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Microsoft Dynamics 365

Microsoft Dynamics 365 Finance

Turn Financial Data into Control, Clarity and Confident Decisions

Microsoft Dynamics 365 Finance connects accounting, budgeting, cash flow, assets, projects, tax, compliance and financial reporting within one intelligent business platform. Urewa Technologies helps organisations implement, improve and support Dynamics 365 Finance with a practical focus on financial control, process ownership, auditability and measurable business outcomes.

Book a Finance Transformation ConsultationRequest a Dynamics 365 Finance Assessment

Finance transformation led by professionals with 17+ years of Microsoft Dynamics experience across complex, multi-entity and international business environments.

Financial transformation is more than replacing accounting software

A finance system should not simply record what happened. It should help your organisation understand where money goes, who owes what, and whether controls are working — watch it answer for itself.

Microsoft Dynamics 365 Finance provides connected capabilities for general ledger, accounts payable, accounts receivable, budgeting, cash and bank management, fixed assets, financial reporting and global financial operations — designed to help organisations monitor financial activity, improve visibility and make informed decisions using connected data.

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At Urewa, we configure these capabilities around your actual operating model — not around a generic software demonstration.

Select Your Finance Priority

What Would You Like to Improve?

Platform Capabilities

Dynamics 365 Finance Capabilities

01

General Ledger and Financial Dimensions

Build a financial structure that reflects how management actually reviews the business.

Dynamics 365 Finance can help organisations manage:

  • Chart of accounts
  • Financial dimensions
  • Account structures
  • Allocation rules
  • Accruals
  • Recurring journals
  • Ledger settlements
  • Intercompany accounting
  • Foreign currency revaluation
  • Fiscal calendars and periods
  • Multiple transaction, accounting and reporting currencies
  • Consolidated financial reporting

A properly designed ledger becomes the foundation for statutory reporting, management reporting and reliable financial analysis. Dynamics 365 Finance supports legal-entity ledgers and multiple posting layers for tracking differences required by additional accounting standards.

The Urewa Difference

We do not begin by copying your existing chart of accounts. We first evaluate:

  1. Which information belongs in the main account
  2. Which information should become a financial dimension
  3. Which dimensions require validation
  4. Which combinations should be blocked
  5. What management reporting must be produced
  6. How the structure will work across legal entities
  7. Whether the design can support future acquisitions or global rollouts

This prevents an unnecessarily large chart of accounts and improves reporting consistency.

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Why Urewa

Why Choose Urewa for Dynamics 365 Finance?

Control Before Customisation

We first determine whether the requirement can be achieved through configuration, process redesign, workflow, security, reporting or integration. Custom development is recommended only when it creates genuine business value.

Design for the Financial Close

A process is not considered complete merely because a transaction can be posted. We evaluate how it will be reconciled, corrected, settled, reported, audited and closed at period-end.

Transaction-to-Report Traceability

Every important report figure should be traceable to the original business transaction, accounting entry and approval history.

Finance and Operations Alignment

Financial controls are designed alongside purchasing, sales, inventory, manufacturing, projects and banking processes.

Practical Global Rollout Architecture

We identify what must be common globally and what must remain local, reducing unnecessary differences between legal entities.

Outcome-Based Acceptance

Testing is based on complete business scenarios, accounting outcomes and exception conditions — not only individual screen functions.

Real-World Patterns

Representative Finance Scenarios

01

Multi-Entity Financial Transformation

Challenge

Different legal entities use different account structures, reporting formats and month-end procedures.

Urewa approach

Create a global financial template with a controlled chart of accounts, common dimensions, entity-specific tax setup, intercompany rules and consolidated reporting.

Expected outcome

More consistent reporting, easier comparison between entities and reduced dependence on offline consolidation files.

02

Vendor Invoice and Payment Automation

Challenge

Invoices are entered manually, approvals happen through email and payment statuses are tracked outside the system.

Urewa approach

Connect invoice registration, matching, approval, payment proposal, bank-file generation, payment acknowledgement and settlement.

Expected outcome

Improved visibility, fewer duplicate activities and clearer ownership of invoice and payment exceptions.

03

Project Commitment and Capitalisation Control

Challenge

Project budgets, purchase commitments, vendor advances and asset capitalisation are maintained in different files.

