Your Comprehensive ERP Solution for Enhanced Business Performance
Microsoft Dynamics 365 Finance and Operations (F&O) is a robust enterprise resource planning (ERP) solution tailored for medium to large businesses designed to streamline and optimize various business processes.
This powerful tool connects and optimizes various aspects of your business. It integrates financials, supply chain, operations, reporting, manufacturing, and human resources, providing a comprehensive solution to streamline processes and improve efficiency.
Offering flexibility, Dynamics 365 F&O supports cloud, on-premises, and hybrid deployment options, allowing businesses to choose the best fit for their IT infrastructure and strategic goals.
Solution Overview
Key Features
Financial Management
| Key Feature | Description |
|---|---|
| General Ledger | Core of financial management, manage financial records, chart of accounts, financial dimensions, fiscal calendars, allocations, consolidations, currency revaluations. |
| Accounts Receivables | Track customer invoices and payments, create invoices, manage credit and collections, handle cash, checks, electronic payments. |
| Accounts Payables | Manage vendor invoices and payments, automate invoice matching, set up vendor groups, configure payment methods, centralized payments, vendor invoice policies. |
| Budgeting | Create and manage budgets, perform budget control, compare actuals to budgets, budget planning, forecasting, budget register entries. |
| Account Schedules | Define row and column structures for financial reports, analyze and compare general ledger entries to budgets, export to Excel. |
| Bank Reconciliation | Import electronic bank statements, reconcile with bank transactions, supports manual and automatic reconciliation. |
| Cash Flow Forecasting | Analyze upcoming cash flow and currency requirements, integrates with General Ledger, Accounts Payable, Accounts Receivable. |
| Cheque Writing | Create and manage checks for vendor payments, generate checks with blank status, use electronic reporting for formatting. |
| Electronic Payment | Process payments electronically, configure payment methods, generate payment files, comply with regulatory requirements. |
| Deferrals | Manage revenue and expense deferrals, set up deferral schedules, recognize revenue, modify deferral accounts, useful for subscription billing. |
| Fixed Assets | Manage lifecycle of fixed assets, from acquisition to disposal, features for depreciation, asset tracking, financial reporting. |
Supply Chain Management
| Key Feature | Description |
|---|---|
| Inventory Module | Manage stock levels, track inventory transactions, and optimize warehouse operations, including inbound/outbound operations, inventory control, quality assurance. |
| Item Substitutions | Specify alternative items when the preferred item is unavailable, useful in manufacturing and supply chain management. |
| Returns and Cancellations | Manage customer returns and order cancellations, including creating return orders, processing RMAs, managing inspection and disposition of returned items. |
| Alternative Ship-to Addresses | Specify different shipping addresses for sales orders, manage multiple ship-to addresses for a single customer. |
| Shipping Agents | Manage and configure different carriers for shipping goods, set up shipping carriers, define their services, assign them to shipments. |
| Drop Shipments | Ship goods directly from vendor to customer, bypassing warehouse, reduces handling costs and speeds up delivery times. |
| Non-stock Items | Items not regularly stocked but can be added to sales orders and quotes, managed on a per-order basis, do not appear in the regular inventory list until sold. |
Sales
| Key Features | Description |
|---|---|
| Sales Invoicing | Create and manage invoices for sales orders. Generate invoices, combine orders, post in batches, and support pro forma invoices. |
| Sales Order Management | Handle the entire sales process from quote to order fulfillment. Create orders, manage lines, track shipments, and support multiple addresses. |
| Pricing and Discounting | Set up and manage pricing rules and discounts. Configure margin adjustments, simple discounts, quantity discounts, mix-and-match, threshold, and free-item discounts. |
| Contact Management | Manage business relationships with prospects, customers, and vendors. Synchronize with Outlook, and integrate with Dynamics 365 for Sales. |
| Opportunity Management | Track and manage sales opportunities from contact to closure. Forecast revenue, set close dates, and prioritize based on predictive scoring. |
| Interaction Management | Record, view, and manage customer interactions. Set up templates for sales, order fulfillment, marketing, and service calls. |
| Sales Tax | Support various indirect taxes like sales tax, VAT, GST, and withholding tax. Set up tax codes, calculate taxes, manage reporting and settlement. |
| Outlook Client Integration | Access Dynamics 365 data within Outlook. Install add-in to track emails, synchronize contacts, manage interactions from Outlook. |
| Contact Classification | Categorize and prioritize contacts. Create classification groups to segment customers for targeted marketing and improved CRM. |
| Mail Logging for MS Exchange | Log email communications between Dynamics 365 and Exchange. Maintain record of email interactions, ensure all communications are tracked. |
| Dynamics 365 for Sales Integration | Connect Dynamics 365 Finance and Operations with Dynamics 365 for Sales. Enable seamless data flow, manage sales processes, customer data, and financials. |
Purchasing
| Key Feature | Description |
|---|---|
| Purchase Order Management | Create, manage, and track purchase orders (POs) throughout their lifecycle. Creation, Approval, Receipt, Invoicing. |
| Vendor Management | Manage vendor relationships and information. Vendor Onboarding, Vendor Accounts, Vendor Collaboration. |
| Vendor Item Catalog | Import and manage catalogs provided by vendors. Catalog Import, Catalog Management, PunchOut Catalogs. |
| Purchase Line Pricing | Set up and manage pricing rules for purchase order lines. Trade Agreements, Price Adjustments, Complex Pricing Rules. |
| Purchase Invoice Discounts | Apply discounts to vendor invoices based on predefined terms. Cash Discounts, Series of Discounts, Automatic Calculation. |
| Purchase Line Discounting | Manage discounts applied to individual purchase order lines. Line Discounts, Multiline Discounts, Discount Rules. |
