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Finance | Project Operations, Human Resources, ...
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Finance Module in D365 Application

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Posted on by Microsoft Employee

Hi, 

There is a requirement to implement finance module in D365 (CRM) application. So, I looked for this app in Microsoft AppSource but couldn't find any such app out there and I would like to how this can be installed in D365 online instance. 

Could you please guide me to get this installed? Also, please let me know if there is any app which is specially designed for Finance module alone in D365?

Thank you,

Leo Fernadas

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  • Suggested answer
    nmaenpaa Profile Picture
    101,172 Moderator on at

    I don't know if there is a Finance module for D365 CRM.

    But there is a stand alone solution called Dynamics 365 for Finance. It's completely different from the CE (CRM), and based on what was once called Dynamics AX. Before last October it was called Dynamics 365 for Finance and Operations. But now it's split to Dynamics 365 for Finance and Dynamics 365 for Supply Chain Management (which are actually still one solution, but the licensing is split).

    Is this the one you are looking for?

  • LeoFernandas Profile Picture
    Microsoft Employee on at

    Thank you for answering my questions Nikolaos.

    Yes, I was actually looking for finance app if there is any in Microsoft App Source for finance implementation at D365 application (CE/CRM). But I don't see any such app out there. Can this be installed in CE CRM if this app is available in AX? If so, where could I find it and how would I be able to get this installed. 

             pastedimage1572610389851v2.png

  • Suggested answer
    nmaenpaa Profile Picture
    101,172 Moderator on at

    In your screenshot I see Dynamics 365 for Field Service. That can be installed in D365 "CRM".

    Dynamics 365 for Finance can't, it's a completely different application.

    For D365 for Finance you can activate a Trial to try it out. But I don't recommend trying to start an actual implementation project without having people who have experience of it. It's much more complex than CE. Anyway, if you want to start a project, you start by purchasing licenses from your MS license provider.

    docs.microsoft.com/.../before-you-buy

  • LeoFernandas Profile Picture
    Microsoft Employee on at

    Thanks alot for your pretty quick response! 

    Can this be application be included in CE or this implementation should be done in D365 for Finance application separately? Is there a work way that it can be implemented in CE itself? 

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Leo,

    Possibly have a look at the CRM/Field Service forums that you can access from here: community.dynamics.com/f

    Best regards,

    Ludwig

  • André Arnaud de Calavon Profile Picture
    305,196 Super User 2026 Season 1 on at

    Hi Leo,

    If you need a finance application, why do you keep asking questions to have it within CE? You can go for Microsoft Dynamics 365 for Finance or Microsoft Dynamics Business Central. These are technically separate products (so not within CE itself), but belong to the same product family name "Microsoft Dynamics 365".

    Probably you are a bit referencing to SalesForce where actually another partner did create a Finance module. For Microsoft it is different as there are already existing applications which can take care of Finance.

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