Optimize Financial and Operating Models

Optimize Financial
and Operating Models

Table of contents
Introduction
Functions of managing financial risk and
reducing fraud
Optimize Financial and Operating Models Hero Demo
Maximize financial visibility and profitability
• Dynamics 365 for Finance
• Dynamics 365 for Finance and Globalization
Drive project-centric services success
Enable workforce transformation
Technology unification
System Administration

Organizations across industries are reimaging their
business models
The way we do business has fundamentally changed. Emerging technology has created opportunities for new business
models that are disrupting the way companies sell products and services and blurring industry lines.
Financial Services
Insurance companies are switching from policy nomenclature to subscriptions and moving to apps that integrate AI and machine learning to onboard
customers and fulfill claims within minutes.
Healthcare
A rapidly changing world is also pressuring healthcare organizations to evolve how they deliver patient care healthcare organizations are increasingly
leveraging technology platforms to shift to telehealth services.
Manufacturing
In the coming years, manufacturers will move from selling unconnected products to ones that come with connectivity services, and from selling a discrete
product to selling products as a service.
Retail
The subscription eCommerce market is worth about $10B. Some retailers are also offering concierge services to provide professional styling, shopping, or
skin care to consumers. You can now sign up for printer ink, toothbrush, razor, and cleaning supply services.

Adjusting to new business models to accommodate mergers and
acquisitions, new business entities, new financial dimensions, new
companies, and new subsidiaries
Subscription and project model challenges, from pricing, billing and
invoicing to revenue recognition and account reconciliation
There are serious roadblocks
to success
Legacy operating models impact performance and responsiveness to
new regulations and compliance
Support for multiple currencies, languages, and regulatory compliance
for companies expanding internationally
Suboptimal project operations and service delivery impacts customer
success and profit margins

Optimize business models to improve operational
proficiency and financial dexterity
Adapt faster
Proactively prepare for and readily
respond to disruption with the
adaptability needed to adjust
business models as market
dynamics change
Work smarter
Drive operational proficiency by
empowering your people to
confidently act using AI-infused
processes, guided workflows, and
interoperability with Office 365
and Teams
Perform better
Improve financial dexterity by
connecting data and automating
manual tasks to unlock the
predictive forecasting and insights
needed to accelerate growth
Finance Project Operations Human Resources

Functions enabling the optimization of financial and operating models
Channels &
Stakeholders
Customers Employees Leadership Vendors Subsidiaries
Optimize
Financial
And
Operating
Models
Maximize
financial visibility
and profitability
Cash Management
Cash Management
Cash Flow Forecasting
Bank Reconciliation
Invoicing
Billing
Credit & Collections
Regulatory And Reporting
Policies
Tax Management
Compliance
Audit & Reporting
Electronic Invoicing
Financial Management
Budgeting
Fixed Assets
Asset Leasing
Revenue Recognition
Cost Accounting
Expense Management
Analytics
Intercompany &
Consolidations
Drive project-
centric services
success
Deal Management
Lead & Opportunity Management
Estimations And Quotes
Project Contracting
Pricing And Costing
Project Planning & Execution
Resource Management
Task Management
Time And Expense Management
Material Usage
Project Financials
Invoicing
Project Accounting
Revenue Recognition
Analytics
Multi-currency
Multi-geo
Enable workforce
transformation
Personnel Management Compensation & Benefits Employee Development Organizational Hierarchy Compliance Analytics Hiring And Onboarding
Technology
Unification
Platform
Administration
Clients
User Management Application Management
Automation
Data
Integration
Visualization

Products enabling the optimization of financial and operating models
Channels &
Stakeholders
Customers Employees Leadership Vendors Subsidiaries
Optimize
Financial
And
Operating
Models
Maximize
financial visibility
and profitability
Cash Management
Dynamics 365 Finance
Cash Management
Cash Flow Forecasting | Dynamics 365 Finance Insights
Bank Reconciliation
Invoicing
Billing
Credit & Collections
Regulatory And Reporting
Policies
Tax Management
Compliance
Audit & Reporting
Electronic Invoicing
Financial Management
Budgeting
Fixed Assets
Asset Leasing
Revenue Recognition
Cost Accounting
Expense Management
Analytics
Intercompany &
Consolidations
Drive project-
centric services
success
Deal Management
Dynamics 365 Project Operations
Lead & Opportunity Management
Estimations And Quotes
Project Contracting
Pricing And Costing
Project Planning & Execution
Resource Management
Task Management
Time And Expense Management
Material Usage
Project Financials
Invoicing
Project Accounting
Revenue Recognition
Analytics
Multi-currency
Multi-geo
Enable workforce
transformation
Personnel Management
Viva Learning
Compensation & Benefits
Dynamics 365 HR
Employee Development
Viva Learning
Organizational Hierarchy
Dynamics 365 HR
Compliance
Dynamics 365 HR
Analytics
Viva Learning
Hiring And Onboarding
Linkedin Talent Solutions
Technology
Unification
Platform
Administration
Clients
Scalable Mobile
Options | Web
User Management
Scalable Mobile Options | Web
Application Management
Lifecycle Services
Automation
Business Events | Power Automate | Logicapps | Chatbot
Data
Cds | Virtual Entities | Azure Data Lake | Azure Sql | Key Vault | Ai
Integration
Sdk | Appsource | Data Management Suite |
Power Platform
Visualization
Power Bi | Financial Reporting | Excel

