Financials is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Signing up is easy, and you can migrate existing business data from your legacy system. When you sign up for the Financials preview you get access to a demonstration company. The demonstration company contains sample data, but you can create your own sales documents, for example, or set up a bank account.
Get to know Financials
In Financials, some things will be familiar to you, and other things might be unfamiliar. In the demonstration company, visual guides explain core functionality, and help you try out daily tasks like creating a sales invoice and viewing a report. If you leave a guide, for example, to explore Financials on your own, but want to return to it, go back to the Home page and launch the Getting Started tour.
For some quick, nice-to-know tricks, see:
For more information, see Working with Financials.
When you're ready to do some heavier lifting, and want to look at some of the business processes that Financials supports, see Business Functionality. For an overview of current capabilities and what is coming, take a look at our roadmap at roadmap.dynamics.com.
The Home pages
Home pages use a role-centric design to give you fast access to the business process and intelligence tools that you need to do your job. For example, an accountant can monitor payments and approvals, and view finance performance charts. Check out the various Home pages by choosing the Settings icon in the top right corner, choosing My Settings, and then the Role Center to explore. Sign in again to apply the change. For more information, see Changing the Role Center.
Each Home page provides a Setup and Extensions button. Here you have access to a list of assisted setup that can help you get started by setting selected areas up quickly. If an area is not covered by an assisted setup, choose the Manual Setup action to access setup windows where you can fill in setup fields for all areas manually. For more information, see also Setting Up Financials.
The list of setup guides, extensions, and services that are available differ depending on the user experience you choose for your company. The Basic experience gives access to fewer than the Suite experience does. The first time you sign in, you use the Basic experience. For more information, see Customizing Your Financials Experience.
In the Assisted Setup window, you will find the following with the Suite experience:
|Migrate Business Data||Lets you import your existing company data such as vendors, customers, and items from Excel or Quickbooks.|
|Set Up My Company||Creates a new trial company for you to enter data and try out Financials. If you went through the Getting Started tour this is probably already Completed.|
|Set Up Cash Flow Forecast||Sets up the Cash Flow Forecast chart, so you can view the predicted movement of cash in and out of your business. The chart is available on the Accountant Role Center.|
|Set Up Approval Workflows||Sets up the ability to automatically notify an approver when a user tries to create or change certain values on documents, journal lines, or cards, such as an amount above a specified limit.|
|Set Up a Customer Approval Workflow||Sets up the ability to automatically notify an approver when a user tries to create or change a customer card.|
|Set Up Email||Gets you ready for sending email messages directly from, for example, sales orders or contacts in Financials.|
|Set Up Email Logging||Sets up the capability to log email correspondence in Financials to follow up on interactions.|
|Set Up Outlook for Financials||Sets up the ability to use and launch Financials from Outlook.|
|Set Up Reporting||Sets up data sets that you can use to build powerful reports using Excel or Power BI, for example.|
|Set Up an Item Approval Workflow||Sets up the ability to send a notification to an approver when a user changes or creates an item.|
|Set Up a Payment Approval Workflow||Sets up the ability to send a notification to an approver when a user sends payment journal lines for approval.|
|Set Up Dynamics CRM Connection||Sets up a connection to Dynamics CRM, which allows you to synchronize data such as contacts and sales order information.|
|Set Up Sales Tax||Gets you started with default tax groups and assigning tax area codes that you can assign to customers and vendors in order to automatically calculate sales tax in sales or purchase documents.|
Trying things out in your own company
Thinking about subscribing? You can easily change from the demonstration company, and create and work in a company of your own. This is a great way to start toward a subscription. Setups for finances are provided; you just need to create or import your items, customers, and vendors. After that, you're ready to post invoices and use business intelligence tools to analyze your business. You can use your company for free for a 30-day trial period. If you subscribe to Financials during that time, you're already up and running. You can continue with the work you did during the trial.
To create a company to try things out, go to the My Settings menu in the top right corner, and change the company to My Company. Sign out of Financials and then sign in again to apply the change. An assisted setup guide will help you provide basic information about your company. When that's done, explore the Home page and find the Assisted Setup action.
Ready to subscribe?
Each time you sign in during the trial period, a notification in a blue bar at the top displays the time remaining. If you decide to subscribe, use the link in the notification to get in touch with Microsoft. You can also go to Microsoft Dynamics 365.
Working with Financials
Setting Up Financials
Customizing Financials Using Extensions
Using Financials as my Business Inbox in Outlook
Getting Financials on Your Mobile Device
Microsoft Dynamics 365 documentation
Microsoft Dynamics 365