisions with real-time insight on project status, profitability, and resource-usage metrics.

Project Management Features

*Capacity Management * Basic Resources * Job Quotes * Multiple Costs *

* Project Management Jobs * Time Sheets * Resource Management *