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Microsoft Dynamics 365 for Finance and Operations

3.5
(71 reviews)

Microsoft Dynamics 365 for Operations is the complete ERP solution for enterprises and offers solutions for manufacturing, distribution, retail, services, and public sector.

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Microsoft Dynamics 365 for Finance and Operations Features

General Ledger

Journal Entries

Increases user efficiency by auto-populating based on previously entered information. Schedule future entries. Allow Journal Entries to be uploaded from an external source.

91%
(Based on 5 reviews)

Tags / Dimensions

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

85%
(Based on 6 reviews)

Audit Trail

Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record

79%
(Based on 7 reviews)

Inventory Management Platform Features

Centralized Inventory Database

Manage and track all inventory records across warehouses and retail locations through a single unified database.

97%
(Based on 5 reviews)

Inventory Level Dashboards

Maintain a visual on product stock levels throughout your facilities with flexible inventory dashboards.

88%
(Based on 5 reviews)

Stock History Reporting

View the history of individual items and compare the sales performance of new to old stock in order to inform purchasing decisions.

Not enough data available

Low Stock Notifications

Set low stock thresholds and receive automatic alerts when stock decreases to that level.

Not enough data available

Bundles, Kits, & Variants

Automatically adjust inventory for product bundles, kit orders, and product variations within the system.

82%
(Based on 5 reviews)

Asset Tracking

Use barcode or radio-frequency identification (RFID) technology with specialized readers or mobile applications to track inventory assets throughout warehouse facilities.

76%
(Based on 7 reviews)

Inventory Forecasting

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

78%
(Based on 6 reviews)

eCommerce Integrations

Integrate shopping carts, eCommerce platforms, POS, and payment gateways with the system to link inventory records between across platforms.

85%
(Based on 5 reviews)

Accounting Integrations

Track inventory costs and costs of goods sold (COGS) with accounting software integrations.

76%
(Based on 7 reviews)

Data Exporting / Importing

Transfer large volumes of inventory data records into and out of the system with built-in import / export tools.

83%
(Based on 8 reviews)

Accounting

Chart of Accounts

Deliver out of the box Chart of accounts that can be used across multiple companies or business units

Not enough data available

AP Automation

Steam lines data entry by auto-populating recurring or predefined vendor values

Not enough data available

AR Automation

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Not enough data available

Journal Entries

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Not enough data available

Tags & Dimensions

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Not enough data available

Cash Management

Match payments and invoices and perform bank reconciliation in multiple currencies

Not enough data available

Accounting

Chart of Accounts

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

Not enough data available

AP Automation

Steam lines data entry by auto-populating recurring or predefined vendor values.

Not enough data available

AR Automation

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Not enough data available

Journal Entries

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Not enough data available

Tags & Dimensions

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Not enough data available

Cash Management

Match payments and invoices and perform bank reconciliation in multiple currencies.

Not enough data available

Accounts Receivable

Invoice Customization

The layout of the invoice template is fully customizable and you can add or remove fields.

88%
(Based on 6 reviews)

AR Automation

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

81%
(Based on 7 reviews)

Collections Automation

The system automates the dunning process to help drive collections

73%
(Based on 6 reviews)

Process Management

Process Analysis

Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

70%
(Based on 5 reviews)

Process Overview

Provides users a holistic view of all workflows so as to see how all processes work together.

n/a

Real-Time Process Monitoring

Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.

55%
(Based on 5 reviews)

Inventory & Warehouse

Inventory Tracking

Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

Not enough data available

Inventory Costing

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Not enough data available

Product Master

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Not enough data available

Inventory Forecasting

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Not enough data available

Integrations

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

Not enough data available

Shelf Life

Manage the time length for which ingredients may be used and finished products stored and sold

Not enough data available

Traceability

Ability to trace ingredients from supplier to warehouseing and production, and finally to the customer

Not enough data available

Hazardous Materials

Identify hazardous materials and provide features for special storage and manipulation instructions

Not enough data available

Inventory & Warehouse

Inventory Tracking

Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

Not enough data available

Inventory Costing

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Not enough data available

Product Master

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Not enough data available

Inventory Forecasting

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Not enough data available

Integrations

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

Not enough data available

Accounts Payable

AP Automation

Steam lines data entry by auto populating recurring or predefined vendor values

82%
(Based on 5 reviews)

Payment Processing

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

85%
(Based on 6 reviews)

Purchase Orders

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

79%
(Based on 5 reviews)

Customization

Document Generation

Enables users to create documents for business processes and provides a wide array of templates which are customizable.

