Achieve Greater Financial Agility and Focus on Better Financial Decisions
Microsoft Dynamics 365 Finance and Operations is a cloud or hybrid-based ERP solution that enables businesses to manage their finances and operations with ease and efficiency. Originally built on the foundation of Microsoft Dynamics AX, Dynamics 365 Finance and Operations has evolved into a modern, cloud-first platform that unifies financial management, supply chain, manufacturing, and project operations into a single connected system. With built-in business intelligence, predictive analytics, and AI-driven insights, finance and operations Dynamics 365 gives large and diverse businesses the data-driven visibility they need to plan strategically and make faster decisions.
What Is Dynamics 365 Finance and Operations Used For?
Microsoft Dynamics 365 Finance and Operations is used by medium-to-large organizations to manage financial operations, supply chain, manufacturing, and project accounting in one platform instead of disconnected systems. It combines deep financial control, real-time inventory and warehouse visibility, and integrated reporting so businesses can move away from manual reconciliation and spreadsheet-based tracking toward a single, connected source of truth.
Essential Features of D365 F&O for Businesses
Fully Integrated Modules
Accounting modules are completely integrated across the platform.
Automatic Reporting
Configure incoming and outgoing electronic document formats.
Budgetary Planning
Integrated budget planning with flexible configuration options.
Asset Management
Perform all tasks associated with managing equipment and organizational assets.
Collections and Credit
Reduce credit risk and sales outstanding.
Project Management
Simple project timesheet entry and approvals.
Inventory and Warehouse
Manage inventory and stock across as many warehouses as needed.
Sourcing and Procurement
Track supplier and third-party vendor performance.
Dynamics 365 Finance and Operations Modules
Financial Management
Dynamics 365 Finance and Operations gives you a unified view of every aspect of your business by integrating core financial processes. Predictive analytics, unified global financial reporting, and built-in AI enable maximum financial visibility.
- General Ledger: Maintain books across legal entities with accuracy and transparency
- Accounts Payable & Receivable: Automate payment processing, invoicing, and collections
- Budget Control: Set pre-checks at the transaction level to prevent overspending
- Cash and Bank Management: Forecast cash flow based on commitments and behavior patterns
- Fixed Assets: Manage depreciation schedules and asset reclassification
- Tax Engine: Apply jurisdiction-specific tax configurations automatically
Supply Chain Management
Intelligently combine inventory, warehouses, manufacturing, services, and logistics into a single dynamic view, with data-driven insights that support predictive analysis and strategic decision-making.
- Demand Forecasting: Use historical and live data to predict material requirements
- Warehouse Management: Real-time inventory tracking and stock visibility across locations
- Procurement & Sourcing: Track and evaluate supplier and vendor performance
- Transportation Planning: Match delivery commitments with logistics capacity
Manufacturing
Align materials, production timelines, and labor capacity in one connected system, supporting both discrete and process manufacturing environments.
- Production Planning: Plan output based on forecasts and real-time orders
- Shop Floor Control: Assign and track production tasks
- Quality Inspection: Flag non-compliant products during production
- Cost Estimation: Track planned versus actual cost by batch or run
Project Management
A comprehensive solution to manage projects from beginning to end, from developing complex budget forecasts to managing resources, inventory items, tasks, and financials.
- Project Budgeting & Forecasting: Build and maintain detailed project budgets
- Resource Scheduling: Align personnel and materials with project timelines
- Time and Expense Tracking: Log hours and expenses tied to specific tasks
- Revenue Recognition: Recognize project revenue in compliance with accounting standards
Cloud Services
Access real-time data and stay connected with coworkers and customers from anywhere. Obtain data-driven insights, create action plans, and accomplish organizational objectives without infrastructure overhead.
