Microsoft Dynamics 365

Microsoft Dynamics 365 Website

Microsoft Dynamics 365 for Financials

In November of 2016, Microsoft introduced a new subscription service accounting system Microsoft Dynamics 365 for Financials. This system is robust enough to use from entry level up through mid-market applications. Included features are inventory, costing and project management in addition to the standard GL, AR, AP functionality. This system allows you to start with what you need, getting productivity out of key employees, supported by built-in business intelligence, that can adapt as you grow.

Running on the Microsoft Azure platform, the system is built on an application platform that includes Power Apps, PowerBI embedded, Flow and a common data model. Combined with Office 365, PowerBI, Cortana, and Azure IoT, Dynamics 365 enables sales, field service, marketing, customer service, operations and projects to all be automated and visible in a single application.

Modules and functionality include:

Financial Management

  • General Ledger
  • Account Receivables
  • Account Payables
  • Budgets
  • Account Schedules
  • Bank Reconciliation
  • Cash Flow Forecast
  • Check Writing
  • Electronic Payment
  • Deferrals
  • Fixed Assets

Inventory Management

  • Inventory
  • Item Substitutions
  • Returns and Cancellations
  • Alternative Ship-to Addresses
  • Shipping Agents
  • Drop Shipments
  • Non-stock Items


  • Sales Invoicing
  • Sales Order Management
  • Pricing and Discounting
  • Contact Management
  • Opportunity Management
  • Interaction Management
  • Sales Tax
  • Outlook Client Integration
  • Contact Classification
  • Mail Logging for MS Exchange
  • Dynamics 365 for Sales Integration


  • Purchase Order Management
  • Vendor Management
  • Vendor Item Catalog
  • Purchase Line Pricing
  • Purchase Invoice Discounts
  • Purchase Line Discounting

Project Management

  • Job Management
  • Capacity Management
  • Budgets/Estimates
  • Basic Resources

Additional Capabilities

  • Multiple Currencies
  • Dimensions
  • Document Reporting
  • Workflow
  • Import Online Currency Rate
  • Paypal Integration
  • Audit Trail
  • Document Management, Capture, and OCR
  • Outlook Add-in
  • Data Migration

More Information about Microsoft Dynamics 365