Dynamics 365 Finance for stronger financial control and visibility
Econix helps organizations assess, implement, upgrade, recover, support, and improve Dynamics 365 Finance — with a practical focus on financial operations, reporting, and control.
Serving organizations across Canada and the United States.
One System, Built Around Each Finance Role
Every finance role gets a workspace shaped to its work — from the CFO's consolidated view to daily ledger, payables, receivables, budget, treasury, and administration tasks.
CFO
A consolidated view of financial performance — cash, revenue, expense, and profitability across legal entities — with embedded analytics and drill-down from KPI to source transaction.
Key capabilities
- Cross-entity financial KPIs
- Embedded analytics and insights
- Cash and profitability views
- Drill-down to source transactions
Controller
Owns ledger integrity and the close: monitors journals awaiting approval, reconciliation status, and period state, while enforcing posting rules and financial controls across entities.
Key capabilities
- Financial period close workspace
- Journal approval oversight
- Posting rules and controls
- Reconciliation status tracking
Controller focus
Dynamics 365 Finance capability summary
- Financial period close workspace
- Journal approval oversight
- Posting rules and controls
- Reconciliation status tracking
Accountant
Works the daily ledger: creates and posts journals, processes allocations and accruals, and reconciles accounts against sub-ledgers and bank statements.
Key capabilities
- General journals and templates
- Allocations and accruals
- Account reconciliation
- Recurring entries
Accountant focus
Dynamics 365 Finance capability summary
- General journals and templates
- Allocations and accruals
- Account reconciliation
- Recurring entries
Accounts payable
Manages the vendor invoice lifecycle — capture, matching, approval workflow, and payment proposals — with clear visibility into invoices on hold and payments coming due.
Key capabilities
- Invoice capture and matching
- Approval workflows
- Payment proposals and runs
- Vendor aging and holds
Accounts payable focus
Dynamics 365 Finance capability summary
- Invoice capture and matching
- Approval workflows
- Payment proposals and runs
- Vendor aging and holds
Accounts receivable
Manages customer billing and cash application: generates invoices, processes receipts and settlements, and tracks aging across customers and legal entities.
Key capabilities
- Customer invoicing
- Receipts and settlement
- Aging snapshots
- Credit holds
Accounts receivable focus
Dynamics 365 Finance capability summary
- Customer invoicing
- Receipts and settlement
- Aging snapshots
- Credit holds
Budget manager
Plans and controls budgets: builds budget plans, posts register entries, and relies on budget control to check spending — such as purchase orders — against available funds.
Key capabilities
- Budget planning and register
- Budget control on purchase orders
- Encumbrance tracking
- Budget vs actual analysis
Treasury
Watches cash: bank balances, reconciliation, cash-flow forecasting, and outgoing payment control across bank accounts, legal entities, and currencies.
Key capabilities
- Bank account management
- Advanced bank reconciliation
- Cash flow forecasting
- Outgoing payment control
Treasury focus
Dynamics 365 Finance capability summary
- Bank account management
- Advanced bank reconciliation
- Cash flow forecasting
- Outgoing payment control
Finance administrator
Keeps the system aligned to the business: chart of accounts, fiscal calendars, workflow configuration, security roles, and feature management across legal entities.
Key capabilities
- Chart of accounts and calendars
- Workflow configuration
- Security and role assignment
- Feature management
Finance administrator focus
Dynamics 365 Finance capability summary
- Chart of accounts and calendars
- Workflow configuration
- Security and role assignment
- Feature management
From Budget to Report in One Controlled Flow
Dynamics 365 Finance carries every transaction through a single controlled process — budgeted, procured, invoiced, paid, posted, consolidated, and reported.
Thirteen Capability Areas, One Financial Core
Select a domain to open its focused Finance workspace, its business process flow, and the controls, approvals and posting outcome behind it — the depth finance teams evaluate against.
Dynamics 365 Finance — General ledger workspaceOpen period
Jul 2026
Prior period locked
Journals to approve
12
Across 3 entities
Unbalanced
0
Debits = credits
Operational actions
- Create general journal
- Post allocations & accruals
- Run intercompany entries
- Review dimension defaults
General ledger & financial dimensions
The single source of financial truth, with dimension-based posting across every legal entity.
Business process flow
Controls & approvals
Journal approval workflows, posting rules, and period access control.
