business edition - sysco software solutions · power bi integration finance and operations -...
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Dynamics 365 for Finance and Operations
Business Edition
Finance and Operations - Business
Financial ManagementTake the hassle out of managing your finances
Finance and Operations - Business
▪ Apply incoming payments directly to the related customer and mark invoices as paid to automatically reconcile accounts
▪ Get recommendations on when to pay vendors to take advantage of vendor discounts or avoid overdue penalties
▪ Add tags to entries for quicker categorization and analysis
Inventory ManagementStreamline your supply chain
▪ Get a detailed view of your inventory –regardless of its location
▪ Offer customers items that you don’t maintain in inventory
▪ Post a sales credit memo and manage customer refunds
Finance and Operations - Business
SalesManage your sales cycle more efficiently
▪ Post sales right from Outlook, then send your invoices as PDFs
▪ Get a complete overview of interactions and track current customer status, from email to order to invoice
▪ Negotiate and keep track of special agreements with individual customers, including discount structures
Finance and Operations - Business
PurchasingAutomate and secure your purchasing process
▪ Create purchase invoices and orders to record the cost of purchase
▪ Stay in control of expenses by implementing advanced workflow and approval structures
▪ Automate tasks for vendors to record your agreements concerning discounts, prices, and payment methods
Finance and Operations - Business
Reporting and AnalyticsGet a holistic view of your business
▪ Make fast, informed decisions with seamless Microsoft Excel integration
▪ More easily track your KPIs by creating your own analyses on general ledger data
▪ Chart your business’ performance in real time on your dashboard using built-in Power BI integration
Finance and Operations - Business
Project ManagementKeep projects on time and on budget
▪ Create, manage, and track customer projects with sophisticated job costing and reporting capabilities
▪ Manage usage levels and profitability of resources by planning capacity and sales
▪ Develop, modify, and control budgets to avoid over-expenditure
Finance and Operations - Business
Ready to take the next step?
Republic of Ireland Office
23 Lower Hatch Street
Dublin
Co. Dublin
D02 FK29
Tel. +353 (0)1 676 8900
Email Sysco Software
Northern Ireland Office
2 Cromac Place
The Gasworks
Belfast Co. Antrim
BT7 2JB
Tel. +44 (0)28 9050 8550
Email Sysco Software