Microsoft Dynamics 365 Finance

Finance Simplified, Insights Amplified

Maximize profits, minimize risks, automate core processes, strengthen financial visibility, and ensure global compliance with Dynamics 365 Finance.

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Dynamics 365 Finance

What is Dynamics 365 Finance?

Microsoft Dynamics 365 Finance is a powerful cloud-based ERP solution to manage, maintain, and resolve complex financial issues of an organization. Microsoft has designed this tool so perfectly that it helps businesses grow while eliminating financial redundancies from the system.

Dynamics 365 Finance offers you:

Advanced analytics and reporting
Compliance with industry standards
Invoicing and billing
Cost Accounting

While Dynamics 365 for Finance isn't new, it's now standalone, offering focused finance management after separating from the broader Dynamics 365 Finance and Operations (earlier known as Dynamics AX).

Note: Some consultants and businesses still consider Dynamics 365 Finance and Operations as a single implementation.

Centralize Financial Data

Cloud-based deployment allows D365 Finance to centralize and store the data with full security so that you can find the required information anytime and anywhere.

This unified data enables you to process information, like invoices, receipts, and confidential data, from one department to another without manually tracing the path.

Centralize all financial data
Give a holistic view of financial health
Real-time data dashboards
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Centralize Financial Data
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Better Financial Decisions with AI

Better Financial Decisions with AI

Simplify different financial processes and close deals faster with smart financial intelligence, customer history, and real-time data analytics.

The AI-enabled smart data insight gives you a 360° view of the entire business and lets you make informed decisions to enhance productivity.

With proactive financial guidelines, you would be able to create active financial reports for multiple entities in multiple currencies without any errors.

Microsoft Dynamics 365 for Finance is so powerful that it can manage the exchange of multiple currencies while building various reports based on global transactions.

Give 360° view of the entire business
Generate active financial reports
Manage multiple currencies for global transactions

Lower Operating Expenses

Leverage the power of automation to automate recurring and manual financial processes while lowering the different expenses involved in managing such processes.

D365 for Finance can help you perform financial planning, budgeting, expense forecasting, and analyzing various financial transactions from a single screen.

Also, you can build automated workflows for different financial processes, like process approvals, sales orders, purchase orders, and more, to speed up different processes without any delays.

Due to cloud deployment, you can directly eliminate the expenses related to scaling business, increasing hardware, maintaining the existing system, and upfront investment costs.

Perform proactive financial planning
Build automated workflow
Analyze different financial transactions
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Lower Operating Expenses
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Operate your Business Internationally

Operate your Business Internationally

Dynamics 365 Finance is a multi-currency solution that empowers you to do business across global boundaries.

It complies with different tax norms and regulations of the international market so that you can scale the business and maximize your revenue.

From VAT to a specific tax norm, you can automate the submission while generating a report to ensure compliance with specific tax rules.

Comply with global tax norms
Manage global business
Simplify compliance audits

Dynamics 365 Finance Modules: Get Everything Simplified

Microsoft Dynamics 365 Finance resolves the financial queries of the organization and gives a boost to simplify different operations of the business with different modules. Some of its modules are:

General Ledger

Manage different accounts, track transactions, maintain financial records, and build financial reports.

Accounts Receivable

Create tax invoices, maintain a balance sheet, track customer invoices, and manage incoming payments.

Accounts Payable

Manage vendor invoices, automate the invoice approval journal, and build payment workflows.

Fixed Assets

Maintain a balance between the open customer balance and the open vendor balance to track all cash.

Bank and Cash Management

Maintain bank accounts, forecast cash flow, reconcile bank statements, and generate reports.

Credit and Collections

Manage customer credit, control sales flow, get a centralized view of accounts, and perform the collection generation process.


Budgeting

Get the budgets of different departments, perform budget planning, control budgets, and follow the organization’s policies.

Forecasting

Track expenses, forecast income, maintain cash flow, and manage revenue based on historical data.

Strategy Building

Build different strategies, analyze market trends, maintain financial scenarios, and find areas for improvement.

Expense Management

Store payment information, track all credit transactions, and automate reimbursement of expenses.

Revenue Recognition

Manage multi-order elements, follow industry-specific guidelines, and perform the revenue recognition process.

Sensitivity Analysis

Analyze the sensitivity of the performed forecasts, cross-check different assumptions, and find potential risks.


Cost Accounting

Track all processes, analyze involved costs, maintain a cost accounting ledger, and streamline cost behavior.

