Microsoft’s Project “Madeira” is a business management solution for SMBs that automates and streamlines business processes and helps them manage their business. It offers an embedded experience within Office 365 so you can create customers, vendors, quotes, and invoices without leaving Outlook. Export data to Excel for analyzing and create your outgoing documents in Word. It also works with Power BI to create interactive reports based on operational data.
In the trial version, you can see visual guides that explain core functionality. These guides let you try out daily tasks such as making a sales invoice and viewing a report. When you want to explore Project “Madeira” on your own, you can always go back to the Getting Started tour.
The Home page is also where you will find the Assisted Setup & Tasks action. Here you see a list of assisted setup that can help you getting started. Once you have migrated data such as vendors, customers, and items from your existing financial system using the Migrate Business Data assisted setup you are ready to begin. But depending on your needs, consider if the other assisted setup can help you.