Dynamics 365 for Finance Services
Transform your enterprise financial operations with Dynamics 365 Finance. From ERP modernization to compliance automation, we deliver financial management solutions that drive efficiency and growth.
Comprehensive D365 Finance Solutions
From implementation to optimization, we provide end-to-end Dynamics 365 Finance consulting services that deliver measurable business value.
D365 Finance Implementation
End-to-end Dynamics 365 Finance implementation tailored to your enterprise requirements. We deliver cloud-based financial management solutions that scale with your business.
- Requirements analysis and solution design
- Data migration from legacy ERP systems
- Custom configuration and workflows
- User training and change management
ERP Modernization
Migrate from legacy financial systems to Dynamics 365 Finance with minimal disruption. We modernize your financial operations while preserving critical business processes.
- Legacy system assessment and roadmap
- Phased migration approach
- Process optimization and automation
- Integration with existing systems
Financial Reporting & Analytics
Deploy comprehensive financial reporting solutions with real-time dashboards, automated reporting, and advanced analytics powered by Power BI integration.
- Power BI embedded financial dashboards
- Automated month-end close reports
- Executive financial KPI tracking
- Custom report development
Compliance & Audit Automation
Implement robust compliance frameworks for SOX, GAAP, IFRS, and regulatory requirements. Automate audit trails and financial controls across your organization.
- SOX compliance automation
- Audit trail configuration
- Segregation of duties enforcement
- Regulatory reporting automation
Process Automation
Streamline financial operations with intelligent automation. Reduce manual effort in AP/AR processing, bank reconciliation, and financial close cycles.
- Invoice processing automation
- Bank reconciliation workflows
- Expense management integration
- Approval workflow optimization
System Integration
Connect Dynamics 365 Finance with your entire technology ecosystem. Seamless integration with CRM, HR, supply chain, and third-party financial systems.
- Dynamics 365 CE integration
- Banking and payment gateways
- Tax engine connectivity
- EDI and partner integrations
Dynamics 365 Finance Modules
Complete financial management capabilities across all core accounting and finance functions.
General Ledger
Comprehensive chart of accounts, multi-currency support, intercompany transactions, and financial consolidations.
Accounts Payable
Streamline vendor management, invoice processing, payment automation, and spend analytics.
Accounts Receivable
Accelerate collections, manage customer credit, automate billing, and improve cash flow visibility.
Budgeting & Forecasting
Build accurate budgets, create rolling forecasts, and enable scenario planning across your organization.
Fixed Assets
Manage asset lifecycle from acquisition to disposal with automated depreciation and compliance reporting.
Cash & Bank Management
Optimize cash positioning, automate bank reconciliation, and gain real-time visibility into liquidity.
Enterprise Financial Compliance
Built-in compliance capabilities for SOX, audit management, and regulatory requirements across regulated industries.
SOX Compliance
Automated controls testing, documentation management, and audit trail generation for Sarbanes-Oxley compliance.
Audit Trail Management
Complete transaction history with immutable audit logs, user tracking, and change documentation.
Financial Controls
Configurable approval workflows, segregation of duties, and access controls for financial transactions.
Real-Time Monitoring
Continuous control monitoring, exception alerts, and compliance dashboards for proactive risk management.
Regulatory Reporting
Automated generation of regulatory reports including SEC filings, tax returns, and statutory requirements.
Documentation Management
Centralized policy documentation, control matrices, and audit workpapers with version control.
SOX Compliance Made Simple
Our Dynamics 365 Finance implementations include comprehensive SOX compliance frameworks that automate control testing and documentation.
- Automated control testing workflows
- Complete audit trail for all transactions
- Segregation of duties enforcement
- Real-time compliance dashboards
The ROI of D365 Finance
Our Dynamics 365 Finance implementations deliver measurable business value across every industry we serve.
Reduction in month-end close cycle time
Reduction in manual financial processes
Enterprise-grade reliability and availability
Complete audit trails and compliance documentation
Power BI & Enterprise Integrations
Connect Dynamics 365 Finance with your entire technology ecosystem for unified financial intelligence.
Power BI Financial Reporting
Embedded Power BI dashboards with real-time financial KPIs, trend analysis, and executive reporting.
Dynamics 365 CE Integration
Seamless connection between Finance and Customer Engagement for quote-to-cash process automation.
Azure Synapse Analytics
Enterprise data warehouse integration for advanced financial analytics and predictive modeling.
Third-Party Connectivity
Pre-built connectors for banking, tax engines, expense management, and procurement systems.
Power BI Financial Dashboards
Unlock real-time financial insights with embedded Power BI dashboards that connect directly to your Dynamics 365 Finance data.
- Real-time P&L and balance sheet
- Cash flow analysis and forecasting
- Budget vs. actual variance
- Executive KPI scorecards
D365 Finance Solutions by Industry
We understand the unique financial requirements and compliance needs of your industry.
Financial Services
SOC 2-compliant financial management for banks, investment firms, and insurance companies. Multi-entity consolidation and regulatory reporting automation.
Healthcare
HIPAA-compliant financial operations for health systems, payers, and life sciences. Revenue cycle optimization and cost accounting.
Manufacturing
Integrated financial management with supply chain operations. Cost accounting, inventory valuation, and production variance analysis.
Professional Services
Project-based financial management for consulting, legal, and professional services firms. Time and expense tracking with profitability analysis.
How We Deliver Success
Our proven methodology ensures successful D365 Finance implementations that deliver lasting value.
Discovery & Assessment
Comprehensive analysis of your current financial systems, processes, and requirements to define the optimal D365 Finance solution.
Solution Design
Detailed solution architecture including module configuration, integrations, data migration strategy, and compliance requirements.
Implementation
Agile implementation with iterative builds, user acceptance testing, and continuous stakeholder feedback throughout the project.
Data Migration
Secure migration of historical financial data with validation, reconciliation, and audit trail preservation.
Go-Live & Support
Managed go-live with hypercare support, user training, and ongoing optimization to ensure adoption success.
The D365 Finance Partner You Can Trust
With 28+ years of Microsoft ecosystem expertise and hundreds of successful ERP implementations, EPC Group is the partner of choice for enterprise Dynamics 365 Finance consulting.
Microsoft Gold Partner
Certified Dynamics 365 expertise with direct Microsoft support and early access to new features.
28+ years Experience
Deep enterprise ERP experience across Fortune 500 companies in regulated industries.
Compliance Expertise
Specialized knowledge in SOX, HIPAA, GDPR, and industry-specific financial regulations.
Business-First Approach
We focus on financial outcomes and ROI, not just technology implementation.
Ready to Transform Your Finance Operations?
Schedule a free consultation with one of our Dynamics 365 Finance experts to discuss your organization's financial management goals.
- Free 30-minute consultation
- Assessment of your current systems
- Customized implementation roadmap
- No-obligation proposal
Related Services
Explore our other Microsoft consulting services that complement Dynamics 365 Finance.
Power BI Consulting
Advanced financial reporting and analytics dashboards powered by Power BI.
Learn MoreDynamics 365 CRM
Integrate Finance with Customer Engagement for complete quote-to-cash automation.
Learn MoreAzure Consulting
Enterprise cloud infrastructure and data platform services for D365 Finance.
Learn MoreStart Your D365 Finance Journey Today
Join hundreds of Fortune 500 companies who have transformed their financial operations with EPC Group's Dynamics 365 Finance consulting.