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Dynamics 365 Budgeting & Controls

Improve your organization’s flexibility to develop, modify, and control budgets with Microsoft Dynamics 365.


Various budget types are supported within Microsoft Dynamics 365 from budgeting based on historical transactions, budget transfers, budget encumbrances, project budgets to fixed asset budgets.


Microsoft Dynamics 365 gives organizations the capacity to define budget amounts and track budget to actuals as well as forecasts to actuals. Budgets can be defined using a top-down approach, a bottom up approach or using a mix of the two approaches.


Organizations can define budget approval workflows to ensure that budgets go through multiple level of approvals based on the parameters such as the relevant organization unit including cost center, departments or divisions. Native budget control ensures that spend is compliant with the budget limits that are approved.


Microsoft Dynamics 365 allows you to:

  • Determine the financial components used to establish and control budgets.

  • Update or revise budgets based on economic events.

  • Define workflows and policies that match organizational requirements.

  • Use a budgeting tool that is right for the organization.

Budget Planning in Microsoft Dynamics 365

Microsoft Dynamics 365 provides a flexible model for budget planning.

  • Top Down approach.
    Creating an organizational budget and then allocating it down to the various organizational units such as cost centers.

  • Bottom Up approach.
    Creating a budget by organizational unit such as department and cost centers and then rolling it up into an organization level budget.

  • Hybrid approach.
    Having both approaches maintained in different simulation models and then developing a budget that seems appropriate for the organization.

The budget planning process has the following components:

  • Responsibility centers.
    Organizational units that will administer the budget components e.g. Sales Department manages the Sales Budget; Operations will manage the Operations Budget.

  • Scenarios.
    Multiple scenarios can be developed such as historical, top-down, bottom-up which can be used for comparison.

  • Stages.
    The various steps in the budget planning process.

  • Workflows.
    The linking of the various stages in the budget and the relevant responsibility center owners.

  • Templates.
    Excel based templates that can be distributed in case users prefer to develop budgets in Microsoft Excel which has native integration with Microsoft Dynamics 365.

of Budgets

Microsoft Dynamics 365 supports multiple budgets at the General Ledger (GL) level and the sub-ledger level including:

  • General Ledger Budgets

  • Project Budgets

  • Fixed Asset Budgets

  • Inventory Forecasts and Budgets

  • Supply Forecasts and Budgets

  • Sales Forecast by Item, Item Group, Customer, Customer Groups

Budgets can be tracked for revisions and transfers through the use of budget types which include:

  • Original Budget

  • Revisions

  • Transfers

  • Pre-Encumbrances

  • Encumbrances


This provides granularity and the ability to track results at multiple levels. For example, actuals and forecasts can be compared with original budgets, original budgets with revisions, original budget and transfers plus revisions.

Budget Control with Microsoft Dynamics 365

Built into Microsoft Dynamics 365 is the ability to track budget versus actuals and stop over-spend at the point of approval or entry of a transaction. Budget control dimensions can be selected from the financial accounting structure that will be used for budget control.


Budget control can be applied to a variety of transactions including purchase requisitions, purchase orders, vendor invoices, expense reports, travel requisitions and more. If a budget fund is about to be exceeded due a transaction, then Microsoft Dynamics 365 can stop the transaction from moving forward, warn the user or go through relevant approvals to allow the spend to exceed the budget.

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Dynamics 365
Sales Orders & Purchasing

Microsoft Dynamics 365 is an all-in-one solution that gives you real time connectivity across your business.

Using the Trade in Microsoft Dynamics 365 module, you can integrate sales and purchasing processes with other key functional areas of the system including logistics, production, warehouse management, financials, the Application Integration Framework, CRM and master planning.

Sales Order & Purchasing

Deliver better customer service

Trade in Microsoft Dynamics 365 provides the backbone in streamlining the purchasing, warehousing and sales processes. The module helps you improve your customer service by giving you advanced control over your sales orders.


When entering sales orders, Trade in Microsoft Dynamics 365 automatically checks credit limits, customer account information, pricing agreements, and inventory levels so you can give your customers real-time information.


Trade in Microsoft Dynamics 365 gives you the ability to look into real time available to promise (ATP) data, and it also applies delivery date control so you can make accurate and precise order and delivery promises. You can print, fax, e-mail, or publish order confirmations on the Web, offer your customers flexible invoicing options, keep track of backorders and manage returned items.


