Get started on day one ordering inventory, selling and invoicing your customers.

And, get the reporting you need to track your business success.

Dynamics 365 for Finance and Operations Business Edition Overview


Just because your business is small doesn’t mean your goals are. Reach your small or medium-sized business’ full potential with a single system that connects finance, service, sales and operations. And, get the reporting you need to make smart decisions.

Dynamics 365 for Finance and Operations, Business Edition Features at a Glance


Click to learn more.

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Hassle Free Financial Management

Close your books faster and get up-to-the-minute insight into the financial health of your business.

Arrow pointing from an invoice to dollar sign

Efficient Sales Procedures

Connect sales and accounting to shorten the time it takes to go from quote to cash.

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Streamlined Inventory Management

Get insight into your supply chain. Keep customers happy and lower inventory costs.

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Simplified Purchasing

Take the guesswork out of your purchasing process and make it more secure than ever.

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Reporting and Analytics

See at a glance what’s happening inside your business with comprehensive reports.

Hassle Free Financial Management

Securely share financial information with business partners and take control of your cash flow and budgets.

  • Reconcile your accounts with ease. Apply payments to the correct customer account and mark invoices paid.
  • Avoid overdue payment penalties and take advantage of discounts with dynamics 365’s recommendations on the best time to pay your bills.
  • Take the work out of creating, adjusting and controlling your budgets.
  • Add tags to entries for faster analysis in categorization.
Dynamics 365 Business Edition Chart of Accounts

Streamlined Inventory Management

Dynamics 365 Business Edition Inventory window

Maintain proper inventory levels. Predict when you shold place orders to avoid shortages.

  • Keep a close eye on all your inventory, no matter where you store it.
  • Don’t lose the sale because of inventory shortages. Suggest substitutes when an item is out of stock.
  • Offer customers items you don’t always keep in inventory.
  • Create sales credit memos and handle customer refunds.

Efficient Sales Procedures

Don’t lose a minute responding to sales inquiries. Answer them from Microsoft Outlook. Handle complex orders that have multiple bill to and ship to addresses with ease.

  • Post sales from Outlook, send PDF invoices with PayPal payment links.   Make it easier to record sales and get paid.
  • See a complete history of your interactions with each customer.
  • Keep track of multiple discount structures and any special agreements you may have with a customer.
  • Focus on the right leads, prioritize them based on revenue potential.
Screenshot of a Dynamics 365 sales quote inside Outlook

Simplified Purchasing

Creating a purchase order in Dynamics 365 Business Edition

Keep tabs on all your purchases. Inventory levels update in real time. Avoid fraudulent or unnecessary spending.  Set up a purchasing approvals process. And, if you ever need to adjust an invoice after posting it, you can do so with ease.

  • Create orders and purchase invoices, use them to track accounts payable and record purchases.
  • Set up advanced approval structures and workflows to help you stay in control of your expenses.
  • Keep track of all your vendor details, including payment methods, prices and discounts.

Reporting and Analytics

Get a complete, end-to-end look at your business.  Connect your accounting, sales, inventory, buying, and customer interactions. Follow the guidance of up-to-the-minute data and predictive business intelligence for faster, smarter decision-making.

  • Use the dashboards powered by Power BI to chart your business performance in real time.
  • Use general ledger data to create your own analyses and more easily track key performance indicators.
  • Seamless Microsoft Excel integration helps you make quick, well informed decisions.
  • Use Cortana intelligence to accurately forecast cash flow.
Screenshot of working in Word while connected to Dynamics 365

Dynamics 365 for Finance and Operations Business Edition Helps Your Business

  • Save time–Replace your many separate systems with one. Remove unnecessary steps from your business processes and help your employees work faster.
  • Avoid growing pains—Dynamics 365 works with and feels like the Office programs, you already use every day. So, you can get up and running, without a lot of extra training. And, add more dynamics 365 applications as your business grows, without sacrificing productivity or sales.
  • Make smart decisions—Disjointed systems deliver multiple versions of the truth, but Microsoft dynamics 365 gives you a 360° view of your business. Always know you’re looking at the most up-to-date data. Use business intelligence tools to deliver better customer experiences and prevent issues.

Click the Goals Beneath Your Role to Learn How Dynamics 365 for Finance and Operations, Business Edition Helps You Meet Them


Goal #1 Staying One Step Ahead of the Competition

How Dynamics 365 for Finance and Operations, Business Edition can help:


  • Always have the newest business data at your fingertips. Never wonder whether you’re looking at old information.
  • Take control of your supply chain. Built-in intelligence helps you keep proper inventory levels.
  • Keep a close eye on the financial health of your business. Use Dynamics 365’s intelligence tools help you make better decisions.
Goal #2 Increase Revenue and Market Share While Reducing Costs

How Dynamics 365 for Finance and Operations, Business Edition can help:


  • Never waste money over ordering again, make smart inventory decisions.
  • Get insight into the resource usage and adjust it for greatest efficiency.
  • Get a tigher grip on your spending. Set up approval processes and workflows to avoid unnecessary or fraudulent spending.