Optimize Financial and
Operating Models
HERO DEMO

Optimize Financial and Operating Models hero demo
Reimagine both financial business models and operating models to realize more value and better adapt to an evolving economy
Opportunity
A U.S. company wants to create a new
professional services branch in the United
Kingdom to capitalize on a key market
opportunity.
Financial analysis
D365 Finance
The CFO can leverage the
insights gleaned from D365 to
help them plan for opening a
professional services branch.
They can ensure the
organization is in a healthy
financial position before
starting the initiative.
VP: Optimize financial operations
Winning and planning for new deals
D365 Project
Operations
An Account Manager for the
professional services org has
several new opportunities from
various countries. They reach
out to the Project Manager to
build estimations that can help
them create far more accurate
quotes in multiple currencies.
VP: Drive project success
Hiring the right people and
onboarding/training them
D365 Human
Resources
HR professionals can then use
the project plans to identify
roles they need to hire.
They leverage LinkedIn Talent
to hire the right candidates
and then onboard them and
assign them the needed
internal training.
VP: Create a workplace where people &
business thrives
Effectively utilize new resources and
execute projects
D365 Project
Operations
Once the opportunity has been
won, the Project Manager then
adds new hires from multiple
countries to the project. As the
project progresses, they
approve their time & expenses
and makes sure the project is
under-budget.
VP: Drive project success
Easily managing project financials
D365 Project
Operations
The Project Accountant
reviews the invoice to ensure
the right tasks, materials, and
expenses are included and
posts it. They then track the
project statements to ensure
the project financials are
under budget.
Managing credit risks and
automating collections
D365 Finance
The Credit Manager can
seamlessly manage credit risks
and credit limits for the
company’s new professional
services customers. They then
set up an automated collection
process for these new
customers to save time.
VP: Enhance financial operations VP: Drive project success
Accurately projecting cash flow
D365 Finance
The Treasurer checks the cash
flow of the company’s new
professional services org to
see how it’s impacting the
company. They then review
the company’s available cash
all up and forecasts their
cash flow.
Streamlined revenue recognition
D365 Finance
The Revenue Accountant
Manager must ensure the
organization is properly
recognizing revenue from the
new projects.
Digitizing with electronic invoicing
D365 Finance
The professional services
branch landed their first
customer in Canada, and the
Billing Clerk needs to issue an
invoice. They make sure that
the electronic invoice service
is set up to issue an invoice
to Canada.
VP: Decrease global financial complexity & risk

Maximize Financial
Visibility and Profitability
Budget planning and forecasting
Cash and bank management
Procurement management
Credit and collections
Revenue recognition
Financial reporting
Finance insights
Process automation
Subscription billing
Hub and spoke model

Dynamics 365 Finance:
Budget planning and
forecasting
MAXIMIZE FINANCIAL
VISIBILITY AND PROFITABILITY
• Manage your financial resources using account charts, workflows,
source documents and journals, configurable calculation of
available funds, budget cycles, and thresholds
• Configure unlimited monetary and quantitative scenarios and
define a budgeting organizational hierarchy to support top-down
and bottom-up budgeting methods
• Convert the budget plan to a budget register entry while
providing tools for maintaining the budget and keeping amounts
traceable through budget codes
• Set up budget planning on the budget planning configuration
page
• Compare budgets to actuals and identify trends using rolling
forecasts, which are supported through budget plan documents
as initial planning activities
• Use the budget planning query optimization feature to
improve the performance of processing
Learn more on Microsoft Docs

Dynamics 365 Finance Insights:
Intelligent budget
proposals
MAXIMIZE FINANCIAL
• Reduce the time and effort of budgeting by letting the
system automatically create budget proposals for you
• Quickly consolidate and analyze years of historical data to
forecast your budget
*Available for public preview in July 2021 Learn more on Microsoft Docs

Cash and bank
management
MAXIMIZE FINANCIAL
• Maintain financial instruments like deposit slips, checks, bills
of exchange, and promissory notes
• Reconcile bank statements and print bank data on standard
reports
• Analyze upcoming cash flow and currency requirements to
estimate the company's future need for cash
• Integrate cash flow forecasting tools with general ledger,
accounts payable, accounts receivable, project management
and accounting, budgeting, and inventory management
• Get a summary view of your bank management, including
summary tiles, bank account information, balance chart,
and related information
• Import electronic bank statements and automatically
reconcile with bank transactions through advanced bank
reconciliation Learn more on Microsoft Docs

