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What is Microsoft Dynamics 365 Finance?
Modern finance application with embedded AI
Microsoft Dynamics 365 Finance is a modern ERP that provides comprehensive features and functionality to help you manage your financials for greater, more sustainable success.
By leveraging advanced analytics, AI, and seamless integration capabilities, Dynamics 365 Finance helps your business make informed decisions, optimize workflows, and support scalable growth.
Velosio is among the largest and most recognized Microsoft Dynamics partner, with thousands of active customers. With many years as a recognized leader in ERP, CRM, Cloud productivity, and business intelligence solutions has repeatedly landed Velosio in the top 1% of Microsoft Dynamics Partners worldwide. Our team can help you select, deploy, and optimize your next-generation cloud ERP solution.
Reimagine finance with Microsoft Dynamics 365
Microsoft Dynamics 365 Finance enables companies to run smarter with connected operations and all the cloud benefits of increased reliability, security, and mobility. The cloud-ERP solution is built with an intelligent user interface that connects with other Dynamics 365 applications, including Dynamics 365 for Supply Chain Management, Dynamics for Sales, and Microsoft 365, to deliver the best finance, operations, management, and implementation experience possible.
Enhance Financial Decision Making
Gain complete visibility and leverage AI with real-time data analysis, automated reporting, and predictive insights to provide a comprehensive view of financial health.
Close Books Faster
With automated workflows, real-time data insights, and comprehensive financial reporting, you can ensure accuracy and compliance while closing your books faster.
Improve Operational Efficiency
Integrate financials into core processes and automate tasks to boost productivity, support evolving business models, and maximize financial performance.
Decrease Global Financial Complexity
Simplify regulatory reporting and decrease global financial complexity and risk with electronic invoicing and global payments.
Unify Teams
Easily integrate with other Microsoft solutions and third-party applications to create a cohesive business ecosystem and bring your teams together.
Optimize Spending
Minimize costs and optimize spending with process automation, budget control, financial intelligence, planning, and analysis.
The Impact of Microsoft Dynamics 365
106%
ROI over three years
$3.9M
legacy cost savings
$38.9M
productivity improvements
Source: Â Forrester Consulting
Velosio enables 60% faster year-end close for health insurance brokerage
A rapidly growing health insurance brokerage struggled with inefficiencies due to an outdated Microsoft Dynamics GP system. Velosio stepped in with a more effective solution – Microsoft Dynamics 365 Finance integrated with their AXIO framework. This new setup reduced reliance on external tools, streamlined processes, and achieved a faster return on investment, all while supporting the brokerage’s continued growth.
Automate, optimize and innovate with these Dynamics 365 Finance features
Dynamics 365 Finance is packed with powerful AI features designed to automate financial processes, optimize operations, and drive innovation. Whether you’re looking to streamline invoicing, manage credit risk, or handle complex subscription billing, Dynamics 365 Finance provides the tools you need to enhance efficiency and accuracy. Explore the key features that set Dynamics 365 Finance apart and see how it can transform your financial management.
General Ledger
Consolidate financial data and streamline accounting processes.
Touchless AP with Invoice and Process Automation
Eliminate manual intervention, reducing the risk of errors and speeding up the payment cycle.
Real-time Analytics
Access real-time data and insights to respond swiftly to market changes, seize opportunities, and mitigate risks.
AI-enabled Planning, Budgeting, and Forecasting
Make informed strategic decisions, improve financial planning accuracy, and drive growth.
Project Cash Flow
Predict future financial performance to make informed decisions.
Customizable Reports
Generate detailed financial reports tailored to your needs.
Cash and Bank Management
Handle cash and bank transactions, ensuring accurate financial tracking and improved liquidity management.
Complex Subscription Billing
Manage multiple billing models, manage recurring invoices, and support various pricing.
Global Finance Capabilities and Compliance
Ensure compliance with global financial regulations, reducing the risk of legal issues and simplifying global operations.
Customer Payment Predictions and AI-powered Collections Processes
Assess and mitigate credit risks, track overdue accounts, and automate collection activities.
Fixed Assets and Asset Leases
Manage and track tangible assets, automate depreciation and lease liability calculations, and ensure accurate financial reporting and compliance with accounting standards.
Seamless Integration
Easily integrate with other Microsoft products (e.g.; Teams, Excel, SharePoint) and third-party applications to create a unified, efficient workflow.
Microsoft Copilot: Your AI partner in productivity
Copilot for Dynamics 365 for Finance provides AI-powered insights, streamlines collections, suggests actions, and analyzes trends for smarter decisions.
Why choose Velosio for as your Microsoft Partner?
Velosio is among the largest and most recognized Microsoft Dynamics partners. Many years as a recognized leader in ERP, CRM, Cloud productivity, and business intelligence solutions has repeatedly landed Velosio in the top 1% of Microsoft Dynamics Partners worldwide.
By partnering with Velosio you can ensure:
Industry Expertise
Velosio’s seasoned advisors specialize in midmarket companies, ensuring tailored solutions that address specific industry needs. This gives us a unique edge in the ability to provide insights and strategies that drive real results.
Cloud Applications Leadership
As a leading cloud applications partner, Velosio empowers businesses to leverage cloud technology effectively. Whether it’s Dynamics 365, Azure, or Office 365, Velosio guides clients toward competitive advantages.
Transformative Solutions
Velosio’s deployment models swiftly guide clients to the right solution, helping them maximize their technology investments. From ERP to CRM, Velosio ensures that businesses stay ahead in today’s dynamic market.
Your Success is Our Focus
You won’t find a partner with people more passionate about making their clients into heroes. Velosio attracts the most experienced consultants and technologists around who go beyond implementation. Our team is dedicated to helping you unlock the full potential of Microsoft Dynamics 365 Finance.
Whether you’re curious about our software solutions, services, or support, we’re ready to answer all your questions.
Dynamics 365 Finance pricing
Dynamics 365 Finance
per user/month
Dynamics 365 Finance Premium
per user/month
Does not include implementation costs.
Need help determining what licensing options and deployment model would align best with your business? We can help!
Dynamics 365 Finance licensing
Find the licensing option that’s best for your business.
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Dynamics 365 Finance | Dynamics 365 Finance Premium | |
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Core financials | ||
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Restricted access | ![]() | ![]() |
Full access | ![]() | |
Business performance planning | ||
Read-only access | ![]() | ![]() |
Admin/creator access/inputs | ![]() | |
Business performance analytics | ||
Core reporting and insights | ![]() | ![]() |
AI and machine learning | ||
AI capabilities within Dynamics 365 Finance | ![]() | ![]() |
Capacity and storage | ||
Higher entitlements | ![]() |
Enhancing efficiency and security with Dynamics 365 Finance
Due to the high cost of maintaining on-premises servers and potential security breaches, a not-for-profit inmate training corporation needed to upgrade from Microsoft AX 2009 to a modern, cloud-based solution. Velosio implemented Dynamics 365 Finance and 365 Dynamics Supply Chain Management, leading to improved efficiency, better data management, and quicker ROI by eliminating on-premises servers. The cloud solution offers enhanced security, the ability to lock user roles for inmates, and streamlined supply chain management.
Your team of experts
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Dynamics 365 Finance frequently asked questions
How long does it take to implement Dynamics 365 Finance?
What is the cost of migrating to Dynamics 365?
How does Dynamics 365 integrate with other systems?
What if I want to add additional Dynamics 365 products, such as Dynamics 365 Supply Chain Management or Dynamics 365 for Sales?
Is my data secure with Dynamics 365?
What training and support are available for Dynamics 365?