Dynamics 365 Finance

Dynamics 365 Finance is a powerful growth management tool for an ambitious business.

Dynamics 365 Finance enables CFOs to streamline and automate financial processes, track performance in real-time, predict financial results, and make better data-driven decisions to grow revenue and profitability.

MS Dynamics 365 Finance & Operations, digital icon

Dynamics 365 Finance covers everything necessary for financial management – general ledger, supplier and customer billing, budgeting and forecasting, bank management, financial reporting, cost accounting, fixed asset management, project accounting, management of compliance with regulations and requirements (IFRS, GDPR, ESG, etc.). Dynamics 365 Finance integrates seamlessly with other Dynamics 365 modules, Microsoft products such as Office 365 and Azure, and third-party applications, providing a consistent user experience across applications and increasing overall organizational efficiency.

Better quality information for monitoring the company’s health and making financial decisions

  • Real-time overview of financial performance
  • Customer receipts and cash flow monitoring, trends, proactive financial forecasting
  • Smart budgeting on the basis of historical data-based budget proposals, tracking budget and reality compliance
  • Different cost accounting methods and profitability analysis options
  • The real-time complete picture necessary for decisions through the connection of data from different data sources, one truth
  • Integration with Power BI, data visualization

Automating financial processes to focus on what matters

  • Automated billing
  • Automation of payment deadlines, discounts and payment schedules, credit check operations
  • Configurable and customizable workflows to automate routine tasks and reduce errors

Support for growing and international business

  • Rapid setup and deployment of new businesses and business units
  • Flexible and fast financial management and consolidation across different legal entities and currencies
  • Adaptability to changing regulations through setting options, including document templates, tax management, etc
  • Country-based localizations and AppSource partner solutions
  • Legal compliance and internal control processes (audit trails, role-based security)

Dynamics 365 Finance modules

General Ledger

– setting up the financial year and its closing;

– creation of chart of accounts and dimensions (levels of financial analysis);

– setting up ledger rules;

– automatic import of currencies from the European Central Bank;

– accrual settings and entries;

– preparation of financial reports and financial analyses;

– setting up automatic business-to-business transactions (invoices, payments).


– setting up tax periods and entries;

– adding tax codes and linking them to customers/suppliers and goods;

– preparation of a tax return by country.

Accounts receivable

– creating and managing customers;

– preparation of sales orders;

– preparation of sales invoices;

– calculation and revaluation of receivables in foreign currency;

– setting up payment methods;

– management of receipts;

– setting up additional charges.

Credit and collection management

– setting up and managing the credit management process (limits, risk scores);

– current overview of customer debts in time distribution;

– organizing debt and interest collection;

– writing off debt claims.

Accounts payable

– creating and managing suppliers;

– preparation of purchase orders;

– entering purchase invoices;

– calculation and revaluation of debts in foreign currency;

– setting up payment methods;

– payment management;

– setting up additional charges.

Cash and bank management

– setting up and managing company checking accounts;

– management of deposits, promissory notes, bonds, letters of credit, letters of guarantee;

– importing bank statements and reconciling receipts and fees;

– preparation of payments to suppliers;

– centralized payments.

Subscription billing

– settlement of recurring contract;

– deferral of income and expenses;

– multi-element income allocation.

Cost accounting

– collection of cost data from the general ledger, sub-registers, budgets;

– cost analysis and control.

Expense management

– setting up travel expenses rules;

– employee expense reports and compliance rules;

– accounting of transactions made with the company’s credit cards.

Fixed assets

– setting up fixed asset accounting;

– acquisition, management, write-off, sale of fixed assets;

– accounting for depreciation.

Asset leasing

– liisitud varadega seotud finantstehingute haldamine;

– liisitud vara sidumine põhivaraga;

– liisingutehingute aruandlus.


– budget planning;

– budget preparation;

– budget control.


– real-time consolidation – daily balances are consolidated by selected accounts and dimensions and stored in the consolidation company;

– financial reporting – allows you to consolidate transactions and balances at any time, can create multiple hierarchies and view in multiple reporting currencies;

– consolidation with import – balances are imported to the consolidation company;

– export of balances – company balances are saved in the export file;

– setting up elimination rules for use in the consolidation process.

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