Microsoft Dynamics 365


Microsoft Dynamics 365 Finance & Operations is an enterprise resource planning (ERP) solution that helps organizations streamline their financial and operational processes. It combines various modules to offer a comprehensive suite of tools to manage financials, supply chain, manufacturing, human resources, and more. Here are some key features and benefits you can highlight to your new prospect:

Table of Contents

  1. Integrated Solution: Dynamics 365 Finance & Operations offers an integrated platform that connects various departments and processes within an organization. This integration enables better data sharing and collaboration across the entire enterprise.
  2. Financial Management: The solution helps organizations manage their financial processes efficiently, including general ledger, accounts payable, accounts receivable, budgeting, and financial reporting. It provides real-time insights into financial performance, helping businesses make informed decisions.
  3. Supply Chain Management: The supply chain management module helps optimize inventory, procurement, and demand forecasting. This leads to better control over inventory costs, reduced stockouts, and improved overall supply chain efficiency.
  4. Manufacturing: For companies involved in manufacturing, Dynamics 365 Finance & Operations offers tools to manage production planning, scheduling, and shop floor operations. This helps enhance production efficiency and product quality.
  5. Human Resources and Talent Management: The solution includes HR and talent management capabilities, allowing organizations to manage employee data, payroll, benefits, and performance. It also supports recruitment, onboarding, and training processes.
  6. Analytics and Reporting: Dynamics 365 Finance & Operations provides robust reporting and analytics features. Users can create customized reports and dashboards to monitor key performance indicators (KPIs) and gain insights into business performance.
  7. Cloud-Based and Scalable: The solution is cloud-based, enabling easy access from anywhere and promoting scalability to accommodate business growth.
  8. Security and Compliance: Microsoft places a strong emphasis on security and compliance. Dynamics 365 Finance & Operations includes features to help organizations meet industry regulations and protect sensitive data.
  9. Automation and Workflow: The solution offers workflow automation capabilities that streamline business processes and reduce manual tasks. This leads to increased operational efficiency and reduced errors.
  10. Integration with Other Microsoft Products: Dynamics 365 Finance & Operations seamlessly integrates with other Microsoft products like Office 365, Power BI, and Azure, enhancing productivity and enabling advanced analytics.
  11. Integration with Other Microsoft Products: Dynamics 365 Finance & Operations seamlessly integrates with other Microsoft products like Office 365, Power BI, and Azure, enhancing productivity and enabling advanced analytics.
  12. Project Management: Efficiently manage projects, resources, and budgets with Dynamics 365 Finance & Operations. Keep projects on track, monitor progress, and allocate resources effectively, ensuring timely completion and customer satisfaction.
  13. Scalability and Flexibility: Whether your organization is small or enterprise-level, Dynamics 365 Finance & Operations scales to meet your needs. The cloud-based platform allows for easy scalability, ensuring that you can adapt to changing business requirements without major disruptions.


Enhance financial decision making

Improve your business health. Drive agility and growth using finance tools for reporting, embedded analytics, and AI-driven insights.

Automate business processes

Integrate finance software into core processes and automate tasks to boost productivity, support evolving business models, and maximize financial performance.

Create impact and reduce costs

Minimize costs and optimize spending across global business operations with process automation, budget control, and financial intelligence, planning, and analysis.

Decrease global risk

Simplify regulatory reporting, electronic invoicing, and global payments using the guided, rules- based chart of accounts and no-code configuration service.

Supply Chain

Plan with confidence and agility

Predict demand using AI and make inventory decisions with priority-based supply planning in near-real time, eliminating stockouts and overstocking.

Perform continuous planning in near-real time

Enrich historical demand data with AI predictions powered by Microsoft Azure Machine Learning to improve forecasting for future supply levels.

Eliminate stockout situations

Strategically position inventory with stock buffers to minimize the risk for stockouts using demand-driven material requirements planning (DDMRP) to automatically generate supply orders.

Optimize inventory placement

Ensure that the right products are in the right place at the right time with inventory allocation (preview). Get a single view of inventory across channels and allocate inventory for specific needs or customers.

Collaborate in real time

Effectively communicate across sales, marketing, and operations using Microsoft Teams to streamline sales and operations planning.

