Dynamics 365 for Finance and Operations

Please get in touch to discuss how we can help

What is Microsoft Dynamics 365 Finance and Operations?

Dynamics 365 Finance & Operations is a cloud-based Enterprise Resource Planning (ERP) system well-suited for large or diversified companies. It offers you the ability to keep track of all your finance, inventory, Production and commerce. Even though most customers, commentators, and consultants still call it Finance & Operations, Microsoft now technically licenses it as 2 different apps: Dynamics 365 Finance: Includes budgeting, project management, financials, and accounting for large, international companies. Dynamics 365 Supply Chain Management: Includes engineering, manufacturing, warehousing, and distribution.

It’s still a single implementation. The 2-app licensing just means that you choose whether your individual users have access to one or both apps, depending on your business processes. Your Dynamics partner can help you choose the right arrangement of licenses for you.


Capabilities of Microsoft Dynamics 365 Finance & Operations


For large business with a branched structure


Flexibility in adaptation to business specifics


Forecasting and resource planning capabilities


The three-tier architecture


The ability to scale and work in clusters


Available on mobile devices


Cloud enabled


Allows several types of bookkeeping


Multilingual user-friendly interface (40 languages)


Multicurrency and consolidation

Power BI for Microsoft Dynamics 365 Finance & Operations

Microsoft Power BI is the primary Business Intelligence tool for Microsoft Dynamics 365 for Finance and Operations. It provides rich interactive dashboards, reports, drill-downs, and offers various filter options. Power BI is a suite of business analytics tools that lets users analyze data and share insights.


Streamline your business with Microsoft Dynamics 365 Shopify integration

Streamlining your business operations has never been easier than with Microsoft Dynamics 365 Shopify Integration. This powerful combination offers a comprehensive solution for e-commerce businesses seeking to enhance their efficiency and productivity. By seamlessly connecting Shopify and Microsoft Dynamics 365, this integration ensures a unified approach to data management, leading to improved accuracy and decision-making capabilities.

Moreover, this integration of Shopify Microsoft Dynamics 365 significantly enhances the customer experience by providing deeper insights into customer behavior and preferences. This information can be leveraged for personalized marketing, resulting in higher customer satisfaction and loyalty.

Efficient inventory and order management are essential for any e-commerce venture, and with this integration, powered by Shopify Microsoft Dynamics 365, you can automate these processes, ensuring real-time updates and preventing stockouts or overselling.

Additionally, the integration simplifies financial operations, automating invoicing and offering better financial visibility, while also providing scalability to accommodate business growth.

Microsoft Dynamics 365 Shopify Integration Capabilities

Data Management

Seamlessly synchronize data between your Shopify store and Microsoft Dynamics 365, ensuring that critical information such as customer data, product details, and sales orders are always up-to-date. This eliminates data silos and improves data accuracy.

Customer Insights

Gain deeper insights into your customers' preferences and behavior. This integration allows you to create detailed customer profiles, track their interactions with your online store, and personalize marketing efforts for higher engagement and conversions.

Order and Inventory Management

Automate order processing and inventory updates in real-time. Prevent overselling or stockouts by maintaining accurate inventory levels across platforms, leading to smoother operations and increased customer satisfaction.

Streamlined Financial Operations

Simplify financial management by automating invoicing, payment processing, and financial reporting. Get a comprehensive view of your business's financial health, helping you make informed decisions and plan for growth.

Multi-Channel Selling

Expand your reach by easily selling on multiple channels. With the integration, you can manage sales not only through your Shopify store but also through other channels, all from a single platform.

Real-time Data Sync

Enjoy the benefits of real-time data synchronization. Any updates made in either Microsoft Dynamics 365 or Shopify are reflected instantly in both systems, reducing manual data entry and minimizing errors.

Customization and Automation

Tailor the integration to fit your specific business processes. Automate repetitive tasks, customize workflows, and create a seamless and efficient operational environment.


Improved Decision Making

Access to real-time data and comprehensive insights empowers you to make data-driven decisions. This, in turn, enhances your strategic planning and allows for quicker responses to market changes.


Customer-Centric Approach

By harnessing customer data and insights, you can provide a more personalized and responsive customer experience. This strengthens customer relationships and fosters brand loyalty.

Dynamics 365 finance and Operation Implementation Methodology:

Sure Step Methodology organizes the approach into five distinct phases during the implementation project lifecycle –






Connect with

Do you have questions about Dynamics 365 Finance & Operations or other Microsoft solutions? Our experts would love to talk with you. Just fill out the form below.