Webinar Recap: Modernizing Finance Ops on Dynamics 365
Last month's session on finance modernization drew questions we hear constantly from mid-market finance leaders evaluating Dynamics 365 Finance & Operations…
Last month's session on finance modernization drew questions we hear constantly from mid-market finance leaders evaluating Dynamics 365 Finance & Operations. Here are the highlights.
Close cycles are the clearest ROI signal
Panelists agreed: if you want a single metric to justify the investment internally, track days-to-close before and after. It's the number finance leadership already understands.
One panelist shared that her team's close cycle dropped from twelve business days to seven within the first two quarters post-migration, and that number alone secured budget for a phase-two automation project the following year.
Don't automate a broken process
The recurring warning was to fix the underlying approval chain before automating it — automation just makes a bad process fail faster and with less visibility.
A poll of attendees found that nearly half had inherited an approval workflow with more sign-off steps than anyone could explain the rationale for. Simplifying the chain before automating it was the single most repeated piece of advice from the panel.
Audience questions worth sharing
The most common follow-up question was about consolidating multiple legal entities into a single Dynamics 365 instance. The panel's consensus: it's possible, but budget significantly more time for intercompany elimination rules than the initial project plan usually allows.
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