Microsoft Dynamics 365 Finance and Operations

Strengthen your Finances and Operations

Unify and streamline finances and operations across different departments with Dynamics 365 Finance & Operations.

What is Dynamics 365 Finance and Operations?

Microsoft Dynamics 365 for Finance and Operations, or D365 F&O, is a powerful cloud-based ERP solution designed to manage complex and diversified processes related to financial and supply chain operations.

Medium to large-sized businesses use Dynamics 365 F&O for its AI, BI, and automation capabilities. It lets businesses manage global operations while pushing growth towards scalability.

D365 Finance and Operations was rebranded by Microsoft in October 2019 as two separate ERP applications—Dynamics 365 Finance and Dynamics 365 Supply Chain Management. However, legacy users still call it Dynamics 365 Finance and Operations (F&O).

Microsoft Dynamics 365 Finance and Operations manages key financial processes, supply chain operations, human resources, product information, vendor collaboration, transportation, and more.

D365 F&O enables you to make:

Make smart decisions with real-time data
Simplify business operations with advanced tools
Adapt to changing customer demands using cloud capabilities
Drive growth and save on operational costs
Scale globally by adapting to regulations and compliances

Note: Dynamics 365 F&O was earlier known as Dynamics AX (Axapta) and specifically designed as an on-premises ERP solution. With the modernization of business solutions, Microsoft upgraded Dynamics AX to Dynamics F&O to cater to more advanced tools and capabilities for modern businesses.

Simplify Financial Operations

Track, manage, and control all financial operations, regardless of business complexity. Along with streamlining finance, you can focus on managing accounts, payrolls, general ledger, budgeting, treasury, expenses, human resources, and a lot more while gathering all the information in real-time.

D365 Finance and Operations comes with an interactive user experience to help you utilize all tools and capabilities without any hassle.

Build enhanced expense management reports
Follow different regulatory compliances
Automate settlements in the general ledger
Manage asset leasing
Get financial insights
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Track Inventory on the Go

Inventory management is an essential part of the entire business, and you can do it seamlessly with Dynamics 365 for Finance and Operations ERP solution. It empowers you to make strategies for replenishment orders, optimize surplus inventory, track orders, and perform inventory forecasting.

The inventory module of Dynamics 365 F&O will enable you to:

Get real-time feedback on different processes
Allocate resources whenever needed for optimum performance
Get multi-currency support for international markets
Manage inbound and outbound operations
Control quality assurance to enhance product quality in your supply chain

Plug and Play Integrations

D365 Finance and Operations is a flexible solution when it comes to integrating native Microsoft solutions. By integrating different add-ons and solutions, you will be able to enhance the performance of the entire solution. And the best part about the Microsoft Dynamics 365 ecosystem is that you can integrate any solution with just a click.

Even when the job of the add-on is done, you can disintegrate it without losing any data. That’s how the connection between native Microsoft solutions works, and you can establish the connection by yourself without relying on your Dynamics 365 support partner.

Based on your requirements, Microsoft Power Platform, Office, Azure Data Lake, and third-party apps with Dynamics 365 Finance and Operations.

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Supports Globalization

The Globalization Studio in Dynamics 365 Finance and Operations supports 51 countries and 57 languages so that you can expand your business beyond global boundaries. Microsoft knows the fact that a country's compliances and regulations change with time; that's why it continuously releases updates to support your ongoing business.

Dynamics 365 for Finance & Operations offers features such as:

Electronic reporting
Global tax acceptance
Tax determination and calculation
Automated electronic invoicing
Configurable business documents

Microsoft Dynamics 365 Finance and Operations Features: Perfect Tools for Unique Businesses

Dynamics 365 F&O comes with a variety of tools and functionalities to streamline different departments of a business. Some of the capabilities are:

General Ledger

Manage, track, and record all financial transactions, and prepare detailed financial reports.

Budget Planning

Optimize and manage budgets while calculating credit and/or debit funds in real-time.

Financial Reporting

Build financial reports to keep track of accounts, cash flow, revenue, and other essential factors as well.

