Dynamics 365 for Finance & Operations

Video Overview of Dynamics 365 - The Anywhere, Any Time, Any Device Software That Transforms Businesses for the Better

What Makes Dynamics 365 for Finance & Operations More Distinguished Than Other Software?


Know your companies needed next moves with Azure IoT Suite, Cortana Analytics, and Power BI.


ERP, CRM, Excel, Outlook, and Word working together to make your job easier.


Dynamics 365 fulfills your business needs for a united mobile solution that handles Customer Service, Field Service, Operations, Finance, Marketing, and Project Services regardless of the job function or industry sector while staying secure.


Dynamics 365 allows your company to use just the functions it needs of this cloud software offering.  Your business can easily adapt to changing needs while keeping your IT team more flexible. The use of 365 for operations and the ability to make business driven power apps, and flow (or workflows) allows your company to meet demands better.

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Dynamics 365 Reviews

"Dynamics 365 will connect to Office 365, Microsoft’s web-based email, spread sheet, word-processing, and presentation app. For instance, sales reps will be able to send customers quotes with up-to-date pricing and availability via email that draw directly on data in the ERP app." Jay Greene, Wall Street Journal

"Few other players offer a common data model for CRM and ERP - and none bring in the Office productivity capabilities as Microsoft can. Dynamics 365 is a powerful competitive weapon against standalone ERP and CRM players. This is a big move by Microsoft to take advantage of the pieces it has purposefully built over the last several years - Office 365, Cortana, and Power BI." Rebecca Wetterman, Nucleus Research

"Microsoft’s mission statement is to empower every person and every organization of the planet to achieve more. With the release of Microsoft Dynamics 365, you can clearly see the results of those efforts, with barriers being removed and integration made eliminating different data silos in the organization." Michael Simmons, tom'sIT PRO

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More than Ever Dynamics 365 Solves Complex Business Problems By Being Connected — Catapulting Your Company Ahead

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Manufacturing Complexities Unraveled

Dynamics 365 Enterprise Edition for Operations, the best software for manufacturing's complexities.

Dynamics 365 for Finance & Operations can help manufacturing grow into new markets with advanced analytics.  The cross department visibility accelerates product introductions.  All while reducing operational costs through being able to monitor KPIs to the minute and by simplifying production floor management. Dynamics 365 meets your expectations for effective supply chain management with global transportation-planning and freight reconciliation. This helps you provide the right customer experience at the right price.  Take our guided tour of Dynamics 365 Finance & Operations. The new cloud software can also increase productivity as 40% of a worker’s time is lost when switching between tasks, Dynamics 365 simplifies your job and employees jobs through Workspaces.  This productivity waster costs the global economy $450B per year.https://clientsfirst-tx.com/software/365-enterprise-edt-for-operations/manufacturing-mobility-solutions-dynamics-ax-7/

Complex Business Problems Solved

Dynamics 365 Enterprise Edition for Operations Solves Complex Business Problems

Dynamics 365 Enterprise Edition for Operations can help you meet customer expectations and help resolve the staggering statistics on how many touch points and channels a consumer needs to get a problem solved.

Evolving Business Needs Met

Dynamics 365 Enterprise Edition for Operations Solves Complex Business Problems

A connected CRM like Adobe Marketing Cloud can increase first call resolution, and make your organization stronger through less turnover.

Selling Made Easier Through Intelligence

Dynamics 365 Enterprise Edition for Operations Solves Complex Business Problems

Dynamics 365 Finance & Operations shortens your companies sale cycle through BI and Machine Learning by making you more aware of trends, and analytics.

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Dynamics 365 Enterprise Edition Pricing Plans

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ERP and CRM That Does More Using The Common Data Model

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Dynamics 365 uses a new common data model that allows customers to extend functionality by using CRM, ERP, analytics from Cortana Intelligence, Power BI, and the productivity power of Office 365 all from the Azure Platform.  Essentially this means all programs work together flawlessly. Another benefit to the common data model is the ability to build custom apps using PowerApps, and Microsoft Flow.  Dynamics 365 Finance & Operations.  See the functionality of the seven pieces of Dynamics 365 Finance & Operations below: clear space

Dynamics 365 Finance & Operations

Dynamics 365 Finance & Operations is one unified solution. The cloud software enables companies to transform business processes faster based on accurate real time metrics and key performance indicators.  In other words, you can see and fix what is working, and what is not working, and innovate to stay ahead of the competition.

