Microsoft Dynamics 365

Dynamics 365 Finance

Gain a unified, real-time view of financial performance, strengthen controls, and streamline core finance operations across entities—helping leaders close faster, plan with confidence, and support growth.

AZIST helps organizations implement and optimize Dynamics 365 Finance as a connected financial operating platform—from record to report, procure to pay, and order to cash through planning, compliance, analytics, and automation.

Capabilities

A complete platform for finance

Full financial-management capabilities across general ledger, accounts payable, accounts receivable, cash and bank management, budgeting and planning, fixed assets, asset leasing, cost accounting, credit and collections, subscription billing, tax, expense management, project accounting, financial reporting, electronic invoicing, intercompany and multi-entity operations, consolidations, localization, compliance, analytics, workflow, and automation.

01
Record to Report

Core Financials & Close

Manage ledgers, dimensions, journals, allocations, consolidations, intercompany accounting, period close, and financial reporting with consistent controls across legal entities.

02
Procure to Pay

Accounts Payable & Expense

Streamline vendor invoices, approvals, matching, payments, expense management, and electronic invoicing while reducing manual entry and exceptions.

03
Order to Cash

Receivables, Credit & Collections

Improve cash flow through customer invoicing, payment processing, credit management, collections automation, dispute handling, and predictive payment insight.

04
Plan to Perform

Budgeting, Planning & Analytics

Connect budgets, forecasts, scenario modeling, operational drivers, and performance analytics so finance can continuously plan, analyze, and act.

05
Asset & Project Accounting

Assets, Leasing, Projects & Revenue

Track fixed and leased assets, project costs, capitalization, revenue recognition, recurring and subscription billing, and profitability.

06
Global Operations

Tax, Localization & Compliance

Support multi-entity and multi-currency operations with country- and region-specific capabilities, tax calculation, regulatory reporting, auditability, security roles, and documented workflows.

01

Business Outcomes

  • Accelerate period-end close and improve financial reporting consistency
  • Increase visibility into cash, working capital, spend, and profitability
  • Reduce manual processing through workflow, automation, Copilot, and agents
  • Strengthen controls, segregation of duties, audit trails, and compliance
  • Scale new entities, products, and business models with less custom code
02

Why AZIST

  • Finance transformation anchored in measurable business outcomes
  • Process design spanning finance, commerce, supply chain, projects, data, and analytics
  • Pragmatic implementation, integration, data migration, testing, training, and support
  • Security- and compliance-minded delivery for private-sector and government environments
  • A long-term optimization partner beyond go-live
Microsoft Platform & Integrations

Connected finance, built on the Microsoft cloud

Dynamics 365 Finance connects financial processes with Microsoft 365, Power Platform, Dataverse, Azure, and Power BI, helping teams move from transaction processing to insight and action without creating another data silo.

Finance Platform

Dynamics 365 FinanceBusiness performance planning and analyticsElectronic invoicingGlobalization Studio

Productivity & AI

Microsoft CopilotFinance agentsMicrosoft 365 integrationWorkflow and process automation

Data & Analytics

DataversePower BIAzure Synapse LinkData LakeExcel and Office integration

Extensibility

Power AppsPower AutomateAPIs and data entitiesDual-writeAzure integration services

Connected Operations

Dynamics 365 Supply Chain ManagementCommerceProject OperationsHuman ResourcesThird-party applications
Our Approach

A structured path from strategy to value

01

Discover

Align on outcomes

Assess current processes, controls, systems, data, pain points, and priorities; define the business case and implementation roadmap.

02

Design

Shape the future state

Design the chart of accounts, dimensions, organizations, security, workflows, integrations, reporting, and data model around standard capabilities and clear governance.

03

Deliver

Configure, integrate, migrate, and test

Use iterative delivery, role-based validation, controlled data migration, automated testing, and transparent decision tracking to reduce risk.

04

Adopt & Optimize

Drive adoption and continuous improvement

Prepare users, support go-live, monitor outcomes, refine controls and reporting, and expand automation, analytics, and agent-enabled scenarios over time.

Ready to modernize finance?

Whether you are replacing a legacy ERP, standardizing finance across entities, improving planning and close, or extending an existing Dynamics 365 environment, AZIST can help define the right scope, roadmap, and delivery model.

Start a Dynamics 365 Finance Conversation

Email

info@azistinc.net

Phone

+1 703-862-2922

Offices

US · India