To further speed up your sales and purchasing process, you can electronically exchange trading documents with your customers and suppliers using the Microsoft Dynamics 365 Application Integration Framework and Microsoft BizTalk Server 2006.

Optimize your purchasing processes

Microsoft Dynamics 365 helps you purchase the right products at the right time with the best price. With insight into supplier prices and lead times, you are better able to compare quotations from suppliers with different delivery deadlines, price conditions or other parameters.


Historical data and analysis tools help you evaluate past supplier performance so that you can make more informed purchasing decisions for the future.


The tight integration within Microsoft Dynamics 365 means that you only need to register received goods once, and then all relevant areas of the system are automatically updated. This streamlines record-keeping and saves time and resources, while reducing the risk of manual errors.

Trade seamlessly
with your subsidiaries

The intercompany functionality of Microsoft Dynamics 365 enables several companies, subsidiaries, or distribution centers to trade internally within one Microsoft Dynamics 365 installation. Intercompany functionality allows a company to apply a variety of required intercompany trading policies that help ensure the trading process between companies is always in sync, enabling a greater degree of process automation and control.


You can minimize your stockholding costs by having visibility into inventory in all companies, subsidiaries, and distribution centers and sourcing inventory across locations. You can minimize your manual work effort across companies by automating the intercompany trading processes and the intercompany order fulfillment.

Achieve better cost control with greater visibility

Trade in Microsoft Dynamics 365 helps you maintain accurate inventory valuation and gain insight into the variation of your cost prices. The cost price of inventory can be continuously updated through re-calculations to reflect the actual price. The standard cost price and any differences can be posted to different general ledger accounts so that variances are readily visible.


Inventory valuation can be performed according to different methods for different items including FIFO, LIFO, weighted average and standard cost price. The handling of miscellaneous charges helps keep inventory valuation more accurate. You can also control the effect of miscellaneous charges, such as freight and insurance, on cost prices.


  • Deliver better customer service with more efficient sales processes.

  • Reduce costs by supporting your purchasing and warehousing processes.

  • Improve relationships with your customers and suppliers using trade agreements.

  • Trade seamlessly with your subsidiaries with the ability to manage intercompany orders within one system.

  • Achieve better cost control with greater visibility into cost prices and accurate inventory valuation.

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Dynamics 365 Inventory & Logistics Management

Logistics in Microsoft Dynamics 365 gives you the flexibility to manage inventory and purchasing according to your needs, with functionality to support forecasting, classifying and tracking inventory and the efficient creation and management of bills of material (BOM).


The solution exchanges information with many other functional areas in the solution including production, master planning, trade, finance and CRM, to help ensure a high degree of synergy between logistics and other key areas of your business.


Optimize Inventory Levels

Logistics in Microsoft Dynamics 365 offers strong forecasting functionality that supports long-term planning, to help you optimize inventory levels. You can create sales and purchase forecasts based on items and time periods and use an unlimited number of forecast models to simulate various future scenarios. To quickly project cash flow, you can transfer item forecasts to the general ledger forecast.

Get detailed insight into your inventory

Inventory dimensions are a powerful tool for classifying your inventory according to storage and item characteristics, so that you can get a detailed overview of your inventory whenever you need it. You can track items throughout the system using batch and serial numbers. You can also view documents related to an item using a simple tree-graphic from anywhere in the system. At any time, you have direct access to information telling you where items were used and where they can be found.

Create bills of material quickly and easily

The graphical BOM designer is a graphical suite used to create and manage BOMs based on Microsoft drag-and-drop technology. The familiar, user-friendly environment makes it faster and easier to construct BOMs using a graphical tree-structure. The BOM designer displays all levels and components of the BOM, and you can drag and drop relevant items from the inventory table into the BOM.


The BOM designer also displays the route for the current BOM, allowing you to drag and drop items from the BOM into the operations on the route where they are to be consumed. This helps to achieve more accurate lead time calculations when scheduling production in Master Planning in Microsoft Dynamics 365.

Flexible management of bills of material

Logistics in Microsoft Dynamics 365 gives you an efficient and flexible means of managing bills of material to ensure you get the most accurate costing and materials requirements information. Forty BOM levels can be managed effectively and accurate consumption of raw materials can be calculated using formulas specific to each component. Price calculations, using cost price, can be performed for each level of the BOM, giving you accurate and detailed pricing information which is updated throughout the solution.


