‘’ Get a complete business and financial management solution for small and medium-sized businesses. Dynamics 365 for Financials makes ordering, selling, invoicing, and reporting easier—starting on day one.’’

Microsoft Dynamics 365 for Financials, part of the upcoming Microsoft Dynamics Business Edition. It is designed to support the growth of the small and medium-sized business. We are pleased to announce its UK debut in the Summer of 2017!

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Until this time, many of our clients needed to subscribe to Dynamics for their customer relationship management and a separate solution for their accounting. Sage, Xero or Microsoft’s own NAV are popular but they offer little or no CRM functionality. The introduction of Dynamics for Financials offers a full end to end solution for the small business.


So what is Financials?

Financials is built from AX’s baby brother NAV. Microsoft’s best selling and most popular ERP solution.

D365 for Financials

Financials will consist of the 5 areas below and complement the single sign in, CRM functionality and integration with Outlook, SharePoint and the rest of the Office365 applications.


File Management

General Ledger
Accounts payable & receivable
Budgets & Forecasting
Bank Reconciliation
Electronic payments
Fixed Assets


PO management
Vendor management
Vendor item catalogue
Purchase line pricing and discounting
Purchase invoice discounts
Inventory Management

Inventory/Stock management
Item substitutions
Returns and cancellations
Alternative ship-to addresses
Shipping agents
Drop shipments

Project Management

Job management
Capacity management
Basic resources

Invoicing/order management
Pricing and discounting
Contact, opportunity and interaction management
Sales tax
Outlook integration
Dynamics 365 for Sales integration

Additional Capabilities

Multiple currencies & online currency rate import
Document reporting
PayPal integration
Audit trails, document management and OCR
Free external licence for your accountant

That does everything that I want but what’s the cost?

Microsoft Dynamics 365 for Financials is part of the upcoming Dynamics 365 Business Edition. Business Edition will consist of SMB focused Sales, Marketing and Service applications, similar to the old Dynamics CRM and the apps currently available in Dynamics 365 Enterprise Edition.

Financials is the first app from Business Edition, due to be launched in Summer 2017. The single App will be available at $40 (approx. £33 of your British Pounds) or $50 (approx. £40) for all 4 Applications.

D365 for Financials 2

Cloud9 Insight are proud to be one of the few ‘Early Adopter Partners’ who have access to a demo version of the Financials App before anyone else. We’d be delighted to discuss implementation options and timelines with you. Please call the team on +44 1273 921 510 or email us on sales@cloud9insight.com

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