Cash flow forecasting*
MAXIMIZE FINANCIAL
• Monitor cash flow in real-time, predict future trends, and
make data-driven decisions with an intelligent and
customizable cash flow forecasting solution
• Easily integrate data from multiple data sources like treasury
systems, capital management systems, planning systems,
finance systems, and more
• Leverage a familiar, “excel-like” UI experience
• Use a simplified approach to measuring the accuracy
of cash flow

Forecast bank balance*
MAXIMIZE FINANCIAL
• Predict the cash that will be available to meet business
commitments across numerous bank accounts
• Combine insights from customer payment and vendor
payment with recurring activities to get accurate bank balance
forecasts at specific times

Treasurer workspace*
MAXIMIZE FINANCIAL
• Gain simplicity and efficiency to your day by leveraging a
workspace tailored to a treasurer’s needs
• Complete all activities needed to manage an organization’s
cash from a single location

Procurement
management
MAXIMIZE FINANCIAL
• Identify product and service needs and procure products,
receipts, invoices, and payments through procurement and
sourcing management
• Define purchasing policies and workflows to configure
procurement processes that meet your business needs
• Manage product catalogs and procurement channels based
on demand and vendor pricing and capabilities
• Use spending limits to constrain requisition spending and the
purchasing workflow

Automatic vendor
payment proposal
MAXIMIZE FINANCIAL
• Use the new process automation framework to eliminate time
spent on manual, repetitive tasks like vendor payments
• Easily create automation schedules that define what vendors
will be paid, and when they’ll be paid, making your payment
proposals more consistent and efficient
• Payment clerks can review upcoming payment proposals,
make any necessary adjustments, and move it through the
process quickly

Vendor invoice
automation
MAXIMIZE FINANCIAL
• Automatically process vendor invoices from import through
the posting stage, reducing the errors and inefficiencies that
arise when processing invoices manually
• Integrate invoice metadata from multiple third-party optical
character recognition service providers
• Find and address issues quickly with Power BI metrics that
help raise awareness of invoices that didn’t make it through
the automated process successfully
• Save time and labor costs by automatically matching
quantities on vendor invoice lines, thus eliminating the need
to manually monitor the arrival of goods
• Leverage a simplified historical view of vendor invoices to
speed up decision-making

Reduce credit risks
MAXIMIZE FINANCIAL
• Get enterprise-grade credit management capabilities to
proactively suggest credit control activities like credit limits
• Manage credit risks while ensuring that customers have the
flexibility to take advantage of promotions and make the
purchases they need
• Support other credit functionalities such as configurable
blocking rules, automation of credit cases, and more

Customer payment
predictions*
MAXIMIZE FINANCIAL
• Use AI to predict when customers will pay their invoices
• Proactively reduce write-offs and improve margin with
immediate visibility into the probability of late or at-risk
payments
• Create automated collection strategies to follow up with
customers consistently and efficiently when there is a high
probability of late payments

Collections automation
MAXIMIZE FINANCIAL
• Improve cash flow and reduce write-offs by easily processing
collections for delinquent customers and prioritizing
collections
• Automate your collections processes by:
– Creating automated collection strategies to reduce time
spent on past due account research
– Setting up rules that automatically create collection tasks
based on invoice attributes like payment prediction, due
dates, and more
– Automatically sending touchless email reminders to
inform customers of overdue invoices

Streamlined revenue
recognition*
MAXIMIZE FINANCIAL
• Accelerate financial growth with automated recurring billing
to easily adapt to new revenue recognition standards, reduce
risks, and accurately calculate and report your financial
statements
• Automate revenue forecasting, allocation, recognition,
subscriptions and renewals, and reporting through a rule-
based event handling process that enables your business to
comply with accounting standards including IFRS 15 and ASC
606, and accurately calculate and report your financial
statements
• Simplify regulatory services, easily manage and comply with
frequently changing regulatory requirements by using no-
code configuration service for regulatory and tax reports, e-
invoices, and payments

MAXIMIZE FINANCIAL
Financial reporting
• Allow financial and business professionals to create, maintain,
deploy, and view financial statements
• Design reports with more flexibility using out-of-the-box
Report Designer
• Manage the generation and distribution of reports using
financial report collaboration capabilities
• Use interactive report viewing to change different attributes
and filters and find the report data you need

