Dynamics 365
Finance
Financial clarity for what's next.
Automate accounting, close the books faster and see every entity, currency and country in real time, on the ERP trusted by finance teams worldwide, implemented and supported by FusionX Consulting.
- Microsoft Cloud Solution Provider
- Licensing to go-live to support
- Copilot-ready
Overview
Built for finance teams who've outgrown spreadsheets and legacy ERP.
If any of these sound familiar, Dynamics 365 Finance was designed for you.
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"Month-end close takes two weeks of reconciliations and late nights."
With Dynamics 365 Finance Automated reconciliations, close checklists and real-time posting shorten the close and remove manual steps.
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"Our numbers live in a dozen spreadsheets, and nobody trusts the same version."
With Dynamics 365 Finance One ledger, one source of truth, with live dashboards and Power BI reports everyone can rely on.
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"We can't see consolidated performance across entities until it's too late."
With Dynamics 365 Finance Multi-entity, multi-currency consolidation and intercompany accounting, visible as it happens.
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"Every new country means new tax rules, new reports and new risk."
With Dynamics 365 Finance Country localisations, configurable tax and built-in audit trails keep you compliant as you expand.
Capabilities
Everything your finance function runs on, in one platform.
From the general ledger to global tax, every module shares the same data, security and workflows, so nothing falls through the gaps between systems.
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General ledger & financial reporting
A flexible chart of accounts with financial dimensions, automated allocations and accruals, and a built-in report designer for statements, management packs and drill-down to the source transaction.
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Accounts payable automation
Invoice capture, two- and three-way matching, approval workflows and scheduled vendor payments.
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Accounts receivable & collections
Credit management, customer aging, a collections workspace and AI-assisted reminders.
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Cash & bank management
Advanced bank reconciliation, cash-flow forecasting and a live view of liquidity across banks.
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Budgeting, planning & forecasting
Budget plans, budget control on spend and rolling forecasts, with Excel built in.
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Fixed assets & leasing
Acquisition to disposal, multiple depreciation books and lease accounting.
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Global tax & localisation
Multi-currency, multi-language and country-specific localisations, with a configurable tax engine and regulatory reports for the regions you operate in.
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Consolidation & intercompany
Consolidate entities, eliminate intercompany balances and translate currencies automatically.
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Project accounting
Project budgets, cost tracking, time-and-materials and fixed-price billing.
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Expense management
Mobile receipt capture, policy checks and fast reimbursement.
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Revenue recognition & subscription billing
Recurring billing schedules and revenue recognised in line with your policies.
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Audit, controls & compliance
Role-based security, segregation of duties, approval workflows and full audit trails.
Copilot & AI
An AI co-worker for every finance task.
Copilot and AI agents in Dynamics 365 Finance take on the repetitive work, so your team spends its time on analysis and decisions instead of data entry.
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Account Reconciliation Agent Preview
Runs scheduled reconciliation analysis and surfaces exceptions in a dedicated workspace.
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Collections assistance
Summarises a customer's account and payment history, and helps draft reminder emails.
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Instant summaries
Plain-language summaries of customers, vendors and workflow history, right where you work.
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Variance analysis in Excel Preview
Highlights what changed between periods and why, so you can explain variances faster.
Copilot availability depends on your version, region and licensing. Features marked Preview may change. We confirm what's available for your environment.
Contoso Retail has 3 overdue invoices totalling $48,200. The oldest is 47 days past due. They usually pay within 10 days of a reminder.
Integrations
Connected to the Microsoft tools your business already uses.
Dynamics 365 Finance shares data with the rest of Dynamics 365, Microsoft 365 and Power Platform, so your processes run end to end without re-keying.
Dynamics 365 Finance
Dynamics 365
Supply Chain Management
Project Operations
Sales
Human Resources
Commerce
Microsoft 365
Excel
Teams
Outlook
Microsoft 365 Copilot
Power Platform & Azure
Power BI
Power Automate
Power Apps
Dataverse
Azure & Microsoft Fabric
Is Dynamics 365 Finance right for you?
Dynamics 365 Finance or Business Central?
Both are Microsoft ERP. The right one depends on your size, complexity and where you're headed. Here's the quick version. We'll help you decide properly.
| Criteria |
Dynamics 365 Finance
|
Business Central
|
|---|---|---|
| Best for | Mid-sized to large and enterprise organisations | Small and mid-sized businesses |
| Entities & countries | Many legal entities, currencies and countries | One or a few entities, simpler structures |
| Budgeting & planning | Advanced budget control, planning and forecasting | Core budgeting |
| Tax & compliance | Configurable global tax engine and deep localisations | Country localisations for supported markets |
| Transaction volume | High volumes and complex processes | Moderate volumes |
| Typical implementation | Around 4–9 months for a standard rollout | Weeks to a few months |
How we implement
From first conversation to confident go-live.