Posting & reporting outcome
One consistent ledger every report and close depends on.
Dynamics 365 Finance — Accounts payable workspaceInvoices on hold
7
Awaiting match
Due this week
$248k
3 payment runs
Match rate
94%
Three-way
Operational actions
- Capture vendor invoice
- Two- & three-way match
- Route for approval
- Generate payment proposal
Accounts payable
The vendor invoice lifecycle, from capture through matching to payment run.
Business process flow
Controls & approvals
Invoice approval workflows, matching tolerances, and payment holds.
Posting & reporting outcome
Controlled payables with fewer manual touches per invoice.
Dynamics 365 Finance — Receivables workspaceOverdue
$96k
31 accounts
DSO
38 days
Trending down
Promises to pay
9
This week
Operational actions
- Generate customer invoice
- Apply receipt & settle
- Run collections activity
- Send dunning notice
Accounts receivable & collections
Customer billing, cash application, and rule-based credit and collections work.
Business process flow
Controls & approvals
Credit holds, collections activities, and promise-to-pay tracking.
Posting & reporting outcome
Cash comes in faster while credit risk stays visible.
Dynamics 365 Finance — Cash & bank workspaceCash position
$4.1M
All accounts
Unreconciled
18
Bank lines
13-week forecast
+$620k
Net inflow
Operational actions
- Import bank statement
- Run advanced reconciliation
- Forecast cash flow
- Control outgoing payments
Cash and bank management
Bank accounts, reconciliation, and forward cash visibility across entities and currencies.
Business process flow
Controls & approvals
Signing limits, payment approval steps, and reconciliation review.
Posting & reporting outcome
Treasury sees today’s cash position — and what is coming.
Dynamics 365 Finance — Budget control workspaceBudget used
61%
YTD
Encumbered
$1.2M
Open POs
Over-budget blocks
4
This month
Operational actions
- Build budget plan
- Post budget register
- Run budget check on PO
- Track encumbrances
Budget planning & control
Budget plans and enforcement before spend commits the organization.
Business process flow
Controls & approvals
Budget checks warn on or block documents that exceed available funds.
Posting & reporting outcome
Spend is checked against budget before it happens, not after.
Dynamics 365 Finance — Fixed assets workspaceNet book value
$8.7M
All books
Depr. this period
$142k
Posted
Pending disposals
3
For approval
Operational actions
- Acquire asset
- Run depreciation proposal
- Transfer or split
- Dispose & post gain/loss
Fixed assets
The full asset lifecycle with parallel accounting and tax treatments.
Business process flow
Controls & approvals
Posting profiles and approvals on acquisitions, transfers, and disposals.
Posting & reporting outcome
Asset registers that stay reconciled to the ledger.
Dynamics 365 Finance — Expenses workspaceReports pending
23
Awaiting approval
Policy flags
5
Need review
Avg. reimburse
3.1 days
After approval
Operational actions
- Enter expense report
- Attach receipts
- Match credit-card lines
- Apply per-diem rules
Expense management
Employee expense reports, from entry and receipts through approval to reimbursement.
Business process flow
Controls & approvals
Policy checks and approval workflows before expenses post and pay.
Posting & reporting outcome
Employees reimbursed quickly without losing policy control.
Dynamics 365 Finance — Tax workspaceTax codes
46
4 jurisdictions
Settlement due
Jul 31
GST/HST
Exceptions
2
For review
Operational actions
- Configure tax codes & groups
- Calculate on documents
- Run settlement period
- Apply localization
Tax & regulatory configuration
Indirect tax calculation and reporting configured per jurisdiction.
Business process flow
Controls & approvals
Tax codes and groups drive calculation consistently on every document.
Posting & reporting outcome
Tax reported by jurisdiction from the same transactional data.
Dynamics 365 Finance — Consolidation workspaceLegal entities
9
3 currencies
Elimination sets
5
Configured
Intercompany diff
$0
Balanced
Operational actions
- Run online consolidation
- Translate currency
- Process eliminations
- Balance intercompany
Multi-entity & consolidation
Many legal entities, currencies, and books consolidated into group results.
Business process flow
Controls & approvals
Intercompany due-to / due-from balancing posts automatically.
Posting & reporting outcome
Group results without spreadsheet consolidation.
