Microsoft Dynamics 365 Finance Canada

Microsoft Dynamics 365 Finance

Microsoft Dynamics 365 Finance enables enhanced decision making to drive agility, reporting and Artificial Intelligence driven insights into Business Financials.

Automate business processes such as processing vendor invoices, manage credit risks and collections and provide a single source of truth for business intelligence and boost productivity.

Rapid deployment of product lines, copy existing entities to create new subsidiaries and quick, cost-effective on-boarding

Simplify global regulatory reporting with no-code configuration to meet local and global needs.

We Are With You Every Step Of The Way.

Manage your financials

Dashboards
Connect data across accounting, sales, purchasing, inventory, and customer interactions to get an end-to-end view of your business. Chart financial performance in real time with built-in Power BI dashboards.

Integrations
Refine financial forecasts by modeling and analyzing data across multiple dimensions. Customize reports using seamless Microsoft Excel integration.

Automate and secure your supply chain

Predict
Use built-in intelligence to predict when and what to replenish. Purchase only what you need with dynamically updated inventory levels.

Recommend
Get recommendations on when to pay vendors to use vendor discounts or avoid overdue penalties. Prevent unnecessary or fraudulent purchases through approval workflows.

Sell smarter and improve customer service

Targeted Sales
Prioritize sales leads based on revenue potential. Keep track of all customer interactions and get guidance on best upsell, cross-sell, and renewal opportunities throughout your sales cycle.

Get Efficient
Accelerate the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook.

Deliver projects on time and under budget

Manage
Create, manage, and track customer projects using timesheets along with advanced job costing and reporting capabilities. Develop, modify, and control budgets to ensure project profitability

Deliver
Make effective decisions with real-time insight on project status, profitability, and resource-usage metrics.

Optimize your operations

Plan
Use sales forecasts and expected stock-outs to automatically generate production plans and create purchase orders.

View
Get a holistic view of inventory for efficient order fulfillment. Track every item transaction and movement by setting up bins based on warehouse layout and storage unit dimensions.

Protect your data and support GDPR compliance

Security
Use built-in privacy-by-design and privacy-by-default methodologies to help your business comply with the General Data Protection Regulation (GDPR). Grant and restrict access to personal data on multiple levels and enable audit trails to ensure security and accountability.

Privacy
Move and store personal data freely across your systems while protecting it from unauthorized access with Microsoft datacenters’ automatic encryption.

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