AXSource and Copilot
Many organizations expand into AI-driven insights, Copilot, and intelligent agents once their core Dynamics 365 Finance and Operations processes are stabilized. AXSource’s dedicated AX AI Labs practice supports exactly that stage, helping organizations deploy Agentic AI, AI agents, and Copilot solutions designed for enterprise scale, governance, and measurable impact, going beyond a standard implementation to help businesses actually use the AI capabilities built into the platform.
Why Businesses Choose D365 F&O
Built-In Predictive Analytics
AI-powered forecasting gives leaders visibility into demand fluctuations, financial shifts, and production variances before they become problems.
Unified Experience Across Modules
Finance, inventory, and project accounting all run on a consistent interface, reducing training time and user error.
Cloud or Hybrid Deployment
Scale compute power and user access without lengthy infrastructure procurement.
Deep Microsoft Ecosystem Integration
Connects directly with Power BI, Microsoft 365, and the Power Platform for reporting and workflow automation.
Licensing and Getting Started
Microsoft Dynamics 365 Finance and Operations licensing has evolved over time, and current tiers, user minimums, and pricing depend on your specific configuration and business size. Rather than publish pricing that can go stale quickly, AXSource’s Microsoft Software Licensing team provides guidance on the right license mix for how your organization actually uses Dynamics 365. Contact us for a personalized quote based on your requirements.
Streamline and Optimize Your Finance and Operations Processes for Maximum Efficiency and Growth!
AXSource is a Microsoft Dynamics 365 partner with 17 years of experience implementing Dynamics 365 Finance and Operations for manufacturers, distributors, and regulated businesses. For regulated industries specifically, AXSource pairs Microsoft Dynamics 365 F&O implementation with a dedicated regulatory and quality compliance practice and proprietary add-ons like D365QCS™, so your finance and operations platform is built to hold up under audit from day one.
Frequently Asked Questions
Is AXSource a certified Microsoft Dynamics 365 partner?
Yes. AXSource is a Microsoft Dynamics 365 partner with 17 years of experience implementing finance and operations Dynamics 365 for manufacturers, distributors, and regulated businesses.
What makes AXSource different from other Dynamics 365 F&O implementation partners?
AXSource runs a dedicated regulatory and quality compliance practice alongside its Dynamics 365 practice, covering FDA and Health Canada submissions, quality management systems, and computer system validation. That means Dynamics 365 F & O implementations for regulated industries are built to hold up under audit from the start, not retrofitted after go-live.
Does AXSource offer anything beyond standard Microsoft 365 Finance and Operations functionality?
Yes. AXSource has developed proprietary add-on solutions, including D365QCS™, D365OCS™, and D365HPOS™, built specifically to close gaps that out-of-the-box Dynamics 365 doesn’t cover for regulated and manufacturing operations. D365QCS™ is built on a US patent and fully integrated with Dynamics 365 Finance and Operations.
Which industries does AXSource implement 365 Finance and Operations for?
AXSource implements Microsoft 365 Finance and Operations across automotive, distribution, manufacturing, cannabis, food & beverage, hospitality, retail, pharmaceuticals, healthcare, and medical devices, with particular depth in regulated sectors.
Does AXSource support Microsoft 365 Finance and Operations after implementation?
Yes. AXSource offers Application Managed Services (ASAP) for ongoing support and optimization, along with Upgrade & Migration Services for businesses moving between Dynamics 365 versions.
How do I get started with AXSource for a Dynamics 365 F & O implementation?
You can reach out through AXSource’s Contact Us page or call 844-901-1200 to talk through your requirements and what an implementation would look like for your business.
Can Dynamics 365 Finance and Operations support non-profit operations?
Yes. Dynamics 365 F & O can be configured to support non-profit operations. AXSource can deploy it along with Microsoft’s industry Cloud for Nonprofit solution, providing donor and donations management, membership management, and volunteer engagement functionality.
Can I access finance and operations Dynamics 365 on mobile devices?
Yes, it’s accessible on mobile devices, including tablets and iPads, allowing you to manage business processes on the go.
