ACCOUNTING, OPERATIONS, AND PORTAL TOOLKIT

• Built for smart growing companies. Next-level upgrade to QuickBooks with Sales Order, Inventory, Warehouse, Audit Control
• Multi-Company (Multi-Entity), True Global 3-Level Multi-Currency, Multi-Warehouse, Serial Tracking, Subscription Billing
• Ideal for Dynamics 365 based Franchises, Management Firms, Family Offices, Holding Companies,

The ONLY native Dynamics 365 (CRM – Power Platform) accounting. Works in your Dynamics 365 Sales/CS/Project/Field Service environment and licenses. Simple to use yet with powerful mid-market growth-oriented company features. like multi-company, multi-warehouse, multi-currency, dimension analysis, automated quote-to-cash process, purchase order management, bills of materials and assembly, payables management, receivables management, advanced financial reporting, labor resource time billing with material requirements planning with Time & Material Billing option, and so much more.

Built on the Microsoft low-code Power Platform integrated to D365 & these powerful companion components below…

Manage your resources and jobs effectively with intelligent tools, intuitive dashboards, and real-time reports. All jobs and job tasks will be monitored effectively ensuring timely delivery and strict adherence to quality standards. Billable hours are recorded for each day and scrutinized before it makes to client invoices.

Allow the flexibility of viewing and accepting jobs and job task posting billable work hours of your resources through mobile devices such as smartphones, tablets, and laptops from anywhere and at any time on the go. IOS or Android and Windows.

Use this Sales light licensing to get access to core functionality such as Account & Contact Management, Activities, Outlook Integration, Dashboards and Mobile App at a discounted rate.

ncludes everything in Sales Core plus Prospect/Lead Management, Opportunity Management & Forecasting, Power Sales Processes, Competitor Tracking, Case/Ticket Management, SLA, InsideView Insights and 1 Portal Included.

A complete ecommerce upgrade to your online platform, Invoice Email Pay Portal (IEPP) allows you to send customer proposal(s)/ invoice(s) via. "email" at a click of the button. Clients can edit or print proposals before being converted to invoices. Includes 100 secure payment session transactions to start with and a large volume (100000 page views) of anonymous webpage visits. Supports Credit Card and PayPal transactions.

Portal come fully integrated to Microsoft Dynamics 365/Azure/Power Portal/Technology Stack. The look and feel easily made to match as fully integrated to your existing website properties managed by our large support team and your local Microsoft partner.