Dynamics 365 Finance

Maximizing financial visibility and profitability

Finance challenges influenced by legacy systems and processes

When we talk to customer CFOs, here are some examples of the challenges they have and why they need Modern Finance. These challenges look all old, but the reality is that a lot of our customers are still struggling with these challenges. Finance leaders are turning to modern technology, process changes and culture shifts to move forward. Take a minute to identify if your existing systems are problematic.

Here are signs that your current solution needs to evolve.

Several of our Customers are still living with Legacy Systems created 20 years ago

Using Static Reports and not able to drill down to find insights

The amount of data is doubling every year in the World and several of our customers have not yet created their “single source of the truth”

Business is becoming more complex every day, having old tools that were built for old business models is not helpful.

Several Finance Processes that our customers do are still manual. (Closing, Reconciliations, invoice processing, etc.)

There are new business risks, threats, and there is a need for more regulations.

A focused approach to modernizing finance

Transform finance with automated, integrated global financial processes and take advantage of predictive analytics for intelligent recommendations

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Microsoft Dynamics 365 Finance

Dynamics 365 provides the foundation to optimize finance. Centralize or distribute financial management with embedded reporting and predictive financial analytics. Optimize your team’s productivity with seamless, integrated process and tasks. Elevate financial capabilities with intelligent processes like proactive credit management, bank management, revenue recognition, and more. Keep up with frequently changing regulatory requirements with globalization and tax configuration, e-invoicing, payment, and reporting formats.

Microsoft Dynamics 365 Finance

An adaptable approach to modernizing finance


Core - Foundational Accounting and Finance
  • Accounts management (payable and receivable)
  • Budgeting
  • Cash and bank management
  • Assets management
  • General ledger
  • Payment and terms
  • Financial reporting
  • Cost accounting
  • Expense management
  • Globalization
  • Regional regulatory features
Extended - Expanded Reporting & Finance
  • Credit Management
  • Financial reporting
  • Revenue recognition
  • Cash flow forecasting
  • Power BI dashboards
Advanced - Modern Finance
  • Lifecycle Services
  • Integration with other Dynamics 365 solutions (Field Service,
    Project Service Automation, Talent, Commerce)
  • Microsoft Power Platform, Common Data Service, and Power BI
  • Business events, Microsoft Flow, and LogicApps

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Envision XP is focused on transforming your business leveraging the most innovative solutions the industry has to offer. Our mission is to reshape and align today’s business applications allowing organizations to recognize the new value in tomorrow’s industry vertical solutions. The management team has years of experience implementing core business applications like Microsoft Dynamics 365 and customizing those business applications with emerging technologies like blockchain. The Envision Experience is focused on guiding organizations of all sizes through 3 major milestones on their business application journey: Discovery, Proof of Concept Development, and Production Deployments.