Dynamic 365 for Financials is an ERP solution tailored for small to midsized organizations that have outgrown basic software like QuickBooks, offering functionalities in finance, sales, and purchase management. Key features include multi-currency support, Outlook integration, customizable document layouts, and workflow approvals. Pricing starts at $5 per month for team members, with a full user license priced at $40 per month.

1. DYNAMIC 365 FOR
FINANCIALS
By:- Cynoteck MS Dynamics 365 Team

2. CONTENTS
• Introduction of Dynamics 365 For Financials
• Functionality of Dynamics 365 for Financials
• Feature Highlight
• Pricing and licensing

3. DYNAMIC 365 FOR FINANCIALS
Dynamic 365 for Financials formerly known as project Madeira shed light on the
financial part of an organization. This solution is introduced in the newly developed
Dynamic 365 family for the small to midsized organization. The potential customer
for this solution are the audience that have outgrown software such as QuickBooks
and excel. It also provide a rich ERP product for the users within their range of small
implementation and licensing cost giving the product a low total cost of ownership.

4. FUNCTIONALITIES OF DYNAMICS
365 FOR FINANCIALS
The functionality of dynamics 365 for financials is break down into three parts :
• Financials
• Sales
• Purchase

5. 1. FINANCIALS
Finance is a stream that deals with the study of investment. It deals with the study
of assets and liabilities over the time under the condition of risk. It can also be
termed as the field of Money management. Finance can be classified into three sub
categories: public finance, corporate finance Personal finance.

6. 2. SALES
A sale is the transaction of goods and services between two parties first one is
buyer and second one is seller. It can be termed as a mutual agreement between
the two parties. A core entity of sale cycle is customer which asks for a quote from
the dealer or a supplier and starts the whole cycle from sales quote to invoice
generation.

7. 3. PURCHASE
Purchasing is the process of buying goods and services from a vendor (core
entity).it can vary from organization to organization but the key element remain
same. it all start with a demand and requirement that could be any goods or
services. . A request for proposal (RFP) or request for quotation (RFQ) is then
created. Suppliers usually send their quotations in response to the quotes, and a
review is undertaken where the best offer (typically based
on price, availability and quality) is given the purchase order.

8. FEATURE HIGHLIGHTS

9. 1. MULTI CURRENCY
The software allows users to buy and sell in currencies that are different to local
currency. Currencies can be linked to exchange rate services to automatically update
the rates in the system.

10. 3. OUTLOOK INTEGRATION
The Outlook add-in allows the user to manage customer and vendor activities
directly from Outlook. Financial information from vendors and customers can be
accessed and documents such as quotes and invoices can be sent directly to clients.

11. 5. MS WORD TEMPLATE
Users have the option to use RDLC layouts (modified using SQL Server Report Builder)
or a simple MS word template. A Word report layout is a based on Word document
(.docks file type). Word report layouts enable the user to design report layouts by using
Microsoft Word 2013 or later. A Word report layout determines the report’s content –
controlling how that content elements are arranged and how they look. A Word report
layout document will typically use tables to organize content, where the cells can contain
data. Reports layouts can be exported or imported at any time.

12. 6. WORKFLOWS
When a record, such as a purchase document or a customer card, needs to be
authorized by someone in your organization, you send an confirmation request as
part of a workflow. Based on how the workflow is set up, the appropriate approver is
then notified that the record requires their approval.

13. PRICING AND LICENSING
For a full user or admin- leverages the majority of business apps’ functionality. They
have also been invoked to as “power users.” All licenses include automatic product updates.
The Full User license includes the rights for one external accountant user to access the
service at no additional cost. The license for this user has to be requested separately.
Price- $40 per month
For a team member- predominately absorbs data and reports and complete light
tasks like time entry.
Price -$5 per month

14. CONTACT HANDLES
www.cynoteck.com
Contact No: +1-612-800-9092,+918272014440,
+918430155522s
Website : www.cynoteck.com
Email : sales@Cynoteck.com

15. THANK YOU
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