You can create multiple BOM versions to provide maximum flexibility, and you can use the version date of each BOM to control the validity of different versions. Previous BOM versions can be accessed and reused at any time.


  • Optimize inventory levels by matching supply with customer demand.

  • Improve your inventory management with detailed insight into your inventory and item tracking.

  • Improve your materials requirements planning with flexible options for managing bills of material.

  • Create bills of material (BOM) quickly and easily using the graphical BOM designed

Team Portrait

Dynamics AX MRP &
Master Planning

Master Planning in Microsoft Dynamics 365 exchanges information with other functionality inside the solution, including production, logistics, trade and CRM, helping streamline your manufacturing processes and supply chain.

In addition, Master Planning in Microsoft Dynamics AX can be run for inter-company transactions, can help you reduce costs, satisfy your customer demands, and improve your overall business performance.


Optimize Production Flow

By utilizing the information possessed within your company and associated supply chain, Master Planning in Microsoft Dynamics 365 can help you optimize production, material planning and scheduling. Finite material and capacity scheduling can be performed at the same time so that available capacity, inventory levels and purchase and transportation lead times are taken into consideration in your production planning.


This helps you plan purchase, production and transfer orders more reliably, which can help you optimize your production flow and provide on-time delivery to your customers.

Flexible planning results in increased efficiency

Use different master plans to run online simulations and what-if scenarios, so you can foresee the impact of different sales forecasts and planning strategies. You can run master scheduling in a fast, net change mode where only the latest changes are included in the calculations. This allows you to run materials and production planning as often as needed, so you can always have an up-to-date picture of the net requirements.

Outsource production with ease

Master Planning in Microsoft Dynamics 365 helps you outsource production to sub-contractors whenever you need to. You can also model sub-contractor capacity levels in the system and quickly implement make or buy strategies throughout the planning process. This benefits both you and the customer; freeing your capacity and helping you keep delivery promises.

Quickly respond to changes

Action messages suggest changes to purchase and production orders based on changing requirements, helping you to optimize inventory levels and improve production flow. Additionally, future messages provide notification of the earliest possible delivery date, so that you can quickly take action on sales orders to maintain customer satisfaction. You can also increase the efficiency and accuracy of planning with time fences, which help ensure that procedures are carried out at the correct time according to your manufacturing policies.

Deliver on time

Avoid making delivery promises you cannot keep by running available-topromise (ATP) calculations based on available inventory and current production orders, as well as capable-to-promise (CTP) calculations based on raw material lead-times and production capacity.

Minimize inventory levels to reduce costs

Cut down on unnecessary inventory carrying costs while still meeting your customers’ delivery demands. Forecast scheduling in Master Planning in Microsoft Dynamics 365 uses sales forecasts to project production and purchasing plans that are closely matched with demand. You may also optimize your safety stock levels based on either target service levels or on lead time coverage. Include seasonal deviation in product sales when calculating safety stock to further refine inventory levels.

Function seamlessly across warehouses

Further optimize your production planning by sourcing materials from across multiple warehouses. Master Planning in Microsoft Dynamics 365 can operate with any number of warehouses and automatically generates transfer orders to fulfill inventory requirements. In addition, you can set up each warehouse with individual parameters to help ensure correct levels of safety stock and service at different locations.

  • Minimize lead times and maximize on-time deliveries to customers

  • Respond quickly to changes in demand for materials and capacity

  • Reduce inventory levels through improved production planning and forecast scheduling

  • Finite capacity schedule at order taking

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Microsoft Dynamics AX Manufacturing & Production Scheduling

Production in Microsoft Dynamics 365 gives you real-time insight into your manufacturing processes to help increase both your production efficiency and profitability, while helping to reduce your overall costs.


Flexibly manage your manufacturing resources

Production in Microsoft Dynamics 365 can give you the flexibility you need to achieve maximum profitability from your manufacturing resources. Production orders can be created independent of or on the basis of proposals from master scheduling, and Production in Microsoft Dynamics 365 helps you manage bills of material (BOMs) efficiently.


You can get a quick and reliable overview of the manufacturing resources required to meet customer demand by performing rough capacity scheduling, taking both finite or infinite capacity and materials scheduling into consideration. You also get the flexibility to schedule production processes backwards or forwards from any date.

Optimize your production flow

You can define your manufacturing resources, including machines, employees, tools or even sub-contractors as work centers and allocate them to work center groups. Scheduling can be performed at different levels of detail: operations scheduling for work center groups and job scheduling for individual work centers. You can achieve maximum scheduling flexibility by determining whether finite or infinite capacity should be used for each work center or work center group.


