Your ERP Solution - Microsoft Dynamics 365 Finance & Supply Chain Management

Dynamics ERP

All information about ERP modules of Microsoft Dynamics 365

Dynamics 365 Finance and Supply Chain Management

Dynamics 365 for Finance and Operations is now divided into the following two applications:
Dynamics 365 Finance and Dynamics 365 Supply Chain Management


Microsoft Dynamics 365 Finance and Supply Chain Management

Your ERP solution for industry & trade

  • Microsoft Dynamics 365 is a comprehensive, powerful tool for Enterprise Resource Planning (ERP) that is easy to learn and operate.
  • Microsoft Dynamics 365 unifies ERP, CRM, Office 365, Power BI and IoT into a homogenous integrated solution.
  • The Operations section of the Dynamics 365 Enterprise Edition includes the seventh generation Dynamics AX tool, a well-known standard application. The usual finance, production, logistics, purchasing and sales software are part of the package. Power apps upgrade their functionality.

Smarter solutions:
Focus on networked processes for distribution, customer service, sales and marketing to enhance new production and fulfil increasing customer expectations.

Offer compelling customer experiences:
Introduce your staff to comprehensive product and customer data for the provision of customised services – at all touchpoints you wish to serve.

Improve corporate performance:
Use real time views of your figures and evaluations and assist each department with strategic, data-based intelligence to improve business performance.

Materials management and logistics

Manage your articles in a simple, efficient way. Control inventory levels, supplies and order picking. Retain the overview over your stocks and optimise your stock turnover.

Profit from integrated processes in Microsoft Dynamics 365 Enterprise and its role-based authorisation system to manage product orders, deliveries, sales and payment.

Real time access to sales figures, stock levels, despatch schedules and other data permit an overview of all incoming and outgoing goods, greatly facilitating planning issues.


  • Articles (service articles, storage articles)
  • Storage places, locations, gangways, zones, areas etc.)
  • Pallets
  • Lots
  • Inventories
  • RFID/Barcode
  • Quality management
  • Deliveries/Despatches
  • Terminals/POS
  • Product calculation

Production - Planning - Control


  • Processes
  • Work plans
  • Production management
  • Production orders
  • Order proposals
  • Procurement and sales planning

Sales and Marketing

Manage contacts, make notes of activities and discussions, automate your marketing activities with campaigns and mailing. Apply statistics and analyses to gain useful information, from initial contacts to customer acquisition.

Sales planning
Improve sales planning efficiency to boost product availability levels and minimise storage costs. The system utilises forecasting algorithms using Microsoft Cortana Intelligence, data visualisation in Microsoft Excel and models from Dynamics 365 Supply Chain Management – for precise, reliable forecasts.


  • Interested parties/Potential customers
  • Management of contacts and persons
  • Sales opportunities
  • Campaigns and mailings (mailing letters or e-mails)
  • Activities planning
  • Telemarketing
  • Statistics
  • Contracts and commission
  • Self-service for customers


All companies have to monitor property and assets accounting, claims and liabilities, as well as budgets and forecasts, in order to improve their cashflow.
Financial management is a hub for all these activities. Make important information available to staff, from the CFO to the accountant, in role-based dashboards.

Budget planning:
Simplify your budget planning by equipping your staff with powerful tools. An assistant will help you set up planning related worksheet templates in Microsoft Excel. In the course of the checking and authorisation process, you can automatically link budget plans to worksheets, statements and data attachments and forward them.


  • General ledger
  • Dimensions (cost centres, cost units, departments etc.)
  • Reporting/Analyses (financial statements, balancing, analyses)
  • Taxes (value added tax, withholding tax etc.)
  • Currency requirements
  • Annual/monthly financial statements
  • Price regulation (foreign currencies)
  • Consolidation/Elimination
  • Different accounting systems (OR, IFRS, Swiss GAAP FER)
  • Budgeting
  • Intercompany
  • Cost accounting

Capital assets

Manage your capital assets efficiently in Dynamics 365 Finance and Supply Chain Management Enterprise. Depreciation and investment proposals help you to manage your accounts on schedule. Dynamics 365 Finance and Supply Chain Management Enterprise includes a wealth of resources for planning investments and analysing diverse influential factors on depreciation.



  • Asset management (tangible and intangible assets, real estate/property, goodwill)
  • Depreciation
  • Insurance/Technical information
  • Fixed asset schedule and other evaluations
  • Diverse depreciation accounts (IFRS, Swiss GAAP FER, OR, tax-related etc.)

HRM & Salaries

Employees are a company’s most valuable asset. HR managers face the task of recruiting and retaining suitable staff, as well as motivating employees to perform at their best.

Automate human resources administration tasks to have more time for strategic personnel management and provide staff with efficient self-service options.


  • Wages & salaries, certified pursuant to SwissDEC 4.
  • Uniform reporting procedure ELM
  • MbO (employment assessment/development)
  • Expenses and time registration
  • Position plan and organisation
  • Course management
  • Staff recruitment

Project and service management

Dynamics 365 Finance and Supply Chain Management Enterprise generate a complete project status overview, helping you to provide professional customer services. Plan hourly operations and outlays, invoicing them directly to customers.

Service management
Create stronger links to your customers and manage customers service easily. Your customers can file and check orders themselves via the portal. Deployment planning is speeded up and recurring service jobs simplified.


  • Management of projects
    (time and materials, fixed prices, internal projects etc.)
  • Invoicing
  • Project planning
  • Integration with Microsoft Projects
  • Service management
  • Orders
  • Operations teams
  • Service tasks
  • Operations planning

Analysis & reporting

In addition to Power BI, Microsoft Dynamics 365 hosts standard functions for business intelligence, analyses and reporting. Companies of all sizes are helped to recognise trends early on, generating increased transparency leading to correct decision-making.

Personalised dashboards and predefined reports in Microsoft Dynamics ERP solutions help you keep track of data at all times. Export Excel and Word files with one click for a more detailed analysis.


  • 800 standard embedded reports
  • Monitoring queries
  • 11 Standard Cubes

Are you interested in this topic? I would be pleased to answer any queries you have.

Andreas Pascutto, Head Sales ERP

+41 79 351 00 38