D365 - Legacy platforms
Historically other platforms have been associated with the Accounting sector, but Microsoft Dynamics 365 has an account vertical, created to be scalable and cost-effective. D365 benefits from a 360-degree view, and functions in ‘real-time’!
Legacy platforms can be integrated so D365 becomes the hub, and accounting specific gateways can be utilised as a resource in the real-time scenario too.
WORKING WITH MANY PLATFORMS OPEN AT ONE TIME?
Use Dynamics 365 to drive the system, with all other platforms integrated so you get a 360-degree view. Xero and Sage accounting packages have integration with D365, and information from HMRC and/or Credit agencies can be ‘formulated’ easily within your system.
WHY WOULD AN ACCOUNTANT USE DYNAMICS 365?
Keep track of your clients’ core information allowing you to easily see a 360-degree view of their key dates, next actions and track running costs.
IS DYNAMICS 365 SUITABLE FOR THE ACCOUNTING SECTOR?
Historically there have been other platforms for the accounts sector, but they all have missing elements and are stronger in some areas than others. With Dynamics 365 the gaps are filled, your Inturi consultant will work with you to configure the features you require.
The D365 practice edition allows flexible licence options which provide full, medium and light-touch users.
DOES MY ACCOUNTS PACKAGE GIVE ME THE REPORTING IN NEED?
You can construct your reports, chart and dashboards as you require it to be, so you can see a 360-degree view. This may include Customer information and accounts, and key dates for them eg. for VAT returns, their credit score, their company information integrated directly from HMRC.
DOES D365 CATER FOR MULTIPLE CLIENTS, EMPLOYEES AND FREELANCERS?
The practice solution is built specifically to manage multiple clients within your system, providing you details of both ‘client by client’ and from a practice perspective. Practices can view detailed costings and profitability of each client, allowing you to seek out new opportunities, forecast, and resource your upcoming workload.
GIVE US A CALL
Dynamics 365 is easily scalable and is cost-effective too, as you will only buy Licences for the aspects that you will need. Why not take advantage of a Free consultation today?