Dynamics 365 Finance capabilities

Actively monitor cash flow, identify current and future trends, and make data-driven decisions using finance insights (preview), an intelligent and customizable 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 analyze 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 labor costs by automatically submitting invoices to workflow and matching vendor invoice lines to product receipts.

Create a rules- and prediction-based collection automation 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 centralized source of intelligent information that enables 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.

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 prioritize impactful fiscal 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 globalization services to simplify tax calculation, electronic invoicing, regulatory reporting, and global payments.

Accelerate global expansion, reduce risks, and help ensure compliance across 43 countries/regions and 48 languages. Extend the capabilities with more than 50 localization solutions from Microsoft AppSource.

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 a no-code, configurable electronic invoice document exchange using flexible formats for business to government and business to business.

Use a no-code, flexible tax-determination matrix and configurable tax-calculation designer to comply with local tax regulations across all your legal entities.