Microsoft Dynamics 365 Finance & Operations
Engineering the Modern Enterprise with Unified Intelligent Business Application
Integrated Finance, Operations, Sales, Customer Service and AI into one intelligent platform built for modern organizations.
Finance
Supply Chain Management
Project operations
HR & Payroll
Commerce
Microsoft Dynamics 365 Finance
Finance Transformation for the Modern Enterprise
Finance leaders today must do far more than manage numbers. They are expected to guide strategy, manage risk, ensure compliance, and drive business performance in an increasingly complex environment.
With intelligent financial platforms and integrated data across the organization, finance teams can move from reactive reporting to proactive decision-making.
Gain a clear view of liquidity across entities, projects, and business units. Predict cash flow patterns, identify potential risks early, and make confident financial decisions.
Improve receivable management with predictive insights that anticipate customer payment behavior and reduce cash flow uncertainty.
Enable collaborative budgeting with connected financial data, ensuring that financial plans stay aligned with business objectives.
Reduce the complexity of financial consolidation and close cycles with automated reconciliations and standardized financial processes.
Transform financial data into actionable insights with interactive dashboards, enabling leadership teams to make faster, data-driven decisions.
Speed up invoice capture and processing with AI-powered automation in Dynamics 365 Finance, reducing manual effort and operational costs.
Strengthen financial control with smarter credit monitoring and streamlined collections.
Bring financial and operational insights together to enable faster, data-driven decisions.
Accelerate expansion by rapidly launching new entities, subsidiaries, and product lines through standardized, best-practice business structures.
Streamline recurring revenue management with scalable subscription billing models and automated financial controls.
Enable teams with integrated tools and real-time insights that simplify operations and improve execution across functions.
Simplify compliance with structured financial frameworks that support tax calculations, electronic invoicing, regulatory reporting, and global payments.
Enable multi-country operations with built-in regulatory capabilities designed to support evolving global requirements.
Leverage standardized ERP capabilities and best-practice configurations to reduce dependency on heavy system customization.
Support sustainability initiatives through transparent reporting and integrated operational insights.
Ensure accurate and timely tax management with automated processes and standardized financial controls.
Overview
Building Intelligent and Resilient Supply Chains
Modernize your supply chain to enhance visibility, improve planning, streamline procurement, and optimize fulfillment.
- Supply Chain Planning
- Procurement & Strategic Sourcing
- Manufacturing & Shop Floor Operations
- Order Management & Pricing
- Warehouse Management
Leverage AI-driven insights, historical demand patterns, and external signals to improve forecast accuracy and support proactive supply planning.
Enable faster planning and scenario modeling to respond quickly to demand fluctuations and operational disruptions.
Optimize inventory buffers and replenishment strategies to minimize stockouts while reducing excess inventory costs.
Facilitate real-time collaboration across supply chain, procurement, and sales teams to ensure aligned planning decisions.
Improve supplier selection and sourcing decisions with data-driven procurement strategies and transparent evaluation frameworks.
Create stronger supplier partnerships through integrated communication, performance tracking, and shared operational visibility.
Automate procurement workflows, approvals, and purchasing activities to reduce cycle times and improve efficiency.
Identify potential supplier and supply chain risks early through continuous monitoring and analytics-driven insights.
Align production schedules with demand forecasts, material availability, and operational capacity for optimized output.
Gain real-time insights into production activities, equipment utilization, and operational performance.
Streamline manufacturing processes with connected systems that improve throughput and reduce production bottlenecks.
Strengthen quality assurance with integrated monitoring, inspections, and traceability across production processes.
Manage orders seamlessly from capture to fulfillment with greater visibility across the entire order lifecycle.
Standardize pricing strategies and discount policies to improve revenue control and margin management.
Coordinate inventory, logistics, and distribution processes to ensure reliable and timely order delivery.
Deliver consistent service levels by providing accurate order visibility and proactive communication.
Improve storage, picking, and shipping efficiency with streamlined warehouse processes and automation capabilities.
Enhance warehouse productivity through optimized workflows, intelligent task management, and operational visibility.
Maintain accurate inventory tracking across locations to support faster fulfillment and improved planning.
Support scalable logistics operations that adapt to changing demand and complex distribution networks.
Overview
Dynamics 365 Project Operations
Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
- Improve deal management
- Improve visibility
- Simplify processes
- Increase productivity
- Optimize resource utilization
- Drive business performance
Model robust pricing and costing variations on geography and local market economics that influence your global workforce and exchange rates.
Create fixed-price, time and materials, or retainer-type contracts for your projects using adaptable billing models.
Use standardized templates to quickly develop detailed estimates, schedules, and pricing for quotes.
Consolidate your customer data using the built-in interoperation with Dynamics 365 Sales to get actionable insights.
Use built-in dashboards surfacing KPIs such as resource utilization, forecasting, and budgeting to quickly adapt to changing business conditions.
Use Microsoft Power BI to easily visualize and share business intelligence with your project teams to help drive better customer outcomes.
Generate budget and time snapshots to forecast in resource and non-stocked deployments.
Speed time sheet creation with Time Entry Agent (preview)—auto-drafting entries to capture hours, track resources, and bill accurately.
Expense Agent (preview) turns receipts, emails, and trip details into draft reports—cutting effort and enforcing compliance.
Activity Approvals Agent (preview) flags only entries needing review—saving time, reducing backlogs, and enforcing policy.
Improve productivity with Copilot in Dynamics 365 Project Operations. Use AI to generate status reports, identify risk assessments, and build project task plans.
Develop accurate estimates for labor, expenses, and materials, and track budget-to-actual consumption as projects progress.