Project Management
| Category | Key Features | Description |
|---|---|---|
| Project Management | Job Scheduling | Break down operations into individual tasks and assign them to resources. Specify start and end dates, synchronize jobs, and ensure efficient task execution. |
| Project Management | Job Tracking | Monitor the progress of jobs, track time and costs, and ensure tasks are completed on schedule. |
| Capacity Management | Finite Capacity Planning | Plan and schedule production based on actual capacity of resources, considering constraints and bottlenecks. |
| Capacity Management | Resource Allocation | Allocate resources to tasks based on availability and capacity, ensuring optimal use of resources. |
| Budgeting and Estimation | Budget Planning | Create and manage budget plans, perform what-if analyses, consolidate budgets across departments. |
| Budgeting and Estimation | Budget Control | Implement budget controls to prevent overspending, ensure expenditures align with budget plans. |
| Budgeting and Estimation | Estimates | Generate estimates for projects and compare them with actual costs to manage financial performance. |
| Basic Resources | Resource Management | Manage resources like labor, machinery, and materials. Track their availability, utilization, and costs. |
| Basic Resources | Resource Allocation | Allocate resources to various tasks and projects to ensure efficient use and avoid bottlenecks. |
Manufacturing
| Category | Key Features | Description |
|---|---|---|
| Manufacturing APS (Advanced Planning and Scheduling) | Finite Capacity Scheduling | Plan production based on the actual capacity of resources, considering constraints and bottlenecks. |
| Manufacturing APS (Advanced Planning and Scheduling) | Operations Scheduling | Schedule production at the operation level to provide a general estimate of the production process over time. |
| Manufacturing APS (Advanced Planning and Scheduling) | Job Scheduling | Schedule individual jobs on the shop floor for immediate or short-term time frames. |
| Manufacturing APS (Advanced Planning and Scheduling) | Material Optimization | Schedule productions based on the availability of required materials to ensure efficient use of resources. |
| Product Control | Production Orders | Create and manage production orders, batch orders, and kanbans. |
| Product Control | Mixed Mode Manufacturing | Support for different manufacturing processes (discrete, process, and lean) within the same production environment. |
| Product Control | Cost Accounting | Track production costs using various methods like FIFO, LIFO, and weighted average. |
| Product Control | Integration | Seamless integration with other modules like Inventory Management, General Ledger, and Warehouse Management. |
| Quality Management | Quality Orders | Generate quality orders for various business processes, events, and conditions. |
| Quality Management | Nonconformance Management | Track and manage nonconforming products, including corrective actions and preventive measures. |
| Quality Management | Product Testing | Conduct tests and inspections at different stages of production to ensure quality. |
| Quality Management | KPI Tracking | Use key performance indicators to monitor and improve quality processes. |
| IoT Integration | Real-Time Monitoring | Monitor production processes and equipment in real time to detect issues early. |
| IoT Integration | Predictive Maintenance | Use IoT data to predict equipment failures and schedule maintenance proactively. |
| IoT Integration | Automation | Automate tasks and processes based on IoT data to improve efficiency and reduce costs. |
| IoT Integration | Data Analysis | Analyze IoT data to gain insights into production performance and make informed decisions. |
Additional Capabilities
| Capability | Description |
|---|---|
| Analytics | Provides robust reporting capabilities, integrates with Power BI, and offers real-time data insights and interactive dashboards. |
| Human Resources | Streamlines HR processes like recruitment, onboarding, benefits administration, performance management, and employee development. |
| Multiple Currencies | Allows global business, sets up currency codes, defines exchange rates, and manages currency conversions. |
| Dimensions | Used to categorize financial data for detailed analysis, track, and report on various business aspects. |
| Document Reporting Services | Uses SQL Server Reporting Services (SSRS) to create and manage reports and customize report layouts. |
| Workflows | Automate business processes by defining steps, ensuring consistency and compliance. |
| Import Currency Exchange Rates | Allows import from providers like OANDA or European Central Bank and ensures up-to-date exchange rates. |
| Audit Trail | Tracks changes made within the system, providing a detailed log for data integrity and compliance. |
| Document Management | Store, manage, and retrieve documents related to business transactions. |
| OCR | Automates data extraction from scanned documents, improving efficiency and accuracy. |
| Outlook Add-in | Integrates Dynamics 365 with Outlook, accesses and manages customer data from email clients. |
| Data Migration | Helps transfer data from legacy systems to Dynamics 365, including data mapping, transformation, and validation. |
| AI and Machine Learning | Provides predictive insights and automates routine tasks, enhancing efficiency and decision-making. |
| Customization and Extensibility | Allows businesses to tailor it to their needs using tools like Power Apps and Power Automate. |
| Integration Capabilities | Integrates with other Microsoft products like Office 365, Power BI, and Azure for enhanced productivity. |
Industry Solutions
Dynamics 365 F&O is tailored for multiple industries:
Construction
Manufacturing
Retail
Distribution Industry
Public Sector
Service
Healthcare
Mining
Partner with Mibusoft for your Dynamics 365 F&O
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With our Mibusoft Team by your side, you’ll seamlessly navigate through decision-making, implementation, training, and ongoing support – ensuring you maximize every opportunity for success.
Our leading Dynamics 365 consultants at Mibusoft have been the trusted partners of countless Canadian companies, fueling their expansion and innovation. Now, it’s your turn to join this thriving community!
Contact Mibusoft today to learn more and schedule an exclusive demo with our Dynamics 365 team.