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Dynamics 365 Finance & Operations

Dynamics 365 Finance and Operations helps organizations maximize financial visibility and profitability with a resilient and agile supply chain solution that unifies data, people, and process in real time. This allows organizations to meet the fast-changing customer demand by enhancing visibility into the supply chain and inventory.

Design Products with Speed and Accuracy

  • Accelerate Time to Market
  • Configurable Products
  • Product Quality
  • Elevate Product Information

Procure with Strategy and Cost Efficiency

  • Streamline Vendor Collaboration
  • Improve Cost Management
  • Simplify Procurement Workflows
  • Build Resiliency in Supplier Networks
  • Make smart purchasing decisions

Plan with Confidence and Agility

  • Perform Continuous Planning in Near-Real Time
  • Improve Demand Forecasting
  • Eliminate Stockout Situations
  • Optimize Inventory Allocations
  • Collaborate in Real Time

Produce with Innovation and Sustainability

  • Create a Connected Factory
  • Innovate with Intelligent Manufacturing
  • Enhance Visibility of the Production Floor
  • Keep Production Running Continuously
  • Transform Your Workforce

Deliver with Consistency and Expediency

  • Deliver on Customer Promises
  • Maintain Customer Loyalty
  • Unify Warehousing Data
  • Implement Resiliency in Warehousing Operations
  • Increase Throughput
  • Coordinate Loading-Dock Schedules

Operate with Precision and Foresight

  • Reduce Costly Machine Downtime
  • Improve Overall Equipment Effectiveness (OEE)
  • Synchronize Maintenance and Production Scheduling
  • Enhance Inventory Accuracy

Financial Management Capabilities

  • Manages the core financial records of the organization, including chart of accounts, financial periods, and currency management.
  • Handles vendor relationships, purchase order processing, invoice matching, and payment processing.
  • Manages customer accounts, sales orders, invoicing, credit and collections, and payment reconciliation.
  • Oversees bank accounts, cash flow forecasting, electronic banking, and bank statement reconciliation.
  • Tracks asset acquisition, depreciation, transfer, disposal, and revaluation.
  • Facilitates budget planning, control, multi-year tracking, and forecasting.
  • Generates financial statements, provides real-time insights, and ensures regulatory compliance.

Project Management Accounting Capabilities

  • Supports project creation, resource allocation, budgeting, and scheduling.

  • Manages timesheets, expenses, procurement, and project progress tracking.

  • Handles various billing methods and ensures compliance with revenue recognition standards.

  • Tracks project costs, profitability, budget adherence, and cash flow forecasting.

  • Facilitates collaboration through integration with Microsoft Project, Teams, and other D365 modules.

  • Provides project performance dashboards, KPIs, customizable reports, and analytics.


Client Benefits

  • Scalability: Respond quickly to enhanced growth with an organization or new company.
  • Unified and Centralized Data: Having data native to one system allows users to stay connected and access the data pertinent to their role or function.
  • Eliminate Peripheral Systems, Reduce Cost: Reduce or eliminate service and support fees by having internal teams manage the solution.
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