Dynamics 365 Finance
Maximize Financial Visibility and Profitability
Dynamics 365 Finance helps managing diversified financial operations in real time, predict outcomes, and make data-driven decisions to drive business agility and growth. Stay on top of local and global financial regulatory compliance.
Streamline your Financial Operations
Minimize costs and boost productivity with Microsoft Dynamics 365 Finance. With a robust, single source of truth, get precise, and timely access to your important financial data. Leverage advanced reporting, embedded analytics, and AI-driven insights.
Solution
Microsoft Dynamics 365 for Finance Capabilities
Go beyond transactional financial management to proactive operations that enhance decision making, protect revenue, mitigate risks, and reduce costs.
Accelerate digital transformation in your financial processes with the introduction AI power in your business. With analytical insights into the financial position of the organization, D365 for Finance makes decision making informed and accurate.
Customer payment predictions
Optimize collection activities by predicting invoice payment dates for all or specific invoices.
External data for cash flow forecasting
Enter or import external data in cash flow to improve accuracy with machine learning prediction model.
Forecast bank balance
Monitor and manage your balances effectively to understand requirements and availability of funds.
Intelligent budget proposal
Use gathered historical data from various sources for budgeting purposes within D365 for Finance.
Treasurer workspace
Within this functionality in D365 for finance a new workspace is added for treasures to manage cash.
Running businesses globally whilst also complying with regulations of different nations is not easy. However, with Dynamics 365 for Finance monitor legislation changes and enhance the localization functionality.
Enhanced Invoicing Capabilities
Enjoy enhanced and expanded invoicing capabilities with seamless automations and customizations.
Regulatory Configuration Service
Extend and customize key globalization areas and business documents with Dynamics 365 for Finance.
Global withholding tax
Allows to withhold tax payments, calculation for miscellaneous charges, in accounts receivable and so on.
Configurable Business Documents
Get a document template tool with pre-designed templates, easily adjustable in tools like MS Word.
Collections
Configure credits and collections components based on number of days b/w due and payment date.
Electronic Invoicing
Configure the processing of electronic invoice and document exchange with D365 for Finance.
Managing core financial features and its complexities within a business made easy with D365 for Finance. With regular updates and incorporation of various capabilities, enhance all financial areas of your business.
Cash flow forecasting [project integration]
With the inclusion of predictable project costs and revenues here, forecasting becomes easier.
Vendor collaboration bank changes
Vendors can enter their bank details here in this workspace for admins to review and approve.
Advanced Bank Reconciliation Statement Dates
Gain more flexibility by aligning dates of bank statements and match the time frame that banks use.
Budget Plan Narrative
Create budget plan narrative report by documenting considerations of budget plan using rich text HTML editor.
Lock Asset Book in Depreciation Journal
Ensure that depreciation transactions are not posted to fixed asset books in unposted journals.
Accelerate Invoice Delivery
Eliminate manual labor and go paperless, speed processes with configurable invoice documents.
Manage the physical products that you trade in by creating an Inventory item card. Comprehensive solution to all challenges in inventory management.
Item Master Management
With Dynamics 365 Business Central create item cards for inventory items that you trade in.
Bill of Materials
Structure parent items that are sold as kits consisting of parent’s components or assemble in order/to stock.
Item Categorization
Maintain an overview of items and help you find and sort items by organizing them in categories.
Item Attributes
Assign item attributes of different value types to your items to help you sort ad find items.
Item Catalog
Create special item cards for items that you offer to customers but do not maintain inventory for.
Inventory Counting
Make any information or counting change in inventory counting and perform physical counting.
Item Availablity
View availability of items by location, period, sales/purchase event, use on assembly/production BOMs.
Inventory Transfer
Transfer inventory items between locations with transfer orders, or with the reclassification journal
Item Reservation
Reserve inventory or inbound items for sales, purchase, service, assembly, or production orders.
Item Tracking
Find where any serial or lot number was used in its supply chain, for example in recall situations.
Block Items
Block items from being entered on sales or purchase lines or from being posted in any transaction.
In between the receiving and shipping of goods, a series of internal warehouse activities take place. D365 Business Central empowers companies to carry out these processes.
Item Receiving
Record receipt of items at warehouse locations, with purchase orders or with a warehouse receipt.
Item Shipments
Record shipment of items from warehouse locations with a sales order or a warehouse shipment.
Cross Dock Items
Bypass put-away and pick processes to expedite item straight from receiving or production to shipping.
Putting Items Away
Put away items received from various sources according to the configured warehouse processes.
Moving Items
D365 Business Central enables decision makers to move items between bins in the warehouse.
Picking Items
Pick items for various purposes including production according to configured warehouse processes.
Automated Data Capture Systems (ADCS)
Use barcode scanning feature in ADCS to register movement of items in the warehouse and more.
