Microsoft Dynamics® CRM Training

Introduction to Dynamics 365 for Financials, Business Edition

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Welcome to Introduction to Dynamics 365 for Financials, Business Edition. This video will explain what Dynamics 365 for Financials, Business Edition is and how to get started using it. This application is intended for small businesses with between 10 and 250 employees, and allows for simplified accounting and business management. From ordering and selling to invoicing and reporting, Dynamics 365 for Financials offers a lot of valuable tools. The program was previously in preview in the US and Canada as Microsoft Project Madeira; it came out of Dynamics NAV. Dynamics 365 for Financials provides tools for: • Quoting, ordering, invoicing, and payment • Purchasing and inventory management • Reporting and analytics Dynamics 365 for Financials will appear as an app within Dynamics 365. Click the app to open. What you'll be seeing the first time you open the program is the business manager role center. This is the default role center, but you can change it in the Settings menu. Depending on the role selected, the tasks and information displayed will differ. For the business manager role, you can see Customers, Vendors, and Items along the left side of the screen. Along the top of the screen, click to expand the Actions ribbon, and you'll have quick access to creating quotes, orders, invoices, and more, and completing other tasks. Click to expand the Home tab, and you'll see Finance, Sales, and Purchasing. Within the Finance section are journals, accounts, schedules and statements. Sales contains quotes, orders, memos, invoices, and customers. And finally, Purchasing houses vendors, purchase invoices, and credit memos. Each of these sections has extensive functionality. In addition, Microsoft provides their own Getting Started tools in the Business Assistance section, and easily tracks which items you've already viewed. Thanks for watching this video by xRM!

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