Order, sell, invoice, and report—from day one

Consolidate multiple systems into a single, connected application—one that pulls together your business processes—to save your employees time.

Get a complete picture of your business from a centralized source. Apply built-in intelligence for insights that help prevent issues and deliver better customer experiences.

Get started quickly in the cloud using familiar Office interfaces, and add other Dynamics 365 applications as you need—without getting in the way of running your business.

Financial management

Take the hassle out of managing your finances

Streamline your financial close and get real-time visibility into the performance of your business. Easily share your information in a secure manner with an accountant or bookkeeper and gain more control over your budgets and cashflow.

  • Apply incoming payments directly to the related customer and mark invoices as paid to automatically reconcile accounts
  • Get recommendations on when to pay vendors to take advantage of vendor discounts or avoid overdue penalties
  • Add tags to entries for quicker categorization and analysis
  • Improve your organization’s ability to develop, modify, and control budgets
 

Manage your sales cycle more efficiently

  • Post sales right from Outlook, then send your invoices as PDF attachments that include a PayPal link to expedite payments
  • Get a complete overview of interactions and track current customer status, from email to order to invoice
  • Negotiate and keep track of special agreements with individual customers, including discount structures
  • Prioritize leads based upon revenue potential and opportunities throughout the sales cycle

Reporting and analytics

Get a complete picture of your business

  • Make fast, informed decisions with seamless Microsoft Excel integration
  • More easily track your KPIs by creating your own analyses on general ledger data
  • Chart your business’ performance in real time on your dashboard using built-in Power BI integration
  • Accurately predict your cash flow using built-in Cortana Intelligence integration

Grow your financial operations

Grow your small to medium-sized business by connecting people and processes with a single system that has intelligence built in—making financial management, sales, service, and operations easier.

Let's discuss your Dynamics 365 CRM solution

Contact Us

Join our Mailing List

Sign up to our mailing list and receive the CRM news and updates

Sign Up