Enable new financial models*
MAXIMIZE FINANCIAL
• Accelerate financial growth with subscription billing to easily
adapt to new revenue recognition standards, reduce risks, and
accurately calculate and report your financial statements.*
• Create new entities on demand and take advantage of
opportunities in times of disruption, finance leaders can spin
up a new business, make acquisitions, or divest a non-core
business to maximize shareholder value.
• Rapidly deploy new subsidiaries or product lines in record time
with the ability to copy existing legal entity’s setup to a new
company, allowing the onboarding of a new location to be
quick, cost-effective and consistent with the company’s best
practices.
• Quickly support changes to processes and dimensions as they
are immediately reflected in reporting, transactions, and
processes.
*Available for public preview in early 2022 Learn more on Microsoft Docs

Dynamics 365 Business Central:
Hub and spoke model
MAXIMIZE FINANCIAL
• Leverage the hub and spoke model with Dynamics 365
Finance at corporate or larger subsidiaries, and Dynamics 365
Business Central at small locations or divisions
• Ensure business continuity with Dynamics 365 Business
Central which connects sales, service, finance, and operations
teams to help them adapt faster and deliver results
• Innovate and adopt new business models faster with flexible
deployment models, mobility, reliability, and security
• Empower people to be more collaborative, more productive,
and more impactful with actionable insights and
interoperability to Microsoft 365, including Teams, Word,
Excel, and Outlook
• Enable high performance with guided workflows, governance,
and real-time metrics that drive process optimization,
accelerates financial closes, and improves cycle times

Maximize Financial
Visibility and Profitability
Dynamics 365 Finance and
Globalization
Localization and regulatory features
Configurable business documents
Electronic invoicing
Configurable payments
Tax Calculation service
Regulatory reporting and audit

Dynamics 365 Finance &
Globalization:
Localization and
regulatory features
MAXIMIZE FINANCIAL
• Offers out-of-the-box localizations for 44 countries/regions
and in 42 languages with partners published over 40
localization solutions for more countries/regions at
AppSource
• Use the electronic reporting (ER) framework to configure
features to let partners and customers create extensions and
customizations based on their needs, without coding
• Comply with local and regional deployments for government
regulations that require data to be stored or serviced
differently than other countries/regions

Globalization:
Configurable business
documents
MAXIMIZE FINANCIAL
• Offers out-of-the-box Office 365 templates from Microsoft for
business documents such as invoice, purchase order, sales
order confirmation, etc.
• Customize business document templates in Office 365 by
business users without coding
• Convert output documents into PDF, send as an attachment
via a configurable e-mail, archive, or print

Globalization:
Electronic invoicing
MAXIMIZE FINANCIAL
• Generate secure, confidential, authentic, and legally
acceptable invoices electronically for the following
documents: customer invoice, free text invoice, project
invoice, credit note, tax adjustments, and item or asset
transfer
• Ensure that international standards are applied
to your electronic invoices
• Out-of-the-box integration with Dynamics 365 Finance,
Dynamics 365 Supply Chain Management, and Dynamics 365
Project Operations
• Batch process e-invoice messages
• Reuse the same export, import, and integration
configurations across companies and easily adjust
configurations without code changes

Globalization:
Configurable payments
MAXIMIZE FINANCIAL
• Create and manage payments by using a single legal entity
that handles all payments—so the same transaction doesn't
have to be entered in multiple legal entities
• Streamline processes for payment proposals, settlements, and
editing open and closed transactions
• Create payment files in commonly used formats like
ISO 20022
• Easily configure existing or create new bank specific payment
formats to fit your business’s needs
• Leverage the Asset leasing workspace to automate complex
lease calculations and ensure your following proper
accounting standards for ASC 842 and IFRS 16

Globalization:
Tax Calculation service*
MAXIMIZE FINANCIAL
• Tax service is a configurable globalization microservice that
enhances the tax determination and calculation capabilities in
Dynamics 365 Finance and Project Operations
• Leverage a flexible tax determination matrix and configurable
tax calculation designer that helps you comply with local tax
regulations
• Gain access to a configurable tax matrix that can
automatically determine VAT IDs and tax codes and rates
• Easily define formulas and conditions with the configurable
tax calculation designer
• Utilize a shared tax determination and calculation solution
across legal entities
*Generally available in Fall 2021 Learn more on Microsoft Docs

Globalization:
Regulatory reporting
and audit
MAXIMIZE FINANCIAL
• Offers regulatory reports and declarations in accordance with
the country/region-specific legal requirements
• Export electronic audit files in the required format to
electronically exchange information with government bodies
and other parties
• Allow power and business users to configure reports and
adjust accurately required content instead of redesigning
and coding

Drive Project-centric
Services Success
Deployment types
Deal management
Resource management
Task management
Time and expenses
Project financials
Multi-geo and multi-currency
Extensibility

