Dynamics 365 Overview: Finance, Supply Chain Management, and Sales.3 min read

Nowadays most business is done through or with the help of a computer, smartphone or tablet. It is essential to choose the right program, that will accompany you in your operations. This is where Microsoft Dynamics 365 comes in hand, with its ability to bring all processes together as well as customize user experience.

It is a structure for project management and communication with customers. D365 is an advanced ERP platform, whereas access to the licensed system is installed through a browser, mobile phones or a plug-in in Microsoft Outlook.

Flexible configuration allows you to use the system per unique goals of the company. You may operate the program based on cloud technologies; a local version on the server is also available. In this article, we will look closer at D365 and its opportunities for your entire organization.

1. Microsoft Dynamics 365 for Finance.

If you are to use MD365 in trade, it will be directly connected with finances. The first step to Dynamics 365 would be getting rid of notebooks, organizers, reminders because the program’s ERP system is delivered through a cloud-based business application, which brings all your finance procedures, sales, purchases and much more in one place.

This gives you a complete overview of your organization, helps you see your efficiency, optimization and customer experience. The product itself is built through separate modules, the amount of licenses is selected individually.

Dynamics 365 offers the ideal solution for managing activities and financial operations of small and medium-sized enterprises. This solution simplifies the process of providing pricing information, invoicing, payment, purchasing, warehouse management, reporting, and analytics.

2. Microsoft Dynamics 365 for Supply Chain Management.

D365 Supply Chain Management aims to optimize workforce productivity, improve strategic planning and increase operational efficiency. It has its own tools to work with such as charts, Key Performance Indicators (KPIs), and workspaces.

Funds are controlled with General ledger in Finance, purchases with Procurement. The Inventory management and Warehouse management modules are there to help with location movement of the product.

The Master planning and Inventory management module improves strategic planning and works with predictive analytics that turns data into insights to support better strategic decisions. Dynamics 365 uses role-based security to keep the data secure and safe.

3. Microsoft Dynamics 365 for Sales.

The sales module of D365 aims to strengthen two main aspects: improving customer relationships to get their loyalty and increasing sales efficiency through work with staff. The client traffic is visually shown through a diagram, priority buyers are separately highlighted, so it is easier to focus on them, and the analytics can predict clients’ needs.

Through MD365 for Sales it is possible to use both Excel and outlook in one place, which simplifies the sales operation and improves your services. The Dynamics 365 sales solution can help you turn your customer relationships into profit. Built-in analytics simplifies the process of identifying and meeting client needs so that you can develop your business.

Dynamics 365 offers a complete sales solution for faster and more cost-effective work. The program also includes automatic offers creation for the market and order processing. You can also create customer profiles, customer meetings, and negotiation plans, calendars and sales procedures.


Through Dynamics 365 you have secure access to documents via the Internet from anywhere in the world and it is easy to implement any affair operations for any document.

The quality and efficiency of work with documents can be enhanced by a modern notification system. Integration with Microsoft Outlook Exchange opens up a new set of functions to work with and makes the technique simple and understandable.

Dynamics 365 offers you powerful ERP tools for your operational activities, regardless of what you do — manufacturing, retailing, financing, or IT. Global scalability and digital analytics optimize processes, including storage practices, transportation, budget planning, a cash register system, demand planning, and online sales.