Microsoft Dynamics 365

Finance and Supply Chain Management

Dynamics 365 Finance and Supply Chain Management is a cloud-based ERP software solution that empowers organizations to streamline manage financial operations, supply chain, and manufacturing processes. Integrated with Copilot, an AI-powered assistant, users can enhance their productivity and efficiency in their daily tasks.

What is Dynamics 365

Finance and Supply Chain Management?

Dynamics 365 Finance and Supply Chain Management (formerly known as Dynamics AX or Finance & Operations) is a robust ERP software developed by Microsoft. Its primary objective is to assist organizations in enhancing and streamlining their financial operations, supply chain management, and manufacturing processes. This comprehensive solution offers a wide array of advanced tools and features that enable efficient management of finances, budgeting, accounts handling, fixed asset management, cash flow control, and much more.

By automating essential processes, Dynamics 365 Finance and Supply Chain Management empowers businesses to make well-informed decisions, enhance operational efficiency, and drive overall success. With its powerful capabilities, this software enables organizations to optimize their financial operations by accurately tracking and analyzing financial data, thereby facilitating better financial planning and decision-making.

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What Microsoft Dynamics 365 Can Do For You

Cloud ERP

Dynamics 365 Finance and SCM is a cloud-based solution hosted on the secure Microsoft Azure platform. Users can access it through web browsers or mobile devices, providing flexibility and remote accessibility.

For organizations with specific requirements, on-premises deployment options are also available.

Seamless Integrations

Dynamics 365 offers integrations with various applications and services, including sales, inventory management, purchasing, and production planning. It also integrates with other Microsoft products, such as Office 365, Power BI, and Teams.

Enhance Visibility

Dynamics 365 provides real-time insights across aspects of a business through dashboards, reports, and analytics. This enables holistic operations view, data-driven decisions, optimized resource allocation, and cost reduction identification.

Financial Management

Business Central offers robust financial management capabilities, allowing businesses to handle tasks such as invoicing, budgeting, and cash flow management. It provides real-time insights, enabling businesses to make informed decisions and maintain better control over their finances.

Scalability and Adaptability

Business Central is a flexible and scalable solution that can accommodate the changing needs and growth of businesses. It can be easily customized and extended through integrations with other Microsoft applications and third-party extensions.

Enhanced CRM

Business Central incorporates comprehensive customer relationship management (CRM) functionality, enabling businesses to effectively manage and nurture their customer relationships.

Key Features

Dynamics 365 ERP offers a comprehensive range of applications tailored to meet the needs of enterprise-level businesses.

Financial Management

Features like general ledger, accounts payable and receivable, cash flow management, budgeting, and financial reporting. 

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Supply Chain Management

Optimize your operations with real-time inventory tracking, demand forecasting, supplier collaboration, warehouse management, production scheduling, quality control, and advanced analytics.

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Commerce

Enhance your business with personalized customer experiences, omnichannel sales, inventory management, order fulfillment, loyalty programs, and robust analytics.

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Human Resources

Streamline HR processes, including employee onboarding, performance management, benefits administration, time and attendance tracking, leave management, and talent acquisition.

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Upgrade Dynamics AX to D365 Finance & Supply Chain Management!

Are you looking to upgrade your current legacy ERP to Dynamics 365 Finance & SCM?
Call us today to get in touch with one of our ERP consultants!

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Copilot and AI in Dynamics 365

Harnessing the power of Artificial Intelligence (AI), Dynamics 365 introduces Copilot, a revolutionary assistant designed to enhance user productivity and efficiency. Copilot leverages AI to provide intelligent suggestions, automate repetitive tasks, and offer insights that drive smarter decision-making.

Intelligent Task Suggestions

Copilot provides intelligent suggestions for completing tasks based on user interactions and historical data. This helps users streamline their workflows and make informed decisions.

