Microsoft Dynamics 365

Microsoft Dynamics 365

by Microsoft • • ERP Software

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From $8/mo View plans

Microsoft Dynamics 365 is a cloud ERP and CRM suite for mid-size and enterprise teams, licensed app by app rather than as one bundle.

Microsoft Dynamics 365 is a suite of cloud ERP and CRM business applications for organizations that want finance, operations, sales and service running on the same data. It is Microsoft's line of business applications, sold app by app rather than as a single bundle. Each app is licensed on its own and shares a common data platform with the others. Companies that have outgrown separate accounting, CRM and warehouse systems use it to bring those records back together. Dynamics 365 Finance covers the general ledger, fixed assets, accounts payable and receivable, and financial reporting. Dynamics 365 Supply Chain Management adds production control, master planning, inventory and warehouse work. Dynamics 365 Business Central packs finance, sales, purchasing, projects, service and manufacturing into one application aimed at smaller organizations. On the customer side, Dynamics 365 Sales handles leads, opportunities and sales force automation, while Dynamics 365 Customer Service and Dynamics 365 Contact Center run cases, knowledge and voice channels. Human Resources, Project Operations, Field Service, Commerce and Customer Insights complete the range, and Copilot agents such as the Sales Order Agent and the Payables Agent work inside them. Business Central suits small and midsize companies that want one application for the whole back office. Finance and Supply Chain Management suit larger organizations with several legal entities, multiple currencies and their own manufacturing lines. Sales and Customer Service suit teams already standardized on Microsoft 365, where the CRM needs to sit beside Outlook and Teams. Dynamics 365 is bought per app and per named user, billed yearly, with lighter licences for people who only read data or approve work. Finance teams use it to close the books across subsidiaries, revalue foreign currency balances and post depreciation on the fixed asset register. Operations teams plan production orders, route purchase requisitions through approval workflows and track stock across warehouses. Sellers and service representatives work opportunities and cases against the same customer records the finance team posts to. The apps extend through Power Apps, Power Automate and Copilot Studio, integrate over a documented REST API, and pick up bank statements and Shopify orders through first-party connectors. Power BI, Outlook, Excel and Teams read the same records, so reporting and approvals happen where the work already is.

Features

  • Included: General ledger with multi-entity consolidation
  • Included: Multi-currency accounting
  • Included: Accounts payable and receivable automation
  • Included: Fixed asset accounting and depreciation
  • Included: Inventory and order management module
  • Included: Purchasing with approval workflows
  • Included: Built-in CRM module
  • Included: Project accounting with budgets
  • Included: Payroll and HR module
  • Included: Manufacturing module with BOM and MRP
  • Included: Upgrade-safe customization layer
  • Included: Financial report writer with drill-down
  • Included: Audit trail of transaction changes
  • Not included: Localized tax and statutory reporting
  • Included: ERP REST API for integrations
  • Included: Prebuilt bank and e-commerce connectors
  • Included: Mobile approvals and expense capture
  • Included: On-premise ERP deployment option

Additional Features

  • Dynamics 365 Finance general ledger
  • Foreign currency revaluation
  • Fixed asset register with depreciation methods
  • Accounts payable and accounts receivable ledgers
  • Purchase approval workflows
  • Production control with production orders
  • Master planning
  • Warehouse management
  • Business Central relationship management
  • Dynamics 365 Sales opportunity management
  • Case management in Customer Service
  • Project planning lines with budget entries
  • Dynamics 365 Human Resources employee records
  • Financial reporting report designer
  • Business Central change log
  • Business Central API v2.0 REST endpoints
  • Envestnet Yodlee bank feeds
  • Shopify Connector for Business Central
  • Power Apps and Power Automate extensibility
  • AL extension objects that survive upgrades
  • Expense receipt OCR and credit card import
  • Dynamics 365 mobile apps for approvals
  • Business Central on-premises deployment
  • Copilot agents such as Sales Order Agent
  • Intelligent Order Management
  • Power BI reporting

Best for

  • Small and midsize companies replacing separate accounting and CRM systems
  • Midmarket finance teams wanting one application for the whole back office
  • Enterprises running several legal entities and currencies
  • Manufacturers needing production orders and master planning inside the ERP
  • Sales teams already standardized on Microsoft 365 and Outlook
  • Service desks that need case management beside the finance ledger
  • Project based businesses billing time and expenses
  • IT teams that extend business apps with Power Apps and Power Automate
  • Organizations that need an on-premises deployment option

Use cases

  • Closing the books across several legal entities
  • Revaluing foreign currency balances at period end
  • Posting depreciation on a fixed asset register
  • Routing purchase requisitions for approval by amount
  • Planning production orders against demand
  • Tracking inventory and fulfilling sales orders
  • Managing leads and opportunities through to close
  • Handling customer service cases and knowledge articles
  • Budgeting and billing a project by task
  • Importing bank statements to reconcile payments
  • Syncing Shopify orders and stock into the ledger
  • Auditing who changed a posted record and when
  • Approving purchases and submitting expenses on a phone

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