Dynamics 365 Project Operations:
Determine
deployment type
DRIVE PROJECT-CENTRIC
SERVICES SUCCESS
• Project Operations supports multiple deployment options to
match your requirements. Whether you're a new or existing
Dynamics 365 customer, Project Operations can support your
needs
• Dynamics 365 offers three types of deployments for Project
Operations:
• Lite deployment – deal to proforma invoicing
• Project Operations for resource/non-stocked scenarios
• Project Operations for stocked/production order
scenarios
• To help determine the right deployment, take the
Deployment questionnaire to guide you toward the right
deployment type
*PSA customers can upgrade frictionlessly to Project
Operations in September 2021

Deal management
SERVICES SUCCESS
• Model robust pricing and costing variations on geography
and local market economics that influence your global
workforce and exchange rates
• Create fixed-price, time and materials, or retainer-type
contracts for your projects using adaptable billing models
that meet your customers’ cash-flow requirements
• Consolidate your customer data into a single view using the
built-in integration with Dynamics 365 Sales to get actionable
insights for personalized customer engagements
• Expand Project Operations to include sales insights and deep
pipeline management with built-in integration to Dynamics
365 Sales, Marketing, Sales Insights, and Customer Insights

Estimation to quote
capabilities
SERVICES SUCCESS
• Create sales estimates by linking a project plan to a sales
quote. If the sales deal becomes final, the initial estimated
schedule can be used as the basis for the project plan
• After generating a high-level estimate, use standardized
templates to quickly develop a detailed estimate, schedule,
and monetary values for the quote
• Analyze project quotes by gross margin and adjusted gross
margin to estimate profitability and determine if the quote
aligns with the customer’s expectations of the delivery date
and budget
• With multi-customer contracts, add multiple accounts to a
Quote or a Project Contract (Order) and define a billing split
percent for each added account
• Set up not-to-exceed limits for quotes with the ability to
enforce at invoicing

Resource management
SERVICES SUCCESS
• Easily distribute workloads equally across your resources for
optimal execution on project delivery needs
• Search for the right resources by skillset, role, location,
organizational unit, resource type, team, and several
other filters
• Maintain resource profiles to easily match people’s skillsets
with projects. Rate skills easily with proficiency models that
adapt to your unique business needs
• Streamline scheduling with intelligent and relevant skills-
based assignments and up-to-date visibility into resources’
availability using Universal Resource Scheduling

Project contracts and
billing
SERVICES SUCCESS
• Create fixed price, time and materials, retainer-type contracts
for your projects with an adaptable billing model to meet
your customer's cash-flow requirement
• Incorporate billable and complimentary components of the
project for transparency and the best value for the customer
• Set up not-to-exceed limits for project contracts with the
ability to enforce at invoicing
• With multi-customer contracts, add multiple accounts to a
Quote or a Project Contract (Order) and define a billing split
percent for each added account
• Associate project tasks with project contract lines, thereby
subjecting them to the same billing method, invoice
frequency, and customers as those on the contract line

Task management
SERVICES SUCCESS
• Quickly create a project by adding tasks, assigning resources,
and monitoring task and project status. Collaborate and edit
a project at the same time with your team members, no
matter your location
• Break the work down into manageable tasks by estimating
the time and resources needed to complete each task and
setting tasks’ dependencies and durations

Time and expense
management
SERVICES SUCCESS
• Develop accurate estimates for labor, expense and materials,
and track planned to actual consumption as the project
progresses
• Time entries in Dynamics 365 Project Operations allow cost
and sales prices to be calculated as tasks progress
• Use built-in insights to see how your projects are trending
• Leverage projections of estimate at completion (EAC) and
estimate to completion (ETC) to drive timely decisions for
course correction
• Dynamics 365 Project Operations supports the ability to
process expenses. Expense processing occurs with or without
projects by using a customizable workflow of policies,
transaction categories, and approvals

Revenue recognition
SERVICES SUCCESS
• Foster best practices by adhering to published accounting
standards and practices using built-in multicurrency, project
financials, and revenue recognition compliant with
International Financial Reporting Standards (IFRS)
• Quickly determine project completion by using completed
contract or percentage completion principles
• Choose to calculate revenue automatically, or manually either
at a project level or for a subset of transactions within the
project
• Revenue recognition principles vary based on the selected
billing method for a project or portion of the project

Invoicing
SERVICES SUCCESS
• Improve your cash flow by invoicing customers quickly and
more accurately
• Manage billing queues and add ad-hoc transactions at
invoicing time
• Customize customer invoices by choosing style and design,
adding more details, or grouping transactions for optimal
review and reconciliation
• For the invoicing process, the Project manager manages the
project billing backlog, and the Accounts receivable
clerk/project accountant creates a compliant and accurate
customer-facing invoice document

Multi-Currency and
Multi-Geo
SERVICES SUCCESS
• Easily add new currencies for customers spread across
geographies which will automatically update the prices for
products in the product catalog and the cost of transactions
such as sales orders
• Model robust pricing and costing variations based on
geography and local market economics that influence your
global workforce and exchange rates
• Track expenses in any variety of currencies that are DCAA
compliant to support your global workforce
• Create new entities on demand as you expand into new
geographies

