With Microsoft’s Dynamics 365, MarginPoint delivers a comprehensive business operating platform for everything including sales, marketing, job scheduling, work orders,  invoicing, material replenishment, purchasing, customer service, and inventory optimization

financial_management Microsoft Dynamics 365 for Finance and Operations, Business Edition

Financial Management

Take the hassle out of managing your finances

Streamline your financial close and get real-time visibility into the performance of your business. Easily share your information in a secure manner with an accountant or bookkeeper and gain more control over your budgets and cashflow.

  • Apply incoming payments directly to the related customer and mark invoices as paid to automatically reconcile accounts
  • Get recommendations on when to pay vendors to take advantage of vendor discounts or avoid overdue penalties
  • Add tags to entries for quicker categorization and analysis
  • Improve your organization’s ability to develop, modify, and control budgets

Sales

Manage your sales cycle more efficiently

Shorten the time from quote to cash by connecting your sales and accounting. Act quickly on sales-related enquiries right from Outlook. Easily handle multiple ship-to and bill-to addresses per customer, including direct shipment and invoicing addresses.

  • Post sales right from Outlook, then send your invoices as PDF attachments that include a PayPal link to expedite payments
  • Get a complete overview of interactions and track current customer status, from email to order to invoice
  • Negotiate and keep track of special agreements with individual customers, including discount structures
  • Prioritize leads based upon revenue potential and opportunities throughout the sales cycle
sales_finance Microsoft Dynamics 365 for Finance and Operations, Business Edition
purchase_finance Microsoft Dynamics 365 for Finance and Operations, Business Edition

Purchasing

Automate and secure your purchasing process

Monitor and control your purchasing process through automated workflows and dynamically updated inventory levels. Prevent unnecessary or fraudulent purchases by implementing approvals, plus modify a posted invoice in your financial management system and register the correction without hassle.

  • Create purchase invoices and orders to record the cost of purchase and track accounts payable
  • Stay in control of expenses by implementing advanced workflow and approval structures
  • Automate tasks for vendors to record your agreements concerning discounts, prices, and payment methods

Reporting and Analytics

Get a complete picture of your business

Centralize your financial management data across accounting, sales, purchasing, inventory, and customer interactions for an up-to-date, end-to-end view of your business. Make faster, more informed decisions when you’re guided by connected processes, predictive analytics, and real-time data.

  • Make fast, informed decisions with seamless Microsoft Excel integration
  • More easily track your KPIs by creating your own analyses on general ledger data
  • Chart your business’ performance in real time on your dashboard using built-in Power BI integration
  • Accurately predict your cash flow using built-in Cortana Intelligence integration
reporting_and_analytics_finance Microsoft Dynamics 365 for Finance and Operations, Business Edition
project_management_finance Microsoft Dynamics 365 for Finance and Operations, Business Edition

Project Management

Keep projects on time and under budget

Perform common project management tasks and get all the data you need to help manage budgets and monitor progress. Track machine and employee project hours using timesheets, and access real-time data on available resources, such as employees and machinery.

  • Create, manage, and track customer projects with sophisticated job costing and reporting capabilities
  • Manage usage levels and profitability of resources by planning capacity and sales
  • Develop, modify, and control budgets to avoid over-expenditure

Operations

Manage and optimize your supply chain

Streamline your operations and make smarter decisions by taking advantage of integrated manufacturing, warehousing, and service management.

  • Stay on top of warehouse inventory by tracking every item transaction or movement
  • Get quality products to market more efficiently with visibility across your entire production process
  • Deliver reliable service to your customers by tracking existing service agreements
Operations_finance Microsoft Dynamics 365 for Finance and Operations, Business Edition

MARGINPOINT’S INTEGRATED DYNAMICS 365 OPERATIONS PLATFORM

integrated_dynamics Microsoft Dynamics 365 for Finance and Operations, Business Edition
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