Microsoft Dynamics ERP Capabilities

"We can now manage our sales department better and empower sales associates more. We see customer sales trends, set realistic targets, and set up a dependable monitoring system, which we couldn't do before."

- Michael Oughtred, Corporate Sales Manager, Oughtred Coffee and Tea View the video

Learn about the broad range of capabilities in Microsoft Dynamics ERP solutions

Use Microsoft Dynamics ERP solutions to manage critical business processes, respond quickly to change, and make the most of your assets and resources. Built on familiar Microsoft technologies, these ERP solutions are simple to use and deploy—and easy to customize and adapt as business needs change. Click the tabs below to explore the ERP capabilities and features in Microsoft Dynamics ERP solutions.

Financial management

Gain greater visibility into finances and give people across your organization the tools they need to improve financial management, financial forecasting, and accounting throughout your organization.

  • Streamline financial processes and simplify analysis by automatically presenting formerly disparate sources of information in a single, RoleTailored view.

  • Share reports in a business portal on the company intranet, or publish data on your extranet with enhanced security to promote privacy for auditors.

  • Work with familiar software such as Microsoft Office Excel directly in your Microsoft Dynamics ERP solution and link to ERP data using Microsoft Office applications.

  • Monitor business performance and spot trends with key performance indicators (KPIs), export information into a spreadsheet for further analysis, and access flexible reporting capabilities to present business information in the best format for your audience.

  • Generate real-time reports, close books quickly, and share data with multiple ways to report, analyze, and share information.

  • Expand into other geographies, markets, and industries, and support multiple currencies and languages.

Learn more:

Manage financial accountability and compliance

Gain better business insight

Microsoft Dynamics finance community

Planning and Budgeting

Monitor, measure, and manage organizational performance with planning and budgeting applications that work with your enterprise resource planning (ERP) solution to measure business results and provide flexible reporting capabilities. Depending on your business needs, you can:

  • Deliver basic planning and budgeting with simplified, template-based planning and budgeting functionality using Microsoft Forecaster for Microsoft Dynamics ERP.

  • Take advantage of powerful analysis and reporting capabilities—including creating and publishing financial statements such as Profit and Loss (P&L) statements, balance sheets, and cash flow reports—with Management Reporter for Microsoft Dynamics ERP.

  • Create boardroom-quality reports without IT help, enhance security for report distribution, and help support regulatory compliance with Management Reporter for Microsoft Dynamics ERP.

  • Build custom reports based on GL data, and slice data into rows, columns, or hierarchies with Management Reporter for Microsoft Dynamics ERP.

  • Manage complex consolidations and multiple currencies with Enterprise Reporting for Microsoft Dynamics ERP.

Learn more:

Fact sheet: Management Reporter for Microsoft Dynamics ERP (XPS, 452 KB)

Fact sheet: Forecaster for Microsoft Dynamics ERP (XPS, 526 KB)

Fact sheet: Enterprise Reporting for Microsoft Dynamics ERP (XPS, 526 KB)

Project Management

With project management and accounting capabilities from Microsoft Dynamics ERP, your people have the tools they need to improve profitability and accomplish project goals on time and on budget.

  • Manage employees, contractors, partners, equipment, and materials to align with project goals and client expectations.

  • Create effective billing structures, track expenses, and reduce billing cycles to control project performance, costs, and revenues.

  • Accelerate project workflows with automation, and make important business information available to all stakeholders.

  • Spend less time administering projects by linking accounting jobs and work projects with your overall business processes.

  • Collaborate effectively—even from the field—with web-based access to project status and other information.

  • Combine Microsoft Dynamics ERP with Microsoft Project Professional and Microsoft Project Server to provide a robust solution for your project-driven organization that reduces duplicate data entry, shortens billing cycles, and analyzes project performance for better budgeting.

Learn more:

White paper: Service Performance Insight (XPS, 756 KB)

Professional Services in Microsoft Dynamics ERP

Supply Chain Management

Streamline supply chain operations to get the right goods to the right place at the right time with custom solutions that can be tailored to specific business and industry needs.

  • Control and streamline inventory with real-time visibility into data and automatic notifications that help you align customer demand with inventory management, purchasing, manufacturing, and distribution.

  • Set realistic expectations with customers for delivery, and access current product specifications and up-to-date pricing to help customers make informed buying decisions.

  • Build profitable vendor and partner relationships by providing self-service access to critical business information using portal technology—including agreements and commitments—and monitoring partner performance.

  • Combine your Microsoft Dynamics ERP solution with radio frequency identification (RFID) technology to cost-effectively engage with customers and suppliers.

  • Lower the costs of supply chain integration by using Microsoft BizTalk Server to smoothly orchestrate business processes and exchange business documents with partners and suppliers.

  • Automate sales and purchasing to help streamline your operations and improve relationships with customers and suppliers.

Learn more:

Manufacturing in Microsoft Dynamics ERP

Distribution in Microsoft Dynamics ERP

Business Intelligence

Foster better decision-making for people across your organization—from warehouse personnel to financial analysts—with self-service business intelligence (BI) that makes it easy to access, share, and use RoleTailored information without support from your IT department.

