Maximize Financial Visibility and Profitability with Dynamics 365 Finance
Microsoft Dynamics 365 Finance allows businesses to monitor financial operation performance in realtime, predict outcomes, and make data-driven decisions for growth and agility. This allows users to conduct business anywhere, anytime, with a customized intuitive user-interface for their role and preferences.
Make the best decisions for your business
- Improve the health of your business.
- Use embedded analytics, financial reporting, and AI insights.
- Automate tasks by integrating financials into core processes.
- Optimize spending across geographies with financial intelligence, process automation, budget control, planning and analysis.
- Simplify electronic invoicing, regulatory reporting, and global payments.
Microsoft Dynamics 365 Finance Capabilities
Enhance financial decision making
- Actively monitor cash flow, identify current and future trends, and make data-driven decisions.
- Proactively reduce write-offs and improve margins by predicting when (or if) customers will pay their invoices.
- Use the intelligent budget proposal feature to consolidate and analyze historical data and create an accurate and robust budget proposal.
- Activate flexible, in-depth financial management, tags, and reporting that natively handle foreign exchange and support multiple legal entities and currencies in a single instance.
- Make informed decisions with self-service analytics and reporting that provide timely insights by connecting data from other Dynamics 365 apps and outside sources.
Unify and automate business processes
- Automatically process vendor invoices. Save time and labor costs by automatically submitting invoices to workflow and matching vendor invoice lines to product receipts.
- Effectively manage collections and credit risks. Create a rules and prediction based collection automation that helps increase on-time payment, improve cash flow, and save time.
- Provide a single source of truth for business intelligence. Connect data and processes across Dynamics 365, Microsoft 365, and other applications to create a central source of data for more effective cross-functional collaboration.
Make a strategic impact while reducing costs
- Effectively manage your growing business. Deploy new subsidiaries or product lines quickly. Copy an existing legal entity’s setup to a new entity with onboarding that’s efficient, cost-effective, and consistent with the business’s best practices.
- Succeed in a subscription-based economy. Use subscription billing to adapt to actionable insights, complex billing and pricing scenarios, and automate reporting for recurring revenue streams.
- Increase workforce performance. Automate menial tasks and prioritize important fiscal work with a solution that interfaces seamlessly with Microsoft 365 and offer predictive insights and role-based workspaces.
Decrease global financial complexity and risk
- Use the guided, rules-based chart of accounts and no-code/low-code globalization services to simplify tax calculation, electronic invoicing, regulatory reporting, and global payments.
- Accelerate global expansion and ensure compliance with localizations for 51 countries/regions and 67 languages.
- Create configurable business documents with Microsoft 365 templates. Easily adapt to changing business and legal requirements. without the need for expensive, time-consuming, and rigid code changes.
- Go paperless, speed processes, and improve traceability with no-code, configurable electronic invoicing and automation workflows.
- Use a no-code, flexible tax-determination matrix and configurable tax-calculation formula designer to comply with local tax regulation and support complex tax scenarios.
Copilot for Microsoft Dynamics 365 Finance
With Microsoft 365 Copilot, financial managers can optimize performance, allocate resources, and reach better financial outcomes. Copilot for Dynamics 365 Finance capabilities help collections agents and procurement professionals enhance productivity and better collaborate with customers. Timely payments and healthy cash flows are increasingly important. With Copilot in Dynamics 365 Finance, collections managers have quick access to credit and payment history to prioritize and personalize customer communication. This helps increase collection rates and keep customers in good standing. Visit our Microsoft 365 Copilot page to learn more.
SIS Construct 365 Project Cost Management
with Microsoft Dynamics 365 Finance
Microsoft Partner, SIS LLC, provides the only true end-to-end construction and project-based solution in the Dynamics channel. Over 25 years, SIS has developed construction and project-based solutions purpose built for Microsoft Dynamics 365 construction sectors. Focus areas include specialty, mechanical, heavy civil, energy, and government. The SIS Construct 365 Solution with Microsoft Dynamics 365 is the key to project profitability and managing risk.
The graph on the right shows how the SIS Project Cost Management (PCM) module integrates with Microsoft Dynamics 365 Finance. With SIS Construct 365 PCM and SIS 365 Advanced Labor, users have a full financial solution for forecasting, mitigating risk, managing margin gain/fade and variance, update EAC and other vital functionality for construction project profitability. Please visit our SIS Construct 365 pages for more information on each module.
