What is Dynamics 365 Finance?

Dynamics 365 Finance is Microsoft’s enterprise-scale cloud ERP solution for finance leaders designed to support large or complex organisations to maximise financial visibility and profitability and automate and modernise global financial operations.

 

It enables organisations to monitor performance in real-time, predict future outcomes and make data-driven decisions to drive business growth. It is a cloud-based ERP system and is designed with built-in intelligence.

Why Dynamics 365 Finance?

  • Make Financial Decisions with AI

    Using embedded analytics and insights, organisations can assess the health of their business, improve financial controls, optimise cash flow, and make strategic decisions faster to drive growth.

  • Automate Financial Processes

    Embedded Power BI enables smarter, faster actions and decisions with role-based workspaces. Powerful data visualisation provides a high-level view of business metrics and the ability to drill down into the transactions. Get more done with familiar integrated tools and applications, such as Microsoft 365.

  • Reduce Operational Expenses

    Minimise costs and optimise spending across geographies with process automation, budget control and financial planning and analysis.

  • Decrease Financial Complexity

    Quickly adapt to changing local and global financial requirements with a flexible, guided, rules-based chart of accounts and dimensions – enabling you to easily and accurately manage your financial operations. Manage frequently changing regulatory requirements with a no-code configuration service that simplifies regulatory and tax reports, e-invoicing, and payments.

  • Cloud Services

    Get real-time information on almost any device. Simplify and accelerate business process changes, seamlessly integrate with legacy systems, simplify global compliance, and scale elastically.

Make Financial Decisions with AI
Automate Financial Processes
Reduce Operational Expenses
Decrease Financial Complexity
Cloud Services

Dynamics 365 finance FAQ's

Dynamics 365 Finance benefits businesses by providing robust financial management capabilities, streamlining processes, improving decision-making with real-time insights, and facilitating compliance with regulatory requirements.

Yes, Dynamics 365 Finance can integrate with other systems such as CRM, ERP, and third-party applications through connectors and APIs, ensuring seamless data exchange and collaboration across the business.

Key features of Dynamics 365 Finance include financial reporting and analysis, budgeting and forecasting, accounts payable and receivable management, fixed asset management, expense management, and multi-currency support.

Dynamics 365 Finance helps businesses ensure regulatory compliance by offering tools for audit trails, financial controls, tax management, and reporting features that adhere to local and international accounting standards.

Dynamics 365 Finance supports multi-currency transactions by allowing businesses to manage transactions in multiple currencies simultaneously. It offers features such as currency conversion, exchange rate management, and reporting in different currencies, enabling businesses to conduct global business operations seamlessly while complying with international financial standards.

VERIPOS Case Study

  • “

    “Telefónica Tech’s understanding of our business and deep knowledge of Dynamics has helped VERIPOS achieve consistency, efficiency and visibility across our entire global operation.”

    Philip Milne

    Vice President Commercial, VERIPOS

Dynamics 365: Envisioning the Future of Finance

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An experienced partner you can trust

Telefónica Tech is a Microsoft gold partner with extensive experience helping organisations deliver customer engagement with Dynamics 365 Customer Service. We provide a full range of solutions for your customer service teams and can advise on the optimal solution for your requirements. From systems upgrades through to new project implementation and ongoing support, Telefónica Tech helps you to drive value from your investment.

 

With Dynamics 365 Customer Service, we help organisations:

  • Provide a personalised service
  • Proactively and professionally handle case management
  • Empower employees with the right tools
  • Resolve customer issues quickly
  • Operate across multiple devices
  • Reduce operational costs
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