Extensibility
SERVICES SUCCESS
• Expand Project Operations to include sales insights and deep
pipeline management with built-in integration to Dynamics
365 Sales, Marketing, Sales Insights, and Customer Insights
while supporting your service technicians with Customer
Service and Field Service
• Scale Project Operations to connect with other Microsoft apps
and services such as Microsoft Teams, SharePoint, and
Microsoft 365 to act quickly to changing market demands
and accelerate business growth

Enable Workforce
Transformation
Dynamics 365 Human Resources
Hiring and onboarding
Compensation and benefits
Leave and absence programs
Employee development
Employee experiences
Workforce insights
Organizational hierarchy
Extensibility

Dynamics 365 Human Resources:
Hiring and onboarding
ENABLE WORKFORCE
TRANSFORMATION
• Find and engage the right candidates by adding LinkedIn
Talent Solutions to manage your end-to-end recruiting
experience
• Easily integrate with your recruiting system to best meet your
hiring and talent management goals
• Unify your recruiting, hiring, and talent management with
easy integrations and extensions with other best-of-breed HR
solutions
• Leverage task management capabilities to ensure HR pros
and managers focus on the right tasks by the right date and
provide an optimal employee onboarding experience

Compensation and
benefits
ENABLE WORKFORCE
TRANSFORMATION
• Create compensation programs based upon defined
guidelines and easily adjust individually or in mass to
automate company-wide rollouts
• Easily manage long-term incentives, such as cash awards,
stock awards, and stock options
• Redefine benefits administration with flexible, configurable
self-service enrollment tools that allow for benefit groups,
hierarchies, flexible credits, and auto-enrollment
• Deliver payroll, budgets, and tax filings by integrating payroll
providers like Ceridian Dayforce and using Dynamics 365
Finance for comprehensive OPEX tracking
• Help your managers easily review compensation and benefit
changes for their employees with the Manager self-service
workspace

Leave and absence
programs
ENABLE WORKFORCE
TRANSFORMATION
• Simplify leave and absence reporting by creating compliant
and competitive programs that meet changing global
regulations, such as FMLA and ADA
• Provide a seamless experience through the Microsoft Teams
integration that allows employees to easily view time-off
balances and submit leave requests. Employees can also
leverage the Microsoft Teams bot to view time-off balances,
show details about a specific leave type, and submit time off
• Leverage the flexible framework in the Leave and
Absence Workspace to easily create new leave plans
• Create workflows to manage requests and give employees an
intuitive self-service page to request time off
• Uncover insights from embedded analytics to help your
organization measure and monitor leave balances and usage
for your leave plans

Employee development
ENABLE WORKFORCE
TRANSFORMATION
• Help employees grow with training and certification tracking
• Empower managers with team performance details, feedback,
business process automation for routine tasks to help them
optimize team impact and address any immediate concerns
• Enable self-service to help employees manage profile
updates, training, performance-tracking, and goal setting
• Analyze employee skills and identify gaps with embedded
Power BI report to ensure you can create the workforce for
the future
• Watch your team learn faster by adding on LinkedIn Learning,
Viva Learning, or Dynamics 365 Guides

Employee experiences
ENABLE WORKFORCE
TRANSFORMATION
• Enable self-service to help employees manage profile
updates, training, performance-tracking, goal setting, and
time-off requests
• Provide a seamless experience through the Microsoft Teams
integration that allows employees to easily view time-off
balances and submit leave requests
• Foster employee connections with rich employee profiles that
include career accomplishments, skills, certifications, and
interests
• Make it easy for your employees to find information and put
knowledge to work with Viva Topics which automatically
organizes content and expertise across your organization
• Keep everyone engaged and informed by creating a modern
engagement experience on Viva Connections

Workforce insights
ENABLE WORKFORCE
TRANSFORMATION
• Improve workforce planning with rich dashboards from
Microsoft Power BI, helping you centralize, analyze, and
visualize all your human resources data—from any device
• Make decisions confidently using embedded analytics that
track and analyze HR programs
• Reduce complexity by using Dataverse to centralize data,
integrating Dynamics 365 Human Resources with existing
systems and partner applications
• Create a more collaborative work environment by capturing
employee sentiment using survey insights from Microsoft
Customer Voice
• Help people and business thrive with data-driven, privacy-
protected insights and recommendations to improve
productivity and wellbeing with Viva Insights

Organizational hierarchy
ENABLE WORKFORCE
TRANSFORMATION
• Effectively manage your personnel including defining
departments, defining jobs, creating personnel actions,
modifying reporting relationships for a position, and much
more
• Reduce organizational complexity with HR administration that
accurately reflects organization structures, hierarchies,
personnel records, and job descriptions
• Set up organizational hierarchies to view and report on your
business from different perspectives. Set up a hierarchy that is
based on operating units to report financial information that
is not legally required, but that is used for internal control