Dynamics 365 Finance — Period close workspaceClose progress
72%
18 / 25 tasks
Days to close
4.2
Target 4
Late tasks
1
Reassigned
Operational actions
- Open financial close workspace
- Assign close tasks
- Track dependencies
- Lock period
Period close
A structured, repeatable close driven by task lists, owners and period locking.
Business process flow
Controls & approvals
Close task lists with owners, dependencies, and period locking.
Posting & reporting outcome
A faster, repeatable close every period.
Dynamics 365 Finance — Reporting workspaceReport designs
31
Statements & mgmt
Refreshed
Live
On the ledger
Power BI models
6
Embedded
Operational actions
- Design financial statement
- Run management reports
- Publish to Power BI
- Drill to source
Financial reporting
Financial statements and management reporting built directly on the ledger.
Business process flow
Controls & approvals
Reports read the posted ledger — no re-keying or offline spreadsheets.
Posting & reporting outcome
Statements that always match the books.
Dynamics 365 Finance — Controls & audit workspaceActive workflows
28
Configured
SoD conflicts
0
Resolved
Logged tables
14
Change history
Operational actions
- Configure approval workflow
- Run SoD conflict check
- Enable database logging
- Review audit trail
Workflow, controls & auditability
The control framework that runs through every module and document.
Business process flow
Controls & approvals
Rule-based conflict detection across security roles and duties.
Posting & reporting outcome
Every posting traceable to who approved it, and why.
Dynamics 365 Finance — ER & integrations workspaceER formats
17
Versioned
Bank files
5
Payment formats
API endpoints
OData
+ Dataverse
Operational actions
- Configure ER format
- Generate bank payment file
- Produce statutory declaration
- Expose OData / Dataverse API
Electronic reporting & integrations
Regulatory formats and system integrations configured, not custom-coded.
Business process flow
Controls & approvals
Format versioning keeps documents current as regulations change.
Posting & reporting outcome
Finance connects to banks, tax and business systems without brittle code.
Built for Multi-Entity Control and Compliance
The control framework spans every legal entity, currency, and process — so growth does not mean losing the audit trail.
Legal entities
Many companies in one environment with shared reference data
Currencies
Transact, revalue, and report in multiple currencies
Financial dimensions
Slice results by department, cost centre, or project
Intercompany
Automated intercompany transactions with due-to / due-from balancing
Approvals
Configurable workflows on journals, invoices, and payments
Segregation of duties
Rule-based conflict detection across security roles
Audit trail
Database logging and change history for sensitive data
Fiscal close
Period control and a dedicated financial close workspace
AI and Automation, Stated Honestly
Microsoft ships AI capabilities for Finance in stages. Each item below is labelled by its current availability — nothing is oversold.
In-app Copilot chat
Generally availableConversational help inside Dynamics 365 Finance for navigation, data questions, and guided actions.
AI-assisted collections insights
Generally availableGenerated customer summaries in credit and collections that help teams prepare collections activity faster.
Invoice capture for accounts payable
Generally availableAutomated capture and transfer of vendor invoices into the accounts payable workflow.
Autonomous finance agents
PreviewAgent capabilities such as account reconciliation assistance, released progressively by Microsoft in preview.
Microsoft 365 Copilot
Separately licensedCopilot across Outlook, Excel, and Teams complements Finance but is licensed separately per user.
How availability is labelled
Copilot and automation in Dynamics 365 Finance
- Generally availableReleased by Microsoft for production use.
- PreviewReleased progressively by Microsoft; scope and availability can change before general availability.
- Separately licensedComplements Finance but requires its own licence per user.
Copilot capabilities in Dynamics 365 Finance are evolving; Econix validates current availability and licensing during assessment.
Dynamics 365 Finance in the Microsoft Ecosystem
Dynamics 365 Finance is strongest as part of a connected estate — Econix designs and builds the connections to operations, analytics, collaboration, banking, and tax systems.
Dynamics 365 FinanceEvery connected system links to Finance — none run inside itDynamics 365 FinanceEvery connected system links to Finance — none run inside itReporting beyond the ledger
Power BI and Microsoft Fabric extend financial data into management reporting and analytics, while Microsoft 365 keeps approvals and financial documents flowing through Outlook and Teams.
