Dynamics 365 Finance implementation
We support Dynamics 365 Finance implementations for larger organisations that need multi-entity, multi-currency finance on the Microsoft platform.
The short answer
Dynamics 365 Finance covers general ledger, payables, receivables, budgeting, cash management and fixed assets for organisations with several entities, currencies and regulatory regimes. It is a larger system than Business Central. BookMyTechies helps with process design, configuration, data migration and reporting.
What Dynamics 365 Finance does
Dynamics 365 Finance is built for scale and control.
General ledger
Financial dimensions, allocations and consolidation across entities.
Payables and receivables
Vendor and customer accounting with approval workflows.
Budgeting
Budget planning and control against actual spend.
Cash and bank
Bank reconciliation, cash flow forecasting and payments.
Fixed assets
Asset records, depreciation and disposals.
Reporting
Financial statements and analytics, extended with Power BI.
Is Dynamics 365 Finance the right fit?
This system suits organisations that have outgrown mid-market ERP.
A strong fit when
- You operate several legal entities or countries
- You need consolidation and intercompany accounting
- Regulatory and audit requirements are demanding
- Your organisation has standardised on Microsoft
Look elsewhere when
- You are a small or mid-sized business, where Business Central is the better fit
- You need a quick, low-cost implementation
- You have no in-house finance systems capability
How we implement Dynamics 365 Finance
A finance system of this size is a programme, not a project. We work in defined phases.
Assess
We review finance processes, entities and reporting needs.
You receiveA fit assessment and scopeDesign
We define the chart of accounts, dimensions and key processes.
You receiveA finance designConfigure and test
We support configuration and run your scenarios.
You receiveTested processesMigrate
Balances and open items are loaded and reconciled.
You receiveReconciled opening dataGo live and stabilise
We support cut-over and the first period closes.
You receiveGo-live and close support
Problems we are asked to solve
These are the situations that bring organisations to Dynamics 365 Finance.
| The situation | What we do |
|---|---|
| Consolidating several companies takes weeks | Use shared ledgers, dimensions and consolidation |
| Each entity runs a different finance system | Standardise on one platform |
| Budget control is done in spreadsheets | Plan and control budgets in the system |
| Audit trails are incomplete | Use workflows and full transaction history |
Common questions
Should we choose Finance or Business Central?
Business Central suits small and mid-sized organisations. Dynamics 365 Finance suits larger, multi-entity groups. We help you decide based on complexity.
How long does an implementation take?
It is usually measured in months and delivered in phases. We scope it after an assessment.
Can it handle several countries?
Yes, with localisations for many countries.
Do you deliver the whole implementation?
We scope our role with you. On larger programmes we often work alongside your internal team or other partners.
How this page is maintained. Written and reviewed by the BookMyTechies implementation team, based on our project work. Product details are checked against Microsoft's documentation, and pricing is linked to Microsoft's own page because it changes.
Explore further
The same job on other platforms
AI automation for this
Often used alongside
Outgrown your mid-market finance system? Talk to us.
Tell us about your entities and reporting needs. We will advise whether Dynamics 365 Finance is the right step.