Microsoft Dynamics AX for Professional Services

Microsoft Dynamics AX is reinventing the way businesses manage processes. Dynamics AX is a cloud based ERP system that is optimized to deliver value to organizations through the ability to make smarter decisions with increased speed.

The flexible cloud infrastructure of Microsoft Dynamics AX enables organizations to improve operational efficiency while minimizing costs. Seamless integrations with familiar Microsoft business tools – from productivity with Office 365, to business analytics with Power BI, to customer engagement with Dynamics CRM – provide up-to-the-minute insight on data and analytics, and easier ways to collaborate with the team.

 Financial Management


Improve Efficiency

Register financial data in the ledger in real-time to reflect the business flow and secure fast and accurate financial reporting. Gain insight and reduce data entry errors by using unlimited financial dimensions, self-balancing dimensions, and advanced account structures and rules.

Execute financial operations from a single corporate database to reduce time-intensive, repetitive administrative tasks and help your team move from strictly tactical activities to more strategic ones. Activity-based workspaces provide finance professionals with task specific experience, and integration with O365 productivity and collaboration applications.

Consolidate results online and share data such as chart of accounts or currency exchange rates across multiple legal entities. A customizable user interface and on-line help functionality lets you deliver low training costs.


Manage Cash Flow

Gain deeper insight into your financial status and cash flow whenever you need it.

Analyze your liquidity with cash flow forecasts and optimize the way your company manages foreign currencies.

Import customer payments automatically into your payment journal, or make vendor payments with clear visibility into all your accounts to help you manage your cash flow more effectively.


Drive Business Performance

Plan, create, manage, control, and complete projects for your organization, including time and materials, fixed price, and internal projects such as investment, cost, and time. Out-of-the-box financial reports offer a jumpstart on report design, allowing you to easily customize reports according to business needs.

Create a project hierarchy comprising multiple sub-projects. Easily plan projects, large or small, by matching work requirements with available resources.



  • Ensure regulatory compliance and expand your business across geographies
  • Improve the efficiency of your financial operations and enable strategic planning
  • Manage your cash flow effectively
  • Gain insight into your finances and improve your ability to make the right decisions quickly
  • Perform fast and reliable accounting, financial reporting and analysis
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Improve Processes

Manage your organization’s budget, including flexible configuration options, instant calculation of available budget funds, pooling of budgets and budget workflows for review and approval.

Configurable budget planning supporting a flexible chart of accounts and dimensions, custom-defined process configurations, workflows, and the use of Microsoft Excel to estimate costs, create scenarios and create a budget plan worksheet for Microsoft Excel in Microsoft Dynamics AX.


Gain Oversight

Automatically route the budget plans together with worksheets and attachments for reviews and approvals. Leverage Microsoft application integration with the ability to create and edit budget plans using Excel and Dynamics AX; switch the layout for budget plan documents on the fly and edit data by using any selected layout.

Enforce legal appropriation compliance and simultaneously allow lower-level departmental budgets with multiple, variable and hierarchical level budgetary controls.

Offer summary/total dimensions when you analyze and update budget plans by using multiple scenarios.


Budget Control

Track budget versus actuals and stop over-spend at the point of approval or entry of a transaction. Budget control dimensions can be selected from the financial accounting structure that will be used for budget control.

Budget control can be applied to a variety of transactions including purchase requisitions, purchase orders, vendor invoices, expense reports, travel requisitions and more.

If a budget fund is about to be exceeded due a transaction, Microsoft Dynamics AX can stop the transaction from moving forward, warn the user or go through relevant approvals to allow the spend to exceed the budget.



  • Determine the financial components used to establish and control budgets
  • Update or revise budgets based on economic events
  • Define workflows and policies that match organizational requirements
  • Use a budgeting tool that is right for your organization
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 Project Management and Accounting


Increased Visibility

Help project managers gain increased visibility into and control over schedules, resources, time and expense, as well as funding and billing arrangements across both internal cost and external revenue projects. Schedule tasks while finding and assigning available resources by skill set, project experience, certification, education, and other attributes within or across companies.

Leverage built-in integration with other Microsoft Dynamics AX domains, including general ledger, sales, service, procurement, and production to address a wide range of business processes and models.


Streamline Operations

Create a project hierarchy comprising multiple sub-projects. Easily plan projects, large or small, by matching work requirements with available resources.


Improve Productivity

Project Accounting can help you define new projects quickly, by pulling data from the central Microsoft Dynamics AX database. The ability to submit time, expense and approvals from various mobile devices (Windows Phone, Windows 8, Android and iOS devices) while out of the office and on the road enables your team to access the system anytime, anywhere.

You can also speed up project creation by using templates recycled from previous projects. A single view of all current and planned projects helps you anticipate bottlenecks before they appear.

The improved efficiency of Project Accounting in Microsoft Dynamics AX can also let you move back office resources from supporting current projects to supporting sales to help increase new business.



  • Help improve oversight of your operations to maintain tighter control of project accounting and drive efficiencies.
  • Help improve productivity
  • Obtain strategic business insight
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 Project Time and Expenses


Accurate Information

Capture project time and expense quickly and accurately.

Enter timesheets through project time management taking advantage of automatic inter-company settlements for assignments across legal entities. Time entry is supported by an approval process.

Charge travel-related expenses against specific projects with expense management. Full integration with expense management enables expenses to be distributed to a single project or across multiple projects.



  • Self-service capability for employees to enter expenses on the web and through mobile devices
  • Ability to have one or more approvers to approve the entered expenses
  • Visual configuration and drag and drop tool for creating workflows and approvals
  • Ability to attach receipts to support and expense entry
  • Set business policies and rules
  • Enter expenses through mobile devices and attach receipt images captured through a mobile device camera
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 Management Reporter


Performance Management

Displaying business results, performing variance analysis, comparing projections and consolidating data from disparate general ledgers provides business users with the business insight they need to make timely and relevant decisions.

Accurate and auditable reporting is also essential to regulatory compliance.


Accurate, Shareable Reporting

Create boardroom-quality financial statements and reports without IT assistance, consolidate across companies within Microsoft Dynamics AX, and take advantage of secure report distribution and storage using Management Reporter.

Collaborate on financial reports using the Web-based report viewer. Financial reporting capabilities is delivered in all available languages.



  • Bring together financial information from different financial models or general ledger companies in order to create a consolidated view of the business
  • Widely distribute dynamic and standard reports including financial statements, management reports, and ad-hoc analysis to the decision-makers across the organization
  • Support generally accepted accounting practices (GAAP), international financial reporting standards (IFRS), and Sarbanes-Oxley regulations. Centralized data management, including security and business rules, and transactional reporting simplify regulatory compliance
  • Enhanced partnership with IT
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