Dynamics 365 Finance capabilities
Dynamics 365 Finance enables organizations to monitor the performance of global financial operations in real-time, predict future outcomes, and make data-driven decisions to drive growth. Discover how Finance can transform the way you do business by optimizing your financial processes.
User friendly and rich with features, Dynamics 365 Finance enables companies to accelerate financial performance
- General Ledger
- Cash and Bank Management
- Accounts Payable & Receivable
- Budgeting
- Fixed Assets
- Global Compliance
- Financial Reporting
Define and manage the legal entity’s financial structure
The General ledger module is the center of Finance and records all financial transactions from any other modules. Take advantage of a guided, rules-based chart of accounts with a no-code configuration.
Elevate financial performance
Drive margin revenue growth with a centralized, global financial management solution that delivers robust financial intelligence and embedded analytics in real time to help increase profitability.
Close the books faster with built-in tools
Embedded analytics and predictive financial insights let you close the books faster and give you the guidance you need to drive strategic decision-making and growth. Predict customer payments and forecast cash flows with the built-in AI tool.
Maintain your company’s bank accounts and financial instruments
Manage letters of credit and guarantee, define formats for checks, deposit and transfer bank funds, and more. Save time performing bank reconciliation by importing bank statements and by using matching rule criteria to automatically select transactions.
Accurately project cash flow
Use the intelligent and customizable cash flow forecasting tool to analyze upcoming cash flow and currency requirements so that you can estimate the company’s current and future needs for cash.
Seamless alliance between Finance and Excel
Microsoft Excel can change and quickly analyze data. Employees can open data from any page within Finance directly in Excel, manipulate data, and publish the data back to Finance.
Set up accounts payable with ease
Create vendor groups, vendors, posting profiles, payment options, charges, promissory notes, deliveries, and parameters regarding vendors. Record vendor invoices, generate and post vendor payments, and perform settlements.
Track customer invoices and incoming payments
Receive payments by using several different payment types, including bills of exchange, cash, checks, credit cards, and electronic payments. Remind customers of overdue amounts, calculate interest and finance charges, and manage accounts receivable.
Accelerate invoice delivery with electronic invoicing
Lower costs, speed up processes, and reduce risk with electronic invoicing and support for electronic signatures. Deliver a consistent user experience for the configuration and monitoring of the e-invoice process for all countries and regions.
Save time with intelligent budget proposal
Intelligent budget proposal makes it easy to gather historical data from actuals or budgets to use for budgeting. This feature uses that data to generate a new budget that can be further refined by staff who possess specific knowledge and insights.
Utilize budget register entries
After a budget is established and approved, budget register entries provide tools for maintaining the budget and for keeping amounts traceable through budget codes. Additionally, you can revise original budgets, perform transfers, and carry forward budget amounts from the previous year.
Identify trends with rolling forecasts
A rolling forecast is a comparison of budget to actuals and is used to define how well the company operates against the budget, and can be done in parallel with planning for the upcoming budget cycle.
Manage fixed assets and set capitalization thresholds
Post fixed-asset transactions such as acquisitions, depreciation, write-downs, appreciation, and disposal. Use allocation keys to distribute percentages of fixed asset transactions and record maintenance and service expenses for fixed assets.
Built in functionality to meet standards
The fixed assets functionality in Finance incorporates rules for recording acquisition and disposal transactions, depreciation, lifetimes, and write ups and write downs of assets. Use general ledger with fixed assets to view the current value of all assets.
Customizable configuration of financial processes
Streamline asset management, efficiently track values, and reduce reporting errors with centralized, automated processes for managing your capitalized assets from acquisition through disposal. Use a modern, user-friendly interface design that is flexible enough to run on any device.
Comply with changing tax regulations
Finance ensures compliance across 43 countries/regions and 48 languages without any customization. Capitalize on the flexible tax determination matrix and configurable tax calculation designer to satisfy local tax regulations across global operations.