Inventory Management

Manage stock levels, track movements, automate the product location process, and optimize purchasing.

Project Management

Manage different projects altogether, build strategies, track progress, and control costs.

Cost Allocation

Distribute costs for projects, identify areas for improvement, and follow the cost allocation methodology.

Demand Forecasting

Forecast future demands, perform production planning, optimize purchasing, and manage inventory levels.

Time and Expense Tracking

Track the time and expenses of employees, manage each project cost, and perform accurate cost allocation.


Financial Reporting

Maintain a balance sheet, build cash flow statements, and generate comprehensive financial reports.

Business Intelligence

Analyze financial data, filter out useful information, build interactive reports, and gain useful insights.

Compliance Reporting

Generate meaningful reports, comply with tax authorities, and follow international tax regulations.

Multi-Company Reporting

Connect different entities, including subsidiaries, get a holistic view of the entire business, and build centralized financial reports.

Data Visualizations

Fetch important information out of data, visualize data using interactive elements, and make informed decisions.

Audit Trails

Maintain the entire audit log, record all activities, track the source of records, and trace the entire financial data.


Project Operations

Track the progress of each project from start to finish, strategize resource distribution, and manage budgeting.

Supply Chain Management

Streamline supply chain operations, track goods from production to distribution, and automate core processes.

Manufacturing and Production

Simplify different production processes, schedule manufacturing, and maintain optimum quality.

Human Resource

Manage employees, perform payroll processes, and simplify all human resource processes.

Retail Management

Manage your entire commerce business, track inventory levels, link all POS systems, and fulfill stocks on time.

Warehouse Management

Optimize core warehouse processes, control inventory levels, and simplify the shipping of goods.

General Ledger

Manage different accounts, track transactions, maintain financial records, and build financial reports.

Accounts Receivable

Create tax invoices, maintain a balance sheet, track customer invoices, and manage incoming payments.

Accounts Payable

Manage vendor invoices, automate the invoice approval journal, and build payment workflows.

Fixed Assets

Maintain resources and track the assets of the organization, including machines, land, and inventory.

Bank and Cash Management

Maintain bank accounts, forecast cash flow, reconcile bank statements, and generate reports.

Credit and Collections

Manage customer credit, control sales flow, get a centralized view of accounts, and perform the collection generation process.

Budgeting

Get the budgets of different departments, perform budget planning, control budgets, and follow the organization’s policies.

Forecasting

Track expenses, forecast income, maintain cash flow, and manage revenue based on historical data.

Strategy Building

Build different strategies, analyze market trends, maintain financial scenarios, and find areas for improvement.

Expense Management

Store payment information, track all credit transactions, and automate reimbursement of expenses.

Revenue Recognition

Manage multi-order elements, follow industry-specific guidelines, and perform the revenue recognition process.

Sensitivity Analysis

Analyze the sensitivity of the performed forecasts, cross-check different assumptions, and find potential risks.

Cost Accounting

Track all processes, analyze involved costs, maintain a cost accounting ledger, and streamline cost behavior.

Inventory Management

Manage stock levels, track movements, automate the product location process, and optimize purchasing.

Project Management

Manage different projects altogether, build strategies, track progress, and control costs.

Cost Allocation

Distribute costs for projects, identify areas for improvement, and follow the cost allocation methodology.

Demand Forecasting

Forecast future demands, perform production planning, optimize purchasing, and manage inventory levels.

Time and Expense Tracking

Track the time and expenses of employees, manage each project cost, and perform accurate cost allocation.

Financial Reporting

Maintain a balance sheet, build cash flow statements, and generate comprehensive financial reports.

Business Intelligence

Analyze financial data, filter out useful information, build interactive reports, and gain useful insights.

Compliance Reporting

Generate meaningful reports, comply with tax authorities, and follow international tax regulations.

Multi-Company Reporting

Connect different entities, including subsidiaries, get a holistic view of the entire business, and build centralized financial reports.

Data Visualizations

Fetch important information out of data, visualize data using interactive elements, and make informed decisions.

Audit Trails

Analyze customer interactions and make personalized decisions in real-time.

Project Operations

Track the progress of each project from start to finish, strategize resource distribution, and manage budgeting.

Supply Chain Management

Streamline supply chain operations, track goods from production to distribution, and automate core processes.

Manufacturing and Production

Simplify different production processes, schedule manufacturing, and maintain optimum quality.

Human Resource

Manage employees, perform payroll processes, and simplify all human resource processes.

Retail Management

Manage your entire commerce business, track inventory levels, link all POS systems, and fulfill stocks on time.