Cash Management

Maintain a balance between the open customer balance and the open vendor balance to track all cash.

Tax Calculation

Calculate taxes for different regions in separate reports to simplify tax calculation and submission.

Credit and Collections

Maintain credit limits and perform basic collection activities for your customers.

Revenue Recognition

Calculate and distribute revenue for multi-element products or services with ease.

Expense Management

Manage and track all expenses for a business while generating precise reports for revenue analysis.


Capacity Planning

Build a strategy based on raw materials and production goals to plan the plant's overall capacity.

Production Scheduling

Use finite and infinite scheduling to schedule the production of different goods.

Demand Forecasting

Forecast demands to furnish upcoming requirements based on existing customer data.

Supply Planning

Plan the demand for materials based on fluctuating requirements.

Production Control

Streamline the production lifecycle, prompt order fulfillment, and optimize raw materials.

Shop Floor Control

Manage the basic operations of the floor while tracking the work ethics of the employees.

Resource Management

Manage, track, and calculate all resources to simplify the manufacturing process.

Distribution Planning

Manage direct and indirect procurement and build a distribution strategy.


Vendor Collaboration

Establish a smooth vendor collaboration to match customer demands with vendor needs.

Demand Planning

Leverage the most advanced demand-planning solution to build an agile and sustainable supply chain that is fueled by intelligence and collaboration.

Inventory Management

Track goods based on different parameters to simplify stock management processes.

Multi-location Warehouse Management

Manage different warehouses with a centralized approach to unify the business operations.

Procurement

Smoothen the process of sourcing and finding the right materials for the highest quality.

Transportation Management

Track and streamline all transportation communication with precise tracking of data.

Optimize Resources

Track the consumption of resources in real-time and optimize them for better ROI.

Vendor Collaboration

Collaborate with vendors, manage contracts, and negotiate with vendors for the right price.

Warehouse Optimization

Optimize core warehousing activities to ensure higher profitability and efficiency.


Case Routing

Allocate the right issues to the right agent based on complexity and executive experience.

Case Management

Track the progress of the open ticket until it gets resolved while allotting the right resources at the right time.

Track Core Activities

Track all customer service activities, along with keeping records of all actions.

Sentiment based Routing

Transfer the case to the right executive based on the emotional feedback of the customer.

Proactive Delivery

Ship and deliver products on time using embedded IoT and better visibility across the chain.

Embedded Intelligence

Analyze customer interactions and make personalized decisions in real-time.

Optimize Service Operations

Streamline business operations with a unified data source and gain comprehensive insights.

Build Proactive Customer Relationships

Track and build personalized interactions with customers to build a strong relationship.  


Work Order

Specify the service work required at the location of the customer.

Communication Tools

Establish communication between service agents, technicians, dispatchers, and customers.

Asset Management

Track the equipment, resources, and service history of each customer.

Preventive Maintenance

Track the health of all equipment and schedule maintenance for them when required.

Billing Capabilities

Generate invoices for products and services based on the customer’s usage.

Time Tracking

Track the amount of time spent on each project to calculate the efficiency and ROI of the executive.

Data Reporting

Collect data and generate reports based on different customer activities.

Inventory Management

Maintain stock levels while keeping an eye on purchase order requests and fulfillment.

General Ledger

Manage, track, and record all financial transactions, and prepare detailed financial reports.

Budget Planning

Optimize and manage budgets while calculating credit and/or debit funds in real-time.

Financial Reporting

Build financial reports to keep track of accounts, cash flow, revenue, and other essential factors as well.

Cash Management

Maintain a balance between the open customer balance and the open vendor balance to track all cash.

Tax Calculation

Calculate taxes for different regions in separate reports to simplify tax calculation and submission.

Credit and Collections

Maintain credit limits and perform basic collection activities for your customers.

Revenue Recognition

Calculate and distribute revenue for multi-element products or services with ease.

Expense Management

Manage and track all expenses for a business while generating precise reports for revenue analysis.

Capacity Planning

Build a strategy based on raw materials and production goals to plan the plant's overall capacity.

Production Scheduling

Use finite and infinite scheduling to schedule the production of different goods.