Six Ways Econix Engages on Dynamics 365 Finance
Wherever you are in the journey — planning, migrating, recovering, or running live — there is a defined Econix path for it.
New implementation
Structured delivery from process alignment through configuration and go-live.
Learn moreAX migration
A planned path from AX 2009 or AX 2012 to Dynamics 365 Finance.
Learn moreRescue & stabilization
Stabilize troubled environments and rebuild the path to intended outcomes.
Learn moreIntegration
Connect Finance to operational systems, banks, and reporting platforms.
Learn moreOptimization
Tune configuration, reporting, and process fit in live environments.
Learn moreSupport
Ongoing functional support without the cost of a full internal team.
Learn moreOne accountable engagement lifecycle
- AssessUnderstand current state
- DesignSolution and roadmap
- ImplementBuild and configure
- IntegrateConnect systems and data
- SecureIdentity, access, protection
- Support & OptimizeManaged improvement
Dynamics 365 Finance Licensing & Subscription Assistance
Econix is a Microsoft Cloud Solution Provider and can supply Dynamics 365 Finance subscriptions alongside implementation and support — one accountable partner for both the licences and the system they run. Services include requirements assessment, licence inventory review based on customer-provided records and reports, right-sizing across full-user, activity, and team-member licence types, subscription selection and fulfilment, additions and reductions, renewals, co-terming with your other Microsoft agreements, and ongoing subscription administration — with monthly, annual, and multi-year options where eligible and currently available.
Proven Across the Dynamics Family
Qualitative outcomes from real Econix engagements — implementations, migrations, and long-running Dynamics consulting relationships.
Mother Parkers
Multi-project Dynamics 365 Supply Chain consulting for a Canadian beverage manufacturer.
Sustained, senior delivery across successive projects on the Dynamics 365 finance and operations platform.
Read the case studyWhite Oaks
Upgrading a luxury resort from Dynamics NAV 2009 to Business Central.
A dated Dynamics ERP modernized without disrupting resort operations.
Read the case studyRJ Lee Group
Migrating an analytical services firm from Dynamics SL to Business Central.
A legacy Dynamics platform retired in favour of a supported, cloud-based ERP.
Read the case studyFrequently Asked Questions
When does Dynamics 365 Finance make sense for an organization?
Dynamics 365 Finance is the right fit for mid-market organizations that need structured financial management, multi-entity consolidation, robust reporting, and controls that spreadsheets or older ERP platforms can no longer deliver. It is particularly relevant for organizations with complex AP/AR workflows, multi-currency needs, regulatory compliance requirements, or plans to grow across entities and geographies.
How can Econix help with Dynamics 365 Finance implementation?
Econix provides structured implementation support covering business process alignment, configuration direction, scope and phase planning, and practical delivery guidance. The focus is on getting the finance process and system alignment right before delivery begins — reducing the risk of configuration gaps, scope drift, and poor adoption at go-live.
Can Econix help recover a troubled Dynamics 365 Finance project?
Yes. Econix works with organizations where Dynamics 365 Finance implementations have drifted, exceeded budget, or gone live with significant gaps. Recovery work focuses on stabilizing operations, identifying what needs to be fixed, and rebuilding a practical path to the intended outcomes.
Does Econix support upgrades and live Dynamics 365 Finance environments?
Econix supports organizations upgrading from older Dynamics platforms — including AX 2012, AX 2009, and other legacy versions — to Dynamics 365 Finance. For live environments, ongoing support and optimization services help organizations get more value from their existing D365 Finance investment.
What Copilot capabilities are available in Dynamics 365 Finance?
Microsoft ships Copilot capabilities for Dynamics 365 Finance in stages: some are generally available, some are in preview, and some — such as Microsoft 365 Copilot — are licensed separately. Copilot capabilities in Dynamics 365 Finance are evolving; Econix validates current availability and licensing during assessment.
Can Econix supply Dynamics 365 Finance licences as well as services?
Yes. As a Microsoft Cloud Solution Provider, Econix supplies and administers Dynamics 365 Finance subscriptions — including right-sizing across licence types, renewals, and co-terming — alongside implementation and support. Use Request a Quote to start a licensing conversation.
Have a more specific question about Dynamics 365 Finance?
Talk to EconixFree Download: D365 Finance Readiness Checklist
47-item readiness assessment across 8 critical areas — evaluate before you implement.
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