DYNAMICS 365 FINANCE

Dynamics 365 Finance: Implementation, Integration & Support

Microsoft Dynamics 365 Finance (formerly Finance & Operations) is a cloud-based ERP designed to automate financial processes, improve visibility and support smarter decision-making. With 20+ years of supply chain and financial systems expertise, enVista helps manufacturers, distributors, and retailers successfully implement or upgrade from Dynamics AX, Microsoft GP or legacy ERPs. Our proven methodology and 98% client retention rate reflect long-term partnerships, not just implementations.

A person in a yellow jacket uses a calculator, surrounded by documents and charts with colorful graphs and pie charts spread out on a desk, analyzing data with the help of Dynamics 365 Finance.
A black tablet lies at an angle displaying a Dynamics 365 Finance data analytics dashboard with bar charts, a line graph, and data tables on its screen. The background is plain white.

Solving Today’s Most Pressing Finance Challenges with Dynamics 365 Finance

Dynamics 365 Finance is a complete global financial management solution that unifies your data and operations into one location, eliminating information silos and the need for multiple solutions. Dynamics 365 Finance improves visibility into financials and financial processes and promotes agility by simplifying access to vital information to influence decision-making at speed.

With enVista’s expertise, you can leverage Dynamics 365 Finance to its fullest potential, ensuring seamless integration and customization to meet your unique business needs. enVista provides tailored solutions and ongoing support, helping you to streamline your financial operations, enhance compliance and drive growth. By combining the robust capabilities of Dynamics 365 Finance with enVista’s industry knowledge, you can achieve greater efficiency and effectiveness in managing your financial landscape.

Real-Time Financial Visibility

Gain a unified, real-time view of your financial performance across entities, regions and departments. With embedded analytics and seamless Power BI integration, Dynamics 365 Finance empowers your team to make faster, data-driven decisions that drive profitability and agility.

Financial Process Efficiency

Manual processes slow the monthly close and increase financial risk. Microsoft Dynamics 365 Finance automates invoice processing, reconciliations, approvals and financial close workflows to deliver a faster, more accurate monthly close and enable finance teams to focus on higher-value, strategic work.

Global Scale & Compliance

Managing finances across multiple countries, currencies, and tax jurisdictions is complex. Dynamics 365 Finance simplifies global operations with built-in support for multi-currency, multi-language and multi-entity accounting. Automated tax engines, audit trails and localization for 40+ countries help you stay compliant and in control.

Smarter Budgeting & Forecasting

Outdated spreadsheets and disconnected systems make it hard to plan with confidence. Dynamics 365 Finance delivers intelligent budgeting and forecasting tools, including what-if scenario modeling, predictive cash flow analysis and customer payment forecasting, so you can optimize spend and improve liquidity.

AI & Microsoft Copilot

Work smarter with embedded AI and Microsoft Copilot. Automate journal entries, detect anomalies and surface contextual insights directly within your finance workflows. These intelligent tools help your team reduce manual effort, improve accuracy and make proactive decisions faster.

Easy Integration

Work seamlessly to monitor financial performance across all Microsoft business solutions: Dynamics 365, Microsoft 365 and Azure.

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enVista is a Gold Certified Microsoft Partner that implements and supports all three Microsoft clouds: Microsoft 365, Dynamics 365 and Azure.

Customer-Centric

Strong customer centricity fuels a 98% customer retention rate and an 18% CAGR over the last 20 years

Supply Chain Expertise ​

20 years of experience optimizing supply chains in the manufacturing, distribution and retail industries

Results-Driven

Proven methodologies and playbooks create innovative, tailored solutions that produce real results for our clients

Business Process Optimization

“Business processes first” approach to determine and address your challenges by providing the right mix of solutions

Proven experience. Maximum results.

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Migrating ERP to Microsoft Dynamics 365 for Mennel Milling

  • Mennel partnered with enVista to implement Dynamics 365 for Finance and Operations as the core of a new, integrated ERP software solution under a tight deadline of just seven months
  • Through the compressed implementation, enVista enabled Mennel to optimize production and operation activities for future growth and integrate and automate back-office processes
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Featured Insights

A man wearing glasses works on a laptop near large windows. The image shows a booklet titled The Pocket Guide to Microsoft Dynamics 365 Finance by enVista, with a subtitle about challenges, capabilities, and differentiators.