Demand Forecasting

Forecast demands to furnish upcoming requirements based on existing customer data.

Supply Planning

Plan the demand for materials based on fluctuating requirements.

Production Control

Streamline the production lifecycle, prompt order fulfillment, and optimize raw materials.

Shop Floor Control

Manage the basic operations of the floor while tracking the work ethics of the employees.

Resource Management

Manage, track, and calculate all resources to smooth the manufacturing process.

Distribution Planning

Manage direct and indirect procurement and build a distribution strategy.

Demand Planning

Leverage the most advanced demand-planning solution to build an agile and sustainable supply chain that is fueled by intelligence and collaboration.

Inventory Management

Track goods based on different parameters to simplify stock management processes.

Multi-location Warehouse Management

Manage different warehouses with a centralized approach to unify the business operations.

Procurement

Manage and smooth the process of sourcing and finding the right materials for the highest quality.

Transportation Management

Track and streamline all transportation communication with precise tracking of data.

Optimize Resources

Track the consumption of resources in real-time and optimize them for better ROI.

Vendor Collaboration

Collaborate with vendors, manage contracts, and negotiate with vendors for the right price.

Warehouse Optimization

Optimize core warehousing activities to ensure higher profitability and efficiency.

Case Routing

Allocate the right issues to the right agent based on complexity and executive experience.

Case Management

Track the progress of the open ticket until it gets resolved while allotting the right resources at the right time.

Track Core Activities

Track all customer service activities, along with keeping records of all actions.

Sentiment based Routing

Transfer the case to the right executive based on the emotional feedback of the customer.

Proactive Delivery

Ship and deliver products on time using embedded IoT and better visibility across the chain.

Embedded Intelligence

Analyze customer interactions and make personalized decisions in real-time.

Optimize Service Operations

Streamline business operations with a unified data source and gain comprehensive insights.

Build Proactive Customer Relationships

Track and build personalized interactions with customers to build a strong relationship.  

Work Order

Specify the service work required at the location of the customer.

Communication Tools

Establish communication between service agents, technicians, dispatchers, and customers.

Asset Management

Track the equipment, resources, and service history of each customer.

Preventive Maintenance

Track the health of all equipment and schedule maintenance for them when required.

Billing Capabilities

Generate invoices for products and services based on the customer’s usage.

Time Tracking

Track the amount of time spent on each project to calculate the efficiency and ROI of the executive.

Data Reporting

Collect data and generate reports based on different customer activities.

Inventory Management

Maintain stock levels while keeping an eye on purchase order requests and fulfillment.

Dynamics 365 for Finance & Operations Benefits: Give Your Business a Digital Makeover

Microsoft Dynamics 365 Finance and Operations or D365 F&O comes with several benefits that support businesses as they grow and expand to greater heights.

Dynamics 365 Business Central Features Skyrocket your Business Growth
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Built-In Analytics

Cloud deployment enables organizations to get access to real-time analytics for a well-informed decision-making process. Such data insights will help you make intelligent decisions with 100% visibility across different processes.

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Interactive User Experience

Microsoft offers interactive and consistent user experience across all its business solutions. This empowers users to operate different solutions in an efficient manner from the first point of contact.

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Easy to Scale

With increasing customer demands, you can easily increase the ERP's performance by upgrading its hardware and capabilities within minutes. Also, there would not be any need to invest huge amounts of money to scale your system.

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Avail Automation

Automation lets you enhance the efficiency and productivity of users by automating most of the manual and recurring processes. Also, sharing data from one department to another can be seamlessly performed by D365 F&O.

Microsoft Dynamics 365 for Finance and Operations: Latest Update 2024

Businesses have to implement Dynamics 365 Finance & Operations as a whole irrespective of their specific requirements. It leads to a complex, time-consuming, and costly implementation. Microsoft understood this concern of different businesses and split the whole solution into two powerful ERPs:

Microsoft Dynamics 365 Finance
Microsoft Dynamics 365 Supply Chain Management

All capabilities and tools of D365 F&O have been divided into these two solutions so that businesses can go with the desired set of capabilities they require to grow their business. Also, it has become way more cost-effective and comes with a variety of licensing options.

