Optimize your small to medium-sized business by linking people and processes with a single unified system that boasts of intelligence, making your processes like financial management, sales, service, and operations seamless.
Order, Sell, Invoice, and Report - from Day One
Grow at your Own Pace
Make your business future-proof with a flexible and scalable global solution, while integrating legacy systems to make the most of the existing investments.
Take the Right Decisions
Get a 360-degree view of your business from a centralized system. Use built-in intelligence for insights to prevent issues and deliver optimized customer experiences.
Get started Instantly and Easily
Get accustomed to cloud easily using familiar Office interfaces and add other Dynamics 365 applications - Office 365, Azure IoT, and Mixed Reality - when the need arises, without disturbing your business workflow.
Financial management
Manage your finances effortlessly
Smoothen your financial close and get real-time visibility into your business performance. Share your information with an accountant or bookkeeper easily and safely. Manage your budgets and cashflow in a better way.
- Link up the incoming payments directly to the related customer and mark invoices as paid to settle the accounts automatically
- Get notified about the right time to pay vendors to make the most of the vendor discounts or avoid overdue penalties
- Tag entries to categorize and analyze faster.
- Enhance your organization’s ability to develop, modify, and manage budgets.
Inventory management
Simplify your supply chain
Optimize your supply chain visibility to save on inventory costs and keep customers happy. Built -in intelligence enables you better predict when and what requires to be refilled, for better inventory management, avoiding shortages and lost sales.
- Get 360-degree view of your inventories at different locations
- Keep your customers happy by offering them items you don’t maintain in inventory
- Post a sales credit memo and manage customer refunds
- Reduce lost sales by delivering substitute items when requested items are out of stock.
Sales
Manage your sales cycle more proficiently
Reduce the time from quote to cash by combining your sales and accounting. Respond to sales-related enquiries instantly from Outlook. Seamlessly manage multiple ship-to and bill-to addresses per customer, like direct shipment and invoicing addresses.
- Use Outlook to post sales, and send your invoices as PDF attachments, including a PayPal link to expedite payments.
- Monitor interactions and keep an eye on current customer status, from email to order to invoice
- Negotiate and properly record special agreements with individual customers, including discount structures
- Prioritize leads depending upon revenue potential and opportunities across the sales cycle
Purchasing
Make your purchasing process automatic and safe
Monitor and maintain your purchasing process using automated workflows and dynamically updated inventory levels. Keep avoidable or fraudulent purchases at bay by implementing approvals, also make changes in posted invoice in your financial management system and register the correction effortlessly.
- Create purchase invoices and orders to keep a track of the cost of purchase and accounts payable.
- Manage expenses better by implementing advanced workflow and approval structures
- Allow vendors to record your agreements about discounts, prices, and payment methods with tasks automation
Reporting and analytics
Get a 360-degree view of your business
Consolidate your financial management data throughout accounting, sales, purchasing, inventory, and customer interactions for an updated, complete view of your business. Make instant, more informed decisions under the guidance of linked processes, predictive analytics, and real-time data.
- Make informed decisions instantly with smooth Microsoft Excel integration
- Track your KPIs easily by creating your own analyses on general ledger data
- Display your business’ performance in real time on your dashboard with built-in Power BI integration
- Predict your cash flow accurately using built-in Cortana Intelligence integration
Project management
Deliver projects on time and under budget
Perform general project management tasks with ease and access all data you need to manage budgets in a better way and monitor progress. Keep an eye on machine and employee project hours with timesheets, and get real-time data on existing resources, like employees and machinery.
- Design, control, and monitor customer projects using sophisticated job costing and reporting capabilities
- Take care of usage levels and profitability of resources with better capacity and sales planning
- Create, revise, and manage budgets to prevent over-expenditure