- Solutions
Microsoft Dynamics 365 Finance Solutions USA
Standardizing Your Operations with Native Dynamics 365 Capabilities
Fragmented reporting hides compliance risk and pushes leadership into reactive decisions. One ledger, one data model, and AI working on that data changes how your team and agentic systems operate. We configure native Dynamics 365 Finance capabilities first, so every agent and report we add runs on a trusted foundation.
Financial Planning and Analysis
Build better forecasts related to your operations using live operational data instead of last month’s data. Scenario modeling with Dynamics 365 Finance shows the margin and cash impact of a pricing change or acquisition before you commit. Your FP&A team stops rebuilding the same workbook every cycle.
Core Financials and Ledger Management
Centralize the general ledger, accounts payable, and accounts receivable in one place to better understand business performance. Multi-entity consolidations run inside the system rather than across linked spreadsheets, providing enhanced agility with financial planning, budgeting, and forecasting using Copilot.
Predictive Cash Flow and Liquidity
AI-driven analytics provide accurate project cash flow and help you predict when customers will pay. Collections teams can find out which invoices need attention now and prioritize collection efforts as per the requirements and challenges. Actively monitor cash flow and identify current plus future trends, which means fewer surprises and fewer write-offs.
Agent-Assisted Accounting and Invoice Capture
The Account Reconciliation Agent and Copilot automate the entire invoice workflow, including invoice capturing, matching, and routine entries. Since automation takes over the manual data entry process, the month-end close cycle shrinks, and your accountants review exceptions instead of keying data.
Global Tax and Regulatory Compliance
A flexible tax-determination matrix applies to your entire financial ecosystem depending on the region of operations and scale of your business, which means it helps you comply with the right rules by jurisdiction. Automated audit trails give auditors what they need without a scramble. Localization support covers the countries where you operate.
How We Deploy and Operate Your Finance Architecture
Agentic Finance Grounded in Enterprise Security
Finance AI projects stall because they run on disconnected data, raise security concerns, and cannot finish real accounting work, disrupting the flow.
- Disconnected ledgers give Copilot conflicting numbers to work from.
- Without tight permissions, an assistant can surface payroll or margin data to the wrong person.
- Pilots answer questions but can’t complete a multi-step accounting process.
We start by cleansing data and establishing a single trusted source. Then we enforce Microsoft Entra ID access controls, so agents see only what the requesting user may see. Microsoft Fabric brings reporting data into the same governed environment.
We build agents around your actual AR workflows and approval thresholds. Anything above a threshold goes to a dedicated person for review. Our BPO teams monitor agent activity, so a named human owns every exception.
Enterprise Impact of Integrated Finance Transformation
Agent-Driven Financial Automation
Copilot and custom agents sit inside everyday accounting workflows and take over the repetitive work.
- Automate subledger matching and invoice capturing to shorten the month-end close.
- Draft vendor communications and flag AP and AR anomalies before they become write-offs.
- Free your team from data entry so they can plan, not just post.
Grow While Cutting Costs
A modern architecture and a flexible operating model turn fixed overhead into variable cost.
- Retire heavily customized legacy infrastructure, including AX and GP, for a secure cloud-native environment.
- Cut technical debt by choosing standard capabilities over custom code.
- Scale AP, AR, and payroll through BPO without recruiting local accounting talent.
Frictionless Multi-Entity Global Expansion
Dynamics 365 Finance handles multi-entity and international complexity by design.
- Launch subsidiaries by cloning proven entity setups.
- Automate multi-currency conversion and intercompany billing.
- Meet evolving tax and audit requirements across jurisdictions.
Dynamics 365 Finance Solutions Configured for Your Industry
01.
Manufacturing and Supply Chain
Dynamics 365 Finance deployment for manufacturers means the production, inventory, procurement, costing, and financials share one data model, providing product-level profitability and production-variance analysis.
- Connect the shop floor to the ledger and inventory valuation.
- Lower scrap and product-cost variance with better inventory turns.
- Asset capitalization and early visibility into cost overruns
02.
Wholesale and Distribution
Wholesalers need Dynamics 365 Finance to connect pricing, rebates, inventory, purchasing, warehousing, and transportation, and customer credit to the core ledger giving you one consolidated view.
- Automate complex commercial arrangements and reduce revenue leakage.
- Link stock movement with supplier commitments and customer orders.
- Improved control over receivables and cash conversion
03.
Professional Services
For professional services firms like engineering, IT services, legal, and agencies, Dynamics 365 Finance paired with Project Operations ensures revenue recognition and billing work together.
- Provide real-time project margin and billing visibility.
- Support multiple commercial arrangements without disconnected spreadsheets.
- Identify underutilized staff and overcommitted teams.
04.
Accounting and CPA Firms
Scalable environments plus outsourced talent suit multi-client portfolios using Dynamics 365 Finance. Master engagement profitability, recurring billing, utilization, compliance, and get client-level financial visibility as your firm manages its own finances.
- Access partner and staff time as time-stamped and traceable billings.
- Enabled with milestone, percentage, and time-based recognition with audit trail.
- View profitability by partner, office, service line, and client.
05.
Technology and SaaS
Subscription management and CRM connect directly to backend financials as Dynamics 365 Finance addresses recurring revenue, multi-element deals, deferrals, usage billing, and ASC606 or IFRS 15 compliance.
- Automated daily cash reconciliation with Subscription Billing and Revenue Recognition modules.
- Gain complete MRR, ARR, and churn visibility with reduced manual close effort.
- Connect delivery costs and billings to customer contracts and get updated information.
The DynaSUM Difference for Dynamics 365 Finance
AI-first Architecture
We embed Copilot, Microsoft Fabric, and autonomous agents in your financial workflows to disrupt your existing operations. We don’t treat AI as an operating capability here, but as an IT experiment.
Technology and BPO
We implement the platform as per your business needs and, to help you run operations without increasing the in-house team, we can also provide accounting professionals and BPO services.
Outcome-led Engineering
We diagnose the bottleneck, whether a slow close or cash-flow uncertainty, before we design anything. Our experts sit with your team to first understand the challenges before devising solutions.
Proprietary Connectors and Accelerators
Pre-built IP links legacy databases to Dynamics 365 Finance faster and with less rework.
FAQs
1. What does a Dynamics 365 Finance implementation with DynaSUM include?
DynaSUM Dynamics 365 Finance advisory and fit-gap analysis process includes financial data model design, configuration, integration, data migration, testing, and go-live support. We prioritize standard functionality to protect your upgrade path.
2. How long does Dynamics 365 Finance implementation take?
It depends on entity count, integrations, and data quality. We scope the timeline and cost during discovery, based on your environment rather than a generic estimate.
3. Can you migrate us from Dynamics AX, GP, or NAV?
We have dedicated migration experts who will work on every project. Our tested approach, which has led to success every time, includes data cleansing, creating map balances, and then validating the migration data before cutover. While migrating, we also ensure your existing systems continue working without disruptions.
4. Do we need BPO services?
BPO services by DynaSUM are optional. If your team lacks capacity or can’t hire locally, our dedicated teams run AP, AR, payroll, tax support, and bookkeeping within your existing systems while following your organizational way of doing things.
5. How do you keep AI agents secure?
We enforce Microsoft Entra ID access controls, build on a single trusted data source, and set approval thresholds that route high-risk actions to human review.
Still have questions?
We’re happy to help. Reach out to discuss your needs, challenges, and how AI can fit your business.