Goal #1 Reduce Costs

How Dynamics 365 for Finance and Operations, Business Edition can help:


  • Stop working with outdated or wrong information. When you use a single connected system, you are always looking at the latest data.
  • Easy to use budgeting and forecasting tools give you insight into your business expenses and revenue.
  • Flexible buying options let you purchase only what you need now and add to the system as your business grows.
  • Avoid wasting resources, project management tools give you the ability to manage usage levels for greatest efficiency.
  • Avoid over ordering, purchase workflows and automation help you stay in control of spending and avoid fraudulent or unnecessary purchases.
  • Shorten your sales cycle. Move fast from quote to cash by connecting accounting and sales.
  • Accurately predict your cash flow with Cortana intelligence.
  • Get helpful recommendations on when to pay each of your vendors to receive the best possible price.
Goal #2 Increase Productivity

How Dynamics 365 for Finance and Operations, Business Edition can help:


  • Get the powerful business management solution, you need in an easy-to-use package. Because the system looks and feels a lot like Microsoft Office, you and your staff can use it from day one.
  • Automate common tasks and spend less time entering data multiple times.
  • Make informed decisions faster, thanks to seamless Microsoft Excel, and Power BI integration.

Customer Service

Goal #1 Improve Response Time

How Dynamics 365 for Sales can help:


  • Easy access—Use Dynamics 365 for Sales on the go. Mobile apps make sure you never keep an important client waiting just because you’re away from your desk.
  • Business intelligence—Dynamics 365 for Sales data shows the health of each of your business relationships. Use this data to prioritize service requests.
Goal #2 Improve Customer Satisfaction and Loyalty

How Dynamics 365 for Sales can help:


  • Leverage social media—Listen to online conversations concerning your company and respond. Share personalized, relevant content with your customers through a variety of channels.
  • Avoid churn—Dynamics 365 for Sales data gives you insight into the health of your business relationships. Learn which relationships need TLC.
  • Detailed business intelligence—Dashboards, contextual charts and Power BI natural language queries help you find the answers you need.


With all the functionality that’s packed inside Dynamics 365 for Finance and Operations Business Edition, you would probably expect it to be expensive. But, it’s not. It is just $40 a month per user, plus implementation. But, this is just one of the many buying options Dynamics 365 offers.


Learn more about Dynamics 365 pricing.

Not sure which will be most cost-effective option for you. Contact us today.

Why Choose Dynamics 365 for Finance and Operations, Business Edition from Intelligent Technologies, Inc?

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We’ve served the technology needs of SMBs for over 25 years. Since the beginning, ERP and CRM systems have been the focus of our business. No matter how complex your needs, chances are we have tackled something similar before. If you need customizations, our expert staff can help with those as well.

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The human touch

Should you need help with Dynamics 365 for Sales, our friendly NC based staff will there for you. No more searching for an answer yourself, or wasting time trying to figure out who you should call.

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Be assured we have what it takes to meet your CRM needs now and as your business grows. Our team has been implementing and supporting Microsoft Dynamics CRM since 2009.

Small and medium sized business love working with Intelligent Technologies, Inc.

Intelligent Technologies is a personal service. Everyone has their field of expertise. The way things are done now is amazing, efficient, easy. One of my favorite things is that for all of us they are just a phone call away.

Melissa Avent

Clemmons Pallet and Skid Works

With our old system, it was nearly impossible to get the sales, labor and other cost data we needed to guide the operation of our restaurant franchises. But, with the help of Intelligent Technologies, Inc., We now have software that does all the work for us. It delivers a ton of valuable information. automatically at the start of each business day, which helps us guide our operations and make smart decisions.

Rick Trant

Director of Operations, Platinum Corral, LLC


Want more information?

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Microsoft Dynamics 365 for Finance and Operations, Business Edition Capabilities Guide

A in depth look at Dynamics 365 Business Edition, its features and benefits.

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Infographic: Is Your Business Outgrowing Your Accounting Software

Learn how to tell if it’s time to replace your accounting software, and what makes Dynamics 365 Business Edition a great upgrade option.

Questions?  Lets talk.

25 years, hundreds of satisfied customers.  Get the tools you need to effectively manage leads, contacts, opportunities and accounts.  Take the first step.  Tell us a little bit about your organization.

Phone: (336)315-3935

Email: [email protected]

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