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Finance Management

Introduction to Dynamics 365 FastTrack Financial Management Solution

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Microsoft Dynamics 365 Financials is a modern business solution which offers organizations a comprehensive view of their financial data, enabling the management to effectively run its financial operations. Microsoft dynamics financial management provides flexible processes which enables organizations to easily adapt to the specific needs of manufacturing businesses. It has been helping companies across the globe improve their strategic planning by offering them a complete 360-degree view of their business performance.Microsoft Dynamics 365 Financials is a modern business solution which offers organizations a comprehensive view of their financial data, enabling the management to effectively run its financial operations. Microsoft dynamics financial management provides flexible processes which enables organizations to easily adapt to the specific needs of manufacturing businesses. It has been helping companies across the globe improve their strategic planning by offering them a complete 360-degree view of their business performance.

What Can FastTrack Financial
Management Solution Do For Your
Business?

VMicrosoft Dynamics AX 2012 financial management offer out-of-the-box access to activity stacks, charts and alerts so you can monitor comprehensive business performance while effectively optimizing organizational processes. There are several offerings available within the Microsoft ERP space which provide solutions for issues related to budgets, functionality and implementation timelines

In order to ensure that the solutions offered by Folio3 to their customers are the most comprehensive and complete, our team provides the Dynamics CORE FastTrack solution built on Dynamics 365 Finance & Operations.

The core value of this approach is to provide a cost effective and time efficient solution to clients with efficient features, processes and functionality. Dynamics Core is an advance offering by Folio3 which is based on Dynamics 365 for Finance & Operations. With Folio3’s FastTrack Finance and Operations solution customer can:

  • View the complete features and functions
  • Access the solution to fit their business needs
  • Gain time and accuracy with a pre configured instances
  • Configuration of rapid implementation, production control
  • Possible configuration of advanced warehouse capabilities

Cure ERP Suite Capabilities

01

Financials

  • Financial Dimensions
  • Complete Business View
  • Manage Encumbrances
  • Cash-to-Collections Process
  • Accurate Processing
  • Accounts Payable

sales & marketing

  • Dynamics CRM Connector
  • Customer Service
  • Case Management
02

Procurement & Sourcing

  • Self Service
  • Item Catalogs
  • Virtual Workplace
  • Role Center
  • Centralized Procurement
  • Purchasing Policies
03

SCM

  • Convert Orders to delivery Schedules
  • Support Quality Management
  • New Reports
04
07

Global risk & compliance

  • Audit Workbench
  • Environmental Sustainablity Dashboard
  • Compliance Center
06

Human Capital management

  • Role Center
  • Employee Portal
  • Employee Records
  • Expense Management
05

Project management & Accounting

  • Project Budget Summary
  • Enterprise Portal
  • Time Sheet Capabilities
  • Allocate and Post Revenue
  • Complex Portfolio Management
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Cure ERP Suite Capabilities

01

Financials

  • Financial Dimensions
  • Complete Business View
  • Manage Encumbrances
  • Cash-to-Collections Process
  • Accurate Processing
  • Accounts Payable
02

sales & marketing

  • Dynamics CRM Connector
  • Customer Service
  • Case Management
03

Procurement & Sourcing

  • Self Service
  • Item Catalogs
  • Virtual Workplace
  • Role Center
  • Centralized Procurement
  • Purchasing Policies
04

SCM

  • Convert Orders to delivery Schedules
  • Support Quality Management
  • New Reports
05

Project management & Accounting

  • Project Budget Summary
  • Enterprise Portal
  • Time Sheet Capabilities
  • Allocate and Post Revenue
  • Complex Portfolio Management
06

Human Capital management

  • Role Center
  • Employee Portal
  • Employee Records
  • Expense Management
07

Global risk & compliance

  • Audit Workbench
  • Environmental Sustainablity Dashboard
  • Compliance Center

Benefits of FastTrack Dynamics 365 Finance & Operations Solution

Dynamics 365 Finance & Operations boasts comprehensive financial management as its core functionality. It offers complete control and transparency over your organization’s accounting, forecasts, cash and budget flow, making your business ready for cross-border transactions and international operations. The Microsoft dynamics finance module has multi-language and multi-currency capabilities which allows you to run your business accounts in several currencies simultaneously and automatically consolidate transactions as well as data. FastTrack Dynamics 365 Finance & Operations solution benefits you with:

