8 Things Dynamics 365 for Financials Does Better than Dynamics GP

Microsoft Dynamics GP is like your Toyota Camry with 200,000 miles on it. If you have kept this car in great condition, it seems that it will keep running forever. Microsoft even released a web client a few years back that gave your car a new paint job and a few extra features. Your car may get the job done, but have you ever wondered if it could be better?
You drive by the dealership the next day and see the new Prius Hybrid models have just been released. You have always wanted to try out all the new features these cars offer, so you decide to go for a test drive. As you slide into the driver’s seat, the smell of the new leather seats tickles your nose as you start to explore all the new buttons. Bluetooth audio pops on “Ready to Pair,” with your phone. You could get used to this new technology.
Dynamics 365 for Financials is like the new technology-rich, integrated car. It is built for efficiency in the workplace, just like the Prius is made for efficiency on the road.

Here are 8 things Financials does better than Dynamics GP

1. Edit in Excel

Edit excel files without needing to import or export data.

Everyone has gone through the hassle of needing to import and export data from Excel. Imagine having excel integrate seamlessly with your financial system. Dynamics 365 for Financials lets you download data directly to Excel edit and Save it directly back. The Excel Add-In for Financials shown below includes a Publish button that pushes edited data back into Financials. No more importing or exporting from Excel when you are using the cloud!

2. OCR Processing of Incoming Documents

Want to save hours inputting invoices? OCR Processing is a must if your company sees a large number of incoming invoices. Dynamics GP can do this, but it usually requires a costly or complex 3rd party product. OCR capabilities are a native feature of Dynamics 365 for Financials. There’s no need to spend useless time keying in data; Let the technology handle the heavy lifting.

OCR capabilities are a native feature of Dynamics 365 for Financials. There’s no need to spend useless time keying in data; Let the technology handle the heavy lifting.

3. Office 365 Integration

While GP requires the separate setup of user accounts and passwords for the financial software and Office, Dynamics 365 allows you to use the same authentication you are already using for Office 365. No more remembering multiple accounts. Keep all data, people, and users in one place.
Simply enable access to Financials in Office 365 for specific users.

Use Flow to set up automated processes.

4. Integration with Microsoft Flow

Would you like to get an automatic email sent to you when it’s time to order more inventory? What about a workflow set up to automatically request approval for something? You can even have the system generate a new SharePoint folder when new vendor records are added to store documents and contracts.
Microsoft Flow, if you are not familiar with it, is a great new tool that is part of Office 365. It allows creating workflows visually that can connect events and data between systems. This is an excellent way to customize automated business processes for users without writing any code.

5. Outlook Client

Emails are how we all connect with our customers and colleagues. The ability to integrate communication within the financial system and see everything in one place is invaluable. Better communication = better business.
Financials even offers an Outlook add-in for your phone to keep you connected from wherever you are.

Take advantage of the cloud and stay connected anywhere.

Access your data anywhere, from any device.

6. Mobile Phone Client

In our mobile society, you should be able to access your information whenever and wherever you need it. Financials now allows you to access the robust software straight from your mobile phone. No need to head into the office just to check on figures– take care of business right away.

7. Simple (and often less expensive) Pricing

Buying GP often involved a deep analysis of all the various costs. Not only did you have to figure out the various and complex licenses to buy, you also had to buy a Windows server and SQL server to host it.
Financials is simply $40/per user per month for a full user and $5/user for light users. Easy!

8. Faster Trial Setup Times

Setting up a trial in Financials takes about 5-10 minutes. That’s even less than the time it takes to get into a car at a dealership!

Explore your options. Take Dynamics 365 for Financials for a test drive today.

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