Dynamics 365 Finance Discovery: Workshop

Optimize Financial Operations with Dynamics 365 Finance & AI Managing financial processes efficiently is crucial for business success. Our Dynamics 365 Finance Experience Workshop helps organizations leverage Microsoft’s intelligent finance solutions to streamline operations, optimize decision-making, and automate workflows with AI-powered Copilot for Finance.

What to Expect? This expert-led workshop is structured into three phases, covering financial strategy, solution demonstrations, and implementation guidance:

1. Assessment & Strategy

• Review current financial processes, challenges, and bottlenecks.
• Identify automation opportunities and financial optimization strategies.
• Align financial goals with business objectives.

2. Solution Exploration & Demonstrations

• Explore the capabilities of Dynamics 365 Finance for financial planning, reporting, and automation.
• Learn how Copilot for Finance enhances efficiency with AI-driven insights and predictive analytics.
• Understand how to automate AP/AR, manage cash flow, and improve financial controls.

3. Recommendations & Next Steps

• Receive a tailored roadmap for implementing AI-powered financial management.
• Gain insights into best practices for financial automation and optimization.
• Identify quick wins and long-term transformation strategies.

4. Who Should Attend? This workshop is ideal for CFOs, Finance Directors, Controllers, and IT Decision Makers aiming to enhance financial operations with AI and automation.

5. Outcomes & Benefits

• AI-driven insights for smarter financial decision-making.
• Automated workflows to enhance efficiency and reduce manual tasks.
• Clear roadmap for financial transformation using Microsoft technologies.

Value Proposition Leverage AI-powered automation in Dynamics 365 Finance to optimize financial planning, cash flow, and reporting, enabling faster, smarter financial decisions.