Dynamics 365 for financials

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Dynamic 365 For Financials
By- Cynoteck MS Dynamics 365 Team
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Contents

• Introduction of Dynamics 365 For Financials
• Functionality of Dynamics 365 for Financials
• Feature Highlight
• Pricing and licensing

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Dynamic 365 for Financials

• Dynamic 365 for Financials formerly known as
  project Madeira shed light on the financial part
  of an organization. This solution is introduced
  in the newly developed Dynamic 365 family for the
  small to midsized organization. The potential
  customer for this solution are the audience that
  have outgrown software such as QuickBooks and
  excel. It also provide a rich ERP product for the
  users within their range of small implementation
  and licensing cost giving the product a low total
  cost of ownership.

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Functionalities of Dynamics 365 for financials

• The functionality of dynamics 365 for financials
  is break down into three parts
• Financials
• Sales
• Purchase

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1. Financials

• Finance is a stream that deals with the study of
  investment. It deals with the study of assets and
  liabilities over the time under the condition of
  risk. It can also be termed as the field of Money
  management. Finance can be classified into three
  sub categories public finance, corporate finance
  Personal finance.

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2. Sales

• A sale is the transaction of goods and services
  between two parties first one is buyer and second
  one is seller. It can be termed as a mutual
  agreement between the two parties. A core entity
  of sale cycle is customer which asks for a quote
  from the dealer or a supplier and starts the
  whole cycle from sales quote to invoice
  generation.

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3. Purchase

• Purchasing is the process of buying goods and
  services from a vendor (core entity).it can vary
  from organization to organization but the key
  element remain same. it all start with a demand
  and requirement that could be any goods or
  services. . A request for proposal (RFP)
  or request for quotation (RFQ) is then created.
  Suppliers usually send their quotations in
  response to the quotes, and a review is
  undertaken where the best offer (typically based
  on price, availability and quality) is given
  the purchase order.

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Feature Highlights
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1. Multi Currency

• The software allows users to buy and sell in
  currencies that are different to local currency.
  Currencies can be linked to exchange rate
  services to automatically update the rates in the
  system.

2. DATA MIGRATION
This extension makes it easy to migrate
customers, vendors, items, and accounts from
QuickBooks and Microsoft Excel.
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3. Outlook Integration

• The Outlook add-in allows the user to manage
  customer and vendor activities directly from
  Outlook. Financial information from vendors and
  customers can be accessed and documents such as
  quotes and invoices can be sent directly to
  clients.

4. ACCESS FROM MOBILE
Data from D365F can be accessed through a users
mobile device. Users have the ability to export
data, email sales quotes or invoices, and the
ability to view charts and financial information.
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5. MS Word Template

• Users have the option to use RDLC layouts
  (modified using SQL Server Report Builder) or a
  simple MS word template. A Word report layout is
  a based on Word document (.docks file type). Word
  report layouts enable the user to design report
  layouts by using Microsoft Word 2013 or later. A
  Word report layout determines the reports
  content controlling how that content elements
  are arranged and how they look. A Word report
  layout document will typically use tables to
  organize content, where the cells can contain
  data. Reports layouts can be exported or imported
  at any time.

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6. Workflows

• When a record, such as a purchase document or a
  customer card, needs to be authorized by someone
  in your organization, you send an confirmation
  request as part of a workflow. Based on how the
  workflow is set up, the appropriate approver is
  then notified that the record requires their
  approval.

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Pricing and licensing

• For a full user or admin- leverages the
  majority of business apps functionality. They
  have also been invoked to as power users. All
  licenses include automatic product updates. The
  Full User license includes the rights for one
  external accountant user to access the service at
  no additional cost. The license for this user has
  to be requested separately.
• Price- 40 per month
• For a team member- predominately absorbs data and
  reports and complete light tasks like time entry.
  
• Price -5 per month

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Contact handles

• www.cynoteck.com
• Contact No
  1-612-800-9092,918272014440,
• 
  918430155522s
• Website
  www.cynoteck.com
• Email
  sales_at_Cynoteck.com

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Thank You ?