Microsoft Dynamics 365 Finance

Use AI automation to gain greater control of your organisation’s finances with a single, connected platform that grows alongside your business.

Summary:

Microsoft Dynamics 365 Finance is a cloud ERP finance solution which gives organisations the agility, control and insight they need at every stage of their financial workflow. Ideal for a wide range of industries, it has AI and automation embedded at the heart of its software, allowing your CFO and finance team to plan, execute and report with greater speed, accuracy and confidence.

Keeping your finger on the financial pulse, 24/7

Healthy finances mean a healthy organisation, but with firms expected to close the books faster, produce reliable forecasts in volatile conditions and manage complex regulatory obligations, legacy financial management software can often struggle to keep up. 

Microsoft Dynamics 365 Finance is different. As an ERP solution designed to handle complex financial operations at scale, it brings together general ledger, accounts payable and receivable, cash and bank management and financial reporting in a single, cloud-hosted platform. 

With built-in compliance for 57 countries and 67 languages, it’s a scalable, future-ready platform for global operations. Not only does the software integrate with Microsoft 365, Power BI and Azure, it uses AI automation, saving you time, effort and money on admin while enabling better decision-making. 

What are the benefits of Dynamics 365 Finance? 

Genuine real-time, unified snapshot  
Unified reporting means faster and better decision-making, early warning on underperformance, reduced consolidation effort and enhanced accountability across the business. 

Predict cash and protect liquidity  
Continuously updated AI forecasting allows organisations to improve financial predictability, lower the cost of borrowing, handle unexpected market disruptions and unlock idle cash. 

Get paid sooner and reduce write-offs  
AI-driven payment prediction identifies those customers most likely to pay late, enabling collections teams to intervene proactively rather than chase reactively.  

Eliminate invoice processing bottlenecks  
Invoices can be processed in minutes rather than days, with errors reduced at source, cutting costs, improving supplier goodwill and enabling frictionless scalability.  

Scale globally without adding complexity
Onboard new entities, markets and geographies within a single cloud ERP platform, increasing speed to market, reducing integration costs, minimising compliance risk and avoiding upgrade debt. 

Prepare for every eventuality
Scenario modelling and dynamic forecasting tools allow leadership teams to stress-test assumptions and plan for multiple outcomes simultaneously. 

How we can help

We’re a trusted Dynamics 365 Finance partner and Microsoft Cloud Solutions partner, delivering Microsoft Dynamics 365 Finance by working in partnership with your teams to shape the solution around your business needs and priorities.  

We focus on the outcomes you want to achieve, the organisational changes required, and the practical considerations involved in delivering a business-critical system. 

As experienced Dynamics 365 Finance implementation partners, we help you reduce risk and accelerate time to value, whether you’re planning a single implementation or rolling it out across multiple countries.  
 
Our approach to delivering Microsoft Dynamics 365 Finance typically involves: 

Strategy and change management
We help prepare your organisation for Dynamics 365 Finance by focusing on readiness, adoption, and the changes required to support adoption and deliver measurable value. 

Implementation and transformation services
We deliver Dynamics 365 Finance implementation services using a structured, outcome-focused approach, covering configuration, integration, testing, and deployment to support smarter and more efficient ways of working. 

Operations and innovation
We provide ongoing support and optimisation after go-live to keep Dynamics 365 Finance stable, scalable, and continuously improving, using AI Copilot features, automation, and data-driven enhancements to deliver ongoing ROI. 

 

Frequently asked questions

  • Microsoft Dynamics 365 Finance is enterprise-grade cloud ERP for finance teams that need to manage complex financial operations at scale.  

    It brings together general ledger, accounts payable, accounts receivable, cash and bank management, budgeting, tax management, and financial reporting in a single cloud-hosted platform, incorporating Microsoft Copilot and AI-driven agents at the heart of its functioning. 

  • Dynamics 365 Finance is designed for mid-to-large organisations where financial operations are growing in scale and complexity. 

    It’s most relevant when a business is operating across multiple legal entities or geographies and managing high volumes of transactions. Dynamics 365 Finance is primarily used by CFOs, financial controllers, FP&A leaders, and treasury teams.

  • The two platforms are designed for different stages of organisational complexity.  

    Business Central is aimed at small and medium-sized businesses and covers finance alongside operations, supply chain and project management in a single, accessible package.  

    Dynamics 365 Finance is the enterprise-grade option, built specifically for organisations operating at scale with advanced financial management needs. It offers significantly more sophisticated multi-entity consolidation, multi-jurisdiction tax management, revenue recognition and financial close capabilities.

