Set up and work with Finance insights in Dynamics 365 Finance
This learning path helps you efficiently use finance insights tools to handle customer payments, create customer payment predictions, create accurate and editable cash flow forecasts, and create data generated budget proposals in Dynamics 365 Finance.
Prerequisites
- Knowledge of Dynamics 365 Finance
- Knowledge of Dynamics Lifecycle Services
- Knowledge of Microsoft Entra ID
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Modules in this learning path
Finance insights is an intelligent tool that your organization can use to handle customer payments by using predictive models. From predicting when customers might pay their outstanding balance, to your potential future cash flows, Finance insights uses AI Builder to build these models. Because the tool provides the most accurate projections of what to expect across different processes in your organization, it helps you make better decisions.
By setting up Finance insights, your organization can forecast different aspects of Dynamics 365 Finance, such as customer payments, cash flows, and budget proposals, by using intelligent machine learning.
The Customer payment prediction feature in Dynamics 365 Finance allows organizations to visualize which customers are likely to pay on time and which customers are likely to pay late. This feature improves the collections process because it gives organizations the foresight on which customers to keep track of, due to forecasted late payments.
Intelligent cash flow is a tool within Finance insights that allows you to create accurate and editable cash flow forecasts in Dynamics 365 Finance. By using the cash flow forecast capability, you can compare forecasted cash flows with actual cash flows to improve forecasting over time.
Intelligent budget proposal in Dynamics 365 Finance uses machine learning to analyze historical data and generate a budget proposal based off the findings.