Dynamics 365 Finance

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Monitor global financial operations in real time

Control Financiero Total con Microsoft Dynamics 365

Formerly Microsoft Dynamics for Finance and Operations, the new face of Dynamics 365 Finance will allow you to control, analyze and follow the performance of your company’s financial activities and operations on an international scale, all on the same platform adapted to medium and large companies in development. of its agility and growth.

From Microsoft Dynamics 365 Finance you will be able to unlock the generation and access to deep data for better decision making within your company, facilitating collaboration between departments and organizations, and the integration of processes with BI and Office 365, with predictive analytics.

Discover how to optimize your business processes in your sector, accompanying you through your Digital Transformation

Discover how to optimize your business processes in your sector, accompanying you through your Digital Transformation

Predictive, total, agile and solid finance

Dynamics 365 Finance – Benefits

Smart financial decisions

Get the most out of BI and automation when interacting with your financial data, like cash flow and predictive outcomes, with data-driven decisions and insights as part of Finance Insights.

AI predictions based on data

Thanks to Machine Learning, your company will be able to generate data and visualize predictions about when your customers are expected to pay, forecast budgets, balance sheet situations, cash, accounts, debts, credits, transactions, and results.

Usability and reliable financial productivity

Improve the management of your books and closing of financial years, in record time and based on solid reports aimed at financial directors, with automated and modern data, KPIs, visualizations and graphs; reduces human errors and avoids tax penalties.

Absolute, easy and global financial control

Solidly transform your globalization and transnational expansion processes, optimize the calculation and tax and administrative compliance of your plants from a single platform with Tax Calculation, reduce the complexity of financial data.

D365 Finance - Features

Budget Forecast

Monitor and visualize your finances with continuous forecasts, generating periodic comparisons of budget values against actual values and defining the adequacy of the company's operation to the budget.

Production and supply chain

Your company will have numerous tools dedicated to the production process, ranging from the configuration of suppliers and their invoices and settlements, to the control of multi-sites and inventory stocks.

Budget Control

Configure key factors of your company such as the financial dimensions, the relevant time interval, source documents, calculation of available funds, parameters and permissions. Evaluate the budget throughout the cycle, between planned and actual purchases, and make adjustments as necessary.

General Accounting

Define and manage the accounting records of your organization all in one. Set up tax codes, plan your plans and account types, allocate fixed and variable monetary amounts automatically, and consolidate balances from other companies and subsidiaries into single or separate databases.

Cost Accounting

Activate the cost accounting module, configuring the base entities with eLearning, data sources for the general ledger, the calculation of general costs and defining control units, with the help of our advice.

Budget Management

Your employers and administrators will be able to create plans directly in the client or in Excel, being able to use dynamic tables and graphs from Microsoft. In addition to accounting budgets, it includes and integrates tools for budgeting resources, fixed assets, projects, and demand forecasting.

Financial Reports

Create, manage, deploy, and view financial reports, with components to configure tabs and attributes, a Report Designer and Scheduler, and capabilities for report design flexibility, automatic generation and distribution, interactive visualizations, and more.

Budget Planning

Outline budget planning linked to Excel, integrating plans, processes, parameters, scenarios, stages and workflows, with the ability to define budget hierarchies, create, update, consolidate and analyze plans, as well as automatically route plans, spreadsheets, supporting documents and other data.

Inventory and Warehouses

Optimize space and stock flow by balancing your inventory in batches, selecting between different methods of entry and shipment of loads.


Access from PC, tablet or smartphone for consultation and execution of operations anywhere and in real time.

Finance Insights

Get customer payment and cash flow forecasts and intelligent budget proposals, powered by machine learning and analysis of your organization's historical data.

Electronic Banking

Electronically perform bank reconciliation, letters of guarantee, payments and settlements of suppliers and customers, among other processes integrated into a single platform.

Microsoft Excel

Export, link, transfer and integrate absolutely all your Finance & Operations data with Excel and vice versa, convertible to and from XPS format.