Dynamics 365 Finance
What Is Dynamics 365 Finance?
Microsoft Dynamics 365 Finance is a cloud-based ERP solution designed to unify and streamline financial operations across your entire organization. It offers a full suite of financial management capabilities, from budgeting and forecasting to reporting and global compliance. Whether you need to automate workflows, manage cash flow more effectively, or prepare for international expansion, Dynamics 365 Finance provides the tools to optimize your finances and grow with confidence.
Note: On October 1, 2019, Dynamics 365 Finance and Operations was split into two separate systems: Dynamics 365 Finance and Dynamics 365 Supply Chain Management. This change was made to give businesses more flexibility, letting them choose the tools that best fit their needs.
Common Challenges Addressed by D365 Finance
Managing financials across a modern enterprise brings no shortage of challenges, especially if there are hundreds of entities involved. Dynamics 365 Finance helps you overcome these common roadblocks, such as:
Disconnected Financial Systems
Struggling to consolidate financial data across multiple entities, systems, or regions? Dynamics 365 Finance unifies your financial processes into a single, connected platform.
D365 Finance Solutions:
- Multi-Entity Consolidation
- Centralized Financial Data Hub
- Real-Time Global Visibility
Manual Processes & Inefficient Workflows
Too much time spent on manual data entry, reconciliations, or invoice approvals? D365 Finance automates critical processes to save time, reduce errors, and boost productivity.
D365 Finance Solutions:
- Automated Invoice & Payment Processing
- Workflow Automation & Approvals
- Intelligent Expense Tracking
Limited Cash Flow Visibility
Without real-time insight into cash flow, it’s hard to make proactive decisions. D365 Finance delivers live cash flow forecasts and real-time financial data to keep you in control.
D365 Finance Solutions:
- Real-Time Cash Flow Monitoring
- Predictive Cash Forecasting
- AI-Driven Insights
Compliance Complexity
Global expansion means navigating ever-changing tax laws and regulations. D365 Finance helps you maintain global compliance while adapting to local requirements.
D365 Finance Solutions:
- Built-In Localization
- Automated Regulatory Reporting
- Global Tax & Regulatory Compliance
Inconsistent Financial Reporting
Outdated reporting tools create delays and incomplete views of your business. With D365 Finance, you get advanced financial reporting and customizable dashboards for full transparency.
D365 Finance Solutions:
- Unified Financial Reporting
- Customizable Dashboards & Reports
- Real-Time Consolidated Financials
Standard Dynamics 365 Finance Modules
Explore the functionalities available within Dynamics 365 Finance.
General Ledger
Centralize your financial data, track transactions, and generate comprehensive financial reports.
Bank & Cash Management
Monitor bank accounts, forecast cash flow, reconcile statements, and optimize liquidity management.
ACCOUNTS PAYABLE
Streamline vendor invoice processing, automate approvals, and manage payment workflows efficiently.
ACCOUNTS RECEIVABLE
Issue tax invoices, track customer payments, and maintain a clear view of outstanding receivables.
CREDIT & COLLECTIONS
Manage customer credit limits, streamline sales processes, and oversee collections with a unified system.
FIXED ASSETS
Track and manage organizational assets, including equipment, property, and inventory, with precision.
Budget Planning
Plan, allocate, and control departmental budgets while ensuring compliance with organizational policies.
Expense Tracking
Track credit transactions, store payment details, and automate expense reimbursements seamlessly.
Revenue Management
Manage multi-order revenue streams, adhere to industry guidelines, and streamline recognition processes.
Financial Forecasting
Predict income, track expenses, and maintain cash flow using historical data and trend analysis.
Risk & Sensitivity Analysis
Evaluate forecast assumptions, identify potential risks, and assess the impact of changing variables.
Strategic Financial Planning
Develop actionable strategies, analyze market trends, and identify opportunities for financial improvement.
Cost Tracking & Analysis
Monitor processes, analyze costs, maintain a cost ledger, and optimize cost efficiency across operations.
Time & Expense Management
Track employee time and expenses, allocate project costs accurately, and streamline financial oversight.
Cost Allocation & Optimization
Distribute project costs effectively, identify improvement areas, and adhere to allocation best practices.
Inventory & Demand Planning
Forecast future demand, optimize stock levels, and streamline purchasing and production planning.
