Connect people and processes with a consolidated system that has intelligence built in—making financial management, sales, service, and operations easier. Get more done securely with workflows and audit trails, and instantly access a complete picture of finance, sales, supply chain and, fulfillment. Handle quotes, orders, invoices, purchases, and onboard quickly with the familiar Office interface your employees know.
Dynamics 365 for Finance and Operations gives you control over GL, AR, AP, and reduces manual errors. Gain the ability to accurately budget and forecast while reporting on specific KPIs, profit margin by product, etc. Plus, the ability to unify general ledger accounts and track entry origins with accuracy.
Increase visibility across your entire supply chain to reduce inventory costs and keep customers happy. Use built-in intelligence to predict when and what you need to replenish, ensuring inventory levels are maintained to avoid shortages and lost sales. Easily track, record, and define vendor and customer prices, terms, and discounts without any manual logging or paper pushing backlogs.
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 by posting sales right from Outlook. Easily handle multiple ship-to and bill-to addresses per customer, including direct shipment and invoicing addresses.
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.
Dynamics 365 centralizes 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.
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.
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“Catapult got our sales team operational very quickly, and we’re now self-sufficient on CRM. The project team was very knowledgeable, delivered a high-quality technical solution, and provided valuable guidance about best practices. With this solution in place and Catapult’s support, we are well positioned to achieve our business goals.”
Vice President, Sales and Marketing,
Marine Learning Systems