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AXIO Advanced Projects for Dynamics 365 Finance

by Velosio

(1 ratings)

An Enhanced Dynamics 365 Framework for Professional Services Firms & Project-Driven Companies

AXIO Advanced Projects for Dynamics 365 Finance is an enhanced framework that helps project-based firms turn their ERP system into a quote-to-cash powerhouse. Clients start with a working financial system, and work directly with Velosio experts to align core apps to their unique needs.

Here’s what’s inside:


Realize value faster.

500+ pre-built apps, modules, & enhancements based on proven practices.

Streamline employee adoption.

Integrated learning paths simplify onboarding & support ongoing training.

Preserve system value.

Regression testing & regular updates reduce risk, lower costs, & maximize ROI.

Data Importing.

Ease of importing data from day one or as you add new companies.
Data Importing.

Two upgrades per year.

Support with two upgrades per year to stay compliant.

Support Concierge.

Monthly meetings with Velosio support team.

Enhanced Features

Flexible Invoicing

Create customer specific invoice content.

Contract Lifecycle Management

Extend base functionality & simplify contract management.

Visual Scheduling

Gantt chart control with visual scheduling.

Outlook Time Entry

Record time directly from your Outlook calendar.

Expense Report Integration

Manage & pay expense reports from D365.

Project Email Notification

Update stakeholders with automated emails.

eBanking

Sync with banking systems for ACH.

Financial Dashboards

Enhanced dashboards built with Power BI

Sales Order & Purchasing Barcode App

Manage inventory with RF scanners/smartphones, print docs with scannable barcodes.

Sales & Purchasing Reports

Share reports in one click or via email automation.

Landed Cost Enhancement

Define landed cost destination/rates, automatically generate freight entries from POs.


At a glance

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