Microsoft Dynamics 365 For Financials – Business Owners

From day one, it makes ordering, selling, invoicing, and reporting easier and faster.
Turn your multiple disconnected systems into one.

Track Your Business in Real Time

End-to-End View
Centralize your data from accounting, sales, purchasing, inventory, and customer interactions to get an accurate end-to-end view of your business. All data stays up to date so you can spot trends, prevent issues, and deliver great customer experiences.

Intelligence at Your Fingertips
Keep people informed with easy-to-share reports including key performance indicators (KPIs), inventory, sales, and order status. Empower users to create self-serve reports from trusted data sources for faster, more informed decision-making.

Advanced Analytics for Deeper Insights
Access, model, and analyze data across multiple dimensions to perform ad hoc, customized reporting. Use Microsoft Power BI to create highly compelling dashboards, and to infuse big data, predictive analytics, and Internet of Things to transform data into actionable intelligence.

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Cloud Based Access 24/7 Availability

Microsoft Dynamics 365 For Financials is a cloud based ERP solutions. This give small business owners the flexibility and access they need to effectively manage their business on the go. The system in fully compatible with all operating systems and will let you run your business off you phone or tablet giving the access and flexibility that you need.

Don't Let Implementation Overwhelm You
Get up and running quickly, so change doesn’t get in the way of your day-to-day.

Fast from the Start
Handle the most common business processes from day one, like quotes, orders, invoicing, purchasing, cash management, and reporting. It’s built in the cloud, so it’s easy to set up and manage.

Looks and Feels Like Office
Has the same familiar interface as the Office tools you already know, like Outlook, Word, and Excel. A comprehensive yet easy-to-use solution means less training time and quicker adoption for employees.

Works Where Business Takes You
Get the powerful desktop capabilities you need across Windows, iOS, and Android platforms. Desktop, laptop, tablet, or phone, you get one experience that is consistent and secure.

Ready for Growth
Start with only what you need and grow at your own pace to run your business securely in the cloud. Using flexible applications and a scalable database, you can easily adapt to change and manage growth.

Advanced cloud systems offer several implementation option that will take you from you current system to up and running with Dynamics 365 for financials in a matter of day. We provide ongoing support so you are never left without help.

Pricing Dynamics 365

Connect With Microsoft Products Like Never Before
Automatically pull your systems and processes together so your people don’t have to.

Microsoft Dynamics 365 for Financials is a business management solution that’s connecting people and processes like never before. From day one, it makes ordering, selling, invoicing, and reporting easier and faster.

Turn your multiple disconnected systems into one. Boost efficiency with automated tasks and workflows—all from within familiar Office tools like Outlook, Word, and Excel. Get a complete picture of your business and make better business decisions, with built-in intelligence when and where you need it.

From Quote to Cash, All within Office
Outlook isn’t just for email and calendars anymore. Now you can go from quote to cash without switching applications. Set up customers or vendors, create quotes, process orders, and submit invoices without leaving your inbox. Easily export data and create outgoing documents directly in Word and Excel.


User level security
Improve productivity and get more done with easy-to-create workflows, audit trails, and enterprise-level security—features that basic accounting software can’t provide. Easily connect workflows across other SaaS services using Microsoft Flow.

Company level security
Azure provides businesses with the data security and privacy, control, and transparency they require. Confidential data is the lifeblood of any company, and protecting it from compromise is mission-critical. Companies in many industries are bound by extensive regulations regarding the use, transmission, and storage of customer data.

Identity and access management
Azure Active Directory helps protect Dynamics 365 from unauthorized access by simplifying the management of users and groups and enabling you to assign and revoke privileges easily.

Microsoft uses encryption technology to protect your data while at rest in a Microsoft database and when it travels between user devices and our datacenters.

Increase network security and defend against threats
Dynamics 365 production environments are monitored to help protect against online threats using distributed denial-of-service (DDoS) attack prevention and regular penetration testing to help validate security controls. At the interface with the public network, Microsoft uses special-purpose security devices for firewall, NAT, and IP filtering functions.

d365 pricing

Role-based Licensing
Customers have the choice of two concurrent user types, Team Member and Full User. Both licensing models are designed to simplify the purchasing process by providing the right level of access by role.

Team Members predominately consume data and reports and complete light tasks like time entry.

Full Users leverage the majority of business apps’ functionality. They have also been referred 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.

Built in AI
Advanced Analytics for Deeper Insights

Microsoft Dynamics 365 For Financials comes standard with in-built machine learning in the form of Cortana intelligence suite and Power Bi.

Access, model, and analyze data across multiple dimensions to perform ad hoc, customized reporting. Use Microsoft Power BI to create highly compelling dashboards, and to infuse big data, predictive analytics, and Internet of Things to transform data into actionable intelligence.


Can you briefly summarize the different modules that are available in the solution?

Dynamics 365 for Financials capabilities span financial management,
reporting, fixed assets, supply chain and inventory management, contact/opportunity management, and service management—and includes multi-currency, multi-language, multi-company, and data migration capabilities. Please see the Dynamics 365 for Financials Capabilities Guide for details.

How does Dynamics 365 for Financials integrate with other Microsoft offerings (Office 365, Power BI, PowerApps, Microsoft Flow)?

Microsoft is the only company that can deliver both the depth of first-party business solutions and fully integrated analytics and productivity at cloud scale. Delivering on this ability requires true SaaS business apps that directly integrate business processes. For example: Office 365 productivity is infused into business processes, e.g. invoices surfaced directly in Outlook vs. opening accounts receivable. Power BI and Cortana Intelligence deliver powerful analytics and reporting. In addition, use Microsoft PowerApps for easy integration with external data sources and services.

How easily can I get my existing data from the product we are using today into Dynamics 365 for Financials?

Depending on the finance solution that your business uses today, you can transfer information about customers, vendors, inventory, and bank accounts. You can start an assisted setup guide that helps you transfer the business data. Easily upload files using extensions, for example Intuit Interchange Format (IIF) file to transfer QuickBooks data, or directly import from Excel.

Is Dynamics 365 for Financials available in the cloud? If so, can I buy directly from Microsoft?

All Dynamics 365 applications are available only in the cloud. Dynamics 365 for Financials is not sold direct from Microsoft and is only available through Cloud Service Partners (CSP) Such as Advanced Cloud Systems.

Are there specific industries that are better fits for Dynamics 365 for Financials?

Dynamics 365 for Financials currently delivers primarily horizontal capabilities that serve a variety of industries. Reselling partners provide more specific business and industry extensions. Visit AppSourcefor details. If you have industry specific needs beyond Dynamics 365 for Financials and the extensions, explore Microsoft Dynamics NAV for more comprehensive industry andvertical capabilities.

What is the difference between Microsoft Dynamics 365 for Financials and Microsoft Dynamics NAV and GP?

Dynamics 365 for Financials is an application delivered only through the cloud. It is designed primarily for businesses with 10-99 employees that do not have deep industry/vertical needs. Dynamics NAV can be deployed in the cloud or on-premises and best align to SMBs who have deeper industry needs.

How much does Dynamics 365 for Financials cost?

The suggested retail price for Financials app is at $40 per user per month with no user minimums. Starting in April, we will introduce the Business Edition plan. This plan will encompass Financials and the new Sales and Marketing applications for SMBs. The Business Edition plan is $50 per month. Additionally, the Business Edition plan includes waterfall pricing starting as low as $28 for 75+ seats. For businesses that have roles that don’t need full user access, team member licenses are available for $5 per month. See detailed pricing guide for additional details.

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