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Dynamics 365 Finance

Maximize financial visibility and profitability

Dynamics 365 Finance

Actively monitor cash flow and identify current and future trends with an intelligent forecasting solution.

Cashflow

Proactively reduce write-offs and improve margins by predicting when (or whether) customers will pay their invoices.

Predict customer payments

Save time and effort using the intelligent budget proposal feature to analyze historical data and create accurate budgets.

Streamline budget proposals

Activate flexible financial management with foreign exchange support, multi-currency, and entity handling in a single instance.

Close books faster

Tap into self-service analytics to make informed decisions using unified data from Dynamics 365 apps and external sources.

Make analytics accessible

Save time and labor costs by automatically submitting invoices to workflow and matching vendor invoice lines to product receipts.

Digitize business processes

Create rules- and prediction-based collections automation that helps increase on-time payment, improve cash flow, and save time.

Effectively manage credit risks

Unify data across Dynamics 365, Microsoft 365, and partner apps for a central source of intelligent information.

Unify business intelligence

Launch subsidiaries and products faster. Clone entity setup for rapid, cost-effective onboarding that follows best practices.

Adapt to complex billing and pricing scenarios with subscription billing, gain actionable insights, and automate reporting.

Automate tasks and prioritize fiscal work with a solution that works with Microsoft 365 and offers role-based workspaces.

Use a guided chart of accounts to simplify tax calculation, e-invoicing, regulatory reporting, and global payments.

Ensure global compliance in 51 countries/regions and 67 languages. Rely on Microsoft AppSource solutions for 200+ regions.

Craft adaptable business documents with Microsoft 365 templates. Stay flexible without costly, time-consuming code alterations.

Track and minimize the environmental, social, and governance (ESG) footprint of your systems and processes.

Use a flexible tax-determination matrix and configurable tax-calculation formula designer to comply with local tax regulations.

Fatures

Financial planning and analysis

Enhance agility with financial planning, budgeting, and forecasting connected across the organization.

Accounting and financial close

Expedite financial close and reporting with self-serve analytics and automation.

Tax management

Manage tax jurisdictions, rates, and deductibility based on a unified tax data model.

Quote to cash

Optimize monetization with AI-powered billing, accounts receivable (AR), collections, and more.

Cash management

Proactively manage liquidity with predictive analytics and cash flow forecasting.

The Total Economic Impactâ„¢ of Microsoft Dynamics 365 Finance

Explore the advantages of Dynamics 365 Finance by reading a commissioned study conducted by Forrester Consulting.

122%

ROI with Dynamics 365 Finance over three years

USD$3.5M

Legacy cost saving

55%

Finance personnel productivity improvements

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