Dynamics 365 Finance capabilities

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

Proactively reduce write-offs and improve your margin by predicting when (or whether) 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 management, tags, and reporting that natively handle foreign exchange and support multiple legal entities and currencies in a single instance.

Make informed decisions using self-service analytics and reporting that provide timely insights by connecting data from other Dynamics 365 apps and outside sources.

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

Create a rules- and prediction-based collection automation that helps 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 for more effective cross-functional collaboration.

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

Use subscription billing to adapt to complex billing and pricing scenarios, gain actionable insights, and automate reporting for recurring revenue streams.

Automate menial tasks and prioritise important 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 no-code/low-code globalisation services to simplify tax calculation, electronic invoicing, regulatory reporting, and global payments.

Accelerate global expansion and ensure compliance with localisations for 51 countries/regions and 67 languages. Use partner solutions from Microsoft AppSource to operate in more than 200 countries/regions.

Create configurable business documents with Microsoft 365 templates. Easily adapt to changing business and legal requirements without the need for expensive, time-consuming, and rigid code changes.

Go paperless, speed processes, and improve traceability with no-code, configurable electronic invoicing and automation workflows.

Use a no-code, flexible tax-determination matrix and configurable tax-calculation formula designer to comply with local tax regulations and support complex tax scenarios.