Microsoft Dynamics 365 for Finance and Operations,

Business Edition
CAPABILITIES GUIDE | June 2017
Microsoft Dynamics 365 for Finance and Operations
THE BETTER WAY TO CONNECT YOUR BUSINESS

Microsoft Dynamics 365 for Finance and Operations is a business management solution that’s connecting people and processes
like never before. From day one, it makes ordering, selling, invoicing, and reporting easier and faster. Turn your multiple disconnected
systems into one. Boost efficiency with automated tasks and workflows—all from within familiar Office tools like Outlook, Word, and
Excel. Get a complete picture of your business and make better business decisions, with built-in intelligence when and where you need it.
With your business running in the cloud, it’s easy to change and adapt at your own pace without involving IT. Start with what you need,
quickly and easily, then be ready for growth.

Microsoft
Dynamics 365
for Finance and
Operations
Microsoft Dynamics 365 for Finance and Operations
FUNCTIONALITY OVERVIEW

FINANCIAL INVENTORY SALES PURCHASING PROJECT ADDITIONAL

MANAGEMENT MANAGEMENT MANAGEMENT CAPABILITIES
• General Ledger • Inventory • Sales Invoicing • Purchase Order • Job Management • Multiple Currencies
• Account Receivables • Item Substitutions • Sales Order Management • Capacity Management • Dimensions
• Account Payables • Returns and Management • Vendor Management • Budgets/Estimates • Document Reporting
• Budgets Cancellations • Pricing and Discounting • Vendor Item Catalog
• Basic Resources • Workflow
• Account Schedules • Contact Management
• Alternative Ship-to • Purchase Line Pricing • Import Online Currency
• Bank Reconciliation • Opportunity
Addresses • Purchase Invoice Discounts Rate
• Shipping Agents Management • Purchase Line Discounting • Paypal Integration
• Cash Flow Forecast
• Drop Shipments • Interaction Management • Audit Trail
• Check Writing
• Non-stock Items • Document Management,
• Electronic Payment
• Sales Tax Capture, and OCR
• Deferrals
• Outlook Client Integration • Outlook Add-in
• Fixed Assets
• Contact Classification • Data Migration
• Mail Logging for MS
Exchange
• Dynamics 365 for Sales
Integration

*Features highlighted in grey will be expanded upon in the following pages

Financial Management

General Ledger Account Receivables Account Payables

Create your own chart of accounts relevant for Apply incoming payments to related customer Generate vendor payments prioritized by
your company. Map general ledger accounts or vendor ledger entries and close the related payment discounts and overdue penalties.
to categories personalized to the structure of sales invoices or purchase credit memos as Export payments directly to a bank file when
your financial statements. paid. When all payments are applied, you can posting.
reconcile the bank account.
• Reporting with the flexibility to meet both • Take advantage of credit terms without
real-time and monthly financial needs • Perform online reconciliation of bank missing discounts or incurring penalties
• Set up your G/L, including invoice posting transactions with bank feed integration • Pay using purchasing cards, ACH transactions,
details and actions like additional reporting • Choose direct bank feed imports or or checks—including positive pay
currency automated feeds using Yodlee
• Add categories and subcategories to general • Update customer payments automatically
ledger accounts for easier reporting based on data from bank information

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Financial Management

Budgets Account Schedules Bank Reconciliation

Improve your organization’s flexibility to Use account schedules to define row and Import a bank statement file or feed to
develop, modify, and control budgets so you column structures, conduct analysis in-page quickly register payments. Automatically
don’t get overextended. or on screen, and export to Excel to analyze apply credits to open ledger entries.
and compare general ledger entries to budget.
• Focus business performance through better • Get real-time bank information from your
revenue and expense accountability • Easily create your own key performance bank and credit card feeds
• Reach goals quicker with estimating tools indicators • Access accounts from thousands of financial
that provide income and expense reporting • Use account schedules to generate charts institutions around the world using simplified
by prospective jobs and graphs on your home page Yodlee bank feeds
• Track budget versus actuals and stop over- • Calculate profit margins on departments, • Quickly identify differences with more
spend before it’s an issue product lines, or customer groups frequent reconciliation

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Inventory Management

Inventory Item Substitutions Returns and Cancellations

Perform basic inventory tasks quicker within Link items with the same or similar features Post sales credit memo and have visibility to
receiving, selling, and calculating the cost so that if a customer orders an item that is manage customer refunds.
of items. unavailable, you can suggest a substitute item.
• Reverse and record customer refunds
• Search for items by range of fields, including • Offer substitute items quickly and avoid lost • Integrated sales, G/L, inventory, and cash
SKUs, manufacturer’s part number, categories, sales disbursement transactions
or product attributes
• Provide extra service to customers by offering • Eliminate recalculations for local currency
• Manage inventory and sales forecast using cost-effective alternatives conversions
Cortana Intelligence, to accurately predict
• Create a hierarchy of item categories and
future sales and avoid inventory shortage
assign item attributes to each item category
• Set up automated reordering based on pre- for easy filtering and navigation across
determined stock levels related items

