Microsoft Dynamics 365

Everything You Need to Manage Your Business in One Easy-to-Use Solution

The move from accounting software to an enterprise resource planning (ERP) solution can be a dramatic shift for a lot of businesses. The trouble is, you have grown to a point where this one system can no long support your customers or volume of transactions. You want to take the next step but you also need the transition to ERP to be quick to implement and easy to adopt. So why not take the leap with a cloud solution embedded in Office 365?

Microsoft Dynamics 365 is a new cloud service designed to help small to midsized businesses (SMBs) streamline operations, grow sales, and manage finances. Unlike other ERP solutions for SMBs, Dynamics 365 combines everything you need to manage finance, sales, service, and operations with familiar Microsoft productivity tools like Outlook and Excel. This creates a more unified experience across your entire operation, which cuts down on time spent switching between applications and duplicating data.

Dynamics 365 Business Edition Demo

See how easy it is to connect your business processes with familiar Microsoft productivity tools, like Outlook and Excel, in this free preview


Dynamics 365 for Financials

For a small business, having intelligence at your fingertips is a major advantage amongst your competitors. Dynamics 365 for Financials, also known as Project “Madeira,” is a Software-as-a-Service (SaaS) solution built on Microsoft Azure – which means you have access to your data anywhere, anytime, and on any device. It also means that you can get your system up and running in no time, paying only for what you need with the option of adding-on as you grow.

With Dynamics 365 for Financials, you can:

  • Run your business within Office 365
  • Automate and secure business processes with workflows, audit trails, and enterprise-level security
  • Go from quote to cash without switching applications
  • Get an accurate end-to-end view of your business with advanced PowerBI analytics
  • Engage customers with better service delivery
  • Configure to your unique needs with additional add-ons

Dynamics 365 for Financials Capabilities Guide

Get a better understanding of the full functionality included in Microsoft Dynamics 365 for Financials. At its core, Dynamics 365 for Financials


Choose the Support Services You Need to Ensure a Smooth Transition to Dynamics 365 for Financials

No matter what the size and complexity of your business is, we all have individual company requirements and there are big risks to consider when introducing a brand new financial system. With that in mind, BDO has developed 3 different service offerings that will guarantee your company has a successful implementation of Dynamics 365 for Financials. Each service offering builds on the other so you have the choice in the level of planning, training, and support you need.

Here is a detailed description of the 3 levels of Dynamics 365 implementation services we provide:

BDO Implementation Services for Dynamics 365 for Financials
Services Quick Start
Create a plan for initial setup
Prepare your finance team with training on the financial foundation
Small Business
Equip your employees with in-depth training on finance and supply chain
Initial Plan
Create a deployment plan for your Dynamics 365 for Financials implementation
One-on-one training
One-on-one planning and training with a BDO Senior Consultant
Online Training
Financial Training
Financial foundation training, which includes: Accounts Receivable, Accounts Payable, General Ledger, and the Banking area in Dynamics 365
Supply Chain Training
Supply Chain training, which includes: Sales Quotes, Sales Orders, Sales pricing and discounting, Purchase Quote, Purchase Orders and Inventory. Also includes training in the Fixed Asset module, integration to Outlook for Sales and Purchase transactions, and setup of 1099’s.
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Click below to learn about our other Dynamics 365 implementation services offered.