  • The platform uses Microsoft Copilot to automate invoice capture and processing by reading and extracting data from incoming invoices and routing them through approval workflows without manual keying.  

    A separate account reconciliation AI agent autonomously matches and clears transactions between ledgers, while AI-powered customer payment prediction analyses historical behaviour and live signals to identify accounts likely to pay late before invoices fall overdue.

  • The cost of a Dynamics 365 Finance implementation varies widely, depending on an organisation’s size and the complexity of their operation, and how much customisation, integration and data migration are needed. We can work with you to understand these areas, plan a realistic implementation approach, and define a transparent cost range based on your business needs. 

  • Financial planning and analysis (FP&A)
    AI-powered prediction improves planning agility and links financial strategy to operational reality. 

    Accounting and financial close
    Accelerates period-end close with self-service analytics, with automated reconciliation via the AI-powered account reconciliation agent and streamlined audit trails.  

    Tax management
    Handles complex multi-jurisdiction tax compliance through a unified tax data model with configurable rates and deductibility rules. 

    Quote to cash
    Optimises revenue collection through AI-assisted billing, accounts receivable management, automated collections and customer payment prediction. 

    Cash and liquidity management
    Provides real-time liquidity visibility through predictive analytics and intelligent cash-flow forecasting tools. 

    Business performance management  
    Empowers finance and operations teams with Copilot-assisted self-service reporting and cross-functional dashboards. 

    Regulatory compliance and ESG tracking   
    Ensures operations remain within regulatory frameworks across all active geographies, with built-in tools for audit readiness and automated compliance updates. 

 

Keeping you on track with OnTarget 

We use a proven delivery methodology to help you get the most from your business-critical solution. Our OnTarget methodology supports every stage of transformation, from shaping strategy and launching the solution to evolving it over time. 

In practice, OnTarget structures delivery around three clear stages:  
  
• Define – translate business goals into a pragmatic roadmap and governance model  
• Execute – deliver in manageable phases using iterative demos, transparent scope management, and value tracking  
• Evolve – continuous improvement through optimisation, automation, and data-driven enhancements   

Proven expertise tailored to your industry 

Manufacturing

Manufacturers face intense pressure on margins caused by balancing costs with sales, handling complex multi-entity structures and managing significant working capital challenges.  

Dynamics 365 Finance offers real-time insights into how companies are handling these challenges, while also automating intercompany reconciliation and managing cash flow throughout often extended supply chains.  

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Retail

For retailers managing multiple channels, store formats or franchise arrangements, financial management software that can handle high transaction volumes, complex revenue recognition and frequent regulatory changes across jurisdictions is vital. 

Dynamics 365 Finance is a strong fit. It brings these capabilities together in one platform and, when combined with Dynamics 365 Commerce, provides an end-to-end solution from point-of-sale to general ledger consolidation. 

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Life sciences

Dynamics 365 Finance is well suited to the life science sector, providing the controls, auditability and analytical depth that organisations operating in this industry require. 

From providing configurable revenue recognition frameworks to comprehensive audit trails, Dynamics 365 Finance helps organisations handle the mix of long product development cycles, rigorous regulatory requirements and the pressure to provide ROI on R&D. 

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Food and beverage 

Thin margins, volatile commodity costs, short product shelf lives and multi-site manufacturing operations are all in a day’s work for food and beverage businesses, creating significant pressure on finance teams.  

This is where Dynamics 365 Finance can help. It provides organisations granular visibility into cost of goods sold at product and SKU level, while AI-powered cash-flow forecasting and integrated financial planning tools give finance teams invaluable insights in an increasingly unpredictable industry. 

Learn more

 

Key takeaways 

  • Microsoft Dynamics 365 Finance is a proven solution for mid-to-large organisations managing complex, multi-entity or multi-geography financial operations. 
  • Dynamics 365 Finance brings together general ledger, accounts payable and receivable, cash and bank management and financial reporting in a single, cloud-hosted platform. 
  • Embedded AI and Microsoft Copilot automate high-volume tasks, including invoice processing, account reconciliation and collections, saving time and money and reducing errors at source. 
  • Integration with Microsoft 365, Power BI and Azure, combined with built-in compliance for 57 countries and 67 languages, makes it a scalable, future-ready platform for global operations. 

Get in touch

Pankaj_Kant_Headshot3
Pankaj Kant

Vice President Dynamics

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