Investment Module

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Investment Module Overview

Power of the Investment Module in Dynamics 365

Investment Module for Finance and Supply Chain is a powerful module within Dynamics 365 designed to simplify stock management, portfolio handling, and investment reporting. It helps finance teams optimize investment decisions and streamline stock transactions.

Investment Module

  • Automatically reverse the original posted unrealized gain/loss entries and generate actual realized gain or loss calculations whilst performing Stock sales.
  • Strengthen security and accuracy with the built-in maker-checker feature, ensuring all stock transactions are reviewed and approved before the final transactional postings.
  • Access detailed reports on stock performance, portfolio health, and financial outcomes, enabling informed decision-making through Power BI Reports.
  • Fully integrated with Dynamics 365 Finance, the Investment module ensures that all stock transactions and financial data flow smoothly across financial modules.

    • Easily manage stock purchases, sales, and revaluations, ensuring your portfolio is always up-to-date and accurate.
    • Maintain a clear and organized stock portfolio, tracking gains, losses, and stock performance effortlessly.
    • Ensure accuracy with Share Rate Master which automatically calculates the unrealized gain or loss based on market trends.
    • Simplify stock sale processes by automatically calculating gains and losses using FIFO or Weighted Average methods, ensuring precision in every transaction.
    • Make informed stock purchases, whether new or existing, through brokers or direct channels, with built-in decision-making tools.
    • Automate financial postings for stock transactions based on predefined posting profiles, eliminating manual data entry and reducing errors.

    TSC

    Our Capabilities

    With a 150+ member team and rich experience in Microsoft Solutions, TSC is well positioned to help in your business transformation journey. As a Microsoft Dynamics Gold Partner, we have successfully delivered 100+ ERP projects. ERP implementation is a transformation journey and at TSC we don’t believe in acquiring clients and delivering projects, but rather partnering with organizations in the journey.
    We walk together through the journey and beyond to make sure the goals are met, and new standards are set. Our clients have gained real-time insights on business data, reduced production costs & achieved high success rates in the respective target markets.
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    Investment Module,Dynamics 365

    The Solution Consulting (TSC) is a group of technology and business enthusiasts 
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