Detailed capacity scheduling can determine the “best fit” between a work center and a specific operation and automatically selects the work center with the shortest lead time. Reduce time spent waiting for the availability of a work center with the option of selecting the “next best” alternative.

Increase your production efficiency

Minimize lead times by creating cross-group links between resources that can handle the same task to help ensure the most efficient scheduling. You can also reduce setup time by using properties to ensure that operations that require the same work center setup are scheduled concurrently. Advanced facilities for sequence and bottleneck scheduling are provided, which can reduce setup times and make tight, controlled plans on the bottleneck.


Production in Microsoft Dynamics 365 helps complete sub-contracting for full or partial production orders by utilizing material flow and planning.

Get real-time insight into production

Production in Microsoft Dynamics 365 gives you visibility into all the information you need to efficiently manage your production processes, including planned production orders, production start times, capacity loadings, delivery dates and materials availability. Detailed job monitoring gives you a clear overview of individual work centers’ activities during the course of the day, so that you can assess production performance to schedule.


The job scheduling Gantt chart gives you a real-time, graphical overview of your production schedule so you can make tactical, day-to-day changes that optimize production flow. You can use the Gantt chart to easily schedule changes both within and between different work and machine centers by using simple drag and drop functionality, and see the consequences of your changes on the production floor in realtime.

Improve performance with flexible routings

Choose the best route for an operation on any given day. You can set up and maintain different routing versions, including network routes that help you avoid bottlenecks and maximize production efficiency. You also have the flexibility to have routes assigned automatically (using date and/or quantity) by the system, or you can choose to select them manually.


Production in Microsoft Dynamics 365 provides you a variety of information about the operations that make up your production routes, including an overview of the work centers used and the queue time, setup time, run time and transport time required for each operation. You can also specify the amount of scrap and calculate the time that is expected to be used at each operation.

Monitor production costs with ease

Production in Microsoft Dynamics 365 lets you choose flexible options for recording capacity and materials consumption. You can record consumption and costs prior to production in a forward manner using base data, or record actual consumption during production. Consumption and production costs are automatically posted into the general ledger, which cuts down on manual data entry and quickly enables you to compare actual and estimated production costs.


  • Minimize lead times and satisfy customer demand with flexible scheduling options.

  • Control the utilization of your manufacturing resources for optimum performance.

  • Track production progress and easily make changes to increase production efficiency and reduce costs.

  • Production in Microsoft Dynamics 365 comprises three modules:

  • Production I: includes basic production functionality for handling material flow;

  • Production II: allows you to plan and execute routes, operations and rough capacity planning;

  • Production III: includes Gantt chart scheduling functionality, job management and detailed production scheduling.

Young Businesswoman

Dynamics 365
Human Resource Management

Human Resource Management in Microsoft Dynamics 365 can give you deeper insight into the status of individual employees, an overview of your entire organization and the strategic tools you need to develop the human resources upon which your business goals depend on.


Dynamics 365 supports an effective and streamlined recruitment process, efficient service for candidates, and the knowledge needed for making optimal hiring decisions. Recruitment helps you process the applications you receive so you can focus on bringing in qualified candidates.


All your employee information in one place

Human Resource Management in Microsoft Dynamics 365 gives your human resources team the core administrative tools to help them manage employees, teams and departments across your organization more effectively.


With your company’s employee information stored in a structured, easily retrievable manner you can concentrate on managing and solving human resource issues rather than simply documenting them.

Modeling organizational units

Keep track of the organizational changes in your business. With visual, function-oriented diagrams, you can create organizational charts for full, matrix, and project overviews.


You can easily change the organizational framework to reflect any changes in your organizational structure.

Automate key recruitment processes

Recruiting new employees and managing internal job rotations are ongoing processes.

By using Human Resource Management to automate personnel recruitment, you can control the process from the moment an application is received, through correspondence and interviews with relevant managers, right up to the point of employment or rejection.

Learn from the experiences of previous recruitment campaigns and pinpoint the most effective media and methods for sharper, more effective recruitment communications.

Make the most of your talent

Human Resource Management provides the structured and actionable information you need to quickly assess current performance levels, identify competency strengths and weaknesses, and outline improvement initiatives. Managing employee competence means identifying their current competencies and making relevant comparisons to the competencies your organization needs.


