Microsoft Dynamics 365 for Financials brings a wide array of features and functionality to your organization. Upon the initial start up the Business Manager role center will launch. Role centers are used to organize tasks and information for specific roles in your organization. Business Manager is the default role center, and provides easy access to some of the most popular functions in Dynamics 365 for Financials. Business Manager gives you access to customers, vendors, and item lists. You can choose other functions from the easy to navigate drop down menu.
Finance offers access to charts of accounts, a list of bank accounts, as well as journals. In the sales function you will find quotes, invoices, order lists, and credit memos. When creating new memos, quotes, or invoices the documents are saved automatically by the system, lowering the risk of data loss. There is matching functionality for the purchasing segment under the purchase function. There is an Approvals function, used when workflows are enabled in Dynamics 365. There is also an Advance Finance function, for things like budgets.
Even though Dynamics 365 for Financials has a wide arrange of options and features, it is intuitive and easy to navigate, not cluttered and confusing. A large Home button will take you back to the home screen at any point, and there is a search bar in the upper right hand corner for finding specific or not readily apparent functions.
With Dynamics 365 for Financials a wealth of tools are at your disposal for easing accessing, organizing, and editing financial data for your business.
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