Procurement and sourcing

Procure with insights and automation

Streamline procurement processes and improve cost management using vendor collaboration and advanced analytics to mitigate critical parts shortages.

Assess supply risk

Uncover risks to planned purchases with data about past supplier performance and product metrics such as on-time, in-full delivery rates in a comprehensive workspace.

Improve cost management

Realize maximum cost savings by automatically applying negotiated pricing based on business- defined purchase policies.

Streamline vendor management and collaboration

Use a single, secure application to quickly onboard vendors and collaborate across procurement processes such as purchase order management, request for quotation bidding, and invoicing.

Maximize sourcing selections

Optimize your sourcing experience with punch outs to external vendor catalogs and explore more options to expedite order placement.

Make smart purchasing decisions

Effectively track vendor performance, lead times, and quality with embedded purchasing insights using built-in Microsoft Power BI templates.

Manufacturing and shop floor management

Build agile manufacturing processes using the Internet of Things (IoT) and mixed reality while working with your existing manufacturing execution systems (MES).

Create a connected factory

Proactively manage the shop floor using a real-time view of production and stock to improve quality, increase throughput, and reduce downtime with a modern production-floor execution user interface (UI).

Accelerate time to market

Implement sustainable and adaptable manufacturing processes using IoT and mixed reality to accelerate time to market for new products.

Enhance visibility of the production floor

Incorporate data from external manufacturing execution systems (MES) to eliminate data silos, improve quality, and optimize production processes with MES integration.

Transform your workforce

Improve safety, increase efficiency, and reduce errors by using the interactive holographic experience in Dynamics 365 Guides, available in the context of the current production job.

Simplify production accounting

Track costs accurately by using the Global Inventory Accounting Add-in to record manufacturing expenses in multiple currencies and cost-calculation methods.

Optimize fulfillment for on-time deliveries

Leverage delivery alternative information such as on-hand inventory and future availability data to determine the fulfillment location for on-time and sustainable deliveries.

Deliver on customer promises!

Provide accurate inventory information to customers at order entry and make reservations using real-time inventory and available-to-promise (ATP) data.

Maintain customer loyalty!

Offer consistency in pricing with flexible rebate calculations, target transactions, and trade allowance–management capabilities.

Centralize pricing management

Make real-time pricing calculations across multiple channels and simulate pricing scenarios based on customer, product, and channel attributes (preview).

Streamline sales with a centralized workspace.

Efficiently manage sales orders with a centralized workspace and gain real-time visibility into delayed orders.

Warehouse management and fulfillment

Deliver with consistency and expediency.

Expedite delivery times by optimizing inventory, automating warehousing operations, and increasing throughput.

Increase throughput.

Help ensure accurate and efficient warehousing operations using our intuitive and customizable mobile app, available on Android, iOS, and Windows devices.

Get up and run quickly!

Establish new warehouses quickly with step-by-step, guided implementation wizards and the ability to copy configurations across warehouses.

Pick and pack with ease

Maximize fulfillment efficiency with guided, paperless picking, and pack and sort shipments from anywhere using a browser-based experience or mobile app.

Integrate with robotic MES

Mitigate labor shortages by augmenting warehouse staff with robotic automation for material handling, with built-in connectors to multiple providers.

Unify warehousing data

Gain insights into operations by consolidating data, including real-time inventory visibility, carrier data, and material-handling event information, to discover efficiencies.

Operate with precision and foresight.

Perform proactive or predictive equipment maintenance to reduce downtime and improve equipment effectiveness.

Reduce costly machine downtime

Proactively manage business-critical equipment by performing all types of maintenance— predictive, corrective, condition-based, and preventative—throughout the asset lifecycle.

Improve overall equipment effectiveness (OEE)

Enable peak equipment performance using sensor data intelligence and use IoT-powered data. to drive proactive maintenance and improve OEE.

Request and perform maintenance on the go

View, schedule, and execute work orders for assets with an intuitive mobile app for asset management.

Synchronize maintenance and production scheduling

Optimize resource capacity utilization and avoid conflicts in maintenance work and production activities for geographically dispersed assets with advanced scheduling capabilities.

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