Dynamics 365 Finance
Enhance decision making, automate operations, drive growth, cut costs, and scale globally
What Is Dynamics 365 Finance?
Dynamics 365 Finance (D365 Finance) is Microsoft’s cloud-based enterprise resource planning (ERP) solution designed to help organizations manage and optimize their financial operations at scale. Tailored for global enterprises, D365 Finance provides real-time visibility into core financial processes such as budgeting, accounts receivable, accounts payable, general ledger, and cash flow forecasting. This solution goes beyond traditional financial management by integrating advanced analytics and automation capabilities.
Unlocking Financial Efficiency with Microsoft Dynamics 365 Finance
Organizational Impact
Executive Perspective
With a tightly connected ecosystem across finance, sales, supply chain, and manufacturing, Dynamics 365 eliminates process gaps and reporting blind spots that hinder real-time decision-making. Finance teams gain continuous visibility into actuals vs. forecast vs. budget, transforming finance into a strategic, cross-functional partner and driver of business performance. By pinpointing variances and enabling faster collaboration, organizations can proactively manage business outcomes and make data-driven decisions with confidence.
Enterprise Performance Management (EPM) has long been a cornerstone of financial strategy, yet real-time FP&A reporting has remained elusive—until now.
Departmental Perspective
D365 Finance automates routine financial processes, such as invoicing, accounts payable/receivable, and bank reconciliations, reducing manual effort and minimizing errors. By establishing process thresholds, finance teams can focus on managing exceptions rather than performing repetitive tasks. The platform streamlines the financial close process by automating data collection across business units, eliminating manual adjustments, and significantly reducing the time and complexity of monthly, quarterly, and annual closes. This automation not only improves accuracy but also allows finance teams to shift their focus from transaction processing to strategic financial analysis.
Microsoft Dynamics 365 Finance: Strategic Benefits
D365 Finance provides real-time visibility into revenue, margins, cash flow, and portfolio performance, enabling finance teams to make data-driven decisions. Ascent Innovations enhances this by leveraging AI-assisted reports that improve forecasting accuracy and streamline operational planning. This results in greater efficiency, higher profit margins, and superior customer experience.
D365 Finance centralizes general ledgers, sub-ledgers, and budgets, enabling real-time cost analysis. Power BI empowers FP&A teams to track trends, analyze performance, and pinpoint discrepancies. With these insights, finance teams can refine strategies, capitalize on opportunities, and mitigate risks, ensuring financial decisions align with business goals.
D365 Finance provides a detailed breakdown of product costs, including COGS and SG&A, ensuring precise profitability analysis. Businesses can identify high-margin products, optimize pricing, and adjust underperforming SKUs. Customer and product profitability insights support strategic decision-making, improving overall portfolio performance.
D365 Finance leverages AI-driven forecasting to enhance cash flow visibility and reduce manual entry. Scenario modeling helps finance teams assess risk, manage receivables and payables, and optimize working capital. This enables leaders to improve cash flow, accelerate growth, and invest in expansion, innovation, and infrastructure.
D365 Finance: Modules and Features
You can manage all your financial functions—general ledger, accounts receivable, accounts payable, budgeting, and asset management—on a unified cloud platform, simplifying consolidation of financial data across regions, automating processes like reconciliation, and providing detailed financial reports. The modules available within D365 Finance are as follows:
D365 Finance centralizes financial transactions, ensuring real-time accuracy in accounting and reporting. It automates currency revaluation, allocations, and tax management, supporting multi-entity consolidation and compliance for seamless financial oversight and decision-making.
D365 Finance automates transaction posting from AP, AR, Fixed Assets, and Cost Accounting to the General Ledger, ensuring accuracy and compliance. With real-time financial tracking, audit-ready reporting, and reconciliation tools, businesses gain better visibility, reduce errors, and streamline financial close processes.
D365 Finance streamlines invoicing, payment tracking, and collections for improved cash flow. Automated workflows manage credit, interest, and billing adjustments, reducing manual effort and errors. With real-time insights, businesses enhance receivables management, improve customer relationships, and optimize revenue collection.