Dynamics Finance & Operations handles almost every business need from anywhere, at anytime. Including these united core capabilities:

  • Financial management
  • Human capital management
  • Business intel & reporting
  • Production
  • Supply chain management
  • Procurement & sourcing
  • Project management & accounting
  • Sales & marketing
  • Life cycle services & help

Microsoft Azure

Any developer or IT professional can be productive with Azure. The integrated tools, pre-built templates and managed services make it easier to build and manage enterprise, mobile, Web and Internet of Things (IoT) apps faster, using skills you already have and technologies you already know. Microsoft is also the only vendor positioned as a Leader across Gartner’s Magic Quadrants for Cloud Infrastructure as a Service, Application Platform as a Service, and Cloud Storage Services for the second consecutive year.

Adobe Marketing Cloud

Adobe Marketing Cloud for Dynamics 365 Finance & Operations, gives customers a powerful, comprehensive marketing service for Microsoft’s next generation of intelligent business applications. The Adobe Marketing Cloud extends Microsoft's CRM capabilities so that customers can create enticing, data-driven customer experiences across multiple channels.

Azure IoT

Capture and analyze untapped data to improve business results to remotely monitor your products and save money with predictive maintenance.

Power BI

Power BI is an analytics solution that is available to be used by your whole organization and gives you tools to transform, analyze, and visualize data. Share reports in seconds with your organization using Power BI on the web.

  • Voted 8 years in a row as one of the best BI solutions by Gartner’s Magic Quadrant report
  • Included in Dynamics 365 Finance & Operations
  • A strong community with examples of customers data stories gallery
  • Users have the ability to pin Power BI tiles into Finance & Operations workspaces thereby having relevant insights within reach

Cortana Intelligence Suite

Cortana manages big data with an advanced analytics suite to transform your business data into intelligent action. To explain Cortana, let's look at Cortana Business Intelligence from a high level view.  Cortana takes real-time data from your ERP system and combines it with unstructured data from the outside world to help your company make more informed decisions. This solution proactively predicts issues or provides guidance to help keep you out of trouble. For example, think of how Cortana works with Windows 10.  The virtual assistant gives you notifications of when you need to leave early for an appointment to make it on time based on all the traffic and weather data that it is captured in the background.  Now apply that intelligence to your business, where Cortana has the ability to tell you about a problem in your supply chain, or alert you about the need to increase your inventory of cold drinks because of an upcoming heatwave to ensure that you have the right amount of stock on hand.  This predictive nature and intelligence of business applications is the future that we are delivering today with Microsoft Dynamics 365 Finance & Operations.

Office 365

Benefits of Office 365:

  • Seamless coordination with the tools you already know
  • Anytime, anywhere access
  • Easily communicate and collaborate inside and outside your organization
  • Simple to learn; straightforward to use
  • Email, collaboration, and online meeting solutions
  • Safety and security
  • No requirement for advanced IT knowledge
  • 99.9% financially-backed uptime guarantee


Powerapps can be found pre-made and include functions like these:

  • Employee engagement survey
  • Health plan selector
  • Asset checkout
  • Product showcase
  • Look for our apps to be added later like our warehouse app called Upicksales apps, and ProMRO.

PowerApps can be used on Android or IOS to use and share custom-built apps with your team and organization. Custom built apps can be made by you and your team without writing a single line of code.  Connect to Microsoft PowerApps, then publish to you organization.


Flow allows you to create automated workflows between your favorite apps and services to get notifications, synchronize files, and collect data making you more productive. Why plans versus Applications or Apps?

  1. Gives flexibility to work in more than one app
  2. Leverages full use of PowerApps and Flow
  3. Economically more favorable TCO due to tiered pricing
  4. Read data from all Dynamics 365 apps
  5. One pricing level covers all light use and knowledge sharing rights and business intelligence

Licensing & Pricing

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Dynamics 365 Enterprise Edition for Operations Licensing clear space Your business can mix and match plans and apps.  Each user may be licensed for the functionality your business needs via a plan, an app, or team member pricing level. Give us a call for pricing -  800.331.8382. clear space

Dynamics 365 Finance & Operations + Clients First & How It All Fits Together

clear space Dynamics 365 Enterprise Edition for Operations needs to be implemented by a cloud service provider Dynamics 365 Finance & Operations, the game changing ERP solution, introduced by Microsoft needs to be implemented by an experienced Cloud Solution Provider like Clients First. We have been leveraging the power of AX since it was called Axapta in 1999.  We are going to continue the tradition of using award winning ERP & BI for manufacturer's, Maintenance Repair and Overhaul (MRO's), Retail, and Pharmaceutical companies like we currently do now.  For the most part, Clients First will focus on Dynamics 365 Finance & Operations Unified Operations Plan. Call us to learn how we can make your business more productive with the power of ERP and Adobe Marketing Cloud CRM - 800.331.8382. clear space