Urewa approach

Connect project structures, budgets, requisitions, purchase orders, milestone advances, costs, CWIP and fixed-asset creation.

Expected outcome

Earlier cost visibility and stronger control over project expenditure and asset value.

04

Customer Advance, Tax and Settlement Management

Challenge

Customer advances, GST, TDS, sales invoices and settlements create complex accounting and reconciliation issues.

Urewa approach

Document the complete accounting lifecycle, configure supported advance and tax processes, and validate settlement and reversal scenarios before go-live.

Expected outcome

More predictable accounting and fewer unresolved balances during month-end.

05

Bank Reconciliation and UTR Integration

Challenge

Payments are processed in the ERP, but confirmation and bank references are manually updated.

Urewa approach

Integrate payment files or APIs, bank acknowledgement, UTR information, bank statements and reconciliation rules.

Expected outcome

Faster payment visibility and improved reconciliation control.

How We Help

Urewa Dynamics 365 Finance Services

Delivery Method

Our Dynamics 365 Finance Delivery Method

01

Discover

Understand your organisation, financial structure, reporting priorities, controls and pain points.

02

Diagnose

Identify process gaps, manual dependencies, customisation risks and data-quality issues.

03

Design

Create the future-state process, solution architecture, role model, integration design and reporting framework.

04

Deliver

Configure, develop, integrate and migrate using controlled environments and documented acceptance criteria.

05

Validate

Test complete business scenarios, accounting entries, exceptions, controls and period-end processes.

06

Stabilise and Improve

Support go-live, resolve operational issues and create a prioritised optimisation roadmap.

Interactive Assessment

Finance Maturity Assessment

Answer six questions to see where your finance platform stands.

1

Is your month-end close dependent on offline spreadsheets?

2

Can you see purchase commitments before vendor invoices arrive?

3

Are customer receipts automatically identified and settled?

4

Can management analyse profit by entity, department, product or project?

5

Are tax and statutory processes connected to the original transactions?

6

Can every major financial number be traced to its source and approval?

Answer all six questions to see your result (0/6 answered).

FAQ

Frequently Asked Questions

What is Microsoft Dynamics 365 Finance?

Microsoft Dynamics 365 Finance is a cloud-based financial management application for organisations that need connected accounting, budgeting, cash management, assets, financial reporting, compliance and multi-entity capabilities.

Is Dynamics 365 Finance suitable for Indian companies?

Yes. Microsoft provides India localisation capabilities covering areas such as GST, TDS, TCS, electronic invoicing and other supported statutory processes. The final design should be validated against the organisation's specific legal and tax requirements.

What is the difference between Dynamics 365 Finance and Business Central?

Business Central is generally selected by small and mid-sized organisations requiring broad business management capabilities with comparatively lower complexity. Dynamics 365 Finance is more suitable for organisations with complex financial structures, multiple legal entities, advanced controls, international operations or larger transaction volumes. Final product selection should follow a fit assessment.

Can Dynamics 365 Finance integrate with banks?

Yes. Depending on the bank and available technology, integration can use payment files, statement formats, APIs, Azure integration services or specialist banking solutions.

Can Urewa improve an existing Dynamics 365 Finance implementation?

Yes. Urewa provides ERP audits, process assessments, configuration reviews, customisation analysis, support and optimisation services.

Can Dynamics 365 Finance support multiple companies and currencies?

Yes. It supports multiple legal entities, currencies, fiscal calendars and financial reporting structures. The overall architecture must be designed carefully for intercompany accounting, shared services and consolidation.

How long does a Dynamics 365 Finance implementation take?

The duration depends on the number of legal entities, countries, processes, integrations, reports, customisations and migration requirements. Urewa establishes the estimated timeline after discovery and solution-scoping workshops.

Does Urewa provide post-go-live support?

Yes. Support can include incident resolution, period-close assistance, enhancements, release assessments, training and managed application services.

Build a Finance Platform That Management Can Trust

Whether you are planning a new implementation, replacing a legacy ERP, improving an existing Dynamics 365 environment or preparing for a global rollout, Urewa can help create a finance platform built around control, visibility and sustainable growth.

Talk to a Dynamics 365 Finance Consultant
Request an ERP Health Check

Or email us directly: info@urewa.com