Gain real-time visibility into the performance of your business.

Dynamics 365 offers small and medium sized business an interconnected business management solution that makes managing financials, sales, service, and operations easy.

Financial management

Dynamics 365 helps you more easily manage the daily financial ingoings and outgoings of your business and simplifies the preparation for your year-end. Maintain close control over budgets and cashflow and securely share data with your accountant or bookkeeper. Easily attribute received payments to customers and paid invoices to suppliers in order to automatically reconcile accounts. Receive automated reminders regarding when to pay suppliers or when to chase up overdue invoices. All data is presented in a unified view and can be administered through familiar Microsoft products such as Excel and Outlook.

Inventory management

Gain a detailed view of your inventory, regardless of its location. Dynamics 365 gives clear visibility of stock levels and uses predictive analytics to inform you when products require replenishing in order to avoid under or over stocking. Stay in control of expenses and purchase costs and automate the processing of repetitive data such as supplier prices, discounts, and pre-agreed payment methods.

Inventory management

Sales

Use Dynamics 365 to make that critical connection between sales and accounting. Seamlessly connect sales activity to invoicing and delivery requests, and retain a consistent record of each customer from your sales team through to your accounts department. Any special customer requirements or price agreements are correctly actioned whilst making the entire process quick and simple for you and the customer.

Reporting and analytics

Dynamics 365 helps create a complete picture of your business’ finances. Coordinate your financial management data across accounting, sales, purchasing, inventory, and customer interactions for an up-to-date view of your business. Use the real-time management dashboard to help you make faster decisions and keep your finger on the pulse of your business.

Project management

Create, manage, and monitor your customer projects in Dynamics 365 to ensure they remain on time and in budget. Closely manage costs and resources to keep the finances of each project on track. Ensure materials, suppliers and other purchases remain relevant to the scope of the project and coordinate employee timesheets and availability so any staffing gaps or overlaps are avoided.

 

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