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Microsoft Dynamics 365 for Finance

Whether your business is an SMB or a global enterprise, Dynamics 365 has the tools to meet accounting and financial management needs. When you modernize your financial operations, you can see your performance in real time, predict future growth and decide based on data, not gut feel.

Benefits of Dynamics 365 for Finance

Manage money wisely

Reduce costs for one location or several. Use financial planning and analysis, budget control and project automation to smartly use your resources.

Make strategic financial decisions

Keep a close eye on the health of your business. Use real-time reporting from a single source with smart predictive insights to make strategic decisions quickly.

Reduce financial risk and complexity

Adapt to changing financial requirements without worry. Use a guided, flexible chart of accounts to easily and accurately manage your position. Respond to new regulations quickly and easily to simplify tax reporting and payments.

Simplify financial processes

Take smart actions fast, thanks to quick access to data tailored to your role. Start with a high-level overview of key metrics then drill down into the details to get a granular look at your financial health and performance. Automate and prioritize tasks to help you get more done and reduce errors. Save time switching between applications, thanks to integration with Office 365.

2019 Finance Trends Report

Technology is redefining what it takes for organizations to be successful. To stay relevant, finance professionals must find better ways to manage and evaluate risk, build strong corporate strategies and grow the business.

Dynamics 365 for Finance Features at a Glance

Accounts Receivable

Track incoming payments and customer invoices.

Accounts Payable

Order and pay for products and services. 

Cost Accounting

Analyze your business fixed and variable costs for a deep understanding of where your money goes. 

Cash and Bank Management

Record and reconcile bank transactions against your statements and categorize transactions by type.


Monitor the funds available for planned expenses. Compare planned vs. actual spending.

Expense Management

Store payment method information, track employee expenses and import credit card transactions. Plus, define your companywide expense policies and automate the employee reimbursement process.

General Ledger

Collect and organize the data from other Dynamics 365 Finance modules. Set up your chart of accounts, fiscal calendar and currencies.

Financial Reporting

Create and analyze a variety of reports that offer a window into your company’s financial health, including income statements, balance sheets, actuals versus budget and many more.

Project Accounting

Manage budgeting, billing, employee time, reporting, expenses and more for individual projects. See how they affect the bottom line.

Why Dynamics 365 for Finance?

With Dynamics 365, I feel like I have my hands on all the levers of the business at once. I have total visibility into our data, and I understand exactly what that data is showing me at all times.”

—Carl Spackman, Vice President of Finance, Copper State Bolt and Nut Co.

Want to Learn More About Dynamics 365?

As a leading Microsoft Partner, Intelligent Technologies can help you empower staff, connect with customers, transform business processes, and streamline operations with Microsoft Dynamics 365. Simply fill out the form to register for your custom demo or to request more information.