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FastTrack Finance & Operations

300+
Project Completed
15+
Years of Experience
200+
Microsoft Certified Experts
7+
Offices World Wide

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.

Microsoft Dynamics 365 Finance and Operations Services we provide

Implementation

Ease your business processes by implementing D365 Finance and Operations.


Integration

Integrate D365 Finance and Operation with any 3rd Party Software or eCommerce Platform.


Consulting

Consult our experts of D365 Finance and Operations to make informed decision.


Customization

We customize D365 Finance and Operations according to your business needs.


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.


Migration

Hassle free migration from previous ERP to D365 Finance and Operations.


Our Satisfied Clients

Superior Farms
Growers Express

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.

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 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

Custom Mobility Apps
20+
Custom Mobility Apps
Custom Integration
22+
Custom Integrations
DYNAMICS 365 IMPLEMENTATION
Multiple
Dynamics 365 Implementation
BUSINESS POWER BI DEPLOYMENT
22+
Business Power Bi Deployment

Core Microsoft Dynamics 365 Finance and Operations Suite Capabilities

Gold Microsoft Dynamics partner with solid foundations and experienced professionals.
General Ledger

General
Ledger

Accounts Receivable

Accounts
Receivable

Accounts Payable

Accounts
Payable

Budgeting & Forecast

Budgeting &
Forecast

Time & Expense Management

Time & Expense
Management

Financial Reporting & Analytics

Financial Reporting
& Analytics

Credit & Collections

Credit &
Collections

Cash & Bank Management

Cash & Bank
Management

Fixed Assets

Fixed Assets

Public Sector Financials

Public Sector
Financials

Revenue Recognition

Revenue
Recognition

Project Accounting

Project
Accounting

Cost Accounting

Cost
Accounting

Consolidations

Consolidations

Regulatory Compliance

Regulatory
Compliance

Configurable E-Invoicing & Payment

Configurable
E-Invoicing &
Payment

Configurable Tax & Regulatory Reporting

Configurable Tax
& Regulatory
Reporting

Regulatory Discovery & Alerting Service

Regulatory Discovery
& Alerting Service

Lean, Process & Discrete Manufacturing

Lean, Process
& Discrete
Manufacturing

Production Control

Production
Control

Production Reporting

Production
Reporting

Shop Floor Management

Shop Floor
Management

Capability & Resource Scheduling

Capability &
Resource Scheduling

Kanban Management

Kanban
Management

Time & Attendance

Time &
Attendance

Product Information Management

Product Information
Management

Catalog Management

Catalog
Management

BOM Management

BOM
Management

Route Management

Route
Management

Master Planning

Master
Planning

Product Information Management

Product Information
Management

Demand Forecasting

Demand
Forecasting

Inventory Management

Inventory
Management

Warehouse Management

Warehouse
Management

Transportation Management

Transportation
Management

Vendor Collaboration

Vendor
Collaboration

Mobile Warehouse Management

Mobile Warehouse
Management

Supplier Relationship Management

Supplier Relationship
Management

Procurement & Sourcing

Procurement &
Sourcing

Sales Order Management

Sales Order
Management

Trade Promotion Management

Trade Promotion
Management

Service Management

Service
Management

Service Management

Supplier Relationship
Management

Asset Management

Asset
Management

Sales Order Management

Sales Order
Management

Planning Optimization

Planning
Optimization

Retail Store Channel Management

Retail Store
Channel
Management

Cross-channel Order Processing/ Fulfillment

Cross-channel
Order Processing/
Fulfillment

Rules-based Distributed Order Management

Rules-based
Distributed
Order Management

Product Category, Catalog & Assortment Management

Product Category,
Catalog & Assortment
Management

Retail Store Channel Management

Retail Store
Channel
Management

Offline Capabilities

Offline
Capabilities

Call Center Channel Management

Call Center
Channel
Management

Rules-based Distributed Order Management

Rules-based
Distributed
Order Management

Assisted Selling with Intelligent Recommendations

Assisted Selling
with Intelligent
Recommendations

In-store Inventory Management

In-store Inventory
Management

In-store Cash Management

In-store Cash
Management

Workforce Managements Scheduling

Workforce
Managements
Scheduling

Ecommerce Channel Management

Ecommerce
Channel
Management

Organizational
Hierarchy

Jobs and Positions

Jobs and
Positions

Employee Profile

Employee
Profile

Personnel Management

Personnel
Management

HR Task Management

HR Task
Management

Compensation Plans

Compensation
Plans

Time & Attendance

Time and
Attendance

Leave and Absence

Leave and
Absence

Benefits Management

Benefits
Management

Benefits Open Enrollment

Benefits Open
Enrollment

FMLA Case Management

FMLA Case
Management

HR Incident Management

HR Incident
Management

Goals & Skills Management

Goals & Skills
Management

Training &
Certification

Performance & Feedback

Performance &
Feedback

Manager Self- Serve

Manager
Self- Serve

Employee Self- Serve

Employee
Self- Serve

Compliance, Health & Safety

Compliance,
Health & Safety

Dynamics CRM Connector

Dynamics CRM
Connector

Customer Service

Customer
Service

Case Management

Case
Management

Audit Workbench

Audit
Workbench

Environmental Sustainability Dashboard

Environmental
Sustainability
Dashboard

Compliance Center

Compliance
Center

Self Service

Self
Service

Item Catalogs

Item
Catalogs

Virtual Workplace

Virtual
Workplace

Role Center

Role
Center

Centralized Procurement

Centralized
Procurement

Purchasing Policies

Purchasing
Policies

Project Budget Summary

Project Budget
Summary

Enterprise Portal

Enterprise
Portal

Time Sheet Capabilities

Time Sheet
Capabilities

Allocate and Post Revenue

Allocate and
Post Revenue

Complex Portfolio Management

Complex Portfolio
Management

Convert Orders to delivery Schedules

Convert Orders to delivery Schedules

Support Quality Management

Support Quality Management

New Reports

New
Reports

Trusted Microsoft Dynamics Partner

Gold Microsoft Dynamics partner with solid foundations and experienced professionals.

Category

Mobility

Solution

Approvals App

Category

Mobility

Solution

Custom Ax App

Category

Implementation

Implementation

Dynamics 365 F&O

Category

Implementation

Solution

Dynamics 365 F&O

Category

Implementation

Solution

Dynamics 365 F&O

Category

Mobility

Solution

Workflow Approvals App

Migrate today from your current ERP to
Dynamics 365 Finance & Operations with the help of Folio3’s Microsoft Certified experts.

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 Served

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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Demo now!

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