D365 Finance automates invoice processing, approvals, and vendor payments, reducing errors and improving efficiency. Features like invoice matching and payment scheduling ensure accurate cash flow management. With vendor insights, businesses can negotiate better terms and enhance supplier relationships.
D365 Finance enables detailed cost tracking, allocation, and analysis across business units. With real-time insights, finance teams align spending with strategic goals, identify inefficiencies, and optimize cost structures. Seamless integration ensures data consistency and accurate financial planning.
D365 Finance provides full visibility into product costs, including COGS and SG&A, helping businesses analyze profitability and adjust pricing strategies. With AI-driven cost tracking, companies can reduce waste, optimize margins, and make data-backed portfolio decisions.
D365 Finance delivers real-time cash flow visibility with AI-powered forecasting. Businesses can anticipate liquidity needs, optimize working capital, and reduce financial risk. Automated receivables and payables tracking enhances cash flow management and supports strategic growth investments.
D365 Finance streamlines financial planning with rolling forecasts, budget controls, and scenario modeling. With real-time tracking and integration across departments, businesses can optimize resource allocation, improve financial predictability, and align spending with strategic goals.
D365 Finance simplifies bank transactions, reconciliations, and liquidity management. With automated payment processing, foreign currency revaluation, and centralized bank operations, businesses can improve cash flow efficiency, reduce financial risk, and ensure compliance.
D365 Finance automates asset acquisition, depreciation, and disposal tracking to enhance financial control. With real-time reporting and compliance tools, businesses can optimize asset investments, reduce manual errors, and ensure accurate financial statements.
D365 Finance automates expense tracking, approvals, and reimbursement workflows, improving policy compliance and financial visibility. With mobile access and real-time reporting, businesses can reduce administrative burdens and gain control over organizational spending.
D365 Finance automates tax calculations, audit tracking, and financial controls to ensure compliance with local and global regulations. With real-time reporting and audit trails, businesses reduce risk, enhance transparency, and maintain regulatory readiness.
D365 Finance automates lease tracking, payment schedules, and compliance with IFRS 16 and ASC 842. Businesses gain real-time insights into lease liabilities and right-of-use assets, improving financial accuracy and decision-making.
D365 Finance streamlines recurring billing, revenue recognition, and contract management for subscription-based businesses. With automated invoicing and revenue deferrals, organizations can improve accuracy, enhance customer relationships, and maintain compliance.
D365 Finance centralizes credit limits, collections, and payment tracking to improve cash flow. With automated dunning letters, risk scoring, and forecasting, businesses can reduce overdue payments, manage credit risk, and improve financial stability.
D365 Finance: Modules and Features
You can manage all your financial functions—general ledger, accounts receivable, accounts payable, budgeting, and asset management—on a unified cloud platform, simplifying consolidation of financial data across regions, automating processes like reconciliation, and providing detailed financial reports. The modules available within D365 Finance are as follows:
D365 Finance centralizes financial transactions, ensuring real-time accuracy in accounting and reporting. It automates currency revaluation, allocations, and tax management, supporting multi-entity consolidation and compliance for seamless financial oversight and decision-making.
D365 Finance automates transaction posting from AP, AR, Fixed Assets, and Cost Accounting to the General Ledger, ensuring accuracy and compliance. With real-time financial tracking, audit-ready reporting, and reconciliation tools, businesses gain better visibility, reduce errors, and streamline financial close processes.
D365 Finance streamlines invoicing, payment tracking, and collections for improved cash flow. Automated workflows manage credit, interest, and billing adjustments, reducing manual effort and errors. With real-time insights, businesses enhance receivables management, improve customer relationships, and optimize revenue collection.
D365 Finance automates invoice processing, approvals, and vendor payments, reducing errors and improving efficiency. Features like invoice matching and payment scheduling ensure accurate cash flow management. With vendor insights, businesses can negotiate better terms and enhance supplier relationships.
D365 Finance enables detailed cost tracking, allocation, and analysis across business units. With real-time insights, finance teams align spending with strategic goals, identify inefficiencies, and optimize cost structures. Seamless integration ensures data consistency and accurate financial planning.
