• Microsoft Dynamics 365 for Finance and Operations

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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 even the most complex global organizations.

    • 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 capabilities to automate project, resource, 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
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  • Financial Management 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 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 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 and expand 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 corporate 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 legal 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.
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  • 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 accurate project estimates 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, and quickly analyze and report on budget-to-actual performance.
    • Resourcing – find best-fit resources and plan for future resource requirements using embedded resource forecasting and scheduling tools.
    • 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 project 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
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    Microsoft Dynamics AX7 Project Management and Accounting work breakdown structure
    Work Breakdown Structure
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  • 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 for Finance and Operations 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.

    • Recruiting – easily identify top candidates and manage the interview and hiring cycle to bring top talent your organization.
    • Onboarding – quickly get new hires onboarded and productive, using personalized onboarding checklists and communications.
    • 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.
    • 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
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    HR Management in Microsoft Dynamics AX7
    Employee Self Service Workspace
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    AX7 Human Resource Management
    Manager Self Service
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  • 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.

    • Procurement & sourcing – manage vendors and subcontractors, route purchase requisitions for approval, generate purchase orders, perform 3-way matches, analyze vendor performance, and more.
    • 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.
    • Master Planning – utilize advance materials requirements planning (MRP) and master planning to determine what you need 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.
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