Automated Data Entry

Copilot can automate data entry tasks, such as updating records or entering transactions, reducing manual effort and minimizing errors.

Predictive Insights

Using AI and machine learning, Copilot can analyze data trends and provide predictive insights. This helps users anticipate future business needs and make proactive decisions.

Natural Language Processing

Copilot supports natural language processing, allowing users to interact with the system using natural language commands. This makes it easier to find information and perform tasks.

Contextual Help

Copilot offers contextual help and guidance based on the user’s current context within the application. This helps users quickly find the information they need to complete their tasks.

Integration with D365 Modules

Copilot is integrated with other Dynamics 365 modules, such as Sales and Marketing, allowing users to access relevant information and insights from across the organization.

Learn more: Dynamics 365 Copilot

Dynamics 365 Pricing

Single-App User

$210

Per user per month (USD)

Please get into contact with us regarding further information for this option.

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Two-App

User

$240

Per user per month (USD)

Please get into contact with us regarding further information for this option.

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Pricing Guide

Last Updated: October 2024

Microsoft Dynamics 365
Licensing Guide

Download this guide to deepen your understanding of licensing options and maximize your investment in Dynamics 365 today.

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Finance and SCM Resources

Unlock Microsoft Dynamics 365

Learn how Microsoft Dynamics 365 delivers a proven, end-to-end cloud suite that enables business transformation on your terms.

Microsoft Defines Dynamics 365

a set of intelligent business applications that helps you run your entire business and deliver greater results.

Transform your business with Dynamics 365

Are you looking for a dependable Dynamics 365 partner? Our extensive range of cloud-based applications is designed to simplify your operations, increase efficiency, and elevate customer satisfaction. By offering flexible solutions, smooth integration, and unparalleled assistance, we empower you to make informed choices based on valuable data, leading to long-term success. Take the first step towards transforming your business operations by reaching out to us today. Let us show you how Dynamics 365 can revolutionize your business.

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    Questions About Dynamics 365?

    Dynamics 365, created by Microsoft, is a cutting-edge cloud-based suite encompassing ERP and CRM applications. This unified platform seamlessly integrates multiple business functions, such as sales, customer service, finance, operations, and beyond. Its robust capabilities enable efficient management of customer interactions, process automation, and heightened productivity. By leveraging Dynamics 365, organizations can optimize operations, elevate customer engagement, and propel business growth to new heights.

    Dynamics 365 encompasses several key features that support business operations. These features include:

    1. Financial management: General ledger, accounts payable, and accounts receivable.
    2. Budgeting: Set and monitor budgets, manage expenses, and track financial performance.
    3. Cash flow management: Monitor and optimize cash flow.
    4. Financial reporting: Real-time insights into financial health with customizable reports.
    5. Supply chain management: Inventory management, procurement, and sales order management.
    6. Warehouse management: Efficient tracking of inventory, order fulfillment, and logistics.
    7. Demand forecasting: Anticipate customer demand and plan production activities accordingly.
    8. Production planning: Align production activities, minimize inventory costs, and optimize resources.
    9. Reporting and analytics: Real-time financial reports, customizable dashboards, and KPIs.
    10. Compliance and regulatory support: Ensure adherence to financial regulations and industry standards.
    11. Integration with other systems: Seamlessly integrate with other Microsoft and third-party applications.
    12. Automation and workflow management: Streamline processes, reduce manual effort, and improve efficiency.
    13. Vendor management: Manage relationships with vendors, track performance, and negotiate contracts.
    14. Cost management: Analyze and optimize costs across the supply chain.
    15. Global scalability: Support for multi-site and multinational operations.
    Yes, Dynamics 365 is designed to integrate seamlessly with other Microsoft products and a wide range of third-party applications. This integration capability allows organizations to leverage existing tools, systems, and data, and create a unified and connected ecosystem. Here are some integration options available with Dynamics 365:
     
    1. Microsoft Office 365: Dynamics 365 integrates with Office 365 applications such as Outlook, Excel, and SharePoint. This integration enables users to access and share data between applications, synchronize calendars and contacts, and leverage familiar Office tools within Dynamics 365.
     