Bring your teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps.
Use built-in insights to understand how your projects are trending and drive timely decisions for course correction.
Create budget and time snapshots for forecasting in resource and non-stocked deployments to get a clear view of spending and progress targets.
Easily distribute workloads across your resources to optimize project delivery.
Maintain resource profiles to easily match people’s skillsets with projects and rate skills using proficiency models.
Streamline scheduling and get visibility into resource availability using universal resource scheduling.
Support your global teams’ adherence to accounting standards and practices, including International Financial Reporting Standards (IFRS).
Manage billing queues, subscriptions, and progressive billing. Add details and group transactions to customize invoices for easy reconciliation.
Set up project cost and revenue profiles for fixed-price or time and materials billing using accounting rules for cost and revenue, accruals, and postings.
Interoperate with Dynamics 365 Finance or external ERP systems via open APIs to extend financial capabilities.
Overview
Dynamics 365 Human Resources
Drive success for your people and your business with a connected HR solution.
Allow employees to easily view time-off balances and submit leave requests in Microsoft Teams.
Foster connections with rich employee profiles that include career accomplishments, skills, certifications, and interests.
Get your people the information they need with easy access to employee profiles, training, performance tracking, goal setting, and time-off requests.
Complete routine and HR-related tasks faster with business process automation and team performance and feedback tracking.
Help employees grow with training and certification tracking.
Easily create compliant and competitive programs that meet changing global regulations.
Develop compensation programs based on defined guidelines and easily adjust to automate company-wide rollouts.
Transform benefits administration with flexible, configurable, self-service enrollment tools that allow for life events.
Deliver payroll, budgets, and tax filings by integrating with payroll providers for comprehensive operating expenses tracking.
Find candidates and manage recruiting by integrating with talent acquisition systems such as LinkedIn Talent Solutions.
Connect with other HR solutions, including payroll, talent management, recruiting, and LinkedIn.
Reduce complexity with tools that accurately reflect organizational hierarchies, personnel records, and job descriptions.
Improve productivity and efficiency with automated processes, workflows, and task management.
Easily customize and extend Dynamics 365 Human Resources using Microsoft Power Platform.
Improve workforce planning with Power BI dashboards that help you centralize, analyze, and visualize your data.
Make decisions confidently using embedded analytics that track and analyze HR programs.
Reduce complexity and centralize your data by integrating with existing systems and partner applications.
Use survey insights from Dynamics 365 Customer Voice to capture employee sentiment and create a more collaborative environment.
Overview
Dynamics 365 Commerce
Deliver unified, personalized, and seamless omnichannel buying experiences for customers and partners.
- Omnichannel retail engagement
- Customer loyalty and personalization
- Streamlined digital commerce
- AI-driven intelligent commerce
- Connected customer journeys
- Headless API-first commerce
Provide exceptional purchasing experiences by connecting in-store, digital, and back-office operations on a unified commerce platform.
Empower customers to decide when, how, and where they want to purchase—on any device, across all online and offline retail channels.
Enable customers to buy online and pick up in-store or receive home delivery via connected ordering and fulfillment tools.
Centrally manage promotions and discounts across all retail channels using accurate, real-time omnichannel sales and cost data.
Use purpose-built functionality and capabilities needed by B2B organizations and users for self-service buying experiences.
Enhance customer experiences across retail shopping channels, exceeding expectations with personalization and tailored product selections. Adventure Works surfboard listings with prices: Kiama Classic, Noosa, Sunnox, and Bondi Twin Surfboards.
Deliver virtually endless purchasing options with access to your full product catalog, in store or online.
Build a single view of customer interactions and orders across physical and digital storefronts.
Help employees foster customer relationships with upsell and cross sell recommendations, insights, loyalty programs, and intelligent actions.
Utilize native support for Dynamics 365 Customer Insights, Dynamics 365 Sales, and Dynamics 365 Customer Service to address all aspects of the buying journey.
Quickly launch websites using drag-and-drop content authoring and integrated content management with an easy-to-use visual page builder.
Deliver personalized, appealing web experiences with content-driven commerce strategies.
Bring B2C e-commerce to your business partners and wholesale vendors with customer-specific catalogs and trade agreement pricing.
Get a single view of customers, products, promotions, inventory, and pricing across physical and digital channels.
Take advantage of targeting and personalization tools that can be integrated with Dynamics 365 Customer Insights.
Use intelligent product lists to drive cross-sell and upsell recommendations so customers can easily discover relevant products.
Easily authorize and capture payments around the world using native integration with the Adyen payment gateway service.
Enrich product content to engage and educate customers about your brand and products with Microsoft Copilot.
Provide intelligent, contextual product search powered by Azure AI Search to help customers search online and in store.
Use Commerce authoring tools and Accessibility Insights to help customers of all abilities easily access page content.
Easily orchestrate personalized multichannel journeys by using Commerce with Dynamics 365 Customer Insights.
Take advantage of brand centric e-commerce experiences and rich, engaging product pages to reduce customer-abandoned carts.
Create AI-powered chatbots that resolve common issues and answer questions 24 hours a day using Microsoft Copilot Studio.
Support customer inquiries and post-sales experiences with intuitive tools for call center and service center management.
Use segmentation via rich customer data to group audiences and deliver more relevant campaigns and shopping experiences.
Adapt to business needs and support traditional and emerging channels with an agile, API-driven headless commerce engine.
Employ a configurable and extensible platform that expands to fit your needs.
Scale with flexible deployment options on-premises, in the cloud, or at the edge.
Take advantage of cohesive security management and comprehensive compliance coverage to run your business with confidence.