Professional skills and aptitudes, as well as personal skills, can all be tracked and compared. You can create a competence framework, as well as a dynamic development process that includes personal interviews, training curricula, and events to support each employee in their development aligned with your company’s strategy.


  • Minimize lead times and satisfy customer demand with flexible scheduling options.

  • Control the utilization of your manufacturing resources for optimum performance.

  • Track production progress and easily make changes to increase production efficiency and reduce costs.

  • Production in Microsoft Dynamics 365 comprises three modules:

Colleagues at Work

Dynamics 365
Project Accounting & Management

Project Accounting in Microsoft Dynamics 365 is a complete and easy-to-use module that helps you efficiently manage project accounting across your company with full financial overview and controls and full real-time integration into SCM and financial modules.

Project Accounting & mgmt

Project Accounting in Microsoft Dynamics 365 provides a strong platform to help you control project finances. It supports a wide range of functions and empowers your company to meet the challenges of growth, while helping to give you the necessary insight into your business that you need to succeed in an increasingly competitive global environment.

Maintain tighter control of projects

Project Accounting can support the accounting needs of multiple project types, such as time and materials, fixed price projects and internal projects like investment, cost and time project, as well as those with a WIP component. By allowing you to deconstruct a large, complex project into manageable sub-projects and providing easy-to-use graphical project family trees, Project Accounting helps you rapidly identify and address delays and avoid cost overruns.


You can specify different properties for each project task, such as start/end date, capacity load or the relationship between tasks. You can also schedule tasks for work center groups or work centers. A Gantt chart is provided to give you an overview of capacity load.


The solution helps you manage day-to-day administrative financial tasks and anticipate potential delays by letting you and your employees estimate and record the completion percentage of activities. Your employees can easily register their working hours on-site or remotely using the Internet, providing you with an always-updated view of employee hours spent on a project.

Improve cash flow management

Project Accounting serves as a central data repository where your employees can keep the status of their projects registered and up-to-date. Having accurate information lets you shorten the billing cycle since you can generate invoices immediately and get paid for projects faster.


Invoices can appear in the currency of your choice, to suit the needs of your customers and vendors in projects or sub-projects. You can also bill multiple projects for one customer by creating a single invoice event whenever you need to. The solution helps you avoid delays and predict major cash outflows by planning when you will need to acquire chargeable equipment and materials throughout a project.


You can keep your customers updated with timely and accurate progress reports, since customers who feel well-informed may be less likely to dispute invoices and be more likely to pay on time. If a customer’s requirements change throughout the course of a project, you can add revenue by easily adding revenue-producing consumption to the project in progress or additional on account transactions.


With Project Accounting, you can also link back office systems with companies with which you have both a customer and vendor relationship, in order to offset balances and save time and money in administration.

Improve productivity

Project Accounting can help you define new projects quickly, by pulling data from the central Microsoft Dynamics 365 database. You can also speed up project creation by using templates recycled from previous projects. A single view of all current and planned projects helps you anticipate bottlenecks before they appear.


The improved efficiency of Project Accounting in Microsoft Dynamics 365 can also let you move back office resources from supporting current projects to supporting sales to help increase new business.

Obtain strategic business insight

Project Accounting in Microsoft Dynamics 365 lets you build meaningful hierarchies and categorize projects using sorting criteria, so you can understand the true costs of the services you render, and get an accurate and detailed view of profitability. The solution can give you actionable data to help you identify market trends, take on the right projects, and avoid committing to projects that won’t be profitable.


Project Accounting in Microsoft Dynamics 365 also lets you use account categories to map parts of a project to general ledger accounts, in order to get a more detailed analysis. You can summarize by project or cost category type, or you can define your own posting structure. You can also categorize transactions based on hours worked, costs incurred, items issued and revenue to be billed. Accounting analysis dimensions provide a powerful way to run detailed analyses without complicating your chart of accounts.


You can obtain insight either from the overall project statistics window, where you can filter among related projects and budget versus actual transactions, or from standard reports, where you can specify various data ranges. Using optional OLAP analysis services, you can present data in pivot tables.


  • Help improve oversight of your operations to maintain tighter control of project accounting and drive efficiencies.

  • Help improve productivity.

  • Obtain strategic business insight.

