business edition - sysco software solutions · power bi integration finance and operations -...

8
Dynamics 365 for Finance and Operations Business Edition Finance and Operations - Business

Upload: nguyenlien

Post on 17-May-2018

214 views

Category:

Documents


0 download

TRANSCRIPT

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