• Michael Intravartolo

Dynamics 365 for Financials - Safeguard & Controls for a Business


Dynamics 365 for Financials is a native component of the Microsoft productivity suite, and can be implemented, scaled, secured, and controlled as easily as the rest of O365. Dynamics 365 for Financials eliminates workarounds, local spreadsheets, etc. because it provides comprehensive accounting for functionality for all kinds of business users, right within the Office 365 environment. Data validation, error handling, Data synchronization is all native.

Scenario 1: As a small-medium business, owners tend to agree their growth is jeopardized (compromised) by systems which don't provide secure measures to safeguard their data and enable them to trust others with controls of their business application.

Scenario 2: your business is growing. In turn, the growth of your staff exposes system up to security or data loss issues as users depend on local spreadsheets or workarounds.

Controls are absolutely essential to any size business but especially a SMB. Most software packages don't provide controls, mechanisms and workflow to monitor the behavior of people with access to the software.


Quick Tip - Make sure you understand the rules set up to invoke workflow. In other words what are the limits (purchases over $500 or sales orders over $1).





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