Introducing an Idea

Dynamics 365 Management Reporter

Management Reporter adds functionality to help corporations improve their business performance through an enhanced financial reporting process. Your organization and finance users can create, generate and share financial reports easily, efficiently and accurately.

management reporter

Management reporting plays a key role in performance management. Displaying business results, performing variance analysis, comparing projections and consolidating data from disparate general ledgers provides business users with the business insight they need to make timely and relevant decisions. Accurate and auditable reporting is also essential to regulatory compliance.


Management Reporter helps to provide accurate reporting in real time, from a centrally managed source. Financial information is accurate and up-to-date, ensuring that reports are consistent. With Management Reporter, financial data can be combined from multiple financial models or general ledger companies and consolidated into a single report, giving your business users more visibility into the health of their business.

Key Features

These key features found in Management Reporter simplify the financial reporting process:

  • Easy creation and customization.
    Using the report wizard, key financial reports such as trial balance and income statements can be created in as few as seven steps. Additional templates are provided with Management Reporter that facilitate creating balance sheet and cash flow statements.

  • Advanced financial intelligence.
    Hierarchies can be defined to facilitate the creation of different views of your business. Business users can create management, legal, and soft consolidated reports. Combined with comparative data like month to month, year over year, and actual to forecast, business users are better able to understand business trends. Additional concepts include year to date amounts, debits vs. credits, and posted and unposted data.

  • Multiple ways to access reports.
    Business users can create and generate secured reports that are distributed to a report library for viewing via a native viewer, or exported to either Microsoft Excel or to RDL for access through SQL Server Reporting Services. Formatting is preserved, while business users can manage and access reports through the Microsoft Office SharePoint Server 2007 Report Center.

  • Enterprise-grade statutory consolidation functionality.
    Business users can easily produce consolidated financial reports across multiple currencies while also supporting inter-company eliminations and reconciliations.

  • Integration with your general ledger.
    Management Reporter can be integrated with your general ledger system, allowing your organization to quickly create accurate and up-to-date reports easily.


Business users benefit from the easy-to-use and powerful reporting functionality included with Management Reporter, such as:

  • Cross-enterprise business view.
    Management Reporter provides organizations with a way to bring together financial information from different financial models or general ledger companies in order to create a consolidated view of the business.

  • Easy and secure report distribution.
    Widely distribute dynamic and standard reports including financial statements, management reports, and ad-hoc analysis to the decision-makers across the organization.

  • Strong support for regulatory compliance.
    Management Reporter helps organizations support generally accepted accounting practices (GAAP), international financial reporting standards (IFRS), and Sarbanes-Oxley regulations. Centralized data management, including security and business rules, and transactional reporting simplify regulatory compliance.

  • Enhanced partnership with IT.
    IT no longer has to spend time generating, formatting, and customizing financial reports for the business. Business users can create their own reports, while IT can help ensure they have the right infrastructure and data to access richer, more targeted information.

Working on Laptop

Dynamics 365
Expense Management

Microsoft Dynamics 365 provides powerful capabilities for employees to manage travel and other business expenses.

expense mgmt

This includes the following capabilities:

  • Expense entry.
    Self-service capability for employees to enter expenses on the web and through mobile devices.

  • Expense approval.
    Ability to have one or more approvers to approve the entered expenses. Approvers may approve, reject or delegate approval.

  • Workflow management.
    Visual configuration and drag and drop tool for creating workflows for approvals. These workflows may be conditional (e.g. Trigger only if amount is over $10), require multiple approvers (e.g. One approver if under $25, two approvers if over $25 and less than $100, three approvers if above $100 etc.), have automatic actions (e.g. Escalate to a manager if not approved or rejected in 4 business days).

  • Documentation and receipts.
    Ability to attach receipts to support an expense entry.

  • Business policies.
    Set business policies and rules e.g. Automatically reject meals above $100 or require itemization of hotel expenses on a per night basis.

  • Per Diem.
    Calculate per diem based on location and number of days.

  • Gas mileage.
    Automatically calculate mileage reimbursement based on distance travelled.

  • Posting to Financials.
    Full integration with General Ledger or Accounts Payable. Each employee can have expenses posted to GL or to AP for payment depending on the employee setup. Financial posting can be reviewed prior to it posting through as shown in the example below where the expense for the Inc 5000 conference can be seen as posting to the GL account 601504 and can be verified before final posting is done.

  • Mobile capability.
    Enter expenses through a mobile devices and attach receipt images captures through a mobile device camera.