D365 Finance provides full visibility into product costs, including COGS and SG&A, helping businesses analyze profitability and adjust pricing strategies. With AI-driven cost tracking, companies can reduce waste, optimize margins, and make data-backed portfolio decisions.
D365 Finance delivers real-time cash flow visibility with AI-powered forecasting. Businesses can anticipate liquidity needs, optimize working capital, and reduce financial risk. Automated receivables and payables tracking enhances cash flow management and supports strategic growth investments.
D365 Finance streamlines financial planning with rolling forecasts, budget controls, and scenario modeling. With real-time tracking and integration across departments, businesses can optimize resource allocation, improve financial predictability, and align spending with strategic goals.
D365 Finance simplifies bank transactions, reconciliations, and liquidity management. With automated payment processing, foreign currency revaluation, and centralized bank operations, businesses can improve cash flow efficiency, reduce financial risk, and ensure compliance.
D365 Finance automates asset acquisition, depreciation, and disposal tracking to enhance financial control. With real-time reporting and compliance tools, businesses can optimize asset investments, reduce manual errors, and ensure accurate financial statements.
D365 Finance automates expense tracking, approvals, and reimbursement workflows, improving policy compliance and financial visibility. With mobile access and real-time reporting, businesses can reduce administrative burdens and gain control over organizational spending.
D365 Finance automates tax calculations, audit tracking, and financial controls to ensure compliance with local and global regulations. With real-time reporting and audit trails, businesses reduce risk, enhance transparency, and maintain regulatory readiness.
D365 Finance automates lease tracking, payment schedules, and compliance with IFRS 16 and ASC 842. Businesses gain real-time insights into lease liabilities and right-of-use assets, improving financial accuracy and decision-making.
D365 Finance streamlines recurring billing, revenue recognition, and contract management for subscription-based businesses. With automated invoicing and revenue deferrals, organizations can improve accuracy, enhance customer relationships, and maintain compliance.
D365 Finance centralizes credit limits, collections, and payment tracking to improve cash flow. With automated dunning letters, risk scoring, and forecasting, businesses can reduce overdue payments, manage credit risk, and improve financial stability.
D365 Finance: Modules and Features
You can manage all your financial functions—general ledger, accounts receivable, accounts payable, budgeting, and asset management—on a unified cloud platform, simplifying consolidation of financial data across regions, automating processes like reconciliation, and providing detailed financial reports. The modules available within D365 Finance are as follows:
General Ledger
D365 Finance centralizes financial transactions, ensuring real-time accuracy in accounting and reporting. It automates currency revaluation, allocations, and tax management, supporting multi-entity consolidation and compliance for seamless financial oversight and decision-making.
Accounts Payable
D365 Finance automates invoice processing, approvals, and vendor payments, reducing errors and improving efficiency. Features like invoice matching and payment scheduling ensure accurate cash flow management. With vendor insights, businesses can negotiate better terms and enhance supplier relationships.
Subledger Accounting
D365 Finance automates transaction posting from AP, AR, Fixed Assets, and Cost Accounting to the General Ledger, ensuring accuracy and compliance. With real-time financial tracking, audit-ready reporting, and reconciliation tools, businesses gain better visibility, reduce errors, and streamline financial close processes.
Fixed Assets
D365 Finance automates asset acquisition, depreciation, and disposal tracking to enhance financial control. With real-time reporting and compliance tools, businesses can optimize asset investments, reduce manual errors, and ensure accurate financial statements.
Accounts Receivable
D365 Finance streamlines invoicing, payment tracking, and collections for improved cash flow. Automated workflows manage credit, interest, and billing adjustments, reducing manual effort and errors. With real-time insights, businesses enhance receivables management, improve customer relationships, and optimize revenue collection.
Expense Management
D365 Finance automates expense tracking, approvals, and reimbursement workflows, improving policy compliance and financial visibility. With mobile access and real-time reporting, businesses can reduce administrative burdens and gain control over organizational spending.
Cost Accounting
D365 Finance enables detailed cost tracking, allocation, and analysis across business units. With real-time insights, finance teams align spending with strategic goals, identify inefficiencies, and optimize cost structures. Seamless integration ensures data consistency and accurate financial planning.