Microsoft Dynamics 365 Finance FAQs

Microsoft Dynamics 365 Finance is an enterprise resource planning (ERP) software application designed to help organizations manage financial operations, including accounting, financial planning, budgeting, and analysis. It provides a unified platform for managing financial data and streamlining financial processes, enabling businesses to make informed decisions based on accurate, real-time financial insights.

With Microsoft Dynamics 365 Finance, organizations can automate financial processes, such as accounts payable and receivable, cash management, and general ledger management. It also includes features for managing fixed assets, project accounting, and inventory management.

One of the key benefits of Microsoft Dynamics 365 Finance is its integration with other Microsoft products, such as Power BI for reporting and analysis, and Microsoft Excel for data manipulation. It also integrates with other Dynamics 365 applications, such as Dynamics 365 Supply Chain Management, to provide a complete view of an organization’s operations.

Overall, Microsoft Dynamics 365 Finance is a powerful tool for organizations that need to manage complex financial operations and gain insights to make informed decisions.

In today’s fast-moving and complex environment, your company needs real-time visibility into your global financial power operations in a single location. Microsoft Dynamics 365 Finance can provide that and more, and our team of experts can help you seamlessly implement Microsoft Dynamics as your enterprise resource planning (ERP) system.

With Microsoft Dynamics 365 Finance, you can…

Take the hassle out of managing your finances. Gain real-time visibility into business performance as well as improve your ability to develop, modify and control your budget when you automate your financial processes with D365 Finance.

Streamline your supply chain. Use built-in business intelligence (BI) that can help predict when and what you need to replenish to reduce out-of-stocks and keep customers happy.

Manage your sales cycle. Connect your sales and accounting departments with Dynamics 365 and gain a complete overview of customer interactions to track their statuses.

Increase access to reporting and analytics. Centralize your financial management data across all departments to gain greater access to KPI reporting.

With Microsoft Dynamics 365 Finance, you will…

Take the hassle out of managing your finances. Gain real-time visibility into business performance as well as improve your ability to develop, modify and control your budget.

Streamline your supply chain. Use built-in business intelligence (BI) that can help predict when and what you need to replenish in order to reduce out-of-stocks and keep customers happy.

Manage your sales cycle. Connect your sales and accounting departments with Dynamics 365 and gain a complete overview of customer interactions to track their statuses.

Increase access to reporting and analytics. Centralize your financial management data across all departments in order to gain greater access to KPI reporting.

By working with enVista to help implement Microsoft Dynamics 365 Finance as a foundation of your ERP platform, your organization will gain many benefits such as:

  • Increasing on-time delivery rate, while requiring less inventory with lower material and manufacturing costs
  • Reducing overhead costs
  • Decreasing financial complexity and risk
  • Gaining the ability to make better strategic financial decisions
  • Reducing time spent on onerous data entry
  • Leveraging deeper business intelligence for process improvement
  • Gaining the ability to solve problems proactively rather than reactively
  • Capitalizing on the inherent system functionality to promote the whole company working in concert
  • Harnessing functionality to automate some of the more manual steps and amplifying the benefits of a Lean transformation

Our Dynamics 365 Finance implementation team will provide you with the tools to effectively manage both the people and resources so that your business can focus on your customers.

enVista’s ERP implementation experts offer capabilities to deploy and support a full range of business solutions. We can review your existing processes, find ways to optimize them and provide best practices to move forward. Our consultants can help your existing IT team with implementing a back-office Microsoft ERP solution and training your users.

We will help you appoint an implementation team from your staff that has the breadth to represent all aspects of system use but also the authority to make most configuration/design decisions.

Our expert Microsoft Gold Certified Dynamics 365 consulting team is thoroughly experienced in Dynamics 365 Finance. Our team will place a strong emphasis on client ownership and end-user testing before go-live, so that you have the ability to use, troubleshoot and own the platform..

As a Gold Certified Microsoft Partner, we have not just mastered Dynamics 365 Finance functionality. We have a team of dedicated developers and pride ourselves in working with clients in the distribution, manufacturing and retail industries.

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