Dynamics 365 - Business Edition

Order, sell, invoice, and report—from day one Grow your small to medium-sized business by connecting people and processes with a single system that has intelligence built in—making financial management, sales, service, and operations easier.

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Connect your business

Consolidate multiple systems into a single, connected application—one that pulls together your business processes—to save your employees time.

Make better decisions

Get a complete picture of your business from a centralized source. Apply built-in intelligence for insights that help prevent issues and deliver better customer experiences.

Start and grow easily

Get started quickly in the cloud using familiar Office interfaces, and add other Dynamics 365 applications as you need—without getting in the way of running your business.

Financial management

Take the hassle out of managing your finances
Streamline your financial close and get real-time visibility into the performance of your business. Easily share your information in a secure manner with an accountant or bookkeeper and gain more control over your budgets and cash flow.

  • Apply for incoming payments directly to the related customer and mark invoices as paid to automatically reconcile accounts
  • Get recommendations on when to pay vendors to take advantage of vendor discounts or avoid overdue penalties
  • Add tags to entries for quicker categorization and analysis
  • Improve your organization’s ability to develop, modify, and control budgets

Inventory Management

Streamline your supply chain
Increase visibility across your entire supply chain to reduce inventory costs and keep customers happy. Use built-in intelligence to predict when and what you need to replenish, ensuring inventory levels are maintained to avoid shortages and lost sales.

  • Get a detailed view of your inventory—regardless of its location
  • Offer customers items that you don’t maintain in inventory
  • Post a sales credit memo and manage customer refunds
  • Avoid lost sales by offering substitute items when requested items aren’t available

Sales

Manage your sales cycle more efficiently
Shorten the time from quote to cash by connecting your sales and accounting. Act quickly on sales-related inquiries right from Outlook. Easily handle multiple ship-to and bill-to addresses per customer, including direct shipment and invoicing addresses.

  • Post sales right from Outlook, then send your invoices as PDF attachments that include a PayPal link to expedite payments
  • Get a complete overview of interactions and track current customer status, from email to order to invoice
  • Negotiate and keep track of special agreements with individual customers, including discount structures
  • Prioritize leads based upon revenue potential and opportunities throughout the sales cycle

Purchasing
Automate and secure your purchasing process
Monitor and control your purchasing process through automated workflows and dynamically updated inventory levels. Prevent unnecessary or fraudulent purchases by implementing approvals, plus modify a posted invoice in your financial management system and register the correction without hassle.

  • Create purchase invoices and orders to record the cost of purchase and track accounts payable
  • Stay in control of expenses by implementing advanced workflow and approval structures
  • Automate tasks for vendors to record your agreements concerning discounts, prices, and payment methods

Reporting and analytics

Get a complete picture of your business
Centralize your financial management data across accounting, sales, purchasing, inventory, and customer interactions for an up-to-date, end-to-end view of your business. Make faster, more informed decisions when you’re guided by connected processes, predictive analytics, and real-time data.

  • Make fast, informed decisions with seamless Microsoft Excel integration
  • More easily track your KPIs by creating your own analyses on general ledger data
  • Chart your business’ performance in real time on your dashboard using built-in Power BI integration
  • Accurately predict your cash flow using built-in Cortana Intelligence integration

Project management
Keep projects on time and under budget
Perform common project management tasks and get all the data you need to help manage budgets and monitor progress. Track machine and employee project hours using timesheets, and access real-time data on available resources, such as employees and machinery.

  • Create, manage, and track customer projects with sophisticated job costing and reporting capabilities
  • Manage usage levels and profitability of resources by planning capacity and sales
  • Develop, modify, and control budgets to avoid over-expenditure

Tailor and extend Dynamics 365 across your business

Add prebuilt applications

Do even more with Dynamics 365 for Finance and Operations, Enterprise edition using AppSource. Enhance your ERP systems and processes by integrating add-on applications from Robosoft Solutions.

Build custom applications

Do more with your Dynamics 365 data. Easily create custom applications that connect with Dynamics 365 to solve your exact business needs—with little to no additional code development.

+ Years of expertise

+ Clients

+Techno-functional Team

TESTIMONIALS

“Gulf Petrochem group diversely operates from multiple countries largely in the petro chemical segment. Our search for an equally strong ERP partner ended with Robosoft as they portray wide industry functional depth which helps us in providing precise solutions and brings a lot of value on board to redefine our processes. User satisfaction is key to our success and Robosoft leadership has been supporting this philosophy aptly.”

– Niranjan Desai, Global Head-IT Operations

gulf petrochem

“Today, we are happy to recommend Robosoft to any organisation that may be looking to implement Microsoft Dynamics NAV and we have defined a roadmap ahead in increasing the footprint of Microsoft Dynamics NAV within the Sergas Group and we hope that Robosoft will live up to the expectations that they have set for us and themselves.”

-Syed Jafri IT Manager

sergas group

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