Regulatory Compliance
D365 Finance automates tax calculations, audit tracking, and financial controls to ensure compliance with local and global regulations. With real-time reporting and audit trails, businesses reduce risk, enhance transparency, and maintain regulatory readiness.
Product Costing
D365 Finance provides full visibility into product costs, including COGS and SG&A, helping businesses analyze profitability and adjust pricing strategies. With AI-driven cost tracking, companies can reduce waste, optimize margins, and make data-backed portfolio decisions.
Asset Leasing
D365 Finance automates lease tracking, payment schedules, and compliance with IFRS 16 and ASC 842. Businesses gain real-time insights into lease liabilities and right-of-use assets, improving financial accuracy and decision-making.
Cash Flow
D365 Finance delivers real-time cash flow visibility with AI-powered forecasting. Businesses can anticipate liquidity needs, optimize working capital, and reduce financial risk. Automated receivables and payables tracking enhances cash flow management and supports strategic growth investments.
Subscription Billing
D365 Finance streamlines recurring billing, revenue recognition, and contract management for subscription-based businesses. With automated invoicing and revenue deferrals, organizations can improve accuracy, enhance customer relationships, and maintain compliance.
Budgeting
D365 Finance streamlines financial planning with rolling forecasts, budget controls, and scenario modeling. With real-time tracking and integration across departments, businesses can optimize resource allocation, improve financial predictability, and align spending with strategic goals.
Credit and Collections
D365 Finance centralizes credit limits, collections, and payment tracking to improve cash flow. With automated dunning letters, risk scoring, and forecasting, businesses can reduce overdue payments, manage credit risk, and improve financial stability.
Cash and Bank
D365 Finance simplifies bank transactions, reconciliations, and liquidity management. With automated payment processing, foreign currency revaluation, and centralized bank operations, businesses can improve cash flow efficiency, reduce financial risk, and ensure compliance.
Why Choose Ascent Innovations?
With 16 years of experience in Microsoft ERP and analytics, Ascent Innovations has a deep understanding of how financial systems drive business performance. We specialize in helping organizations optimize D365 Finance to enhance financial visibility, streamline operations, and improve decision-making. Our expertise extends beyond implementation—we work alongside finance teams to ensure their ERP investment delivers measurable business impact.
Our approach includes:
- Optimizing D365 Finance for immediate business impact – Aligning system capabilities with your financial strategy to improve forecasting, cost control, and profitability.
- Power BI analytics for real-time financial insights – Delivering interactive dashboards that empower FP&A teams with actionable data to drive growth.
- Process automation to eliminate inefficiencies – Reducing manual workloads and minimizing errors through AI-powered automation and workflow optimization.
- Strategic migration planning – Guiding organizations through a seamless transition from legacy ERP systems to D365 Finance while minimizing disruption and maximizing ROI.
With a proven track record in ERP modernization and financial analytics, Ascent Innovations is the trusted partner for companies looking to leverage D365 Finance for long-term success.
Why Choose Ascent Innovations?
With 16 years of experience in Microsoft ERP and analytics, Ascent Innovations has a deep understanding of how financial systems drive business performance. We specialize in helping organizations optimize D365 Finance to enhance financial visibility, streamline operations, and improve decision-making. Our expertise extends beyond implementation—we work alongside finance teams to ensure their ERP investment delivers measurable business impact.
Our approach includes:
- Optimizing D365 Finance for immediate business impact – Aligning system capabilities with your financial strategy to improve forecasting, cost control, and profitability.
- Power BI analytics for real-time financial insights – Delivering interactive dashboards that empower FP&A teams with actionable data to drive growth.
- Process automation to eliminate inefficiencies – Reducing manual workloads and minimizing errors through AI-powered automation and workflow optimization.
- Strategic migration planning – Guiding organizations through a seamless transition from legacy ERP systems to D365 Finance while minimizing disruption and maximizing ROI.
With a proven track record in ERP modernization and financial analytics, Ascent Innovations is the trusted partner for companies looking to leverage D365 Finance for long-term success.
Why Businesses Trust Ascent Innovations
Ascent Innovations is a trusted Microsoft Solution Partner, delivering scalable, business-driven D365 solutions that optimize operations and drive game-changing growth.
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