Microsoft Dynamics 365 for Finance and Operations

(68)
3.5 out of 5 stars

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

Work for Microsoft Dynamics 365 for Finance and Operations?

Learning about Microsoft?

We can help you find the solution that fits you best.

Find the Right Product

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.

75%
(Based on 14 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.

77%
(Based on 11 reviews)
Audit Trail

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

75%
(Based on 10 reviews)
Inventory Management Platform Features
Centralized Inventory Database

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

88%
(Based on 6 reviews)
Inventory Level Dashboards

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

80%
(Based on 6 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.

Not enough data available

Asset Tracking

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

73%
(Based on 6 reviews)
Inventory Forecasting

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

73%
(Based on 5 reviews)
eCommerce Integrations

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

75%
(Based on 6 reviews)
Accounting Integrations

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

73%
(Based on 6 reviews)
Data Exporting / Importing

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

81%
(Based on 7 reviews)
Accounts Receivable
Invoice Customization

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

76%
(Based on 15 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.

69%
(Based on 12 reviews)
Collections Automation

The system automates the dunning process to help drive collections

75%
(Based on 12 reviews)
Process Management
Process Analysis

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

76%
(Based on 15 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.

74%
(Based on 15 reviews)
Accounts Payable
AP Automation

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

83%
(Based on 15 reviews)
Payment Processing

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

79%
(Based on 15 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 17 reviews)
Customization
Document Generation

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

78%
(Based on 13 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.

70%
(Based on 13 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.

75%
(Based on 11 reviews)
Low-Code App Development

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

72%
(Based on 13 reviews)
Inventory Management
Inventory Tracking / Ordering

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

79%
(Based on 12 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.

78%
(Based on 13 reviews)
Inventory Reporting

Customizable reporting allows insight into usage of inventory and services.

78%
(Based on 11 reviews)
Collaboration
Permissions for Sharing

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

76%
(Based on 18 reviews)
Data Unification

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

83%
(Based on 16 reviews)
Accessibility

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

77%
(Based on 17 reviews)
Process Routing

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

n/a
Other Functionality
Multi-Entity / Consolidation

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

77%
(Based on 11 reviews)
Recognition Rules

Automate recognition of revenue and expenses by defining recognition templates.

63%
(Based on 8 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.

74%
(Based on 8 reviews)
Payroll

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

87%
(Based on 7 reviews)
Time and Expense

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

81%
(Based on 11 reviews)
Reporting & Analytics
Financial Statements

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

76%
(Based on 14 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

67%
(Based on 18 reviews)
Budgeting / Forecasting

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

69%
(Based on 13 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

74%
(Based on 17 reviews)
Platform
Customization

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

70%
(Based on 18 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.

66%
(Based on 17 reviews)
User, Role, and Access Management

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

67%
(Based on 19 reviews)
Internationalization

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

69%
(Based on 14 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.

70%
(Based on 18 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.

68%
(Based on 16 reviews)
Integration
Data Import and Export Tools

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

65%
(Based on 15 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.

59%
(Based on 11 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.

47%
(Based on 11 reviews)