Dynamics 365 Business Edition

Dynamics 365 Business Edition

A complete business and financial management solution for small and medium-sized businesses.

BUSINESS EDITION (Dynamics 365 for Financials) OVERVIEW

Forget about IT hardware and support costs. Unify all your disconnected systems into a single cloud solution using Dynamics 365 Business Edition (also known as Dynamics 365 for Financials).

  • Get up and running immediately with the familiar Office interface
  • Manage financials, sales, service, and operations all in one place
  • Save time by creating quotes, orders, and invoices in Outlook
  • Make better decisions with a complete, real-time picture of your business
  • Identify trends and avoid issues with machine learning and predictive analytics
  • Use the full functionality in iOS, Android and Windows mobile
Get financials Guide

Financial management

  • General Ledger
  • Account Receivables
  • Account Payables
  • Budgets
  • Account Schedules
  • Bank Reconciliation
  • Cash Flow Forecast
  • Check Writing
  • Electronic Payment
  • Deferrals
  • Fixed Assets

Inventory management

  • Inventory
  • Item Substitutions
  • Returns and Cancellations
  • Alternative Ship-to Addresses
  • Shipping Agents
  • Drop Shipments
  • Non-stock Items


  • Sales Invoicing
  • Sales Order Management
  • Pricing and Discounting
  • Contact Management
  • Opportunity Management
  • Interaction Management
  • Sales Tax
  • Outlook Client Integration
  • Contact Classification
  • Mail Logging for MS Exchange
  • Dynamics 365 for Sales Integration


  • Purchase Order Management
  • Vendor Management
  • Vendor Item Catalog
  • Purchase Line Pricing
  • Purchase Invoice Discounts
  • Purchase Line Discounting

Project management

  • Job Management
  • Capacity Management
  • Budgets/Estimates
  • Basic Resources

Additional capabilities

  • Multiple Currencies
  • Dimensions
  • Document Reporting
  • Workflow
  • Import Online Currency Rate
  • Paypal Integration
  • Audit Trail
  • Document Management, Capture, and OCR
  • Outlook Add-in
  • Data Migration
Microsoft Dynamics Partner

Microsoft awards the highest status of gold partner in recognition of their “commitment, expertise, and the ability to succeed.”

  • Ability to ensure your project meets the business objectives
  • Expertise and track record of delivering projects of all sizes and complexity
  • Commitment to superior service and support
Learn more about us