• Microsoft Dynamics 365 for Finance and Operations

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Microsoft Dynamics 365
for Finance and Operations (Formerly known as Dynamics AX)

Microsoft Dynamics 365 for Finance and Operations helps project-driven organizations drive digital transformation by providing the tools they need to connect and manage their clients, finances, projects, and people in a unified, integrated environment.

Leveraging best-in-class ERP features used by over 23,000 organizations around the world, Dynamics 365 for Finance and Operations helps services organizations streamline key finance and project-related business processes, optimize the management of their human capital, and gain the visibility they need to maximize their revenue and profitability levels.

Transform your business with Microsoft Dynamics 365 for Finance and Operations (Formerly known as Dynamics AX)

Businesses of today must adapt to the increased speed and shifting expectations of the market. To enable digital transformation, organizations need to effectively engage customers, empower employees and optimize operations.

Microsoft Dynamics 365 for Finance and Operations helps businesses keep pace by enabling better decisions quickly. It brings together a complete set of adaptable Manufacturing, Supply Chain, Retail and Finance capabilities with built-in predictive analytics and intelligence. It also integrates with existing systems and adapts to your changing business needs at your pace.

As a user, you get intelligent insights quickly through the power of the cloud, empowering you with information on hand and answering all your questions anytime, anywhere, throughout the whole business process. This guided new user experience gets any new user to quickly get familiar with the tools that you use every day. You could achieve seamless integration across Dynamics 365 applications to get the right information which will empower your people to quickly adapt to the rapidly changing business environments. With Microsoft Dynamics 365 for Finance and Operations you can better anticipate spikes in customer demand and make smarter recommendations through the built-in predictive analytics.

Watch this video to learn how Microsoft Dynamics 365 for Finance and Operations (Formerly known as Dynamics AX) can help you accelerate the speed of doing business by enabling your organization to make smarter decisions quickly, transform business processes faster and enable business growth.

Microsoft Dynamics 365 for Finance and Operations (Formerly known as Dynamics AX): Features

Global Features

Microsoft Dynamics 365 for Finance and Operations is designed from the ground up to meet the requirements of even the most complex global organizations.

  • Multi-company – set up, manage, and consolidate an unlimited number of legal entities within a single instance of the application.
  • Multi-currency – transact and report in any currency used around the world, with full support for automated exchange rate updates, currency revaluation processes, and more.
  • Multi-language – view screens and reports in 40 languages spoken around the world.
  • Multi-localization – enable localized features that meet the local accounting, statutory, and legal requirements in nearly 40 countries around the world.
  • Inter-company processing – leverage the inter-company capabilities to automate project, resource, and financial transactions between legal entities.

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Financial Management

Confidently manage your firm’s finances through the use of a powerful global financial management platform that will help your organization grow and expand without boundaries.

  • Core accounting – leverage integrated accounting modules such as general ledger, banking, accounts payable, and A/R & collections.
  • Electronic banking – increase efficiency levels by integrating directly with your banks for electronic bank reconciliation, Positive Pay, A/R Lockbox import, and EFT/ACH handling.
  • Budgeting & planning – utilize an embedded budgeting and planning solution for managing your corporate budgeting and forecasting processes.
  • Fixed asset management – track the entire lifecycle of your fixed assets, from acquisition through retirement.
  • Tax – manage sales and use taxes, VAT, GST, and other global taxation requirements, including the ability to integrate to Vertex, Avalara, CCH, and other tax services.

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Project Management & Accounting

Manage the entire lifecycle of your projects to improve project delivery, optimize resource capacity and utilization levels, and maximize project profitability.

  • Project estimating – build accurate project estimates using embedded cost and bill rates, estimate templates, and WBS tools.
  • Work breakdown structure – develop detailed lists of tasks and deliverables at an infinite level of detail in a Microsoft Project-style WBS.
  • Project budget management – manage project budgets at any level of detail, and quickly analyze and report on budget-to-actual performance.
  • Resourcing – find best-fit resources and plan for future resource requirements using embedded resource forecasting and scheduling tools.
  • Time and expense management – quickly enter and approve project time and expenses, including access from your mobile devices.

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Human Capital Management

Manage the entire lifecycle of your human capital to develop employee skills, reduce attrition, and help drive project success.

  • Recruiting – easily identify top candidates and manage the interview and hiring cycle to bring top talent your organization.
  • Onboarding – quickly get new hires onboarded and productive, using personalized onboarding checklists and communications.
  • Employee record management – track all of the necessary details about your employees within your core business application.
  • Competency management – track competencies, such as skills, certifications, education, project experience and more, including leveraging this information in the resourcing process.
  • Performance management – create and track employee goals and appraisals to ensure your employees are meeting their performance objectives.

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Supply Chain Management

For services organizations that have supply chain requirements, leverage Microsoft Dynamics 365 for Finance and Operations for a wide range of supply chain activities.

  • Procurement & sourcing – manage vendors and subcontractors, route purchase requisitions for approval, generate purchase orders, perform 3-way matches, analyze vendor performance, and more.
  • Inventory and warehouse management – manage an unlimited number of inventory sites and locations and track inventory levels and processes, including the use of bar codes and RF devices.
  • Master Planning – utilize advance materials requirements planning (MRP) and master planning to determine what you need to buy or build, and when, in order to optimize resources and cash flow.
  • Manufacturing – manage both simple and highly complex manufacturing capabilities for discrete, process, or lean manufacturing, fully integrated with the project accounting system.

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Microsoft Dynamics 365 for Finance and Operations (Formerly known as Dynamics AX): Benefits

Microsoft Dynamics 365 for Finance and Operations helps project-driven organizations drive performance by achieving the following benefits.
  • Connect financial, client, project, and resource related processes to eliminate redundant effort, improve accuracy, and increase productivity.
  • Maximize profitability by building accurate project estimates, maintaining tight controls around your projects, and optimizing resource utilization levels across your business.
  • Make informed, real-time business decisions by gaining insight into critical financial, client and project related information.
  • Quickly adopt pre-defined best business practices to drive efficiency levels and standardize key processes across your business.
  • Enhance collaboration and knowledge sharing across your business to improve communications and optimize the use of your intellectual capital.
  • Simplify your IT infrastructure by deploying your systems in the Microsoft cloud, or by leveraging familiar, industry-standard Microsoft technologies in your on-premise data center.



Best Value

Dynamics 365 Plan

Includes Finance and Operations, Retail, Talent, Sales, Customer Service, Field Service, and Project Service Automation

₹ 13,881
per user/month

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Download Licensing Guide
Explore All Dynamics 365 Plans


Dynamics 365 Unified Operations Plan

Includes Finance and Operations, Retail, and Talent

₹ 12,559
per user/month

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Download Licensing Guide
Explore All Dynamics 365 Plans


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Upgrade to Dynamics 365 and enjoy the benefits of ERP+CRM at one price and the industry specific solution from SAGlobal.

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