Take control of your business with Dynamics 365 finance & operations


What is Dynamics 365

Microsoft Dynamics 365 is a powerful business applications (apps) on the cloud. These applications allow you to manage and take greater control of the key areas of your business by connecting multiple disconnected systems into one. Automating tasks and workflows enables you to be more productive and make informed decisions quickly. It gives you time back to focus on the important tasks for running your business.
Dynamics 365 is available off-the-shelf and can be extended by installing certified Apps from the AppSource directory. This means that you can start to use Dynamics 365 immediately and see positive results quickly.

Range of Products

Dynamics 365 is a brand name for a range of products. These cover all aspects of running a business, big and small.
Dynamics 365 is split into 9 main application areas:
• Sales
• Customer Service
• Field Service
• Talent
• Finance and Operations
o Business Edition
o Enterprise Edition
• Retail
• Project Service Automation
• Marketing
• Customer Insights

To add colour to those application areas, there are two solutions for Finance and Operations, one aimed at the small to medium sized business (Business Edition) and one aimed at larger businesses (Enterprise Edition).

CBIZ focuses on Dynamics 365 Finance and Operations, Business Edition.

What is Dynamics 365 Finance & Operations, Business Edition

Microsoft Dynamics 365 for Financials and Operations, Business Edition makes running your business easier – from enquiry to order and through to payment and reporting.

The functionality included covers the following areas.



Watch the Microsoft Video from their Financials home page.

Help to get you started the right way

Dynamics 365 is ready to be used as soon as you start your subscription. To get the most from your subscription, it helps to work with someone that can guide you in the right direction and ensure you are on the best path for productivity.

Give CBIZ a call on 03300 882 515 or complete the form below and we will help you to make the most of this agile and dependable business solution.

Fields marked with an * are required

Why partner with CBIZ?

• We will understand how you want to work with the software and help you with the setup.
• We are a dependable, professionally run family business with a fresh, agile approach.
• We are the experts in Microsoft Dynamics 365 and will work with you to implement and fully utilise the business apps.
• We offer advice or do the whole set up for you, you choose how much help you want from us.
• Join our customers who have benefited from double digit growth and productivity gains.

Background and the future

Although the name Microsoft Dynamics 365 for Financials and Operations, Business Edition is new, the product is based on tried, tested and used by millions of users already. It is the same codebase as the agile Microsoft Dynamics NAV, it is just deployed and setup to be ready to be a true cloud based solution. No servers to manage, no software to install and no updates to worry about.

Microsoft Dynamics 365 for Financials and Operations, Business Edition roadmap is linked to Dynamics NAV, both benefitting from each other. In fact, by Spring 2018 they will be given the same name; with Dynamics NAV being the ‘on premise’ [or on Microsoft Azure] option.
View our Dynamics NAV page for more information on this product.

Microsoft are driving collaboration, making the digital transformation work for your team. Empowering them to achieve more and turbo charge productivity.

Joining the tools we already use (like Office 365) to connect to people in LinkedIn and the data in Dynamics 365.

Contact Us Today To Discuss Your Requirements


0330 088 2515




Fields marked with an * are required