Microsoft Dynamics 365 is the next generation of intelligent business applications that enable organizations to grow, evolve, and transform by combining both ERP and CRM.  This new could-based business management systems allows you to add modules and business apps as they become available to customize and meet your unique requirements.   Dynamics 365 for Financials makes ordering, selling, invoicing, and reporting easier—starting on day one with tight integration with  familiar Microsoft applications such as Office 365 and the Outlook Add-In.

The Business Edition of Microsoft Dynamics 365 will have options for several modules* including:

  • Financial Management Functionality (ERP)
  • Sales/Customer Relationship Management (CRM)*available Spring 2017
  • Marketing/Customer Relationship Management (CRM)*available Spring 2017
  • Customer Service/Customer Relationship Management (CRM)*available Spring 2017

Microsoft Dynamics 365 Business Edition Inventory Management functionality is part of the Dynamics 365 for Financials Module and contain the following:Icons

  • Inventory Management
  • Item Substitutions
  • Cancellations and Returns
  • Alternative Ship-To Addresses
  • Non-Stock Items
  • Drop Shipments
  • Shipping Agents

Inventory Management: Perform basic inventory tasks quicker within receiving, selling, and calculating the costof items. You can Search for items by range of fields, including SKUs, manufacturer’s part number, categories, or product attribute in addition to using Cortanta Intelligence  for sales forecasting to accurately predict future sales and avoid inventory shortage. In addition, you can set up automated reordering based on pre-determined stock levels

Item Substitutions:  Link items with the same or similar characteristics so that if a customer orders an item that is unavailable, you can offer substitute items and avoid losing the sale. Or, provide an extra service to your customer by offering lower-cost alternatives.

Cancellations and Returns:  Post sales credit memo and have visibility to manage customer refunds.  This functionality allow you to reverse and record customer refunds along with an integration to sales, general ledger, inventory, and cash disbursement transactions.

Alternative Ship To Addresses: You can assign an alternative address where your contacts are sometimes sent mail and information. You can also assign one or several date ranges to each alternative address you have entered for your contacts to specify when each address is valid.

Non-Stock Items:   Offer items to your customers that you do not maintain in inventory until you start selling them.  You can create sales quotes or sales orders using non-stock items and also convert non-stock item cards to normal item cards once an order is confirmed.

Drop Shipments: Handle order shipments directly from the vendor to the customer without having to physically stock items in your inventory while keeping track of order costs and profit. The drop shipment process is facilitated through automatic linking of sales and purchase orders that control the built-in sequence of posting tasks.

Shipping Agents: Set up multiple shipping agents (for example, UPS, DHL, external carriers, or your own carrier) and relate their services (express, overnight, standard) with shipping time. Associate default shipping agents and their services with individual customers or specify those details on sales orders.

Download the Microsoft Dynamics 365 for Financials Capability Guide

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