However, most businesses, decision-makers, and consultants consider this a single solution: Microsoft Dynamics 365 Finance and Operations.

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Switch to Microsoft Dynamics 365 Finance and Operations Avail Automation and Eliminate Complexity

Revolutionize your business to withstand changing market demands and grow even in the toughest situations with Dynamics 365 for Finance and Operations.

Talk to a D365 F&O Expert Now!

D365 Finance and Operations Licensing

With the release of Dynamics 365 Finance and Dynamics 365 Supply Chain Management, Microsoft has stopped offering any licensing options for D365 Finance and Operations. Now, organizations will have to purchase a separate license for both these solutions.

However, you will be required to purchase at least 20 licenses to use any of the solutions.

Dynamics 365 Finance is available in 4 licensing options:

  • Team Members
  • Finance
  • Finance Premium
  • Operations Activity

Dynamics 365 Supply Chain is available in 4 licensing options:

  • Team Members
  • Operations Activity
  • Supply Chain Management
  • Supply Chain Management Premium
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Dynamics 365 Finance and Supply Chain Management Pricing

Based on your business requirements, you can opt for any ERP solution individually or in combination to accelerate your business.

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Dynamics 365 Finance

Microsoft Dynamics 365 for Finance is a robust ERP solution that can streamline complex financial processes with ease. It comes with a set of advanced tools and capabilities required by a modern business to deal with modern issues.

Dynamics 365 Finance

$180 per user/month
  • Cash Flow Management
  • Cash Management
  • Business Accounting
  • Tax Management
  • Financial Planning
  • And More
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Dynamics 365 Supply Chain

Microsoft Dynamics 365 for Supply Chain Management is designed to cater to the business requirements of medium and large-sized organizations. It integrates and unifies data from different sources to manage supply chain operations.

Dynamics 365 Supply Chain

$180 per user/month
  • Supply Chain Planning
  • Order Management
  • Order Fulfillment
  • Assets Management
  • Shop Floor Management
  • And More

For detailed or personalized pricing information, feel free to contact our team

Contact Dynamics 365 Consultant Now!

Dynamics Square:
Your Partner in Growth!

Dynamics Square is a certified Microsoft Dynamics Partner offering its reliable, trustworthy, and cost-effective services to global businesses.

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Experienced Consultants

We have 150+ consultants, available 24x7, to help you get started and resolve your complex issues in no time.

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Adequate Resources

With sufficient resources and good infrastructure, our team will support your business growth while meeting your business demands.

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Instant Support

We have a separate team to offer your remote and on-site support so that you can resume your business regardless of complexity and irregularities.

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Personalized Solutions

We understand the uniqueness of your business and offer you a personalized solution that perfectly matches your business requirements.

Have you got
questions about Finance and Operations

Click through to our FAQ for the best answers!

With revenue recognition, procurement and sourcing, inventory management, payroll, and general ledger modules, Dynamics 365 Finance and Operations offers a complete package to handle core business operations.

Yes, D365 F&O is scalable and flexible, which fits SMEs searching for strong, enterprise-grade technologies to simplify their operations without a large upfront cost on on-premises setup.

It automates important processes, unifies data, and offers real-time analytics to enable firms to better manage resources and make wiser and quicker decisions.

From initial planning to customization and training, Dynamics Square provides professional implementation services that guarantee the solution fits your company’s needs and objectives.

Absolutely! It connects easily with other Microsoft products including Office 365, Power BI, and Teams. This helps improve teamwork and data management efficiency.

The size of the project determines the implementation period, which usually runs from a few months to half a year, with thorough preparation to guarantee a seamless flow. Rest, the duration is likely to vary from one business to another.

Microsoft’s solutions are flexible in terms of deployment, so you will be able to get solutions deployed both on-premises and in the cloud.

Its built-in support for several currencies, languages, and localization helps companies to run internationally and remain compliant with local laws.

Book a Free Consultation

See How Dynamics Square Can Help Transform Your Business With Microsoft Business Applications.

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