Whenever an organization takes up any project, three are various steps involved between taking it up and delivering the same. All these steps can be seamlessly managed with Dynamics 365 Business Central.
Project Creation
Dynamics 365 BC assists in creating projects, assigning jobs, tasks and preparing project planning lines.
Resource Allocations
When beginning to plan a project, allocate resources to the various jobs and manage resources prices.
Time Sheet Management
Create timesheet with integrated job task and planning lines and post timesheet lines to job journal.
Project Budget Management
Compare, analyze project budget and usage to compare quality, cost-efficiency of future projects.
Resource Consumptions
Review and record usage on various parts of job, which is automatically updated as you make changes.
Project Supplies
Purchase supplies for a job, either on purchase orders or invoices, and record item and time usage.
Project WIP Methods
Understand WIP, feature ensuring correct financial statements and estimation of financial value of jobs.
Project Progress and Performance
Post consumption of materials to monitor its financial value and maintain correct financial statements.
Project Invoicing
Record job costs on an on-going basis, invoice customers when job is finished or with invoicing schedule
Merge Duplicate Records
On creation of multiple records for the same vendor resolve confusions with D365 Business Central.
The various essential processes for a successful manufacturing task according to BOMs can be executed, managed and monitored with automations and customizations using D365 Business Central.
Production Planning
Planning system can be used to detect and prioritize demand and suggest a balanced supply chain.
Supply Planning
Determine working of planning system and learn to adjust algorithms to meet planning requirements.
Demand Forecasting
With D365 Business Central, forecast demand presented by expected sales and production components.
Creation of Production Order from Sales Order
Create one-to-one/project production orders from sales order to cover exact demand of the sales order.
Order Planning
With order planning, manually plan for sales/production demand, one production BOM level at a time.
MRP & MPS
The planning worksheet runs both the MPS and MRP options for automation of supply plan creation
Requisition Worksheet
Requisition worksheet creates automatic detailed supply plan covering demand for replenished items.
Calculate Work Centre Calendar
Recalculate work or machine center calendars due to planning changes with D365 Business Central.
Item Availablity
View an item’s projected available inventory by different views to see how events influence it over time.
Production Order
Use D365 Business Central to create production manually or automatically through production planning.
Subcontracting
Decision makers can outsource all or selected operations in a production order to a subcontractor.
Production Consumption & Output
Record, post production output with material and time consumption for single released production line.
Finance Insights
Accelerate digital transformation in your financial processes with the introduction AI power in your business. With analytical insights into the financial position of the organization, D365 for Finance makes decision making informed and accurate.
Customer payment predictions
Optimize collection activities by predicting invoice payment dates for all or specific invoices.
External data for cash flow forecasting
Enter or import external data in cash flow to improve accuracy with machine learning prediction model.
Forecast bank balance
Monitor and manage your balances effectively to understand requirements and availability of funds.
Intelligent budget proposal
Use gathered historical data from various sources for budgeting purposes within D365 for Finance.
Treasurer workspace
Within this functionality in D365 for finance a new workspace is added for treasures to manage cash.
Globalization
Running businesses globally whilst also complying with regulations of different nations is not easy. However, with Dynamics 365 for Finance monitor legislation changes and enhance the localization functionality.
Enhanced Invoicing Capabilities
Enjoy enhanced and expanded invoicing capabilities with seamless automations and customizations.
Regulatory Configuration Service
Extend and customize key globalization areas and business documents with Dynamics 365 for Finance.
Global withholding tax
Allows to withhold tax payments, calculation for miscellaneous charges, in accounts receivable and so on.
Configurable Business Documents
Get a document template tool with pre-designed templates, easily adjustable in tools like MS Word.
Collections
Configure credits and collections components based on number of days b/w due and payment date.
Electronic Invoicing
Configure the processing of electronic invoice and document exchange with D365 for Finance.
Core Financial Management
Managing core financial features and its complexities within a business made easy with D365 for Finance. With regular updates and incorporation of various capabilities, enhance all financial areas of your business.
Cash flow forecasting [project integration]
With the inclusion of predictable project costs and revenues here, forecasting becomes easier.
Vendor collaboration bank changes
Vendors can enter their bank details here in this workspace for admins to review and approve.
Advanced Bank Reconciliation Statement Dates
Gain more flexibility by aligning dates of bank statements and match the time frame that banks use.
Budget Plan Narrative
Create budget plan narrative report by documenting considerations of budget plan using rich text HTML editor.
Lock Asset Book in Depreciation Journal
Ensure that depreciation transactions are not posted to fixed asset books in unposted journals.
Accelerate Invoice Delivery
Eliminate manual labor and go paperless, speed processes with configurable invoice documents.