    2. Power Platform: Dynamics 365 is part of the Microsoft Power Platform, which includes Power Apps, Power Automate, and Power BI. These tools provide organizations with the ability to build custom applications, automate workflows, and gain actionable insights from data. Dynamics 365 seamlessly integrates with the Power Platform, allowing users to extend and enhance the functionality of their Dynamics 365 applications.
     
    3. Azure Services: Dynamics 365 leverages Microsoft Azure cloud services for scalability, security, and data storage. Organizations can integrate Dynamics 365 with Azure services such as Azure Logic Apps, Azure Functions, and Azure IoT, enabling them to extend their business processes and leverage advanced capabilities offered by Azure.
     
    4. Common Data Service (CDS): Dynamics 365 utilizes the Common Data Service, which serves as a unified data platform. CDS enables integration and data exchange between Dynamics 365 applications and other systems, both within and outside the Microsoft ecosystem.
     
    5. Third-Party Applications: Dynamics 365 offers integration capabilities with numerous third-party applications and services. This integration can be achieved through standard connectors, APIs, or custom development. The flexibility allows organizations to connect Dynamics 365 with their preferred solutions, such as marketing automation platforms, e-commerce systems, payment gateways, and more.
     
    The licensing options and pricing structures for Dynamics 365 may vary depending on factors such as the specific edition, deployment model (cloud or on-premises), user types, and additional modules or functionalities required. It’s important to note that pricing can change over time, so it’s recommended to consult with a certified Dynamics 365 partner for the most up-to-date information. 
     
    1. User-based licensing: Dynamics 365 offers various user types, each with different access levels and capabilities. Common user types include:
     
       – Full Users: These users have access to the full range of functionalities within Dynamics 365 and typically require a higher level of licensing.
       – Team Members: These users have restricted access to specific functionalities and are suitable for users who require lighter usage, such as read-only access or limited data entry.
     
    2. Subscription licensing: Dynamics 365 follows a subscription-based licensing model, where customers pay a monthly or annual fee per user. The pricing typically varies based on the user type and edition (such as Dynamics 365 Sales, Customer Service, Finance, Supply Chain Management, etc.) chosen.
     
    3. Additional modules and functionalities: Dynamics 365 offers additional modules and functionalities that can be added to the base licenses to meet specific business requirements. These may include modules for marketing, project management, field service, customer insights, and more. Each module may have its own pricing structure.
     
    4. Enterprise Agreements: For larger organizations with significant licensing needs, Microsoft offers Enterprise Agreements (EAs) that provide additional flexibility and cost-saving options. EAs typically involve negotiation with Microsoft or its authorized partners.
     
    Yes, Dynamics 365 provides extensive customization and extension capabilities to meet specific business needs. Here are some ways in which Dynamics 365 can be customized and extended:
     
    1. Configuration: Dynamics 365 allows users to configure various aspects of the system without the need for coding. This includes modifying forms, views, fields, and business processes to align with specific requirements. Users can customize the user interface, define workflows, and configure data validation rules to reflect their unique business processes.
     
    2. Custom Entities and Fields: Organizations can create custom entities and fields within Dynamics 365 to capture additional data specific to their business operations. This allows for a tailored data model that aligns with specific needs and enables organizations to track and manage information relevant to their business processes.
     
    3. Business Rules and Workflows: Dynamics 365 provides a business rule engine and workflow engine that allow users to define and automate business logic and processes. This includes setting up conditions, actions, and approvals based on specific criteria, guiding users through standardized processes, and automating routine tasks.
     
    4. Custom Development: For more advanced customization requirements, Dynamics 365 supports custom development using tools like Power Apps and Power Automate. These low-code or no-code platforms enable users to create custom applications, automate complex workflows, and integrate Dynamics 365 with other systems or external data sources.
     
