Dynamics 365 for Financials on Public Preview

Dynamics 365 for Financials on Public Preview

We are excited to announce that Dynamics 365 for Financials has now been released for Public Preview in the UK. Financials is the ERP module for Dynamics 365 for Business. Having been released in the US in October, the UK is the first European market to get a localised solution of Dynamics 365. This preview marks the build up to the release of the product later in the month.

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Updated Features

With this announcement, Microsoft have also included a number of new features, based on feedback from the market.

Bill of Materials (BoM)

The new Bill of Materials functionality allows users to have structured items, including rolling up costs. There is also the flexibility to sell top level items as a kit of materials, allowing you to adjust individual component pricing on quotes.

Direct Posting

Sales and Purchase documents now allow you to post directly to general ledger accounts from document lines.

Task Management

Assign tasks to different employees in your campaigns.

Integration and Synchronisation

For those wanting to use Dynamics 365 Sales in the Enterprise edition, this is now possible with a simple integration of opportunities. For third party apps and extensions, the REST API allows simple synchronisation with a wide range of data, including company information, customer and vendor lists, sales orders and invoices, and account information.

VAT Registration Number Validation

Available for the UK only, this new feature allows you to validate company details, such as addresses, against their VAT registration number.

Helping You to Get Started

Dynamics 365 is aimed at the SMB market, who may need a lot of help with getting started. There are a wide range of tutorial videos, which are now available on the Business Manager Roll Center.

If you need further help with setup, or would like training courses from the professionals, please contact Dynamics Consultants and we will help you to get the most out of your system.

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Jesse Lawrence

Jesse is our marketing manager, keeping an eye on the latest news in the market as well as having worked on the GDPR legislation.