76%
(Based on 5 reviews)

Process Design

The ability to create custom workflows aligned with business objectives.

n/a

Process Repository

A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.

75%
(Based on 6 reviews)

No-Code App Development

Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.

85%
(Based on 5 reviews)

Low-Code App Development

Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.

61%
(Based on 5 reviews)

Purchasing

Demand

Identify demand based on different types of sales orders and forecasting data.

Not enough data available

Purchase Orders

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process

Not enough data available

In Transit

Track products and raw materials shipped by suppliers, from origin to destination

Not enough data available

Receiving

Match the products received with the corresponding purchase orders and add them to inventory

Not enough data available

Purchasing

Demand

Identify demand based on different types of sales orders and forecasting data.

Not enough data available

Purchase Orders

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Not enough data available

In Transit

Track products and raw materials shipped by suppliers, from origin to destination.

Not enough data available

Receiving

Match the products received with the corresponding purchase orders and add them to inventory.

Not enough data available

Inventory Management

Inventory Tracking / Ordering

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

85%
(Based on 5 reviews)

Inventory Pricing and Costing

Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

88%
(Based on 6 reviews)

Inventory Reporting

Customizable reporting allows insight into usage of inventory and services.

80%
(Based on 13 reviews)

Collaboration

Permissions for Sharing

Enable decision-makers to easily share processes with the proper employees.

67%
(Based on 6 reviews)

Data Unification

Compile data from across all systems so that users can view relevant information easily.

85%
(Based on 18 reviews)

Accessibility

Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.

85%
(Based on 6 reviews)

Process Routing

Ensures the right task is being assigned to the proper employee across an entire process.

n/a

Sales & Marketing

Customer Master

Manages customer information including multiple ship-to and bill-to locations

Not enough data available

ATP

Available to promise provides information on future availability of products that are either planned for production or purchased but not received

Not enough data available

Order History

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders

Not enough data available

Returns

Manage return merchandise authorizations (RMS) approval processes and match with the original invoices

Not enough data available

Credit Limits

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold

Not enough data available

Pricing & Discounts

Manage various types of pricing and discounts associated with product categories and customer types

Not enough data available

Sales & Marketing

Customer Master

Manages customer information including multiple ship-to and bill-to locations.

Not enough data available

ATP

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Not enough data available

Order History

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Not enough data available

Returns

Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.

Not enough data available

Credit Limits

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Not enough data available

Pricing & Discounts

Manage various types of pricing and discounts associated with product categories and customer types.

Not enough data available

Other Functionality

Multi-Entity / Consolidation

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

91%
(Based on 5 reviews)

Recognition Rules

Automate recognition of revenue and expenses by defining recognition templates.

69%
(Based on 10 reviews)

Reconciliations

Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

82%
(Based on 5 reviews)

Payroll

Payroll module or integration to an external payroll provider which automates the recording of payroll

85%
(Based on 6 reviews)

Time and Expense

Automated time and expense capture, tracking, approval, reimbursement and reporting

79%
(Based on 8 reviews)

Manufacturing

MRP

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability

Not enough data available

Formulas & Recipes

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them

Not enough data available

MPS

Create and implement master production plans for multiple production lines and locations

Not enough data available

Shop Floor

Assign equipment and monitor shop floor activities during various production stages

Not enough data available

WIP

Track work in process (WIP) across multiple production lines and manufacturing locations

Not enough data available

Work Orders

Manage work orders for different types of activities such as production, rework, or maintenance

Not enough data available

Co-Products & By-Products

Track products manufactured along with a standard product (co-products) and secondary products (by-products)

Not enough data available

Batch Management

Production batches can be resized up and down to include new sales orders and to reprioritize production orders

Not enough data available

Discrete Manufacturing

MRP

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Not enough data available

MPS

Create and implement master production plans for multiple production lines and locations.

Not enough data available

Shop Floor

Assign equipment and monitor shop floor activities during various production stages.

Not enough data available

WIP

Track work in process (WIP) across multiple production lines and manufacturing locations.

