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We enable digital transformation for enterprises by implementing dynamics 365 finance and operations to modernize their finance, supply chain, inventory, and business operations.
Microsoft Dynamics 365 Finance and operations is a cloud-based ERP solution built for businesses with complex financial & operational needs. It unifies all processes including finance, supply chain, manufacturing, inventory, and procurement into a single source of truth to provide real-time business intelligence. Powered by Azure, D365 F&O delivers a powerful data-first solution to transform your financial and operating models and achieve real-time data availability and data exchange across applications.
Improve financial controls and deliver valuable AI-driven insights from across your organization to help you reduce cost and optimize spending.
Empower your teams with tools that accelerate business growth and improve your workforce agility, efficiency, and resilience.
Speed up your project lifecycle from prospect, to payment to profits using a single application to manage all project-centric business operations.
Dynamics 365 Finance & Operations (D365 F&O) helps you better align internally, adapt to change, and scale without blowing up your operating costs.
Offer a swift and effective method to record financial transactions, oversee relationship between subsidiary and parent company, handle internal cost accounting, perform currency translations, and generate reports in all supported currencies.Invoice registering and approval process.
Export and import formats for electronic payments while handling multiple currencies and exchange rate adjustment.
Efficiently create and replicate legal entities, define and share comprehensive charts of accounts and sub-accounts across companies, and manage currencies. Additionally, configure journal entries, establish new journals, set up allocation rules, and utilize core reports and business intelligence tools for common general ledger-based reports.
Dynamics 365 Finance and Operations offers comprehensive budgeting capabilities, including flexible configuration options, real-time budget tracking, and customizable workflows for review and approval. It supports detailed budget planning with a flexible chart of accounts and dimensions, user-defined process configurations, and integration with Microsoft Excel for creating budget planning worksheets.
Dynamics 365 F&O lets you create, maintain, deploy, and view financial statements. The platform supports real-time data integration, customizable report design, and collaboration, ensuring accurate and insightful financial analysis.
Dynamics 365 Finance and Operations helps you build a vibrant workspace by managing routine recordkeeping tasks and automating processes related to staffing such as talent acquisition and onboarding, benefits administration, training, change management and performance reviews.
Dynamics 365 provides a centralized platform for managing the onboarding process, ensuring that new hires receive a smooth and consistent experience. Customize your employee management approach to suit your unique needs and timelines.
Manage all interconnected business processes involved in employee performance and growth such as defining performance & reviews procedures, learning & succession planning, and maintaining a repository of skills & competencies.- all within Dynamics 365 F&O employee portal.
Dynamics 365 Finance and Operations offers a unified platform that streamlines worker compensation, benefits, and payroll processes. Stay compliant with labor laws, regulations, and accounting standards with real-time updates. Eliminate repetitive tasks and manual data entry to reduce errors and save cost.
Navigate supply chain disruptions with AI-powered insights. Gain complete visibility into your supply chain by connecting sales and purchasing processes with logistics, production, and warehouse management with Dynamics 365 F&O supply chain module. D365 F&O supports inter-company and multi-site operations, enabling effective management of distributed organizations.
With AI and machine learning, D365 F&O enhances demand forecasting, automates material requirements planning (MRP), and enables real-time inventory optimization. It helps ensure accurate demand prediction, reduce stockouts, and improve overall supply chain efficiency.
Dynamics 365 finance and operations allow organizations to automate and optimize procurement workflows including supplier selection and negotiation, purchase order management, and invoice reconciliation, reducing costs and improving supplier relationships.
Dynamics 365 F&O supports discrete, process, and lean manufacturing strategies, helping businesses improve quality control, reduce downtime, and integrate external manufacturing execution systems for better visibility. Microsoft Dynamics integrates with your existing systems, unifying entire manufacturing processes while minimizing your total cost of ownership.
Dynamics 365 finance & operations provides comprehensive production planning and control capabilities. It supports multiple scenarios including engineer-to-order,make-to-order, and make-to-stock with real-time tracking into production schedules, material requirements, and resource allocations.
Leverage D365 F&O to optimize workflows, reduce bottlenecks and improve productivity through real-time shop floor activities monitoring such as machine utilization, labor productivity, and production progress.
Transform your warehouse efficiency with Dynamics 365 F&O. Automate workflows, integrate with robotics, unlock real-time insights, and manage your operations through a Mobile. Gain real-time AI-powered analytics through PowerBI to ensure timely and accurate order fulfillment while minimizing process inefficiencies.
