Dynamics 365 for Financials

Dynamics 365 for Financials

Microsoft Dynamics 365 for Financials provides a single, connected solution for financial and business management for small to medium sized businesses. It makes ordering, selling, invoicing and reporting easier and faster from day one. You get a complete picture of your business that enables faster and better decision making with built-in intelligence, when and where you need it.

With Dynamics 365 for Financials, you can consolidate multiple systems into a single connected application that saves you time, allows you  to grow your business and uses familiar Office interfaces.

Want to know more about how Dynamics 365 may impact the accounting software market? Read our blog; Is Dynamics 365 for Financials a game-changing release for Microsoft? 

For more information on how Dynamics 365 for Financials can help your business, contact us today.

Dynamics 365 for Financials

Key features of Dynamics 365 for Financials

  • Financial Management: Take the hassle out of managing your finances by streamlining your financial close and getting real-time visibility into the performance of your business. Features include general ledger, accounts receivables and payables, budgets, bank reconciliation, cash flow forecast and fixed assets.
  • Inventory Management: Streamline your supply chain to reduce inventory costs, avoid stock shortages and keep customers happy. Features include inventory, item substitutions, returns and cancellations and shipping agents.
  • Sales: Manage your sales cycle more efficiently by shortening the time from quote to cash by connecting your sales and accounting. Features include sales invoicing, sales order management, pricing and discounting, contact management, opportunity management and interaction management. 
  • Purchasing: Control and secure your purchasing process through automated workflows and dynamically updated inventory levels. Features include purchase order management, vendor management and a vendor item catalog.
  • Project Management: Keep projects on time and under budget by tracking machine and employee project hours using timesheets and planning capacity with real-time data on available resources. Features include job management, capacity management and budgets/estimates.
  •  Reporting and Analytics: Centralise your financial management data for a complete picture of your business, enabling you to make faster and more informed decisions. Features include seamless integration with Excel, KPI tracker and real time reporting on your dashboard using built-in Power BI.


Max Somper Metamark

PCR are very much on the same page as ourselves. They're very flexible, pragmatic about response, efficient, and they've always been the best choice for us as a business.

David Stocker Kingfisher Inks

We can always depend on PCR to offer us excellent service in terms of support for Pegasus and our IT network. Their advice is always tailored to our requirements and situation, and we can rely on them to ensure that it is the best solution for us.

John Higgins Duchamp

We would recommend PCR as a good IT support partner to have on a day-to-day basis and for practical advice.

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