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Proč se vyplatí používat Finance Insights v rámci Dynamics 365?

Published:
1.3.2024

Financial data They are complicated — no one will argue with you about that. And as the business grows, they get trickier and more complex. Keeping everything at bay and always keeping tabs is a challenge. But within Microsoft Dynamics 365 you have at hand tool to help you make a system in financial data, to have a perfect overview and based on perfectly clear and up-to-date outputs do make informed decisions and accurately predict future developments. Know Dynamics 365 Finance Insights? Let's talk more.

Finance Insights is one of the features of the platform Dynamics 365 Financiën. If we had to describe what it can do in a nutshell, we could say that it provides clear graphs, reports and predictive information about the company's performance. It will help you understand what is going on and probably will happen in your corporate finances. With Dynamics 365 Finance Insights, you'll be able to better plan and make decisions with peace of mind. That's pretty shorthand though, isn't it? This one sophisticated financial management and strategic planning tool based on artificial intelligence deserves more.

Who will use Dynamics 365 Finance Insights the most?

Are you a medium or large business? Then you are at the right address. Whether you're in the food industry, retail, construction, or logistics, the benefits of Finance Insights fall on fertile ground. The industry does not matter — it is a very flexible and scalable solution that can be easily adapted to the different needs of companies.

Importantly, you have come to the decision that you need a tool for strategic planning and intelligent financial data management. Whether it's a growing volume of transactions or a desire for deeper and more predictive analytics, Finance Insights will give you room to grow.

Who in your company values Finance Insights the most?

  • Financial Analysts and Specialistswho need to understand data and trends in finance to draw relevant conclusions and provide quality background for strategic decision-making
  • Finance Managers and Managerswho need up-to-date and accurate information to plan, manage financial resources and plan for the future
  • Management of the companywho appreciate a comprehensive overview to better understand the performance of the organization and make the right strategic decisions

In what situation do you value a financial management tool as salt?

  • You don't overview in finance and are you losing yourself in the increasing volume of transactions?
  • You don't have to hand data to help you make decisions and plan — or is it extremely difficult to obtain them?
  • Your current solution not flexible?
  • yours data is currently scattered and the systems and applications being used don't understand each other and pass on information to each other?
  • On the current financial data you have complex approach?

Dynamics 365 Finance Insights:

  • will provide detailed reports and visualizationsthat will not only outline the overall financial position of the company, but will help to identify key performance aspects more easily
  • allows with the use of predictive analysis predict future trends and events
  • enables filter and customize analytics and data your specific business needs so that you can use them for very specific business scenarios
  • Integrates different data sources and helps create a single source of truth so that data is not fragmented and scattered and your team can work together effectively
  • because it is a cloud-based solution, it allows access to data in real time

AI and reports you're really familiar with

Finance Insights is a modern tool that relies on new trends. For prediction and recommendations based on data models, it uses powers artificial intelligence. In practice, it seems that AI allows predict customer payments based on analysis of historical invoices and their payments. Artificial intelligence and machine learning will also be used in budget management and cash flow forecasting.

To ensure that the outputs of Finance Insights are minimally simple and as clear as possible, the solution places increased emphasis on user-friendly data visualization and reports. Although both visualizations and reports are very detailed, they maintain simplicity, which facilitates faster and clearer data analysis.

In response to the growing need for digitalization of companies and the popularity of cloud solutions, this is also the case cloud technology for better availability and connectivity of data sources.

What are the benefits of Finance Insights?

Much has already been said, but let's summarize. The Finance Insights tool within Dynamics 365 Finance allows you to:

  • Better Strategic Decision-Making: Thanks to detailed and at the same time clear reports and predictive analysis, you will gain a deeper insight into the financial situation of the company. You will be able to make better informed strategic decisions.
  • More efficient planning and management: Thanks to the above and, moreover, thanks to detailed visualizations, you will have the financial situation of your company in the palm of your hand. Accurate information will become the basis for budget planning, resource allocation and process optimization.
  • Improved reactivity and agility: With data in the cloud, you'll have instant access to everything you need right now. You will be able to react flexibly to changes in the market or changes in the company.
  • Better understanding of performance: By analyzing data from multiple sources, Dynamics 365 Finance Insights allows you to better understand how your business is doing financially and identify areas for improvement.
  • Increased efficiency and competitiveness: By being highly informed and aware of financial data, you will be able to manage resources more efficiently and respond better to market needs — needless to say, this is the recipe for increased competitiveness.

How does Finance Insights work?

Dynamics 365 Finance Insights combines the superpowers of AI, Microsoft Dynamics 365, Dataverse, Azure, Azure Machine Learning, Power BI and more. Analyze historical data using machine learning algorithms helps the enterprise to predict the development of cash flows as well as the payment morale of customers. Let's break down this fine-tuned mix and look at each technology pretty gradually.

  • Microsoft Azure is a key platform for cloud services. Ensures high performance, scalability and data security.
  • Artificial Intelligence Algorithms enable prediction of market trends as well as events in the firm by identifying patterns in the data.
  • Power BI is the perfect data visualization tool. It is integrated into Dynamics 365 Finance and helps create interactive reports and visualizations. It is thanks to him that the outputs are so friendly and easy to understand.
  • Azure Machine Learning is the cornerstone for the creation and deployment of machine learning models and predictive analytics.
  • Datové sklady a propojení dat je nezbytné pro propojení různých zdrojů dat a vytvoření integrovaného datového prostředí pro analýzy a reporty.
  • A když je řeč o integraci, je třeba říct, že nástroj je integrován s celým ekosystémem Dynamics 365. Elegantně tak propojíte všechny aspekty svého podnikáte a budete schopni tvořit opravdu komplexní analýzy.

Finance Insights v kostce

Finance Insight v rámci platformy Dynamics 365 Finance využívá a umožňuje:

  • Vizualizaci dat, interaktivní reporty a grafy pro lepší porozumění finančních výsledků
  • Prediktivní analýzy a predikce budoucích trendů a chování, k nimž využívá schopnosti umělé inteligence
  • Integraci datových zdrojů, aby propojila data z různých zdrojů napříč vaším byznysem
  • Plánování a rozpočtování
  • Real-time reporting je základ moderního byznysu a správného strategického rozhodování – s Finance Insights máte aktuální data vždy po ruce
  • Auditovatelnost a dodržování předpisů díky monitoringu transakcí a vedení záznamů s důrazem na auditovatelnost
  • Flexibilitu a personalizaci podle potřeb vašeho podnikání
  • Cloudové řešení pro snadný přístup a správu dat, vysokou bezpečnost a škálovatelnost

Chcete (nejen) o Dynamics 365 Finance Insights vědět více? Není problém. Ozvěte se našim specialistům. Každá spolupráce je pro nás vždy hledáním řešení na míru. A když řekneme „na míru“, myslíme to doslova. Hledáme přesně to, co rezonuje s vašimi byznysovými potřebami tak, abychom se stali nejen dodavatelem IT, ale i strategickým partnerem. V Blue Dynamic milujeme výzvy a dokážeme se vcítit do situace našich klientů. Kontaktujte nás a proberme společně, jak může efektivní IT pomoci optimalizovat vaše firemní procesy.

Proč se vyplatí používat Finance Insights v rámci Dynamics 365?

Let's talk

/ Whether you know exactly what you need or just want to explore opportunities and possibilities.

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