Welcome to Dynamics 365 for Financials
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ReportWelcome to Dynamics 365 for Financials! If you are new here, read the announcement blog, sign up for the preview here, and learn about capabilities here. We look forward to your feedback.
This blog will keep you updated on new capabilities and updates about Financials. We start today with a quick overview.
Financials connects business processes with the productivity tools in Office 365 to help small and medium-sized businesses grow sales, manage finances, and streamline operations. Financials is a true multi-tenant public cloud service (Software as a Service) running on Microsoft Azure. Customers can access the service on the Web, or using apps for Windows, iOS, and Android devices.
In the preview version, you can see visual guides that explain core functionality. These guides let you try out daily tasks such as making a sales invoice and viewing a report. When you want to explore Financials on your own, you can always go back to the Getting Started tour.
The Home page is also where you will find the Assisted Setup & Tasks action. Here you see a list of assisted setup that can help you getting started. Once you have migrated data such as vendors, customers, and items from your existing financial system using the Migrate Business Data assisted setup you are ready to begin. But depending on your needs, consider if the other assisted setup can help you.
In the Assisted Setup window, you will find the following:
|
Assisted Setup |
Description |
|---|---|
|
Set Up Company |
Creates a new trial company for you to enter data and try our Financials. If you went through the Getting Started tour this is probably already Completed. |
|
Migrate Business Data |
Lets you import your existing company data such as vendors, customers, and items from Excel or QuickBooks. |
|
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. |
|
Set Up Email |
Gets you ready for sending email messages directly from, for example, sales orders or contacts in Financials. |
|
Set Up Office Add-Ins |
Sets up the ability to use and launch Financials from Outlook. |
|
Set Up Email Logging |
Sets up the capability to log email correspondence in Financials to follow up on interactions. |
Best regards,
The Dynamics 365 for Financials team
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