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  • Microsoft Dynamics 365 for Finance and Operations Features

Microsoft Dynamics 365 for Finance and Operations Features

  • Global Features

    Microsoft Dynamics 365 for Finance and Operations is designed from the ground up to meet the requirements of complex global organizations, including:

    • Multi-company – set up, manage, and consolidate an unlimited number of legal entities within a single instance of the application
    • Multi-currency – transact and report in any currency used around the world, with full support for automated exchange rate updates, currency revaluation processes, and more
    • Multi-language – view screens and reports in 40 languages spoken around the world
    • Multi-localization – enable localized features that meet the local accounting, statutory, and legal requirements in nearly 40 countries around the world
    • Inter-company processing – leverage the inter-company transaction engine to automate project and financial transactions between legal entities

    AX7 International Capabilities in Chinese Language
    Dynamics AX in Chinese Language
    (Click image to enlarge)

    AX7 International Capabilities Multi Currency Handling
    Utilize an unlimited number of currencies and gain full multi currency handling
    (Click image to enlarge)
  • Financial Managment Solutions, Accounting, General Ledger, Accounts Receivable/Payable, Fixed Assets

    Take charge of your firm’s financial performance with a comprehensive financial management and accounting software platform. Microsoft Dynamics 365 for Finance and Operations (AX) can address the financial management requirements of even the most complex multi-company and multi-national organizational structures.

    And since our financial accounting modules are tightly integrated with the project management modules, your employees enter data once, you quickly see transactions flowing throughout the system, and your visibility is immediately improved.

    Key features in the Microsoft Dynamics 365 for Finance and Operations (AX) Financial Management Solution include:

    Confidently manage your firm’s finances through the use of a powerful global financial management platform that will help your organization grow without boundaries:

    • Core accounting – leverage integrated accounting modules such as general ledger, banking, accounts payable, and A/R & collections
    • Electronic banking – increase efficiency levels by integrating directly with your banks for electronic bank reconciliation, Positive Pay, A/R Lockbox import, and EFT/ACH handling
    • Budgeting & planning – utilize an embedded budgeting and planning solution for managing your budgeting and forecasting processes
    • Fixed asset management – track the entire lifecycle of your fixed assets, from acquisition through retirement
    • Tax – manage sales and use taxes, VAT, GST, and other global taxation requirements, including the ability to integrate to Vertex, Avalara, CCH, and other tax services
    • Consolidations & financial reporting – quickly consolidate entities for reporting and generate board-presentable financial statement packages that meet all mainstream international finance standards (US GAAP, IFRS, etc.)
    • Internal controls – enable built-in features for segregation of duties, audit policies, and other requirements for meeting Sarbanes Oxley and other compliance initiatives

    Microsoft Dynamics AX7 Financial Management Organizational Reporting
    Effectively manage your financial operations with a comprehensive view of your financial data and flexible processes that adapt to the way your business works.
    (Click image to enlarge)

  • Project Management & Accounting

    Manage the entire lifecycle of your projects to improve project delivery, optimize resource capacity and utilization levels, and maximize project profitability.

    • Project estimating – build project estimates and quotations using embedded cost and bill rates, estimate templates, and WBS tools
    • Work breakdown structure – develop detailed lists of tasks and deliverables at an infinite level of detail in a Microsoft Project-style WBS
    • Project budget management – manage project budgets at any level of detail, including budget revisions and change orders
    • Resourcing – plan for future resource requirements using embedded resource forecasting and scheduling tools that work at both the WBS task level and a higher role-based planning level
    • Time and expense management – quickly enter and approve project time and expenses, including access from your mobile devices
    • Client billing – automate the invoice generation, review, and approval cycle with integrated invoice workflows and highly flexible invoice formatting capabilities
    • Revenue recognition – accurately recognize revenue for all industry standard project types
    • Project management – arm your project managers with the tools they need to successfully deliver projects, including transaction approvals, progress tracking, earned value analysis, project reports and analytics, and more
    • Project collaboration – leverage Office 365 tools like SharePoint and Yammer to improve communication and collaboration for both internal and external project teams

    Microsoft Dynamics AX7 Project Management and Accounting
    Project Management Workspace
    (Click image to enlarge)

    Microsoft Dynamics AX7 Project Management and Accounting work breakdown structure
    Work Breakdown Structure
    (Click image to enlarge)
  • Human Resource (HR) Management Solutions, Employee Records, Recruiting, Reviews, Training, Payroll

    As a business driven by intellectual property, the management of your human capital is a critical element to the delivery of successful projects and value added client services. Microsoft Dynamics 365 Oprations (AX) offers a comprehensive Human Resource Management module that is part of the core Dynamics AX application.

    Effectively Manage Your Firm’s Human Resources

    Manage the entire lifecycle of your human capital to develop employee skills, reduce attrition, and help drive project success.

    • Employee record management – track all of the necessary details about your employees within your core business application
    • Competency management – track competencies, such as skills, certifications, education, project experience and more, including leveraging this information in the resourcing process
    • Recruiting & applicant tracking – create requisitions for open positions, recruit new employees, track applicant details, and manage the hiring and onboarding process
    • Performance management – create and track employee goals and appraisals to ensure your employees are meeting their performance objectives
    • Compensation management – define and manage your fixed and variable compensation plans and tie those to payroll processing
    • Payroll & benefits – manage payroll and benefits using the embedded modules, or easily integrate with popular payroll services such as ADP, Ceridian, and Paychex
    Human Resource Management in Microsoft Dynamics AX7
    Job and Position Organization Chart
    (click image to enlarge)

    HR Management in Microsoft Dynamics AX7
    Employee Self Service Workspace
    (click image to enlarge)

    AX7 Human Resource Management
    Manager Self Service
    (click image to enlarge)

  • Supply Chain Management

    For services organizations that have supply chain requirements, leverage Microsoft Dynamics 365 for Finance and Operations for a wide range of supply chain activities.

    • Inventory and warehouse management – manage an unlimited number of inventory sites and locations and track inventory levels and processes, including the use of bar codes and RF devices
    • Procurement & sourcing – manage vendors and subcontractors, route purchase requisitions for approval, generate purchase orders, perform 3-way matches, analyze vendor performance, and more
    • Master Planning – utilize advance materials requirements planning (MRP) and master planning to determine what to buy or build and when, in order to optimize resources and cash flow
    • Manufacturing – manage both simple and highly complex manufacturing capabilities for discrete, process, or lean manufacturing, fully integrated with the project accounting system
  • Intelligent Customer Engagement

    Today, the process of engaging customers can't be one-size-fits-all. It needs to be adaptive across all touch points and within the context of who your customer is and what they are doing. Intelligent customer engagement enables your company to build customer trust, loyalty, and insight, while also enabling your sales, marketing, and service professionals to be as productive as possible. With customer engagement by Microsoft, we help your company deliver exceptional customer experiences.

    We help you make every customer engagement an intelligent one, so you can sell effectively, care everywhere, and market smarter.

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