Manage receiving and shipping processes with advanced algorithms, multiple warehouse zones, and replenishment strategies to ensure efficient material handling within D365 F&O.
Track every item across various dimensions such as site, warehouse, pallet, location, batch, and serial number, providing detailed visibility into inventory status.
Better manage your crucial assets including machines, equipment, and human resources, with Dynamics 365 finance & operations Asset management module. Manage all assets and jobs while staying in sync with your finance & operations departments.
Create work orders, assign resources, register consumption, and track progress against each work order through advanced capabilities of Dynamics 365 F&O.
Schedule work orders jobs, asset management, and maintenance work orders in advance by creating a schedule calendar within Dynamics 365 F&O.
Confidently create project plans, simplify activities, allocate resources, manage budgets, and monitor progress to lead your projects to success with the project management module within Dynamics 365 finance and operations.
Communicate estimated labor, expenses, and material to the customer through project quotation, and record billing terms, limits and agreements in a project. Create a Work breakdown structure and setup budgets and forecasts to guide execution.
Leverage timesheets, expense reports, and other business documents to record and manage work and prepare a detailed analysis of the project. Track budget consumption, procure material, and bill customers with Dynamics 365.
Evaluate your project success or failure based on multiple parameters such as expense reports, inventory transactions, allocated budgets, utilisation rate, and success rate.
Dynamics 365 finance & operations offers powerful AI-powered business intelligence capabilities providing real-time insights into your business performance including financial reports and operational data. It integrates with PowerBI as well as other Microsoft & external data sources enabling data consolidation and offers a consolidated view.
Dynamics 365 F&O offers robust role-based security to protect sensitive data including data protection features like encryption, data masking, and audit trails.
D365 offers both on-cloud and on-premises deployment options providing organizations with the flexibility to meet their unique needs. D365 is designed to be scalable along with your business needs and supports business continuity and disaster recovery.
Microsoft understands the ever-changing business landscape. Starting as a simple accounting software, D365 F&O now serves as the backbone of enterprises managing all key aspects of the business. To better serve the audience, Microsoft Dynamics 365 Finance & Operations has been split into 2 applications; Dynamics 365 Finance and Dynamics 365 Supply Chain Management. Below is the breakdown of the key functionalities of both.
Dynamics 365 finance is an ERP solution offering a comprehensive view of your company’s financial health. It offers real-time visibility into key processes and tools to increase productivity , reduce operational costs, and predict future outcomes.
D365 Supply Chain Management is also an ERP solution built for manufacturers, distributors, and retailers to support the flow of goods or services and build resilient and intelligent supply chains from purchasing the raw materials to delivering the final product to the customer.
Copilot is here to simplify your interactions with the complex yet powerful Dynamics 365 ERP ecosystem. Users can now leverage Copilot within Dynamics 365 Finance & Operations for support and simplify their complex financial processes.
Eliminate recurring and laborious tasks by letting AI handle that for you so you focus on higher value tasks.
Uncover hidden patterns and trends within your financial & operational data through AI-powered insights. Identify financial problems fast and resolve them faster to build a healthy cash flow.
With 24/7 available chat functionality, users can interact conversationally with their financial & operational data and pull any piece of information without having to navigate through complex system menus.
Copilot works as your AI partner for support and productivity, providing insights and solutions to every problem or bug you encounter in your journey within Dynamics 365 F&O.
| D365 Finance | D365 Finance Premium | D365 Supply Chain | D365 Supply Chain Premium | |
|---|---|---|---|---|
| Base user price/month | $210 | $300 | $210 | $300 |
| Attach user price/month | $30 | $30 | $30 | $30 |
| Minimum licensing requirement | 20 Licences | 10 Licences | 20 Licences | 10 Licences |
| Key features | All core financials, AI, Automation | Advanced planning, analytics, & forecasting | All core supply chain, AI, Automation | AI-driven demand planning, analytics, & forecasting |
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.
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 applications 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.
Gold Microsoft Dynamics partner with solid foundations and experienced professionals
Microsoft Dynamics partner specializing in solutions purpose-built for your unique industry
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
The licensing for different modules of Microsoft Dynamic 365 Finance and operations prices comes at:
Pricing for Finance Module:
Pricing for Operations Module:
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.
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.
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.
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.
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.
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.
Folio3 Dynamics is specialized division of Folio3 that specializes in broad spectrum services around Microsoft Dynamics ERP stack.
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