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Microsoft Dynamics 365 Supply Chain Logo

Microsoft Dynamics 365 Finance & Supply Chain

Microsoft Dynamics 365 Finance & Supply Chain (operations) offers the following but not limited to:

  • Sales

  • Finance

  • Budgeting & Forecasting

  • Planning

  • Assembly

  • Inventory

  • Workflows

  • Purchasing

  • Fixed Assets

  • Asset Management

  • Manufacturing – Discrete, Lean and Process

  • Master Planning

  • Quality Management

  • Shop Floor Control

  • Product Configuration

  • Transportation Management

  • Human Resources

  • Project Accounting

  • Service Management

  • Expense Management

  • Incoming Documents

  • Warehouse & Advanced Warehouse Management

  • Trade Agreements

  • Customer Relationship Management

  • Exchange Data Electronically

  • Financial Business Intelligence

  • Task Recorder – excellent resource for ISO certification documentation

Core Product Priorities image

Our Workspaces

  • Used for Productivity 

  • Centralized location for tasks

  • Integration with Power BI 

  • Integration with outside applications

  • Out of the box workspaces available

  • End User ability to create own, or add to existing workspaces

Workspaces at a Glance

Office 365 Integration and Access

Access the "Hamburger" to see all office 365 applications

All screens have the Microsoft Office Icon

One click will select what type of file to export Word, Excel, etc.

Microsoft Finance and Operations screenshot

Task Recorder

  • Document Business Processes and Learning Guides

  • Exports document to Word

  • Creates play back records

  • Playback as an interactive task guide

  • Great tool for ISO documentation

Sales Manager Dashboard

Sales Manager dashboard screenshot
microsoft copliot icon

Join our webinar on Thursday, June 20 at 12:00 noon EST

Have you ever imagined a business world where technology simplifies tasks, inspires innovation and drives productivity with the automation of routine tasks.  Imagine having an invisible assistant who knows your business inside out and can guide decisions with data driven insights?

 

Please join Debbie Breuls & Jermaine Clark to learn more about Microsoft Copilot and how it can help your entire team be more effective in their daily work.

Financials – One legal entity

  • Initial Business Process Review

  • General Ledger

  • Accounts Payable (1 check & 1 EFT/ACH)

  • Accounts Receivables (sales invoice)

  • Receipt Processing

  • ​Multicurrency

  • Bank Subledger

  • Out of the box Financial Report Template

  • Data migration (master data and open transactions including open AP invoices, Open AR Sales invoices, GL Opening balances and chart of accounts)

  • Live/Remote training for customer staff

  • Out of the box forms (AR sales invoice, Credit Memo, Check)

  • Standard User Set up & Security Roles

Starting at $21,000 plus 15% project management time $3,150

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Timeframe - Allow 90 days

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Note: Any additional work including additional companies, ISV integrations, data migration and customizations are not included.

Distribution

  • Inventory items

  • Sales orders

  • Purchase Orders

  • Quotes

  • Invoices

  • Receiving

  • Return Material Authorization (RMA)

  • Basic Warehousing

  • Multiple Locations Setup

  • 1 Costing Method (FIFO or Average)

  • Standard Approval Workflow

  • eMail set up for document sending

  • Standard User Set up & Security Roles

  • Data migration (open invoices, open purchase orders, open inventory and items)

  • Live/remote training

  • Out of box forms (RMA, Purchase Order, Order Confirmation, Pick List, Packing Slip, Sales Quote, Sales Order, Warehouse Receipts

Prerequisite – Financials with Debbie Breuls & Associates (DBA)

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Starting at $25,000 plus 15% project management time $3,750

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Timeframe - Allow 60 – 90 days

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Note: Any additional work including additional companies, ISV integrations, data migration and customizations are not included.

AI Integration with Cortana Intelligence

Cortana screenshot

Microsoft Full Cloud - Microsoft Topology

Microsoft Topology screenshot

Extensions for Industry Specific Options

Extensions for industry specific options screenshot

D365 Business Central

Microsoft Dynamics 365 Business Central Offers the following but not limited to:

  • Sales

  • Finance

  • Planning

  • Assembly

  • Inventory

  • Workflows

  • Purchasing

  • Fixed Assets

  • Management

  • Manufacturing

  • Human Resources

  • Project Management

  • Service Management

  • Incoming Documents

  • Warehouse Management

  • Customer Relationship Management

  • Exchange Data Electronically

  • Financial Business Intelligence

What tools offer integration with the Microsoft ecosystem?

  • Excel (data imports and exports)

  • Azure

  • Teams

  • Power BI

  • Power Apps

  • Power Automate

How can we customize for your needs?

  • API’s

  • Extensions

  • AppSource

D365 Business Central screenshot

Power BI Integration & Insights

Power BI Integration screenshot
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