Microsoft Dynamics 365 CRM project operations

Dynamics 365 for Finance

Dynamics 365 Finance uses the power of the Microsoft Cloud to drive global scale, financial dexterity, and operational proficiency while protecting existing investments.

Dynamics 365 for Finance capabilities

AI and automation functionality that redefines transactional finance and empowers data and outcome-driven finance.


Enhance Decision Making

Accurately Project Cashflow:  Actively monitor cash flow and identify current and future trends with an intelligent forecasting solution.

Equip users to be productive:  Proactively reduce write-offs and improve margins by predicting when (or whether) customers will pay their invoices.

Streamline budget proposals:  Save time and effort using the intelligent budget proposal feature to analyse historical data and create accurate budgets.

Automate Operations

Digitise business processes: Save time and labor costs by automatically submitting invoices to workflow and matching vendor invoice lines to product receipts.

Effectively manage credit risks and collections:
Create rules- and prediction-based collections automation that helps increase on-time payment, improve cash flow, and save time.

Unify business intelligence: Unify data across Dynamics 365, Microsoft 365, and partner apps for a central source of intelligent information.


Drive growth and scale effectively

Scale your growing business: Launch subsidiaries and products faster. Clone entity setup for rapid, cost-effective onboarding that follows best practices.

Increase productivity:
Automate tasks and prioritize fiscal work with a solution that works with Microsoft 365 and offers role-based workspaces.

Adapt to regulations:
Use a guided chart of accounts to simplify tax calculation, e-invoicing, regulatory reporting, and global payments.

Request a call back

BOOK A DEMO for Dynamics 365 Finance with a member of our team using our easy-booking system.

Explore other CRM modules

Dynamics works better together. Explore other CRM modules here:

Field Service

Simplify logistical operations when your business is carrying out services offsite.


Empower your sales team with the technology they need to connect with potential customers and secure purchases quicker.

Customer Service

Build brand affinity and customer loyalty by providing every customer with a seamless, personalised experience.


Execute effective marketing campaigns and access embedded analytics in one place.

Customer Voice

Gather data to gauge real-time client satisfaction and analyse across the entire organisation and for each unique client contact.