Warehouse Management

Optimize core warehouse processes, control inventory levels, and simplify the shipping of goods.

Benefits of Dynamics 365 Finance: Simplify your Finances and Boost Efficiency

Microsoft Dynamics 365 Finance offers various benefits that help a business grow by resolving complex financial problems.

Dynamics 365 Business Central Features Skyrocket your Business Growth
Proactive Decision Making

Proactive Decision Making

Leverage the advanced capabilities of AI and Copilot to enhance decision-making capabilities. Monitor cash flow, forecast trends, improve profit margins, perform proper budgeting, and analyze existing data to close accounts faster.

Automate Operations

Automate Operations

Move your business towards digitalization while automating core financial processes. It can help you save time, cut labor costs, build an invoice workflow, create rules based on automation, and centralize data across Microsoft business applications.

Maximize Profit Margins

Maximize Profit Margins

Know the fluctuating market demands to understand customer behavior. Based on user insights, focus on products or services with a better margin ratio to maximize profits while reducing insignificant processes.

Scale Globally

Scale Globally

Adapt to the changing global compliances and local tax regulations to build an international business. Accept multi-currency payments from global customers as Dynamics 365 for Finance supports 51 countries and 67 languages.

Is Dynamics 365 Finance the right solution for you?

Implementing Dynamics 365 Finance in a business totally depends on the requirements. However, some of the core factors are given below that can help you understand whether Microsoft Dynamics 365 for Finance is built for you or not.

Organization Size: If your business has 250+ users and has complex financial operations, you can go with Dynamics 365 Finance. It is scalable for thousands of users and can process thousands of financial transactions with ease.

Core Capabilities: If you require advanced financial capabilities to streamline the financial operations of your business, you can go for it. This isn’t a complete ERP solution like Dynamics 365 Business Central, as it is specifically built to manage financial operations.

Comes with Advanced Features: Dynamics 365 Finance comes with modern functionality for reporting, data analysis, tax compliance, and adapting to changing business requirements.

Best for Global Business: If you are a multinational business with various working locations around the globe and have to deal in different currencies, Microsoft Dynamics 365 Finance is perfect for you.

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Dynamics 365 Finance the right solution
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Switch to Microsoft Dynamics 365 Finance Get 100% Visibility Across Processes and Maximize Business Profitability.

Modernize your entire business with a set of advanced tools and capabilities to streamline different financial operations.

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Dynamics 365 Finance Pricing and Licensing

After the split-up of Dynamics 365 Finance and Operations, Microsoft priced Dynamics 365 Finance and Dynamics 365 Supply Chain at the same level. Microsoft has simplified the licensing of Dynamics 365 Finance with 4 different plans.

Team Member

$8 per user/month
  • Create and approve budgets
  • Update existing budget plans
  • Check account payable data
  • Check account receivable data

Operational Activity

$50 per user/month
  • Monitor financial performance
  • Review operational performance
  • Approve departmental budgets
  • Responds to budget inquiries
  • Document budget events

Finance

$180 per user/month
  • All features of Operational Activity
  • Review accounting operations
  • Manage document vendor invoice
  • Manage in-house and external auditors
  • Manage taxable documentation

Finance Premium

$300 per user/month
  • All features of Finance
  • Admin access to monitor everything
  • Manage treasury events
  • Review all accounting process
  • Review collection process

For personalized or detailed Dynamics 365 Finance pricing, feel free to contact our experts.

Contact Dynamics 365 Consultant Now!

Why are Businesses choosing Dynamics Square over others?

Partner with Dynamics Square to get access to a team of certified technical consultants who will guide us on the path of successful Dynamics 365 implementation. Also, we will empower you to build a global market presence and optimize your financial processes for maximum business growth.

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Proven Track Record

Proven Track Record

We have a proven track record of implementing the Dynamics 365 solution in more than 350 global businesses. Our extensive Dynamics 365 Finance implementation methodology has helped us reach diverse industries.

Personalized Approach

Personalized Approach

Once you contact us, we will understand your business requirements, goals, and challenges to offer you a personalized solution that perfectly aligns with your unique business.

Agile Support System

Agile Support System

Dynamics Square is available for you before and after the implementation so that your business runs smoothly even in hard times. We will offer support, maintenance, and optimization services to help you gain a competitive advantage.

Global Infrastructure

Global Infrastructure

We are well versed in the infrastructure needed to offer reliable services, whether remote or on-site. Our 24x7 global support is always available by your side, following global compliances.

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