Microsoft Dynamics 365
Finance
Perigeon is a certified Microsoft partner helping enterprise finance teams implement, configure and support Dynamics 365 Finance — automating financial operations, ensuring compliance and delivering real-time visibility across your entire organisation.
What is Dynamics 365 Finance?
Microsoft Dynamics 365 Finance is an enterprise cloud ERP designed for large and mid-market organisations that need to manage complex financial operations across multiple legal entities, currencies and geographies. It covers general ledger, accounts payable and receivable, budgeting, fixed assets, cash management and financial reporting — all natively connected to Dynamics 365 Supply Chain Management, Project Operations and Business Central. Perigeon implements and configures D365 Finance for enterprise organisations — tailored to your chart of accounts, compliance requirements and reporting needs.
Our Dynamics 365 Finance Services
Consulting
Perigeon’s certified consultants analyse your financial processes, chart of accounts, and compliance needs to design a scalable ERP architecture. We guide you from discovery to go-live with a structured approach.
Implementation
End-to-end implementation of Dynamics 365 Finance, including general ledger, AP/AR, budgeting, fixed assets, multi-entity, and financial reporting tailored to your business structure.
Support
Ongoing managed support covering system administration, release updates, user training, performance monitoring, and continuous optimisation of your finance operations.
Customization
Tailored configurations including financial reports, workflows, approval hierarchies, Power BI dashboards, and Copilot features aligned with your business requirements.
Integration
Seamless integration with Supply Chain, Project Operations, Dynamics 365 Sales, payroll systems, banking APIs, and third-party compliance tools.
Migration
Secure migration from SAP, Oracle, Sage, or legacy Dynamics systems to Dynamics 365 Finance cloud with complete data validation and minimal disruption.
Transforming Finance Operations with Dynamics 365 Finance
Perigeon configures these capabilities for your enterprise finance operations — multi-entity, global or single-entity.
- Multi-entity ledger — manage separate legal entities, intercompany transactions and consolidated reporting in one D365 Finance environment
- Automated financial close — period-end and year-end closing tasks automated with workflow approval and audit trail
- Multi-currency support — 100+ currencies with real-time exchange rate updates and revaluation
- AI-powered collections — Copilot drafts customer collection emails and prioritises overdue accounts automatically
- Cash flow forecasting — AI predicts short and long-term cash positions using historical patterns and open transactions
- Automated bank reconciliation — Copilot matches bank statement lines to ledger entries, flagging exceptions for review
- Automated invoice processing — OCR and AI capture vendor invoices, match POs and route for approval automatically
- Payment proposals — automated vendor payment runs with bank file generation and approval workflows
- Credit & collections management — customer credit limits, dunning letters and collections tracking in one view
- Budget control — enforce spending limits at transaction level with real-time budget checks before commitments are made
- Rolling forecasts — update financial forecasts continuously rather than relying on static annual budgets
- Variance reporting — actual vs budget dashboards built by Perigeon in Power BI for real-time CFO visibility
- Built-in localisation — D365 Finance supports regulatory and tax requirements across 40+ countries out of the box
- Electronic invoicing — automated e-invoicing submission for countries with mandatory electronic invoice regulations
- Audit & compliance trails — full transaction history, change logs and reporting for regulatory audits and internal compliance teams
Why Choose Microsoft Dynamics 365 Finance?
Gain complete control, real-time visibility, and scalable financial operations with a modern cloud ERP.
End-to-End Financial Management
Manage general ledger, budgeting, forecasting, cash flow, and fixed assets in one unified platform designed for accuracy and control.
Real-Time Financial Insights
Make faster, data-driven decisions with live dashboards, embedded analytics, and customizable reports powered by Power BI.
Automated & Error-Free Operations
Reduce manual work with intelligent automation across invoicing, approvals, reconciliations, and financial workflows.
Scalable & Future-Ready Platform
Easily adapt to growth with multi-entity, multi-currency, and global compliance capabilities—ideal for evolving businesses.
Built for Compliance & Security
Stay audit-ready with built-in regulatory compliance, role-based access, and enterprise-grade security from Microsoft.
Start your Dynamics 365 Finance journey with Perigeon
Tell us about your finance processes and goals — our certified consultants will assess your requirements and provide a clear, tailored implementation roadmap.
Frequently asked questions
What is Dynamics 365 Finance used for?
Dynamics 365 Finance is an enterprise cloud ERP used to manage financial operations — including general ledger, accounts payable and receivable, budgeting, fixed assets, cash management and financial reporting. It is built for large organisations with complex, multi-entity or global finance requirements and connects natively with Dynamics 365 Supply Chain Management and Project Operations.
What is the difference between Dynamics 365 Finance and Business Central?
Dynamics 365 Finance is designed for large enterprises with complex, multi-entity financial operations across multiple geographies and currencies. Business Central is built for small and mid-sized businesses with simpler financial requirements. If your organisation has 200+ finance users, multiple legal entities or global compliance needs, D365 Finance is the right choice. Perigeon implements both.
Can Perigeon migrate from SAP or Oracle to Dynamics 365 Finance?
Yes — Perigeon migrates from SAP, Oracle Financials, Sage, Infor and legacy Dynamics AX / D365 on-premises to Dynamics 365 Finance cloud. Our migration covers chart of accounts mapping, open transactions, vendor and customer master data, historical balances and fixed assets — with parallel run validation before cutover.
How can Microsoft Dynamics 365 Finance benefit my business?
Dynamics 365 Finance offers a wide range of benefits, including streamlined workflows, automated processes, enhanced security, and actionable insights, all of which contribute to improved financial efficiency and performance.
Is Microsoft Dynamics 365 Finance customizable to fit my business needs?
Yes, Dynamics 365 Finance is highly customizable, allowing businesses to tailor the solution to their specific requirements by adding industry-specific apps and extensions from Microsoft AppSource or building custom solutions using Microsoft Power Platform.
Can Microsoft Dynamics 365 Finance support international operations?
Absolutely. Dynamics 365 Finance supports multi-currency transactions, diverse tax regulations, and multiple languages, making it an ideal solution for businesses operating globally.
Free Consultation
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Ujval Shah
CEO, Perigeon Software Pvt. Ltd.
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