  • Improved reliability of financial transactions
  • Standardize business processes across the globe
  • Extensive cash flow management functionalities
  • Complete support for effective strategic planning
  • Efficient financial reporting, analysis and accounting tools
  • User-friendly and intuitive modern interface
  • Greater financial data transparency and compliance

Microsoft Dynamics 365 Finance & Operations
Features

Automate your business-critical processes with Microsoft dynamics financial management solutions. As an integrated, adaptable business management solution Dynamics 365 financials helps streamline business processes by enabling you to connect with global customers, business partners and subsidiaries. The FastTrack Dynamics 365 Finance & Operations solution can deepen your organization’s analysis capabilities and support core day to day business operations with its following configurations and modules:

Human Resources

  • Creation of new employees, roles and assign roles
  • Create and manage skills & certificates & assign to employees
  • Creation of performance plans for employees
  • Create and manage employee benefit plans
  • Employee Portal
  • Manage payroll entry & payment
  • Core reports and charts & graphspayments and import of bank account statements

Accounts Receivable

  • Create and manage customers, terms and contact, address detail
  • Create sales estimates, sales orders and confirmations
  • Create and manage Returns and sales agreements between customers & clients
  • Manage customer & prospect leads and opportunities
  • Creation of sales invoices and account statements
  • Manage collective activity and account cases of customers
  • Use of key reports and Charts for AR based information

Accounts Payable

  • Manage vendors, terms, contacts & contact details
  • Manage trade agreements and rebate plans
  • Create purchase requisitions, purchase orders & confirmations
  • Manage workflow approvals
  • Receive purchased goods into inventory
  • Create returns and cases for problems
  • Core module reports and Charts & Graphs

Global Risk and Compliance

  • Multi-language capabilities
  • Comprehensive local market functionality
  • Multi-currency and secondary currency handling
  • Currency Converter
  • Euro conversion
  • Exchange rate adjustment handling
  • Country-specific bank formats for electronic payments and import of bank account statements

Product Information

  • Creation of new items & services and variant models
  • Creation of buy/sell values, sales agreements by item
  • Create bill of materials (BOM’s) and relationships between BOMs & Items
  • Add images and attachments
  • Assign to locations
  • Core module reports & charts/ graphs

Fixed Assets

  • Create and manage assets by type and category
  • Create and manage depreciation models and assign to assets
  • Creation of value models for most purchased items
  • End of Life and Sell Assets and Transfer Assets
  • Module based reports and charts & graphs

General Ledger Functionality

  • Creation and copy of a legal entity
  • Define and share list of accounts and sub accounts between companies
  • Manage currencies, journal entries and set up new journals
  • Allocation management and set up rules matrix
  • CORE reports and Business Intelligence for most common GL based reports

Banking

  • Create & manage bank accounts
  • Manage check registers and format check types
  • Set up ACH, wire and credit card processing
  • Positive pay & lockbox integrations

Tax

  • Create & manage tax authorities and tax tables by authority
  • Create tax reports for submission

Invoice and Billing

  • Invoice registering and approval process
  • Export and import formats for electronic payments
  • Multiple currency handling and exchange rate adjustment

Optimize your Business with FastTrack Finance and Operations by Folio3

The FastTrack F&O can easily meet all the finance and operations needs of operating a customer. It enables organizations to manage all processes related to buying, selling, invoice, payments, asset accounts, close books, taxes and more. The FastTrack F&O solution by Folio3 is a pre configuration of Microsoft’s Dynamics 365 Finance & Operations ERP Platform which is intended as an accelerator for businesses that seek to deploy ERP in either a Phased approach or want to use a limited set of its functionality for financial processes, human resource or payroll. It supports a wide array of processes including:

  • Creation of sales quotes and sales orders
  • Creation of purchase requisitions and purchase orders
  • Creation and management of sale items / products
  • Management of invoices, applications and payments
  • Set up of employees, skills matrix, payroll, benefits etc.
  • Access to Employee portal and payroll management
  • Set up fixed assets, depreciation schedules, retire & transfer assets
  • Consolidation of legal entities within the instance
  • Creation and management of budgets and report to actual

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