Not enough data available

Work Orders

Manage work orders for different types of activities such as production, rework, or maintenance.

Not enough data available

BOM

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Not enough data available

Reporting & Analytics

Financial Statements

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

88%
(Based on 6 reviews)

Custom Reporting

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

75%
(Based on 6 reviews)

Budgeting / Forecasting

Create and revise an unlimited number of budget, plan and forecast scenarios.

73%
(Based on 9 reviews)

Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

78%
(Based on 6 reviews)

Quality Management

Inspections

Define and implement workflows for inspections, including rules for escalations and notifications

Not enough data available

Rework

Identify rejected products and decide either they can be repaired or discarded

Not enough data available

Waste

Track production waste such as scrap, as well as returns that cannot be repaired

Not enough data available

Defects

Monitor product defects, identify causes and provide corrective actions to improve quality

Not enough data available

Recalls

Define procedures to be implemented during recalls to limit their negative impact on the company and its customers

Not enough data available

Compliance

Ensure compliance with regulations and standards for production, storage, packaging, and transportation

Not enough data available

Customer Requirements

Manage customer specific quality standards and requirements

Not enough data available

Process Manufacturing

Formulas & Recipes

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them

Not enough data available

Co-Products & By-Products

Track products manufactured along with a standard product (co-products) and secondary products (by-products)

Not enough data available

Batch Management

Production batches can be resized up and down to include new sales orders and to reprioritize production orders

Not enough data available

Platform

Customization

Allows administrators to customize to accomodate their unique process. Includes ability to create custom objetcs, fields, rules, calculations, and views.

68%
(Based on 7 reviews)

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

63%
(Based on 6 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

75%
(Based on 6 reviews)

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

58%
(Based on 6 reviews)

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

76%
(Based on 5 reviews)

Output Document Generation

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

70%
(Based on 5 reviews)

Distribution

Pickinh & Packing

Define and implement optimal procedures to pick and pack products for shipping

Not enough data available

Custom Packing

Create packing options that are specific to one or more customers and can be modified for new clients

Not enough data available

Labelling

Create labels that are compliant with governmental standards and with customer requirements

Not enough data available

Shipping

Plan deliveries based on inventory availability, transportation costs, and order priority

Not enough data available

Tracking

Track shipments from warehouse to the destination, including drop shipments and multilocation shipping

Not enough data available

ETO Manufacturing

Engineering

Implement engineering changes across all manufacturing activities and locations

Not enough data available

Product Configuration

Support advanced product configuration features to adapt to specific customer needs

Not enough data available

Concurrent Engineering

Integrate design, engineering, manufacturing, and other functions to reduce the time to market.

Not enough data available

Integration

Data Import and Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

70%
(Based on 8 reviews)

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

66%
(Based on 7 reviews)

Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

50%
(Based on 6 reviews)

HR

Payroll

Payroll module or integration to an external payroll provider which automates the recording of payroll

Not enough data available

Workforce Management

Manage personnel availability and allocate human resources to production and inventory operations

Not enough data available

Time & Attendance

Track the time spent by employees performing various tasks related to production or inventory management

Not enough data available

Quality Management

Inspections

Define and implement workflows for inspections, including rules for escalations and notifications.

Not enough data available

Rework

Identify rejected products and decide either they can be repaired or discarded.

Not enough data available

Waste

Track production waste such as scrap, as well as returns that cannot be repaired.

Not enough data available

Defects

Monitor product defects, identify causes and provide corrective actions to improve quality.

Not enough data available

Service

Field Service

Manage field service activities related to the finished products delivered, such as installation and repairs

Not enough data available

Warranty Management

Maintain information on warranties for the products delivered and for their components

Not enough data available

Maintenance

Track maintenance operations for the products sold, such as calibration or preventive maintenance

Not enough data available

Distribution

Pickinh & Packing

Define and implement optimal procedures to pick and pack product for shipping.

Not enough data available

Shipping

Plan deliveries based on inventory availability, transportation costs, and order priority.

Not enough data available

Tracking

Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.

Not enough data available

HR

Payroll

Payroll module or integration to an external payroll provider which automates the recording of payroll.

Not enough data available

Workforce Management

Manage personnel availability and allocate human resources to production and inventory operations.

Not enough data available

Time & Attendance

Track the time spent by employees performing various tasks related to production or inventory management.

Not enough data available