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 Sales Management functionality is part of the Dynamics 365 for Financials Module and contain the following:

  • Sales Invoicing
  • Sales Order Management
  • Pricing and Discounting
  • Contact Management
  • Opportunity Management

Sales Invoicing:  Post sales right from Outlook, then email your invoices as PDF attachments that include a PayPal link to expedite payments. With Sales Invoicing, you can minimize data entry by automatically converting quotes to sales invoices when approved.  These created quotes have a professional looking appearance from using Word forms.

Sales Order Management:  Manage the sales cycle end-to-end, from quote generation to invoicing. Create and manage sales order quotes, sales orders and handle invoices for multiple shipments. Sales Order Management allows you to define multiple ship-to and bill-to addresses per customer in additional you can ship and invoice separately, including direct shipments and direct invoicing.

Pricing and Discounting:  Manage special agreements with individual customers and customer groups that include discount structures based on minimum quantities, units of measure, currencies, and time periods. For example the ability to set up invoice discounts for customers based upon defined criteria.  Furthermore this feature allow you to automatically calculate best unit price by sales line when an order meets specified conditions.

Contact Management:  Create contacts and groups to support your business relationships with prospects, customers, and vendors.  With a tight integration with other Microsoft Applications, such as Outlook or Office 365 you, manage your contacts within Outlook or integrate with Microsoft Dynamics 365 for Sales for deeper contact management capabilities.  This contact management features automatically synchronize contacts within
Outlook for faster customer communication. You can even combine sales and CRM data in one system
to target products to specific customers

Opportunity Management:  Set up templates to record, view, and manage customer interactions to improve sales, order fulfillment, marketing, and service calls.  This functionality gives you a complete overview of interactions and know current customer status, from email to order to invoice in addition the ability to track interaction costs and determine the most cost-effective way to convert prospects into sales.

Download the Microsoft Dynamics 365 for Financials Capability Guide:

Get Pricing on Microsoft Dynamics 365 for Financials Business Edition


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