Product Licensing
Dynamics 365 Finance Licensing
Microsoft Dynamics Finance solution comes with a couple of licensing options. Contact us to know the right license type for your business, or to purchase licenses
Dynamics 365 Finance
$248per user per month
C-Suite- Budgeting
- Finaicals and Accounting
- Human Resource
Dynamics 365 Finance
Team Member
$11 per user per month
- Read and Approve
- Run Reports
- Employee Self Service
* All dynamics 365 finance pricing is subject to change without Notice. Always consult to our Licensing Expert for Latest Licensing.
OUR SERVICES
Your Business,
Our Expertise
We have helped several organizations over many years with their digital transformation aspirations. Our comprehensive service offerings help customers to stay engaged with us for a long period of time. From upgrade and implementation to support, and audit services, we have got it all covered for you.
Implementation Services
We believe in hassle-free Dynamics 365 Finance & Operations implementation along with proper training, and support. Our years of experience and subject matter expertise enable us to deliver projects error-free, on time and within budget.
Upgrade Services
An upgrade can bring a host of technological benefits. We have helped several businesses transition smoothly from Microsoft Dynamics AX to Dynamics 365 Finance and Operations through our tools, methodologies, and expertise.
Support Services
Whether you use Microsoft Dynamics AX or Dynamics 365 Finance and Operations, we are here to help. We have a dedicated support team with centralized support desk, subject matter experts, well-defined SLAs, and case priority matrix.
Audit Services
Are you getting the expected result from your Dynamics Solution? If not, our audit services will help you to take a step back, understand what’s working, what’s not working, and then apply the corrective action or optimization patches.
Resources
Video & Rich Content
With 500+ projects, you can bring together everything your team needs to communicate, collaborate, and coordinate work, start to finish.
Frequent Questions
What is included in Dynamics 365 for Finance?
Dynamics 365 Finance includes budgeting, project management, financials, and accounting for large, international companies.
How does Microsoft Dynamics help in managing business finances?
Dynamics 365 Finance helps businesses by providing them with financial insights for core finance management and globalization.
What functionalities differ in Dynamics 365 Finance and Operations?
All necessary information for continued business operations is provided within Dynamics 365 Finance and the execution of day-to-day tasks is monitored by Operations.
What are some of the capabilities of Dynamics 365 Finance?
D365 Finance has numerous capabilities including cash flow forecasting, budget plan narrative, electronic invoicing, configurable business documents and so on.
D365 for Finance is a fit for which type of organizations?
Medium to large size organizations should opt for Dynamics 365 for to manage day-to-day financial processes in the business and make informed decisions.
Does D365 for Finance help businesses in compliance?
The ERP solution is regularly updated to make it globally compliant with the various financial regulations in the diverse geographies.
What is Microsoft Dynamics 365 Finance?
Microsoft Dynamics 365 for Finance is a cloud-based Enterprise Resource Planning (ERP) system ideally suited to large and diversified organizations. It helps to proactively manage financial operations and drive business growth.
Is Dynamics 365 Finance same as Dynamics 365 Business Central?
Dynamics 365 Business Central is an all-in-one business management solution ideally suited to small and medium businesses. Whereas Dynamics 365 Finance is more suited to medium to large scale organization with global and more sophisticated operations.
Should I implement Dynamics 365 Finance or Dynamics 365 Business Central for my business?
There are no strict rules about who should use Dynamics 365 Business Central or who should use Dynamics 365 Finance. Both are industry leading, versatile solutions. You can also refer to other FAQs. We suggest contacting our sales consultant for an accurate assessment and suggestion.
Is Dynamics 365 Finance same as Dynamics AX?
Dynamics 365 Finance evolved from Dynamics AX. Microsoft Dynamics AX is the retired solution which Microsoft split into 5 different Dynamics 365 apps. These apps are Dynamics 365 Finance, Dynamics 365 Supply Chain, Dynamics 365 Commerce, Dynamics 365 Human Resources, and Dynamics 365 Project Operations.
Is Dynamics 365 for Finance same as using Dynamics 365 for Finance & Operations?
Dynamics 365 Finance & Supply Chain used to be referred to as Dynamics 365 Finance & Operations. Dynamics 365 Finance, and Dynamics 365 Supply Chain are two different solutions, but they are often implemented alongside and makes a comprehensive business management solution.
Is Dynamics 365 Finance available on-premise?
Yes. Microsoft Dynamics 365 Finance can be deployed on-premise.
What are different features of Dynamics 365 Finance?
Dynamics 365 Finance is an end-to-end solution for financial management. It has all the core capabilities pertaining to AP, AR, Budgeting, Cash/Bank Management, Cost Accounting, Electronic Reporting, Fixed Assets, Asset Leasing, General Ledger, Financial Reporting, Public Sector, Globalization/Localization, Reporting and Power BI integration, Office integration, etc.