Consolidate reporting for multiple entities
Use the consolidation module to combine financial results for multiple subsidiary legal entities into results for a single, consolidated organization. Out-of-the-box financial reports provide the ability to drill down to all companies and dimensions and can be run at any time.
Meet local and global business needs
Adapt quickly to changing market demands and drive rapid business growth by providing unified global financials. Finance offers a rules-based chart of accounts to simplify regulatory reporting and global payments.
Choose from numerous default reports
Finance provides more than 20 built-in reports as a starting point for all your reporting needs that can easily be customized. Create an unlimited number of reporting trees to display your organization’s data in various ways.
Get 360-degree visibility across operations
By using built-in controls, financial leaders can gain insight into their financial data, have 360-degree visibility across all operating units, and make intelligent decisions to stay competitive in today’s fast and ever-changing global market.
Connect data and processes across the Microsoft stack
Finance seamlessly integrates with other Microsoft solutions, including Dynamics 365 and Office 365, to unify data across the organization. Connect with Power Platform for even stronger reporting and analytics.
Get co-funding from Microsoft to explore Finance
Explore the transformative power of Dynamics 365 Finance with a 3-day roadmap workshop or a 3-week personalized pilot to help you visualize your future state solution. Work with our team of finance specialists, integration engineers, and analytics consultants to identify high value initiatives to deliver financial success.
3-day workshop to build your Finance roadmap
In this one-on-one workshop, Rand Group will guide you through prioritizing high-value transformation scenarios to help you achieve ongoing financial innovation. At the end of the engagement, we deliver a roadmap to success and execution plan for next steps.
3-week pilot to visualize and evaluate Finance
Visualize how Dynamics 365 Finance can optimize your financial operations with a 3-week personalized pilot. Rand Group will run a live simulation using your data and business processes to demonstrate to key stakeholders how Finance can help transform your business.
How much does Dynamics 365 Finance cost?
Dynamics 365 Finance is a robust financial management application for medium to large organizations that can transform your business and optimize your financial processes. This financial management platform is priced per user and is scalable to grow with your organization.
How much does Dynamics 365 Finance cost?
Dynamics 365 Finance is a robust financial management application for medium to large organizations that can transform your business and optimize your financial processes. This financial management platform is priced per user and is scalable to grow with your organization.
Choose your next step with Dynamics 365 Finance
Ready to take the next step with Dynamics 365 Finance? Rand Group is a certified Microsoft gold partner offering a variety of services to support your organization through the journey to digital transformation. Learn about our implementation methodology, get support for an existing Finance implementation, or unlock a free Finance trial to see if this is the right solution for your business.
Free Trial
Unlock a 30-day Dynamics 365 Finance free trial to see how the robust financial management solution from Microsoft could work for your business, users, and processes. Use your own data or a set of sample data in the trial environment, with Rand Group’s solution experts guiding you every step of the way.
Implementation
Rand Group has perfected the Dynamics 365 Finance implementation methodology from the initial Envisioning and Design phase to Deployment and User Adoption. Our best practices, documentation, and tools are designed to help you implement effective technology strategies.
Support
Already using Dynamics 365 Finance? A Rand Group support plan provides access to a dedicated team of experts committed to helping unlock the full potential of your investment. Support includes customization, user training, integrations, and reporting solutions.
Extend Finance to do more for your business
Dynamics 365 contains a range of purpose-built applications that all seamlessly connect together. Connect your data across the entire Microsoft stack to build on the power of Finance to transform your operations.
Dynamics 365 Supply Chain Management
Leverage the power of AI, machine learning, and big data to experience truly connected operations. Optimize your planning, production, inventory, warehouse, and transportation to increase profitability and drive growth.
Dynamics 365 Sales
Combine the power of sales force automation with AI-driven insights to provide your prospects and customers with unique, personalized experiences that can build trust and close more deals. Sales empowers companies to prioritize and engage the most valuable customers.
Power Platform
Create an integrated end-to-end business solution with a set of low or no code tools that can combine hundreds of apps. Power Platform enables organizations to better analyze data, automate processes, build custom applications, and create virtual agents.
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