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Microsoft Dynamics 365 for Small Businesses

Microsoft Dynamics 365 for Financials:

Home Page is customized according to the role assigned to the logged in user. Some common roles are Business Manager, Accountant, Project Manager, Security Admin, etc. Home Page of Dynamics 365 Financials include Widgets, Purchases, Sales, Incoming Documents, Time Sheets, Quick view of balance, Power BI integration option, Charts, Account information, Reports, etc. Widgets can be customized by setting threshold, parameters. Also you can define which color should be present when changes occur.

Tabs present on Home Page include Finance (Types of financial transactions that you can post), Sales (Types of sales transactions that you can post), Approvals (Pending workflow approvals), Advanced Finance (Budgets) and Self Service (Timesheets).

Configuration options available for Dynamics 365 Financials include Migrate Business Data, Set up Cash Flow Forecast, Set up Approval Workflow, Set up a Customer Approval Workflow, Set up Email, Set up Email Logging, Set up Outlook for Financials, Set up Reporting, Set up an Item Approval Workflow, Set up Dynamics CRM connection, Set up Sales Tax.

Complete Sales Process right from Creation of Lead till the Posting and Sending of Invoice can be processed from Email Inbox itself by integrating Dynamics 365.

Various pricing plans are available for Microsoft Dynamics 365. Dynamics 365 Plan in which you get full use of all applications in one comprehensive, cost-effective options and costs $210 per user per month. Unified Operations Plan in which you get full use of applications that help connect and manage business operations and costs $190 per user per month. Customer Engagement Plan in which you get full use of applications that help build and support customer relationships and costs $115 per user per month.

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