Tour Dynamics 365 for Finance & Operations: Financial Professionals

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Dynamics 365 Enterprise for Finance and Operations is designed for enterprise organizations that need strong financial management, but also robust operational functionality.  Dynamics benefits your business by allowing your financial department to monitor spending, assess budgets, and review financial reports with data that is fully integrated with all the modules.  These numbers can be viewed in real time instead of having to wait for month end close.

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The financial modules and functionality include:

  • GL, AR, AP & Tax
  • Budgeting
  • Cash & Bank Management
  • Cost & Expense Management
  • Consolidations
  • Budgeting
  • Compliance Management
  • Audit Workbench
  • Credit & Collections
  • Fixed Assets
  • Project management & accounting
  • Project accounting & invoicing
  • Project cost control
  • Work breakdown structures
  • Integration with Power BI

Provide a fast and efficient way to register financial transactions, manage relationships between subsidiaries and the parent organization, manage internal cost accounting, currency translation, and reports in any supported currency. Gain financial insight, help control expenditures, and support the enforcement of accounting policies and rules.

General ledger

Financial accounting with flexible configuration options for setup and maintenance of general ledger.  Use Dimensions to ensure pin-point reporting without an unmanageable COA. Share data such as chart of accounts or currency exchange rates across multiple legal entities, and create flexible journal entries for all account types.  Complete Journal Entries in Excel and upload to the GL.  Use Financial period close Workspace to track your financial closing processes across companies, areas, and people.

Budget planning

Manage your organization’s budget, including flexible configuration options, instant calculation of available budget funds, pooling of budgets, and budget workflows for review and approval.  Configurable budget planning supporting a flexible chart of accounts and dimensions, custom-defined process configurations, workflows, and the use of Microsoft Excel to create a budget planning worksheets.

Credit and collections

Credit and collections enables enterprises to lower their days sales outstanding (DSO) and reduce credit risk. Use the credit and collections Workspace to get visibility into key metrics such as open cases, activities, and customers over their credit limit.  Build teams and organize collections using pools and  the Cases module.   Use activities, notes and collections history to effectively manage collections.

Cost accounting

Gain insight into how cost flows to each level of the organization without affecting the data
in financial accounting.  Use the mobile application to review your department costs from anywhere.  Define allocation bases based on key statistical figures that are obtained from the source system, create rules for cost behavior, distribution, and allocation to classify and allocate costs.