Microsoft Dynamics 365 for Financials

Everything You Need and More, in the Microsoft Cloud

Dynamics 365 for Financials in Action

View these demo videos to see how Dynamics 365 for Financials can help you grow sales, manage finances,
and streamline your operations—in the office, or on the go.


Reporting and analytics



Purchasing and Inventory

Quoting, invoicing, and payment

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Dynamics 365 for Financials – What you can expect?


Powerful Cloud Capabilities
Everything You Need and More, in the Cloud
Dynamics 365 Financials covers financial management, inventory management, sales, purchasing and project management; everything you need to manage your business from day one.

Plus, with easy-to-create workflows, audit trails and enterprise-level security, Dynamics 365 for Financials goes way beyond basic accounting software.
View features and functionalities

Comprehensive Integration
One solution manages your financials, sales, service, and operations with the ability to connect applications like payroll, banking apps, CRM systems, or custom APIs. Automate and secure your business processes, improve productivity and get more done. Easily connect workflows across other SaaS services using Microsoft Flow.

From Quote to Cash, All Within Office
Dynamics 365 for Financials centralizes your data and works seamlessly with all your Office 365 tools like Outlook so you can go from quote to cash without switching applications. Work within Outlook to set up customers or vendors, create quotes, process orders, and submit invoices without leaving your inbox. Easily export data and create outgoing documents directly in Word and Excel.

Industry Apps for Easy Extension
With industry apps, extend Dynamics 365 to fit your industry to business needs with integrated add-on applications and Microsoft Power Apps.



End-to-End View
Centralize your data from accounting, sales, purchasing, inventory, and customer interactions for a complete end-to-end view of your business. All data stays up to date so you can spot trends, prevent issues, and deliver great customer experiences.

Intelligence at Your Fingertips
Keep people informed with easy-to-share reports including key performance indicators (KPIs), inventory, sales, and order status. Empower users to create self-serve reports from trusted data sources for faster, more informed decision-making.

Advanced Analytics for Deeper Insights
Access, model, and analyze data across multiple dimensions to perform ad hoc, customized reporting. Use Microsoft Power BI to create highly compelling dashboards, and to infuse big data, predictive analytics, and Internet of Things to transform data into actionable intelligence.

Fast from the Start
Dynamics 365 for Financials is designed to handle your core business processes from day one, like quotes, orders, invoicing, purchasing, cash management, and reporting. It’s built in the cloud, so it’s easy to set up and manage. Start with what you need and grow.  Dynamics 365 for Financials is fast from the start.

Looks and Feels Like Office
Has the same familiar interface as the Office tools you already know, like Outlook, Word, and Excel. A comprehensive yet easy-to-use solution means less training time and quicker adoption for employees.

Works Where Business Takes You
Get the powerful desktop capabilities you need across Windows, iOS, and Android platforms. Desktop, laptop, tablet, or phone, you get one experience that is consistent and secure.

Ready for Growth
Start with only what you need and grow at your own pace to run your business securely in the cloud. Using flexible applications and a scalable database, you can easily adapt to change and manage growth.