Dynamics 365 for Financials Archives - ERP Cloud Blog
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Posts Tagged ‘Dynamics 365 for Financials’

How to Create Budgets in Microsoft Dynamics 365 for Financials

Download our FREE Microsoft Dynamics 365 Demo  Setting a budget for your company is essential for business planning, and can provide critical insights towards any future strategy or business operation. In Microsoft Dynamics 365 for Financials, you can easily create a budget for yourself or for your company using the following steps: Step 1: In […]

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How to Change Report Layouts in Dynamics 365 for Financials

One of our customers recently asked for our help with changing their report layouts.   Unfortunately, we couldn't find any videos that cover this topic - just some very brief online instructions.  So, our own Dan Berube created this video for them, and anyone else out there who's interested. This video will walk you through […]

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WebSan Solutions Offers “5 Head to Head Comparisons of Dynamics 365 for Financials and QuickBooks Online” Webinar

Download our FREE Microsoft Dynamics 365 Demo Since Dynamics 365 for Financials’ release back in Fall 2016, one of the most asked about topics is how the software compares to QuickBooks. Dynamics 365 for Financials has been promoted by Microsoft as its offering for small to medium-sized businesses looking for software that can not only […]

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Integrated Outlook in Dynamics 365 for Financials

By integrating Outlook in to Microsoft Dynamics 365 for Financials businesses can easily manage all their business interactions in one place. It is simple to set up inside Financials, simply choose, “Assisted Setup”, then “Set up Outlook for Financials”, and follow the wizard. Users will be prompted to select between setting up the integration for […]

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Leveraging Cortana for Sales Forecasting in Dynamics 365 for Financials

Business Intelligence software is used across many sectors for a wide variety of tasks. Microsoft Dynamics 365 for Financials uses Cortana to help manage inventory and sales systems in an effort to increase efficiency, ease of ordering, and customer satisfaction. Cortana’s main function is to serve as an inventory management intelligence, assisting in collecting, and […]

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WebSan Solutions Offers “Dynamics 365 for Small Businesses” Webinar

Download our FREE Dynamics 365 trial In light of Microsoft’s recent release of Dynamics 365, WebSan Solutions is offering a free 30-minute webinar to discuss how small businesses can best benefit from the system. The webinar will be held on Thursday, November 17, 2016 at 11:00 AM EST. The webinar will provide an introduction to […]

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Dynamics 365 is Finally Here and You Can Get a Free Trial

Consumers today are looking to invest in software that is not only accessible and responsive, but one that is also collaborative, easily accessible and can grow along with your business and its ever-changing needs. Dynamics 365, Microsoft’s latest offering, combines CRM and ERP to provide sales, customer service, field service, operations, financials, marketing and project […]

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