Why choose Dynamics for Finance?
Our IT support and Microsoft Dynamics 365 services can help your financial firm to:
- Remain compliant in a business environment that is highly regulated by the FCA and other organisations is both vital and difficult
- Protect your highly sensitive and confidential customer data using only sophisticated and vigilant cybersecurity
- Manage the switch to digital technology and the cloud, reducing the number of data silos and incompatible, unconnected systems, and paper-based documents
Microsoft Dynamics 365 for finance and accountancy firms
Dynamics 365 has been created by Microsoft to enable modern financial firms to integrate their customer relationship management (CRM) and business processes into a single seamless system.
This can incorporate the financial management of the business and financial services for clients, as well as other essential functions such as sales, marketing and HR. It is an intelligent cloud-based application that brings your people, customer data and processes together.
With an IT solution tailored by Fabric for your business and based around Dynamics 365, your business can more effectively:
- Manage your clients' accounts
- Manage your in-house finances
- Access the accountancy software your business needs
- Host all data and processes in a single system, replacing departmental silos
- Adapt as your business grows: Dynamics 365 has scalability built-in
- Integrate effortlessly with other Microsoft tools, such as Outlook
- Streamline and synchronise departments
- Use on-demand reporting to view clearer insights and make smart decisions based on data
- Simplify regulatory compliance, create a single regulatory format across the business, and adapt easily as laws and regulations change
- Scale as you grow - Microsoft Dynamics 365 and Fabric's tailored solutions are designed to grow as your business evolves
- Predict and pre-empt - Dynamics 365 analyses customer interactions and anticipates when demand will increase, so you can be ready.
IT Support for Accountants and Financial Services
At Fabric we have long and wide experience of working with companies in the financial services sector. As Microsoft Gold Partners, we have the know-how to harness the many strengths of Dynamics 365, and add our own in-house services. We will create the right tailored package for your unique business.
You will have a dedicated account manager as your single point of contact, and can depend on 24/7/365 monitoring of secure, accredited systems and responsive, seamless service.
Our comprehensive approach to cybersecurity includes Cyber Essentials, Cyber Essentials Plus, ISO 27001, dark web scanning, email phishing protection and incident response. Read more about our IT Cybersecurity services.
Your bespoke support package will also include:
• Software and hardware reviews
• Server and domain management
• Reviewing user accounts
• Administrator rights and permissions
Read more about our IT Support services.
Integrate Outlook and other Office apps with Microsoft Dynamics, giving your business one central system, and increasing productivity.
Read more about our Microsoft 365 Business products