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Sales

Sales Invoicing Sales Order Management Pricing and Discounting

Post sales right from Outlook, then email your Manage the sales cycle end-to-end, from Manage special agreements with individual
invoices as PDF attachments that include a quote generation to invoicing. Create and customers and customer groups that include
PayPal link to expedite payments. manage sales order quotes, sales orders and discount structures based on minimum
handle invoices for multiple shipments. quantities, units of measure, currencies, and
• Minimize data entry by automatically time periods.
converting quotes to sales invoices when • Manage partial shipments more effectively
approved
• Define multiple ship-to and bill-to addresses • Set up invoice discounts for customers based
• Prepare quotes in Dynamics 365 for Finance per customer upon defined criteria
and Operations, then easily create a
• Ship and invoice separately, including direct • Automatically calculate best unit price
professional-looking document using
shipments and direct invoicing by sales line when an order meets specified
Word forms
conditions
• Easily correct or cancel a posted sales invoice
and satisfy last-minute customer changes

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Sales

Contact Management Opportunity Management Interaction Management

Create contacts and groups to support Prioritize leads based upon revenue potential Set up templates to record, view, and manage
your business relationships with prospects, and opportunities to close throughout the customer interactions to improve sales, order
customers, and vendors. entire sales cycle. fulfillment, marketing, and service calls.

• Manage your contacts within Outlook or • Drive leads through the sales funnel using • Get a complete overview of interactions and
integrate with Microsoft Dynamics 365 for your predefined steps know current customer status, from email to
Sales for deeper contact management order to invoice
• Generate sales documents within Outlook
capabilities
and respond to prospects faster • Easily set up interaction tracking by entering
• Automatically synchronize contacts within your credentials into Outlook
• Integrate with Dynamics 365 for Sales for
Outlook for faster customer communication
advanced sales management capabilities • Track interaction costs and determine the
• Combine sales and CRM data in one system most cost-effective way to convert prospects
to target products to specific customers into sales

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Purchasing

Purchase Order Vendor Management Vendor Item Catalog

Management Automate tasks for vendors to record your Precisely identify ordered items using vendor
Record costs and track accounts payable. agreements concerning discounts, prices, and numbers linked to your company’s internal
Minimize inventory costs and provide better payment methods. numbers. Quickly cross-reference information
customer service through dynamically plus access and store universal product codes
updated inventory levels. • Record and manage vendor credit terms and (UPCs).
pricing
• Monitor and control your purchasing process • Easily access agreements concerning • Reduce data duplication by preserving the
with automated workflows discounts, prices, and payment methods to items list to only internal numbers
improve profitability • Link multiple vendor numbers to your own
• Implement approvals for internal controls,
preventing unnecessary or fraudulent internal item catalog
purchases • Designate default vendors to specific items
• Easily modify a posted purchase invoice in to auto-populate as suggested items
your financial records and record the
corrective credit memo for your audit trail

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Project Management

Job Management Capacity Management Budgets/Estimates

Create, manage, and track customer projects Plan capacity and sales and manage usage Improve your organization’s flexibility to
with sophisticated job costing and reporting statistics and profitability of resources. develop, modify, and control budgets to avoid
capabilities. over-expenditure.
• Create your plan in a calendar system with
• Track costs against budgets, sales orders or the level of detail and time period you need • Focus business performance through better
quotes to minimize cost overruns • Monitor resource usage and get a complete revenue and expense accountability
• Estimate time frames more accurately for overview of your capacity for each resource • Reach goals quicker with estimating tools
customers and internal use • Get insight into availability and planned cost that provide income and expense reporting
on quotes and orders by prospective jobs
• Schedule employees, inventory items, and
tasks related to specific jobs • Track budget versus actuals to avoid over-
expenditure

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Additional Capabilities

Multiple Currency Dimensions Document Reporting

Manage receivables and payables in Add tags to entries for quicker categorization Customers can create/edit/modify the report
the currencies needed, and record G/L and analysis, giving you rich analysis of your layout in a Microsoft Word document using a
transactions in different currencies. data. WYSIWYG editing experience

• Be ready for global businesses with • Identify where a project, job, location, • Start with pre-built templates for basic
automated currency posting, translation, and department, or profit center entry originated reports or create custom report layouts
reporting
• Report on data the way you need it without • Create word reports as templates to use
• Ease or eliminate the calculations to present the time-consuming chart of accounts within email body
invoices and receive payments in local
• Eliminate separate general ledger accounts • Use document layout to select customer-
currency
for each department and project specific templates
• Allow managers to converse in local
languages and currency while managing in a
single currency

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About Microsoft Dynamics 365
TAKE THE NEXT STEP

Microsoft Dynamics 365 is the next generation of intelligent business applications that enable organizations to grow, evolve, and
transform. To help get you up and running quickly, Microsoft Dynamics 365 for Finance and Operations is sold by a network of reselling
partners that offers both technical know-how and industry expertise. Whether you prefer a partner located near your business or one
with specific industry knowledge we can help get you started.

Start a free trial of Microsoft Dynamics 365 for Finance and Operations, or contact a Microsoft sales representative to answer your
questions or help you locate a partner.

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CONTACT US

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