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Dynamics 365 Finance Implementation

Do not let your legacy and siloed system limit your business growth

We deploy Dynamics 365 Finance for medium-sized to enterprise-sized businesses to transform their business by automating and modernizing their financial operations, boosting up financial decision-making with the help of AI, and reducing cost and global risks. Dynamics 365 is a cloud-based Enterprise Resource Planning (ERP) application designed for medium to large organizations.

 Until recently, the application has long been known as Dynamics 365 Finance and Operations. But Microsoft now licenses it as two separate apps. 

  • Dynamics 365 Finance: it consists of financials, accounting, project management, asset management, budgeting, reporting, etc.
  • Dynamics 365 Supply Chain Management: it consists of manufacturing, warehousing, distribution, engineering, etc.

It is a single implementation though. What 2-app licensing implies is that you just decide whether your individual users have access to one or both apps.

Deliverables

  • Initial requirements review and scope finalization.
  • Set up and Configure Financial Management

Configure Currencies
Create Fiscal Calendars, Years, and Periods
Configure Charts of Accounts
Configure Ledgers and Journals

  • Configure Cash and Bank Management, and Tax

Set up Cash and Bank
Set up Intercompany Accounting
Configure Ledger Allocations and Accruals
Configure Letters of Credit and Guarantees
Configure and Process Postdated Checks
Configure Sales Tax

  • Set up and Implement Accounts Payable and Accounts Receivable

Configure Accounts Payable
Configure Accounting Distribution, Invoice Validations and Settlements
Configure Accounts Receivable
Configure Credit and Collections
Process Credit and Collections

  • Configure and Use Budgeting

Configure and Use basic Budgeting and Budget Control
Configure and use Budget Planning
Configure Finance for Public Sector

  • Configure and Manage Fixed Assets and Electronic Reporting

Configure Fixed Assets Management
Manage Fixed Assets
Set up Depreciation Schedules
Retire and Transfer Assets
Configure Electronic Reporting

Migrating data to Dynamics 365. For more information Click Here.

Key Functionalities

  • Financial management
  • General Ledger Functionality
  • Cash and Bank Management
  • Production Information
  • Accounting
  • Invoicing and Billing
  • Accounts Payable & Receivable
  • Credit and Collections
  • Tax
  • Budgeting
  • Consolidations
  • Global Risk and Compliance
  • Cost & Expense Management
  • Fixed Assets Management
  • Audit
  • Reporting

Benefits of Dynamics 365 Finance

  • Boost up your financial decision making with AI
  • Streamline Your Business Processes
  • Reduce cost
  • Keep Global Financial Complexity and Risk at minimum.
  • Get Actionable Insights
  • Intuitive Role-based Workspaces
  • Intelligent budgeting and forecasting
  • Comprehensive Financial Reporting and Analytics
  • Streamlined Credit and Collections, and revenue recongniton
  • Touchless Invoicing
  • Expansive Localizations; Keep Your Data in the Region of Your Own Choice
  • Proper Compliance
  • Extensive Regulatory Services
  • View Real-Time Data
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