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Microsoft Dynamics 365 Finance

Microsoft Dynamics and FORVIS can help businesses adapt quickly to changing market demands, drive business growth, and unify global financials and operations, empowering people to make faster, informed decisions.

Gain agility, automation, and insights across your global operations

Microsoft Dynamics 365 Finance is Microsoft's financial management business application that enables organizations to monitor the performance of financial operations in real-time, predict outcomes, and make data-driven decisions to help drive business agility and growth. It empowers users to do business anywhere, anytime, with an intuitive user interface personalized for their role and preferences.

Whether your focus is on the public sector, finance, manufacturing, or distribution, FORVIS can help. Our team members are certified in Microsoft Dynamics with experience in industry niches, and they’re ready to share insights to help improve your technology’s effectiveness.

Microsoft Dynamics 365 Finance Gold Partner


FORVIS is a Microsoft Dynamics Gold Partner and 2022 Winner of the Inner Circle Award, a distinction that is awarded to the top 1% of partners representing the business applications ecosystem worldwide.

Microsoft Dynamics 365 Finance

Enhance your financial decision making
Automate manual tasks and focus on adding value. Use real-time, global reporting, embedded analytics, and predictive insights to help assess the health of your business, improve financial controls and cash flow, and drive growth.

Unify and automate your business processes
Integrate core business processes with financials and automate standard tasks to help boost user productivity, support evolving business models, and increase financial performance.

Reduce global financial complexity and risk
Quickly adapt to changing financial requirements with a rules-based chart of accounts and a no-code configuration service that simplifies regulatory and tax reporting, e-invoicing, and payments.

Key Capabilities

Insights and strategy

Deep data and process integrations across Dynamics 365, Office 365, and partner applications offer a centralized source of information that helps save time, facilitate cross-organization collaboration, and enable faster, more informed decisions. AI-powered capabilities will soon enable you to quickly understand your company's cash position and proactively act to improve it. Menial tasks are being automated or removed and the barrier of developing or hiring AI experience will be bypassed, leaving you with insights to help move your business forward.


Process and productivity

Get more done with customizable workspaces, Office 365 integrations, and intelligent tools that help you prioritize and automate tasks. Use predictive insights and automation to manage credit and collections processes, close books faster, and simplify global financial management with in-depth reporting capabilities, financial intelligence, and embedded real-time analytics.


Performance and growth

Predictive recommendations and proactive guidance for timely customer payments may help improve profitability and cash flow. Increase efficiency across the business with financial process automation, budget control, and financial planning tools. Expand faster—whether working across subsidiaries, acquiring companies, or growing organically—with rapid deployment across 42 countries/regions and 47 languages.


Compliance and risk

Leverage credit management tools that help reduce risks while delivering flexibility and control for global organizations. Automate revenue forecasting, allocation, recognition, subscriptions, and renewals and reporting through a rule-based event handling process that can enable your business to accurately report your financial statements and comply with accounting standards, including IFRS 15 and ASC.

What’s Possible with Microsoft Dynamics 365 Finance?

Roll out a powerful ERP application to get real-time information on almost any device, at any time. Leverage rapid and scalable deployment options that offer you the best of both worlds (cloud and on-premises) to help meet today’s global business requirements and have the flexibility to adapt with ease as your business needs evolve. Simplify and accelerate business process changes, integrate with legacy systems effectively, and scale globally at your own pace.

Contact Business Technology Solutions at FORVIS to discover how Microsoft Dynamics 365 Finance can benefit your organization and to request a no-obligation demo. From platform analysis, strategy, planning, design, and implementation to training, support, and upgrades, FORVIS focuses on business processes first to give your technology investment the greatest opportunity for success.

Contact us to learn more and to request a personalized or on-demand demo.

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