Extensibility
ENABLE WORKFORCE
TRANSFORMATION
• Easily integrate with other best-of-breed HR solutions,
including payroll, talent management, recruiting, and
LinkedIn, to build an HCM ecosystem that best suits your
needs
• Leverage AppSource to expand product capabilities through
extensions and integrations
• Integrate Human Resources with other Microsoft apps,
including Dynamics 365, Power Platform, MR Guides, and
third-party solutions, such as LinkedIn, to provide a more
unified HR toolset

Technology Unification
Effectively manage and operate your implementation
Become more agile using cloud services
Enable effective financial processes with unified data
Personalize your finance management requirements
Create a more productive environment

The world’s connected AI business cloud
Dynamics 365 & Power Platform
Sales
Human Resources
Finance
Operations
Commerce
Service
Marketing

Dynamics 365 Lifecycle Services:
Lifecycle Services
TECHNOLOGY UNIFICATION
• Manage Dynamics 365 Finance through a cloud-based
collaborative workspace using Lifecycle Services
• Obtain up-to-date project information using an intuitive
dashboard from a single location
• Use for projects from pre-sales to implementation and
operations

Dynamics 365 Lifecycle Services:
Business process modeler
• Create, view, and modify repeatable implementations based
on business process libraries and flowchart using the business
process modeler (BPM) in Lifecycle Services
• Synchronize BPM library with Microsoft Azure DevOps
• Export to Microsoft Word or Visio to expand communication
and documentation of processes

Dynamics 365 & Power Platform:
Dual writes & Virtual
entities
Dual Writes
• Provides deeper master data relationships, utilizing the
Common Data Service (CDS) that provides enhanced data
scenarios, on-demand functionality along with streamlining
end-to-end business processes
Virtual Entities
• Exposes to the CDS Entities from Finance, with Create,
Update and Delete capabilities – empowering deeper
functional interaction with the Power Platform such as
model-driven applications

Power Platform:
Unify your data and
processes across sources
• Easily connect and unify your data from popular data sources
using prebuilt connectors
• Create custom entities, populate them with business data
using Power Query, and build rich applications with
PowerApps
• The new dual-write integration service enables a seamless
data exchange between Dynamics 365 Finance/Dynamics 365
Supply Chain Mgmt. and CDS, allowing customers to access
their data in CDS in real-time

Power BI:
Business Intelligence
• Derive insights from transactional and observational data and
then get those insights into the hands
of every employee to support decision making
• Create a data culture where every employee can make
decisions based on facts, not opinions
• Create composites of reports from various other Power BI
content together with actuals and budget balances from the
general ledger

Power Apps:
Scalable native
mobile apps
• Empower employees to work from virtually anywhere,
anytime with the seamless access and unified experience of
mobile apps
• Enable your organization to make its business processes—like
sales orders, project timesheets, and vendor collaborations—
available on mobile devices
• Use the point-and-click workspace designer included with the
web client to easily create mobile workspaces
• Enable access to important reports, wherever and whenever
you need them
• Build no-code or low-code apps within PowerApps or using
Azure SDK
• Ensure data consistency across apps, regardless of how users
choose to access data

Microsoft 365:
Integration with
Microsoft 365
• Create a more productive environment and empower your
employees to get work done
• Interact with Microsoft Excel workbooks and data services
using the Excel Data Connector
• Using the Workbook Designer page, design editable custom
export workbooks that contain an entity and a set of fields
• Save record attachments in Microsoft Azure Blob storage and
SharePoint Online through document management support

Power Automate and Logic Apps:
Integration with third-
party systems
• Use Microsoft Power Automate and Microsoft Logic Apps to
create workflows that can integrate with various third-party
systems and enterprise applications including expense
management applications
• Integrate the supply chain process directly with workflow-
based cloud development tools using the new business event
functionality
• Generate business events that external systems can use
for integration and notification scenarios
• Create action triggers based on business events within Flow

System Administration
Deploy Dynamics 365 on-premises or in the cloud
Easily control access with role-based security
Deploy securely on the cloud
Confidently meet global, regional, and industry
standards
Develop and customize Dynamics to meet your
business needs
Realize business value faster with Microsoft Fast
Track service

Deploy Dynamics 365 on-premises or in the cloud
On-premises deployment
On-premises deployments are deployed locally in
a customer's data center
• Customers can use the Microsoft Dynamics Lifecycle
Services to manage their on-premises deployments
• On-premises deployments use cloud components
running on-premises using Microsoft Azure Server
Service Fabric
• On-premises deployments store core customer data
on-premises
Cloud deployment
Cloud deployments offer an enterprise resource
planning (ERP) service that is fully managed
by Microsoft
• Finance apps can be deployed into different
Microsoft Azure datacenters around the world using
Dynamics Lifecycle Services (LCS)
• Customers can use different environments for each
phase of their cloud deployments: evaluation and
analysis, customization, UAT testing, and going live
• All communication between components are
secured out–of–the–box
• Guaranteed uptime for Finance apps is 99.9%
Find more information on deployment on Microsoft Docs