Project Cost Control
Manage multiple projects, track progress, control budgets, and align strategies with financial goals.
Operational Efficiency
Automate inventory tracking, optimize workflows, and enhance overall operational performance.
Unified Financial Reporting
Maintain balance sheets, create cash flow statements, and generate comprehensive financial reports for informed decision-making.
Multi-Entity Consolidation
Connect subsidiaries and entities, centralize financial data, and build holistic reports for the entire organization.
Compliance & Regulatory Reporting
Generate accurate reports, ensure adherence to tax regulations, and comply with international financial standards.
Advanced Data Visualization
Transform complex data into interactive visualizations, enabling clear insights and actionable business decisions.
Business Intelligence Analytics
Analyze financial data, filter key insights, and create interactive reports to drive strategic planning.
Audit & Activity Tracking
Monitor customer interactions, track financial activities, and ensure transparency with detailed audit trails.
Project Management
Track project progress, allocate resources efficiently, and manage budgets from start to finish.
Human Resources
Streamline employee management, automate payroll processes, and simplify HR operations.
Manufacturing
Simplify production workflows, schedule manufacturing tasks, and maintain high-quality standards.
Supply Chain Management
Track goods from production to distribution, automate core processes, and optimize supply chain efficiency.
Warehouse Management
Control inventory levels, optimize warehouse workflows, and streamline shipping and logistics.
Retail & Commerce
Manage inventory, integrate POS systems, and ensure timely stock fulfillment for seamless retail operations.
Benefits of Dynamics 365 Finance
D365 Finance gives you the tools to save hours, dollars, and drive smarter decision-making with clear operational visibility.
Streamline with Automation
Digitize and automate your financial workflows to save time and reduce costs. Build seamless invoice processes, set custom automation rules, and unify data across Microsoft applications for smarter operations.
Drive Smarter Decisions
Harness AI and Copilot to make faster, data-driven decisions. Monitor cash flow, predict trends, optimize budgets, and close books efficiently — all while improving profit margins and leveraging real-time insights.
Boost Your Profitability
Stay ahead of market trends and customer needs to focus on high-margin products and services. Eliminate inefficiencies and prioritize strategies that drive revenue growth and operational excellence.
Scale with Confidence
Easily adapt to global compliance standards and local tax laws as you grow. Accept multi-currency payments and operate seamlessly across 51 countries and 67 languages with Dynamics 365 for Finance.
Avantiico’s D365 Finance Services
Implementation
Get up and running fast with Dynamics 365 Finance, configured for your exact needs. From data migration to training, we handle every step for a seamless switch.
Customization
We shape Dynamics 365 around your workflows. Need automation, custom reports, or new features? We’ll build a system that works exactly the way you do.
24/7 Support
Help is always just a call away. Our team provides round-the-clock support to fix issues, answer questions, and keep your systems running smoothly.
D365 Finance Add-Ons by Avantiico
Advanced Multi-Company Solution (AMCS)
AMCS simplifies multi-entity accounting by automating tasks like journal postings, data migrations, and speeding up month-end closes for Dynamics 365 Finance users. With features like rapid legal entity creation, centralized budgeting, and advanced reporting, AMCS reduces manual work and boosts accuracy – giving your accounting team more time for growth-driven projects.
Learn moreAdvanced Multi-Company Solution Lite (Free Version of AMCS)
AMCS Lite is the free trial of AMCS Premium, providing essential accounting automation for Dynamics 365 Finance users. It simplifies journal management with one-click imports, validation, and posting, plus Power Automate integration for seamless workflows. With a quick one-hour setup, it’s perfect if you’re just exploring automation, with the option to upgrade to AMCS Premium down the line.
Learn moreDynamics 365 Finance Pricing
Finance
$210
Per User/Month
Includes: Core Financial Management, Basic Budgeting & Forecasting, Compliance & Localization
Finance Premium
$300
Per User/Month
Includes: All Standard D365 Finance features, Advanced Performance Planning, AI Insights & Automation
Implement & Customize with Avantiico
+
Hours of D365 F&SCM Experience
Top 1%
Global MSFT Solution Partners '23-'24
20 Years
Of Microsoft Consulting
+
MSFT product users supported
Contact Us to Demo or Extend Your D365 Finance Functionalities
Ready to demo Dynamics 365 Finance, or extend your current capabilities? Contact us below and an Avantiico team member will be in touch.
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