Overview of Business Functionality

Financials provides functionality for common business processes in small and mid-sized companies, mainly within wholesale and professional services.

The Sales, Purchasing, and Inventory application areas also support common supply chain processes, although limited to the needs of wholesale and distribution companies without managed warehouse handling. For more information, see Supply Chain.

Financials includes standard configurations for most business processes, but you can change the configuration to suit your business' needs. From your Home page, you can access assisted setup guides that help you configure certain scenarios and add features to Financials. Several areas of business functionality must be set up manually. For more information, see Setting Up Financials.

The following table describes a sequence of tasks, with links to the topics that describe them.

To See
Make and collect payments, manage your cash flow, defer income and revenue, prepare year-end closing, and manage fixed assets. Finance
Get insight to the performance of your business activities through budgets, account schedules, and analysis views. Business Intelligence
Manage sales processes and information, such as quotes, orders, returns, and customer accounts, and make drop shipments. Sales
Manage purchasing processes and information, such as invoices, orders, returns, and vendor accounts, and purchase items from sales documents. Purchasing
Register new inventory or service-type items, categorise items for easy searching, adjust inventory levels, and perform common inventory costing tasks. Inventory
Manage and support your sales efforts and focus your interactions on preferred customers and contacts. Relationship Management
Create jobs and schedule resources for project, manage job budgets, monitor progress, and track machine and employee hours. Project Management
Organise your fixed assets, ensure correct periodic depreciation, and keep track of maintenance costs. Fixed Assets
Keep detailed records of your employees, and register absence for analysis purposes. Human Resources

See Also

Setting Up Financials
Welcome to Dynamics 365 for Financials
Working with Financials