Reinvent your productivity with Microsoft Dynamics 365 Finance
Streamline operations
Make your entire organization operate more smoothly. This includes improving operational procedures, speeding up product delivery, modernizing business logistics and optimizing procurement processes.
Reduce costs
Improving your organization’s performance goes hand in hand with keeping costs down. Achieve this goal with better insights and financial process automation, budget planning and other functionality.
Empower employees
Across departments, users will work more productively and adapt more easily to changing financial requirements. Transparency across the board enables everyone to make informed decisions more quickly.
Your benefits
Dynamics 365 Finance is the ideal financial management solution for medium to large companies which require a unified solution across locations, including those with subsidiaries in multiple countries. By default, It includes country-specific functionality and numerous languages. Retail, manufacturing and professional services companies will be delighted to hear that there are pre-defined industry-specific features for them. Additionally, the app is scalable and thus suitable for growing companies.
Microsoft Dynamics 365 Finance includes:
Cashflow management & liquidity planning
Monitor incoming and outgoing payments in real time. Identify potential shortfalls early and plan liquidity to ensure your business can meet its obligations.
Budgeting, planning & forecasting
Create budgets, compare them with actual results, and adjust forecasts as conditions change. Keep financial plans aligned with business goals.
Cost accounting & calculation
Track costs across departments, projects, or products. Analyze where money is spent and allocate it accurately to improve profitability.
Fixed assets
Manage the full lifecycle of fixed assets – from acquisition to depreciation and disposal. Ensure assets are tracked, valued, and compliant with accounting rules.
Financial reporting & analysis
Generate standard financial statements as well as detailed management reports. Use built-in analytics to understand performance and support decision-making.
AI & automation
Automate repetitive financial tasks like invoice processing or reconciliations. Use AI-driven insights to detect anomalies, reduce errors, and improve efficiency.
Multi-company, multi-language, multi-currency
D365 Finance supports global financial needs with localization, unique legal entity configurations, and automated consolidation and elimination of financial data.
Financial dimension flexibility
D365 Finance enables flexible GL segments beyond core accounts, enhancing reporting and analytics with detailed, relevant financial data via Power BI.
Project-centric financial views
Companies that utilize Dynamics Project Operations can gain project-based insights, enabling profitability tracking, custom GL structures, and forecasting of late payments from project customers.
Support Dynamics 365 Finance with AI
Explore Copilot for Microsoft Dynamics 365 Finance:
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AI Power Assistance automates repetitive tasks, such as data consolidation and transaction reconciliations.
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Natural Language Interaction allows users to ask questions and issue commands without navigating complex menu structures.
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Contextual Insights assist with analyzing financial data and predicting outcomes, such as potential late payments.
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Copilot for Finance is embedded within the D365 Finance application, ensuring full access to all capabilities offered by the application.
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Improved process efficiencies due to increased automation, freeing up finance professionals to focus on overall business performance.
If your finance team struggles with spread-out data and delayed reporting, Dynamics 365 Finance’s AI features help collect all necessary information and trends early. This lets teams act in time.
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Cash flow forecasting: Predict future liquidity and flag anomalies
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Customer page summary: Get instant overviews of customer financial health
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Workflow history summary: Understand approval chains and bottlenecks
Manual financial tasks are likely to be slow, error-prone, and expensive. The following features let you reduce this kind of repetitive work and improve accuracy – all while freeing up your time.
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Collections coordinator summary: Summarize overdue invoices and draft reminders
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Expense management automation: Auto-categorize and reconcile expenses
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Report generation: Create financial reports on demand with natural language prompts
Finance systems can be complex to navigate. Copilot’s natural language chat makes it easier to interact with financial data intuitively and take action.
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Copilot chat interface: Ask questions like “What’s our Q4 forecast?” – “What customers are currently late paying their invoices?” – “Is the GL currently reconciled with Accounts Payable?” – “What tasks are remaining before we can close Q3?” and get instant answers
Everything under control with Dynamics 365 Finance
Automate account reconciliation, invoice tracking, and reporting with Copilot assistance
proMX - YOUR MICROSOFT DYNAMICS 365 PARTNER
Since proMX’s founding over 20 years ago, we have grown both from a geographical and a technical perspective: today we have subsidiaries in the USA, Europe and Asia and we are experts for Microsoft Dynamics 365. One of our areas of expertise is Dynamics 365 Finance.
Whether small, medium or large organizations – we always provide the best possible working environment to our customers. That is why we implement and customize Dynamics 365 solutions as well as develop our own add-ons to extend Dynamics 365 with even more useful features.
Our services
Consulting
We will show you how Dynamics 365 Finance centralizes your complete global financial management in one app. Together we will then establish an implementation plan based on your vision and possibilities.
It includes technical and industry-specific prerequisites as well as security and compliance requirements.
We’ll teach all users the best way to use the solution before its go-live.
System integration
The implementation plan will serve us as guidelines when we customize the finance tool to your needs. The actual implementation will be carried out in agile sprints. That allows you to check every step and lets us adapt the solution along the way if necessary.
Our experts will embed Dynamics 365 Finance in your existing systems. Further Microsoft applications or proMX add-ons can be integrated seamlessly, too.
Infrastructure
All Dynamics 365 solutions run in the cloud. That means you needn’t worry about physical servers in your buildings. All solutions are available on-premises, too, if you prefer.
The security of your data and processes is also ensured. All your systems are secured by multi-factor authentication. Employees can only access designated areas with proof of identity, e.g., a password and a code sent to their phones.
Support
Do you have further questions or problems? Don’t worry, we won’t leave you hanging.
No matter whether there is a technical issue, or you need advice on navigating your new solution: our support team is available for you.
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