In a Meeting

Business Intelligence (BI)

With greater emphasis on corporate governance, the need to understand business performance and eventual financial reporting is even greater. This is where business analytics comes to the forefront.

Statistics have shown companies that have a good business analytics platform tend to perform better amongst their peers.


Understanding this, the 9 Dots Business Intelligence (BI) solutions can help you succeed in your business. Regardless of issues such as financial, process or customer relationship management (CRM), our flexibility in deploying the best recommended solutions can give your company a significant competitive advantage in meeting demand more effectively, lowering the cost of operations, and improving customer satisfaction.


  • Create accurate demand-forecasting models that lower inventory and improve customer satisfaction.

  • Quickly access accurate information.

  • Instantly view real-time and historic data across multiple locations to improve decision-making and understand where savings can be found.

  • Implement metrics and tracking for individual cost centers, profit centers such as business units, warehouses and departments.

  • Use intelligent knowledge management to identify opportunities for new products and services to be offered.

  • Improve customer support by effectively tracking and monitoring customer needs and requests.


Dynamics 365
Financial Management

Financial Management in Microsoft Dynamics 365 helps you automate your business-critical financial processes so you and your people can be more effective.

financial mgmt

Increase your business without geographic constraints

A truly comprehensive solution, Financial Management in Microsoft Dynamics 365 gives you critical local market functionality. The solution helps you do business across borders, by supporting multiple languages and currencies, while managing currency exchange rate adjustments and helping meet accounting requirements in different countries.


With Financial Management in Microsoft Dynamics 365, you can purchase and activate additional functionality as the need arises. The solution can help you manage local legal and regulatory compliance, so you can maximize your tax treatments and create favorable business conditions in foreign markets. You can also employ extensive tax management functionality to choose from a wide range of options for tax calculations, posting and reporting.

Improve the efficiency of your financial operations and enable strategic planning activities

Fully integrated with other functionalities inside Microsoft Dynamics 365, like project finance, logistics, trade, production, Asset Management and others, the solution can help you register financial data in the ledger in realtime, reflecting the business flow and securing fast and accurate financial reporting.


Connectivity across modules lets you trace transactions to their origin, so you can verify and analyze transactions immediately or on demand, to support external or internal audits. You can ensure the security of critical data by allowing information access or approval privileges based on job function or other criteria.


You can use Financial Management in Microsoft Dynamics 365 to execute financial operations from a single corporate database, thereby reducing time-intensive, repetitive administrative tasks and helping your team move from strictly tactical activities to more strategic ones. You can consolidate results online across multiple companies, and a customizable user interface and on-line help functionality helps deliver low training costs.

Manage your cash flow effectively

Financial Management in Microsoft Dynamics 365 can give you deeper insight into your financial status and cash flow whenever you need it. You can analyze your liquidity with cash flow forecasts and optimize the way your company manages foreign currencies. With the Bank Management in Microsoft Dynamics 365 module, you can reconcile your accounts, custom format paper checks and monitor and report deposits, payments and balances on bank accounts.


You can also use the electronic payment option to import customer payments automatically into your payment journal, or make vendor payments with clear visibility into all your accounts to help you manage your cash flow more effectively.

Provides greater insight into your finances and improves your ability to make the right decisions

Use financial dimensions to deepen your analysis capabilities without complicating your chart of accounts. Define and work with multiple financial dimensions which help you break financial data into categories for more detailed analysis. For example, you can analyze and measure financial data across cost centers, departments, regions, products lines or other dimensions that you can create and customize.


Financial Management in Microsoft Dynamics 365 allows you to generate financial reports with flexible advanced reporting tools offering multiple import and export options, including XBRL and hardcopy. You can map your charts of account and dimensions into reporting structures that match your business model, or you can aggregate figures into a framework for strategic analysis.


Financial Management in Microsoft Dynamics 365 can also analyze actual results against multiple budget assumptions to deal with dynamic market conditions where a single, fixed budget for the fiscal year is not realistic.


  • Helps you ensure regulatory compliance and expand your business across geographies.

  • Helps you improve the efficiency of your financial operations and enable strategic planning.

  • Helps you manage your cash flow effectively.

  • Provides greater insight into your finances and improves your ability to make the right decisions quickly.

  • Financial Management in Microsoft Dynamics 365 gives you the power to perform fast and reliable accounting, financial reporting and analysis. You can extend access to your financial data across your company and business community, so that you can improve the efficiency of your existing accounting processes.

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