Dynamics 365 Finance capabilities

Actively monitor cash flow, identify current and future trends, and make data-driven decisions using an intelligent and customisable cash flow–forecasting solution.

Proactively reduce write-offs and improve your margin by understanding if and when customers will pay their invoices.

Reduce the time and effort spent on budgeting. Use the intelligent budget proposal feature to consolidate and analyse years of historical data and create an accurate and robust budget proposal.

Activate flexible, in-depth financial reporting capabilities that natively handle foreign exchange and support multiple legal entities and currencies in a single instance.

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

Create a rules-based collection strategy that will help increase on-time payment, improve cash flow, and save time.

Connect data and processes across Dynamics 365, Microsoft 365, and partner applications to create a centralised source of intelligent information that enables effective cross functional collaboration.

Rapidly deploy new subsidiaries or product lines in record time. Copy an existing legal entity’s setup to a new entity, with onboarding that is quick, cost-effective, and consistent with the company’s best practices.

Take advantage of automated recurring billing to easily adapt to new revenue recognition standards, reduce audit costs, and accurately calculate and report your financial statements.

Automate menial tasks and prioritise impactful financial work with a solution that works seamlessly with Microsoft 365 and offers role-based workspaces and predictive insights.

Take advantage of a guided, rules-based chart of accounts and a no-code configuration service to simplify regulatory reporting and global payments.

Improve governance, reduce risks, and help ensure compliance across 43 countries/regions and 48 languages out of the box. Further extend Finance with prebuilt partner solutions to meet your local needs.

Create configurable business documents such as invoices and financial statements with Office 365 templates to easily adapt to changing business requirements without the need for expensive, time consuming, and rigid code changes.

Go paperless, speed processes, and improve traceability with a configurable electronic invoice document exchange using flexible formats for business-to-government and business-to-business.

Utilise a flexible tax determination matrix and configurable tax calculation designer to comply with local tax regulations across all your legal entities.