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Dynamics 365 Finance

Improve financial agility, control, and insight—powered by Microsoft Copilot and agents, from forecast to close.
Overview

Keep pace with evolving business needs

Reimagine your financial models to prepare, respond, and thrive amid disruption with agility powered by automation and agentic AI.
  • Actively monitor cash flow and identify current and future trends with an intelligent forecasting solution.
  • Proactively reduce write-offs and improve margins by predicting when (or whether) customers will pay their invoices.
    Screenshot of Dynamics 365 Finance showing a customer payment prediction table with related insights and visual charts.
  • Use dynamic forecasting, scenario modeling, and cross-functional planning that aligns financial strategy with real-time operational insights to help you adapt.
    Dashboard titled 'Initiative planning' showing revenue metrics, charts by initiative and product, and a profit and loss projection table.
  • Automate subledger matching, expose anomalies, and accelerate close cycles—freeing up time for strategic analysis with the Account Reconciliation Agent (preview).
    Screenshot of Dynamics 365 Finance interface showing reconciliation statistics, exception details, and account reconciliation agent status.
  • Easily create reports, dashboards, and insights with business performance analytics to help you make informed decisions and optimize your operational workflow.
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NEWS

What’s new and notable

FEATURES

See how Dynamics 365 Finance can improve financial agility, control, and insight

Financial planning and analysis

Enhance agility with financial planning, budgeting, and forecasting using Copilot within business performance management capabilities.

Accounting and financial close

Expedite financial close and reporting with self-serve analytics and agents.

Tax management

Manage tax jurisdictions, rates, and deductibility based on a unified tax data model.

Quote to cash

Optimize monetization with AI-powered billing, accounts receivable (AR), collections, and more.

Cash management

Proactively manage liquidity with predictive analytics and cash-flow forecasting.

Business performance management

Enhance decision-making and agility with Copilot-assisted self-service financial and operational analytics.
Pricing

Dynamics 365 Finance pricing

PARTNERS

See how Dynamics 365 can help your business

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Business assessment

Get an expert assessment to uncover the right solution and smart agents.

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Implementation services

Begin rolling out Dynamics 365 with agents enabled from day one.

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Industry services

See how Dynamics 365 and AI agents can support your industry needs.

Customer stories

How customers are using Finance

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Next steps

Chat with a Dynamics 365 specialist

Available M-F 6 AM to 3 PM PT.

Request a call back

Have a Dynamics 365 specialist contact you.

Call Sales

Available M-F 6 AM to 3 PM PT.
  1. [1]
    Gartner, Magic Quadrant for Cloud ERP for Service-Centric Enterprises, By Robert Anderson, Johan Jartelius, Tomas Kienast, Sam Grinter, Denis Torii, Chaithanya Paradarami, 13 October 2025.

    Gartner, Magic Quadrant for Cloud ERP for Product-Centric Enterprises, By Greg Leiter, Tomas Kienast, Johan Jartelius, Denis Torii, Dennis Gaughan, 13 October 2025.

    Gartner, Magic Quadrant for Cloud ERP Finance, By Mike Helsel, Irmina Melarkode, Nick Duffy, Nisha Bhandare, 27 October 2025.

    Gartner and Magic Quadrant are trademarks of Gartner, Inc., and/or its affiliates.

    Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
  2. [2]
    IDC MarketScape: Worldwide AI-Enabled Large Enterprise ERP Applications 2025 Vendor Assessment,  IDC #US52976925e, October 2025.. 

    IDC MarketScape vendor analysis model is designed to provide an overview of the competitive fitness of technology and service suppliers in a given market. The research methodology utilizes a rigorous scoring methodology based on both qualitative and quantitative criteria that results in a single graphical illustration of each vendor’s position within a given market. The Capabilities score measures vendor product, go-to-market and business execution in the short-term. The Strategy score measures alignment of vendor strategies with customer requirements in a three-to-five-year timeframe. Vendor market share is represented by the size of the circles.

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