    5. Extensions and AppSource: Dynamics 365 allows for the integration of third-party extensions and apps through Microsoft’s AppSource marketplace. These extensions can provide additional functionalities and industry-specific solutions to enhance the capabilities of Dynamics 365.
     
    6. Integration with other systems: Dynamics 365 offers integration capabilities to connect with other systems and applications, both within the Microsoft ecosystem (such as Office 365, Power Platform, and Azure services) and third-party solutions. This enables organizations to leverage existing systems and data, ensuring a unified and connected technology landscape.
     
    Overall, Dynamics 365 provides a range of customization and extension options to tailor the system to specific business needs. Whether through configuration, custom development, or integration with other systems, organizations can adapt Dynamics 365 to match their unique processes and requirements, empowering them to optimize operations and achieve their business goals.
    Yes, Dynamics 365 is designed to handle international operations and comply with local regulations. Here are some ways in which Dynamics 365 supports international operations:
     
    1. Multi-Language Support: Dynamics 365 offers multi-language capabilities, allowing users to work in their preferred language. It supports a wide range of languages, enabling organizations to operate globally and cater to diverse user groups.
     
    2. Multi-Currency Management: Dynamics 365 provides robust features for managing multiple currencies. It allows organizations to transact and report in different currencies, handle currency conversions, and manage exchange rates. This is particularly useful for businesses with international operations or dealing with customers and suppliers in various countries.
     
    3. Global Tax and Compliance: Dynamics 365 includes built-in functionalities to help organizations comply with local tax regulations. It supports various tax structures, including value-added tax (VAT), goods and services tax (GST), and other regional tax requirements. The system can generate tax reports, handle tax calculations, and automate compliance processes.
     
    4. Localization and Regulatory Compliance: Microsoft and its partners continuously work on localizing Dynamics 365 to meet the specific legal and regulatory requirements of different countries and regions. This includes addressing local accounting standards, reporting requirements, and compliance frameworks.
     
    5. Global Deployment Options: Dynamics 365 offers cloud-based deployment options, allowing organizations to access and operate the system from anywhere in the world. Microsoft Azure, the underlying cloud infrastructure, has data centers located globally, providing scalability, security, and data residency compliance for various regions.
     
    6. Partner Ecosystem: Microsoft has a global partner ecosystem that includes implementation partners and independent software vendors (ISVs) who specialize in localizing and adapting Dynamics 365 to specific markets. These partners have expertise in local regulations, language translations, and industry-specific requirements, ensuring organizations can navigate local complexities effectively.
     
    By offering multi-language support, multi-currency management, tax compliance features, localization efforts, global deployment options, and a robust partner ecosystem, Dynamics 365 enables organizations to operate internationally and adhere to local regulations. This empowers businesses to manage their operations effectively, streamline processes across different countries, and ensure compliance with local legal and financial requirements.

    To select an ERP partner, evaluate their expertise, industry experience, and customer reviews. Consider their ability to meet your business needs, provide ongoing support, and offer scalable solutions. Request demonstrations, references, and clarify pricing and licensing details. Involve key stakeholders in the decision-making process to ensure a well-informed choice.

    Calsoft is a Microsoft Gold certified partner.

    Gold Competencies usually require higher training and performance. Additionally, companies with Gold Competencies are usually required to have at least 4 fully certified employees in their ranks. 

    Choosing the right Microsoft Partner for your business needs to be done with careful consideration. It’s an important investment on your part and you want the best outcome possible for your company. So, make your questions count before you come to a final decision on which technology company to partner with.

     

    Read more: How To Find Qualified Microsoft Dynamics Partners

    Calsoft have offices in:

    • Manchester, UK
    • Los Angeles
    • New York
    • Chicago
    • Dallas
    • China
    • Japan
    • Mexico