Can you integrate Dynamics 365 Finance with other apps?
Yes. Dynamics 365 not only allows integration with Microsoft products but also with other third-party tools as the business might require.
Is Dynamics training available online?
There are several free resources available online from Microsoft, and partners to learn Dynamics 365 Finance solution. Additionally, partner support can be taken for any specialized training requirement.
Is my data secure with Dynamics 365 Finance online?
Data is safe with Microsoft Dynamics 365 Finance. Data is deployed into Microsoft Azure datacenter in a particular country or geography. Data encryption is done to keep it secure. Data access is controlled through authentication process.
Is there a trial version to explore Dynamics 365 Finance?
A free trial for Dynamics 365 Finance is not offered from Microsoft. However, you can contact our sales team. We will be happy to do a demo for you.
Where is data hosted in Dynamics 365 Finance online?
Dynamics 365 Finance runs on Azure and uses Azure SQL Database that stores the data.
What data is carried forward from old system to new system?
Master data, and opening balances are carried forward from the old system to Dynamics 365 Finance. It is not recommended to carry forward all historical data. For important data, Microsoft Dynamics 365 Data Migration is not complicated.
Who implements Dynamics 365 Finance?
Dynamics 365 Finance is implemented through one of the Microsoft partners. The extent to which partner’s work is required depends on the complexity of business requirement.
How much time it takes to implement Dynamics 365 Finance?
The implementation time varies based on business requirement. It can take a minimum of 16-20 weeks to go-live.
What is the role of Dynamics Square in D365 Finance Setup?
Dynamics Square is a leading Dynamics 365 implementation partner. We are experts in consulting, implementing, and providing support for Microsoft Dynamics 365 Finance
How does post deployment support work for Dynamics 365 Finance?
As with the implementation, and initial setup, the post deployment support for Microsoft Dynamics 365 Finance will be through Microsoft’s partner network. Dynamics Square is one of the leading partners that offers implementation, and post go-live support services.
How much does Dynamics 365 Finance Cost?
Setting-up and going-live with Microsoft Dynamics 365 Finance normally involve 3 costs. One-time setup/implementation cost, license (monthly) cost, and post implementation support cost. Cost varies depending on the complexity of business requirement.
Is it easy to find Microsoft Dynamics 365 Consultant?
Microsoft has a strong partner ecosystem for support and services. Moreover, you can find competitive Microsoft Dynamics 365 Consultants for Finance and other Dynamics Solutions unlike other ERP/CRM solutions.
How is Dynamics 365 Finance Licensed?
Microsoft Dynamics 365 Finance pricing is simple. It is licensed on a per user per month (PUPM) basis. There are two types of users – full users, and team member users. For more information, you can speak with our sales consultant.
Is there any minimum license/subscription requirement for Dynamics 365 Finance?
There is a minimum of 20 licenses required to use Dynamics 365 Finance. For more information, you can speak with our sales consultant.
Is there any other recurring cost other than monthly licensing?
No. With Dynamics 365 Finance online, you just need to pay monthly license fee. Everything else, including hosting, data backup, storage, encryption, security, disaster recovery, etc. is taken care of by Microsoft.
Is Dynamics 365 Finance on-premise pricing different?
For on-premise deployment, Dynamics 365 Finance pricing can differ based on business case. You can reach out to our sales consultant to know more.
Which industries is Dynamics 365 Finance good for?
Dynamics 365 Finance works for all industries. It is an adaptable, and flexible solution. Moreover, there are several industry-specific add-ons available on Microsoft’s AppSource. These add-ons are based on industry-specific best practices.
What level of localization is available in Dynamics 365 Finance?
Dynamics 365 Finance is often used by organizations with multi-country operations. Thus, it incorporates all necessary localization frameworks from language & currency to compliances, taxation, policies, accounting practices, etc.
Can Dynamics 365 Finance handle multi country, multi-currency processes well?
Yes, it can. Also, it comes with Electronic Messaging and Electronic Reporting functionality. It enables business data to be shared with regulatory bodies as maybe required by governments in certain countries, in electronic format directly from the source where it is stored and processed.
Where is Dynamics Square based?
Dynamics Square has a presence across Singapore..
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WHY DYNAMICS SQUARE?
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Our in-depth knowledge of the products and years of expertise has enabled the Dynamics Square team to deliver services with efficiency in record less time.
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The team at Dynamics Square comes with their hands-on experience which helps them cater to issues those businesses do not know exist.
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Our team has efficiently and successfully completed 500+ successful projects and continues to add new feathers to our cap every day.
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The numerous success stories and references of Dynamics Square speaks high volumes of the level of customer satisfaction the team provides.
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