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Microsoft Dynamics 365 for Finance and Operations

Competition is greater than ever before. As customers demand faster response times, higher quality products, and exceptional customer service and relationships, businesses are leveraging technology to transform their operations and help them deliver. To maintain a competitive advantage, organizations require flexibility in their operations and must continually drive innovation—not only in the marketplace but also in how they operate internally.

Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is Microsoft's business application for enterprises that enables people to make smarter decisions quickly through an intuitive user interface that provides access to real-time insights and intelligence. It enables business to transform by delivering proven business logic and enabling them to redesign their business processes faster so they can innovate, get quick time to value to stay ahead of the competition. It gives businesses the flexibility to grow at their own pace and do business nearly anywhere, anytime, through the choice, flexibility, and intelligence of the cloud, allowing them to scale their business operations globally to meet ever-changing business needs.

Key Benefits


Unifying financial and business operations enables businesses to deliver real-time visibility across their organization for better and faster decisions.


Transforming businesses by easily redesigning processes without disrupting operations is crucial for organizations to stay competitive.


Helping businesses grow at their own pace is about giving them the choice and flexibility to modernize their organizations at the pace that works for them with the ability to do business anywhere, anytime.

Key Capabilities


Provide a fast and efficient way to register financial transactions, manage relationships between subsidiaries and the parent organization, manage internal cost accounting, currency translation, and reports in any supported currency. Gain financial insight, help control expenditures, and support the enforcement of accounting policies and rules.

General ledger

Financial accounting with flexible configuration options for setup and maintenance of general ledger. Share data such as chart of accounts or currency exchange rates across multiple legal entities, and create flexible journal entries for all account types. Use Financial period close workspace to track your financial closing processes across companies, areas, and people.

Budget planning

Manage your organization’s budget, including flexible configuration options, instant calculation of available budget funds, pooling of budgets, and budget workflows for review and approval, with configurable budget planning supporting a flexible chart of accounts and dimensions, custom-defined process configurations, workflows, and the use of Microsoft Excel to create a budget planning worksheets.

Financial reporting

Financial statements enable a custom reporting structure and mapping of ledger accounts or dimensions to the reporting structures, and to comply with legal requirements and international accounting standards. They include balance sheet, income statement, and cash flow statement.

Credit and collections

Credit and collections enables enterprises to lower their days sales outstanding (DSO) and reduce credit risk. Use the credit and collections workspace to get visibility into key metrics such as open cases, activities, and customers over their credit limit. Build collections teams and organize collections using pools and cases. Organize collections using cases. Use activities, notes and collections history to effectively manage collections.

Cost accounting

Gain managerial insight into how cost flows to each level of the organization without affecting the data in financial accounting. Define allocation bases based on key statistical figures that are obtained from the source system, create rules for cost behavior, cost distribution, and cost allocation to classify and allocate costs.


Designed for ease of implementation and adoption, Microsoft Dynamics 365 for Finance and Operations delivers insights at all levels of the organization to support innovation, speeds response to changing constraints, and improves quality and customer satisfaction. Microsoft Dynamics supports integration with existing systems, lowering your total cost of ownership and future-proofing your investment through continuous delivery of new innovation.

Material and capacity planning

Optimize production and materials planning, forecasting, and scheduling. Simultaneously schedule materials and capacity. Calculate available-to-promise (ATP) and capable-to-promise (CTP) deliveries. Plan and execute routing and operations. Use finite or infinite planning.

Production scheduling and sequencing

Use finite or infinite scheduling, forward and backward from various dates. Quickly (re)schedule jobs and simulate alternatives by dragging Gantt chart items. Resolve scheduling overloads by reassigning operations to alternate work centers. Optimize scheduling across the organization with a unified resource model and scheduling engine.

Shop floor control

Manage and track shop floor operations. Register products and resources and items for operations and jobs using a touch-enabled data entry. Provide shop floor workers visibility with an overview of the production jobs that need attention.


Connect sales and purchasing processes with logistics, production, and warehouse management to provide visibility and management throughout the supply chain. Manage distributed organizations with inter-company and multi-site capabilities.

Vendor collaboration

Streamline vendor collaboration to respond to business needs and customer demands. Dynamics 365 for Finance and Operations enables vendors to work with purchase order, invoice, and consignment inventory information. Vendors can review, accept and reject purchase orders, review the status of invoices and online payment. Users can create purchase order invoices and upload invoice documents to a portal.

Inventory management

Track items by inventory dimensions, including site, warehouse, pallet, location, batch, and serial number. Take advantage of multiple inventory control systems and inventory valuation methods including first in/ first out, last in/ first out, standard cost, moving, and weighted average.

Collect, track and trace inventory and tracking dimensions throughout the end-to-end logistic processes of the supply chain throughout inventory, warehouse, production, transport, and delivery processes. Track back batch or serial numbers for quality incidents, register and monitor batch attributes, expiry and shelf life dates.

Multi-site warehouse management

Manage storage locations and material handling within warehouses. Apply advanced inbound algorithms using multiple warehouse zones and replenishment strategies. Optimize picking with a choice of picking methods. Track inventory on hand per warehouse.

Demand forecasting

Demand Forecasting is a lightweight, yet powerful tool that enables organizations to forecast based on historical data, leverage the power of Azure Machine Learning, adjust the forecasts using Microsoft Excel, and import the values into Microsoft Dynamics 365 for Finance and Operations forecast models.

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