  • Gain quick visibility and insight into job-specific business intelligence data, such as worksheets, notifications, KPIs, and reports through your Role Center or a web-based dashboard.

  • Effectively manage and access both structured data and unstructured information such as email messages and documents.

  • Use sophisticated analytics based on dimension value hierarchies that reflect your reporting and accounting needs.

  • Deliver critical data and relevant applications to employees, customers, and partners via web-based portals that make it easy to collaborate and share information.

  • Quickly create reports using predefined functions for simple reporting, or online analytical processing (OLAP) cubes for deeper analysis with familiar tools such as Microsoft Office Excel.

  • Generate reports within your Microsoft Dynamics ERP solution with SQL Server Reporting Services, build and analyze data warehouses, and organize and use data more efficiently through integration with powerful Microsoft SQL Server.

Learn more:

Manage financial accountability and compliance

Microsoft Business Intelligence

Performance Management

Keep a finger on the pulse of your organization with performance management tools that can help you monitor and measure business results, align performance to goals, and improve your bottom line.

  • Gain insight into your operations at-a-glance with executive dashboards that deliver flexible key performance indicators (KPIs) based on powerful analytics that you define.

  • Create accurate budgets and meaningful financial predictions with effective planning, budgeting, and reporting tools.

  • Monitor finances beyond profit and loss by selecting the financial or operational ratios that you need to watch, such as cost of goods sold, labor hours per project, or year-over-year sales.

  • Keep on top of the environmental impact of your business by monitoring energy consumption and greenhouse gas emissions; and carefully monitor regulatory compliance with information and tools that facilitate transparency and accountability.

  • Manage organizational growth by tracking and comparing the performance of people, teams, and departments over time.

  • Consolidate reporting for multisite and other complex organizations for an enterprise-level perspective on your business.

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Environmental Sustainability

Manage financial accountability and compliance

Microsoft Business Intelligence

Human Resource Management

Meet your organization's human resources (HR) and payroll needs and realize the potential of your most valuable assets—your employees.

  • Give employees self-service access to information about performance, payroll, benefits, and career path from your company’s web portal.

  • Adjust HR processes to changing business needs, ensure compliance with government requirements, and simplify administrative tasks.

  • Save time with payroll direct deposit, access employee data at any time, and integrate with general ledger, project management, and bank reconciliation applications.

  • Minimize the cost and complexity of administering salaries, benefits, recruitment, and performance management.

  • Gain visibility into your workforce and define opportunities for growth.

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Connect people and processes


Work together more effectively and enhance communication with employees, partners, and customers.

  • Provide employees with intranet sites to create and approve purchase orders, track project progress and costs, access and manage personal data, and streamline time reporting, performance reviews, and interviewing processes.

  • Use team sites to help employees speed project progress, review documents, and view custom information relevant to their specific roles and tasks.

  • Make business information and processes available to suppliers so they can update inventory and shipping information; review orders, invoices, and sales projections; and easily share large files while reducing email exchanges.

  • Simplify communication with partners in different time zones and geographic regions by communicating through a business portal on your extranet.

  • Give customers self-service access to product and sales information, order status, or promotions and discounts, and enable them to order products and request appointments.

  • Share and view up-to-date customer information and access real-time inventory data to improve customer service.

Learn more:

Improve productivity of people and processes

The Collaborative Contact Center

IT Management

Leverage existing IT systems and deploy familiar Microsoft technologies to support your organization and your people even as business needs change. You can work with a network of channel partners to implement a solution that meets your industry-specific needs.

  • Use service-oriented architecture (SOA) and web services to extend and connect business solutions.

  • Access your IT infrastructure from a central console using Microsoft Windows Essential Business Server.

  • Enable people to export data to Microsoft Office Excel and share information using SQL Server Reporting Services, SQL Server Analysis Services, and Excel Services—reducing IT time spent on reporting tasks.

  • Publish executive dashboards and scorecards with Microsoft Office SharePoint Server.

  • Support industry standards with Microsoft Visual C++, C#, and the Microsoft .NET Framework.

  • Use .NET programming and Windows SharePoint Services web parts to extend Role Centers and share information with employees, customers, and partners.

Learn more:

Microsoft Dynamics and real-world SOA

On-site and hosted implementations

Reduce IT business costs

Microsoft Dynamics Developer Centers


Make cloud computing a flexible component of your ERP solution—on your terms. With a hybrid model of on-premise and off-premise resources, you can move as much or as little functionality as you want to the cloud.

  • Complement existing ERP assets with web-based services— by moving functionality to the cloud where it makes sense.

  • Host part or all of your ERP software online with a Microsoft Dynamics partner, for a predictable monthly subscription fee.

  • Combine an on-premise or subscription-based solution with online services that extend your ERP and retail solution, including services for:

    • Credit and debit card transactions

    • Online commerce across multiple channels

    • Access to training and support from within your ERP solution

    • Building custom microsites that extend business processes to the cloud and integrate with your ERP solution—without IT support

  • Support your growth initiatives by scaling rapidly and adding functionality with minimal disruption.

  • Free up IT resources to focus efforts on other initiatives.

  • Accelerate your ROI and reduce risk by getting your business up and running quickly and reducing your initial investment.

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