Connect Your Business

Bring people, processes, and data together to manage your business end to end.

Bring your systems and processes together

Unify your business from finance and operations to sales and marketing with a comprehensive and modern solution. Easily integrate to applications like payroll, banking apps, or custom APIs.

Get the same consistent and secure experience whether on a desktop, laptop, tablet or phone. Access customer information, create sales orders, review and approve quotes and purchase orders—wherever business takes you.

Streamline quote to cash, all within Office 365

Shorten the time from quote to cash when you can set up customers or vendors, create quotes, process orders, and submit invoices without leaving Outlook. Send your invoices as PDF attachments that include a PayPal link to expedite payments.

Use familiar Office 365 tools to work together and connect with colleagues and customers. Create professional-looking business documents using customizable Microsoft Word templates. Easily export and update data in Microsoft Excel.

Automate and secure your processes

Improve productivity and get more done with easy-to-create workflows, audit trails, and enterprise-level security

Connect workflows across sales and accounting to automatically track cash flow. Secure purchasing, credit authorization, and vendor payment processes with pre-defined alerts and approval workflows.

Make Smarter Decisions

Get a complete picture of your business with easy to create dashboards and built-in analytics that proactively inform and guide employees.

Get an end-to-end view

Centralize your data from finance, sales, service, and operations to get an accurate end-to-end view of your business. All data stays up to date, so you can spot trends, prevent issues, and deliver great customer experiences.

Sell smarter and improve customer service

Configurable dashboards and multidimensional reports help you analyze key performance indicators (KPIs), inventory, sales, and order status. Easily track ongoing sales performance and leverage actionable insights to focus on customers that have the greatest potential for long-term growth.

Gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution.

Guide employees to optimal outcomes

Use built-in intelligence to predict when and what you need to replenish, ensuring inventory levels are maintained. Leverage sales forecasts to automatically generate production plans and create purchase orders.

Avoid shortages and lost sales by automatically offering substitute items when requested items aren’t available. Get built-in recommendations on when to pay vendors to take advantage of vendor discounts or avoid overdue penalties.

Manage budgets and monitor progress with real-time data on available resources

Start and Grow Easily

Get up and running quickly and meet your unique business needs by easily integrating add-on applications and industry-specific solutions.

Tailor to your needs

Customize and adapt applications to support your unique business needs. With a simple drag-and-drop interface, you can rearrange fields, rename groups, and reposition elements.

Add industry or business extensions

Work with a Dynamics 365 partner and leverage pre-built applications (available through the AppSource marketplace) to easily and cost effectively extend Dynamics 365 to fit your industry or business needs.

Combine with Power Apps and Microsoft Flow to compose new applications and extend existing business processes.

Be ready for growth

Start with what you need and grow at your own pace to run your entire business in the cloud. Easily import data from other solutions using data migration wizards and assisted setup. Get contextual guidance with in-product tutorials, when and where you need it.

Handle the most common business processes from day one, like quotes, orders, invoicing, purchasing, cash management, and reporting. It’s built in the cloud, so it’s easy to set up, manage and scale.