A proven, phased approach that keeps scope, budget and timeline visible at every step.
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Discover
Workshops with your team to map processes, pain points, entities and reporting needs.
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Design
Fit-gap analysis and a solution blueprint, with a realistic plan, timeline and budget.
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Build
Configure Dynamics 365 Finance, build integrations and workflows, and keep customisation lean.
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Migrate
Cleanse, map and trial-migrate your data until balances reconcile to the cent.
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Test & train
End-to-end testing with your users, plus role-based training so everyone is ready.
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Go live & optimise
A supported cutover, hypercare, then ongoing improvements as Microsoft ships updates.
Why FusionX Consulting
A partner for the whole journey, not just go-live.
- 20+years track record
- 4xhigher order processing capacity
- Up to 40%improved operational efficiency
- Licensing, implementation and support from one team
- Dynamics 365 Finance specialists who speak accounting, not just IT
- Lean, standard-first configuration that's easy to upgrade
- Training and adoption so your team actually uses it
FAQ
Questions finance leaders ask us.
Can't find what you're looking for? Our team is happy to walk you through it.
Ask us a questionWhat is Microsoft Dynamics 365 Finance?
Dynamics 365 Finance is Microsoft's cloud ERP application for financial management in mid-sized and large organisations. It covers general ledger, payables, receivables, cash and bank, fixed assets, budgeting, project accounting, expense management, tax and consolidation, with built-in reporting, Copilot AI and integration with Microsoft 365 and Power Platform.
How is Dynamics 365 Finance different from Business Central?
Business Central is an all-in-one ERP for small and mid-sized businesses that need to be up and running quickly. Dynamics 365 Finance is built for larger or more complex organisations with many legal entities, currencies and countries, advanced budgeting, global tax and high transaction volumes. We help you choose based on your size, complexity and growth plans.
How long does a Dynamics 365 Finance implementation take?
A standard single-entity rollout typically takes around four to nine months from kick-off to go-live. Multi-entity, multi-country or highly integrated projects take longer. The biggest factors are data migration, integrations, customisation and how quickly decisions and testing happen. We give you a timeline based on your actual scope during discovery.
Can we migrate data from our current ERP or accounting system?
Yes. We migrate master data such as your chart of accounts, customers, vendors and fixed assets, plus opening balances and the history you need, from systems like Dynamics GP, Dynamics AX, SAP, Oracle, Sage, QuickBooks or spreadsheets. Data is cleansed, mapped and validated in trial migrations before go-live.
Does Dynamics 365 Finance support multiple companies, currencies and countries?
Yes. Dynamics 365 Finance is designed for multi-entity, multi-currency and multi-language organisations. It supports intercompany accounting, consolidations, shared charts of accounts and country-specific localisations for tax and regulatory reporting.
What does Copilot do in Dynamics 365 Finance?
Copilot brings AI assistance into everyday finance work, for example summarising customer and collections information, helping draft collection reminders and, with the Account Reconciliation Agent, analysing reconciliations and surfacing exceptions. Some Copilot features are in preview and availability depends on your version and region, so we confirm what is available for your environment.
Does it integrate with Excel, Power BI and Microsoft 365?
Yes. Dynamics 365 Finance works natively with Excel, Outlook and Teams, connects to Power BI for analytics and to Power Automate and Power Apps for workflows and extensions, and shares data with other Dynamics 365 apps such as Supply Chain Management, Sales and Project Operations.
Is Dynamics 365 Finance cloud-based?
Yes. Dynamics 365 Finance is a software-as-a-service application hosted by Microsoft on Azure, with Microsoft managing infrastructure, updates and availability. If you have specific on-premises or data residency requirements, talk to us and we will walk you through the options.
Is our financial data secure?
Dynamics 365 Finance runs on Microsoft Azure and uses Microsoft Entra ID for sign-in, role-based security, segregation of duties rules and full audit trails. We configure security roles and approval workflows to match your internal controls.
What does FusionX Consulting provide?
As a Microsoft Cloud Solution Provider we handle the full journey: licensing, discovery and solution design, configuration, data migration, integrations, testing, training, go-live and ongoing support and optimisation.
Ready to Close Faster and Plan Smarter?
Our Dynamics 365 Finance specialists will take you from first conversation to confident go-live. Your numbers, our expertise: real-time clarity for every entity, currency and decision.