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Dynamics 365 Finance Implementation

Do not let your legacy and siloed system limit your business growth

We deploy Dynamics 365 Finance for medium-sized to enterprise-sized businesses to  transform their business by automating and modernizing their financial operations, boosting up financial decision making with the help of AI, and reducing cost and global risks. Dynamics 365 is a cloud-based Enterprise Resource Planning (ERP) application designed for medium to large organizations. Until recently, the application has long been known as Dynamics 365 Finance and Operations. But Microsoft now licenses it as two separate apps. 

  • Dynamics 365 Finance: it consists of  financials, accounting, project management, asset management, budgeting, reporting, etc.
  • Dynamics 365 Supply Chain Management: it consists of manufacturing, warehousing, distribution, engineering, etc.

It is a single implementation though. What 2-app licensing implies is that you just decide whether your individual users have access to one or both apps.

Deliverables

Configure Currencies
Create Fiscal Calendars, Years, and Periods
Configure Charts of Accounts
Configure Ledgers and Journals

Set up Cash and Bank
Set up Intercompany Accounting
Configure Ledger Allocations and Accruals
Configure Letters of Credit and Guarantees
Configure and Process Postdated Checks
Configure Sales Tax

Configure Accounts Payable
Configure Accounting Distribution, Invoice Validations and Settlements
Configure Accounts Receivable
Configure Credit and Collections
Process Credit and Collections

Configure and Use basic Budgeting and Budget Control
Configure and use Budget Planning
Configure Finance for Public Sector

Configure Fixed Assets Management
Manage Fixed Assets
Set up Depreciation Schedules
Retire and Transfer Assets
Configure Electronic Reporting

Key Functionalities

Benefits of Dynamics 365 Finance

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