Easily control access with role-based security
Dynamics 365 Finance uses role-based security in which access is granted only to security roles, not to
individual users
Roles
(~100)
Group of duties
for a job function
Group of related privileges
required for a job function
Duties
(~800)
Privileges
(~6000)
Group of entry points
with associated access levels
Group of base objects
and required permissions Permissions
(20,000+)
Find more information on role-based security on Microsoft Docs

Deploy securely on the cloud
Signals Verify every access attempt
User and
Location
Device
Allow access
Apps and data
Applications Real-time
risk
Require MFA
Block access
Multilayered Approach Configurable Security Compliant And Autidable
Find more information on Dynamics 365 Security on Microsoft Docs

Meet global, regional, and
industry standards
Adhere to strict privacy and security practices
when building features and operating
the service
Pass internal and external audits
Respond to requirements including:
• First-priority, cross-industry certifications (ISO
27001, 27017, 27018, SOC 1 [SSAE 18] Type 2,
SOC 2 Type 2, PA-DSS)
• Health – HIPAA BAA
• Government-EU-US Privacy Shield, EU Model
Clauses, UK Official, Spain ENS, Spain LOPD,
FINMA (Swiss, FSI), FERPA, New Zealand Gov
CIO Fx, Australian CCSL (IRAP), Singapore MTCS
Find more information on Compliance in the Microsoft Trust Center
Global
 ISO 27001
 ISO 27017
 ISO 27018
 SOC 1 Type 1
 SOC 1 (SSAE 18) Type 2
 SOC 2 Type 2
 PA-DSS
 CSA STAR Self-assessment
Government
 FedRAMP High
 FedRAMP Moderate
 ITAR
 DoD DISA SRG level 2
 CJIS (State criminal justice)
 NIST SP 800-171
 Section 508 VPATs
 FIPS 140-2
 CJIS
 IRS 1075
Regional
 Australia CCSL (IRAP)
 China GB GB18030
 China GBT 24589
 EU Model Clauses
 EU—US Privacy Shield
 GDPR
 New Zealand Gov CIO framework
 Singapore MTCS
 Spain ENS High
 Spain LOPD
 UK G- Cloud Framework
Industry
 HIPAA BAA (US)
 FDA CFR title 21 part 11
 FERPA
 FINMA (Switzerland, FSI)

Remain GDPR compliant
At Microsoft, we believe privacy is a
fundamental right and we believe General
Data Protection Regulation (GDPR) is an
important step forward for clarifying and
enabling individual privacy rights
Key elements of the GDPR:
• Enhanced personal privacy rights
• Increased duty for protecting personal data
• Mandatory personal data breach reporting
• Significant penalties for non-compliance
Microsoft Dynamics 365 is committed to
helping our customers meet their GDPR
requirements
To understand how we can help your sales
and marketing organizations become GDPR
compliant, see:
• Dynamics 365 Finance and GDPR Whitepaper

Global reach of Microsoft Cloud infrastructure
16 Dynamics 365 and
Power Platform geos
United States
Europe
Asia Pacific
Canada
Brazil
UK
France
Germany
India
Japan
Australia
UAE
South Africa
Norway
Switzerland
US Government
Germany
China
Legend: = Available = Announced

A range of cloud offerings
Global cloud unlocks digital
transformation around the world
Go Local cloud supports country and
region-specific requirements
Sovereign cloud ensures compliance with
key restrictions
North America
Europe
Asia Pacific
Canada
South America
UK
France
India
Japan
Australia
UAE
South Africa
Norway
Switzerland
US Government
Germany
China
Legend: = Available = Announced

Develop and customize Dynamics to meet your
business needs
Development
tools
Microsoft Visual
Studio environment
Common
Intermediate Language
Brower-based
client
Application
Lifecycle Model
Extensibility customization model
Dynamics 365 Finance has transitioned from an overlayering-based customization to extensibility-based
customization model
Find more information on development and extensibility on Microsoft Docs

Realize business value faster with Microsoft FastTrack
service
Microsoft FastTrack is a customer success service that is designed to help you move smoothly and confidently to
Microsoft Dynamics 365, so that you can realize business value faster
Tech Talks are
live webcasts that provide
technical depth and best practices
in a variety of specific subject areas
Customers and partners can post
questions to the FastTrack
community platform and get
answers from FastTrack
solution architects
Workshops are interactive,
outcome-based remote sessions
that are customized to the
customers’ needs
Find more information on deployment on Microsoft Docs

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