Microsoft Dynamics 365 Finance & Operations
Enable digital transformation and accelerate your business with the cloud based ERP solution shaped for large scale and diversified companies.
Microsoft Dynamics 365 Finance and Operations Services we provide
Organizations can now run their financial operations more effectively and efficiently with Microsoft Dynamics 365 Finance and Operations. Microsoft Dynamics 365 Finance and Operations can be considered as a modern business solution for organizations to view their financial data comprehensively.
Our team of experts in Microsoft Dynamics 365 Finance and Operations can customize and connect various application according to your business needs and requirements. Our years of experience and the range of clients we have catered shows that no challenge is big for us.
Implementation
Ease your business processes by
implementing D365 Finance and
Operations.
App Development
Monitor your business on the go with
Folio3 custom D365 Finance and
Operations apps.
Support & Maintenance
We cater to your business unexpected
software issues so you remain at ease.
Consulting
Consult our experts of D365 Finance and
Operations to make informed decision.
Migration
Hassle free migration from previous
ERP to D365 Finance and Operations.
FREE 1-HR CONSULTANCY
Integration
Integrate D365 Finance and Operation
with any 3rd Party Software or
eCommerce Platform.
Customization
We customize D365 Finance and
Operations according to your business
needs.
Our Satisfied Customer
Implementation of Information Technology & Service Industry Specific Solution
Our Happy Clients
Microsoft Dynamics partner specializing in solutions purpose-built for your unique industry
Key Features and Functionalities
Human Resources
- Creation and assigning roles to the new employees.
- Create and manage skills & certificates & assign to employees
- Creation of performance plans for employees
- Create and manage employee benefit plans
- Employee Portal
- Managing payroll entry & payment, creating core reports, charts, graphs of payments and imports of bank account statement.
Accounts Receiveable
- Create and manage terms, contact, address detail of customers and returns, sales agreements between customers and clients
- Create sales estimates, sales orders confirmations, sales invoices and account statements
- Manage customer, prospect leads and opportunities
- 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
- Adding images, attachments and assigning 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 Fucntionality
- 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
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Core Microsoft Dynamics 365
Finance and Operations Suite Capabilities
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Benefits of Dynamics 365 Finance and Operations
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.
Improved reliability of financial transactions
Extensive cash flow management functionalities
Efficient financial reporting, analysis and accounting tools
Greater financial data transparency and compliance
Standardize business processes across the globe
Complete support for effective strategic planning
Industries
We Have Catered
Microsoft Dynamics partner specializing in solutions purpose-built for your unique industry
Retail & e-commerce
We empower retailers to create exceptional, insightful shopping experiences in any situation.
Learn More
Agriculture & Farms
Optimize day to day operations, connect with field services, reduce ambiguity and increase yield. Make Folio3 your Microsoft Dynamics partner.
Learn More
Food
Scalable systems geared for dynamic business situations enabling food producers to manage operations within time-sensitive frames.
Learn More
Animal Management
As your Microsoft Dynamics partner, Folio3 offers expert solutions in animal management applications that help effectively handle livestock.
Learn More
Microsoft Dynamics 365 Finance and Operations FAQs
What are the key modules in dynamics 365 FO for startups?
Startups need integrated CRM and ERP solutions to work efficiently and maintain their operations. The cloud based Microsoft Dynamic 365 FO comes with various modules which offer high-utility features for startups.
Two specific modules which may add
high-value to startups include:
Accounts Receivable and Payables
Accounts management remains a challenge for startups with limited experts. Some of the features of Microsoft Dynamic 365’s Account Receivable and Payable module includes; Create and manage customers, terms and contact, address detail, create sales estimates, sales orders and confirmations, 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, 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.
Tax
Tax management remains another challenging task for startups with limited expert resources. Microsoft Dynamic 365’s Tax Management Module enable users to; create & manage tax authorities and tax tables by authority, and Create tax reports for submission
What are dynamics 365 finance and operations pricing?
The licensing for different modules of Microsoft Dynamic 365 Finance and operations prices comes at:
Pricing for Finance Module:
- Finance licensing for business central essentials: $70 per user/moth
- Business Central Premium: $100 per user/month
Pricing for Operations Module:
- Supply chain management price for user’s first Dynamic 365 app: $180 per user/month
- Supply chain management price for users’ subsequent qualifying Dynamic 365 app: $30 per user/month
- Project Service Automation: $95 per user/month
- Business Central Essentials: $70 per user/month
- Business Central premium: $100 per user/month
What’s new in dynamics 365 for finance and operations in 2020?
Dynamics 365 for Finance and Operations has grown into purpose-built applications to help businesses easily manage specific business functions.
Some of the new features in Microsoft Dynamic 365 for finance and operations in 2020 includes: Budget register entry enhancements, Ability to export records from the Accounts payable invoice pool form, Ledger settlement by user, forecast position reports (Public Sector), Purchasing cards (Public Sector), Mark a purchase agreement as “Closed”, Delayed tax calculation on journal, Reverse journal posting, Prohibit submission to workflow when there are unallocated charges on a vendor invoice, Account groups selection for Chinese voucher types, Sort by resource in the project invoice proposal, Run Settle and post sales tax in batch mode, Create tax component with pre-defined rules.
Is Microsoft dynamics 365 for finance and operations enterprise edition available worldwide?
Microsoft Dynamic maintains datacenters in 14 different locations around the world, making it one of the leading global networks. The data localization offered by Microsoft enable businesses to meet data residency, sovereignty and compliance requirements as per their needs. Microsoft also offer options for businesses to choose from global, local or sovereign clouds.
At present, Microsoft dynamics 365 for finance and operations enterprise edition is available to purchase worldwide.
Is Microsoft dynamics 365 for finance and operations support supply chain management businesses?
Microsoft Dynamic 365 supply chain management (SCM) was formerly known as Dynamic 365 for finance and operations. Presently, it’s a separate enterprise-scale supply chain solution offering business leaders to transform their manufacturing and supply chain processes.
Does Microsoft Dynamics Financials also support accounting?
Microsoft Dynamics 365 Financial and Operations is a comprehensive financial management software solution. Accounting is a part of financial management and therefore is an important part of Microsoft Dynamics for Operations and Finance. The account modules in the software include Accounts Payable, Accounts Receivable, Audit Workbench, Cash and Bank Management, Cost Management, Credit and Collections, and General Ledger.
What are the D365 for Finance and Operations models for enterprises?
Models can be created according to your requirement and model elements may be customized. A model is defined as a group or set of elements, for instance, source files and metadata, that make up a distributable software, and includes any customizations applied to an existing solution. Model elements can be customized by creating extensions. Some examples of models are such as the project accounting model, the fleet management model, and the warehouse management model. Microsoft Dynamics has an Enterprise edition made especially for larger organizations with more than 250 employees.
What are the project operations in dynamics 365?
Project Operations is one of the products offered by Microsoft Dynamics that facilitates project management. The solution helps you connect all your business projects and manage them from one central location. It also helps you streamline your project financials, facilitates contract management, simplifies expense and time management, and optimizes resource utilization.
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