Solver for Dynamics 365 Finance & Operations
DYNAMICS 365 ERP > FINANCE & OPERATIONS ADD-ONS
Extended planning, reporting & consolidation features for Dynamics 365 Finance & Operations.
Walkerscott is a certified Microsoft Solutions Partner for Australia and New Zealand and an authorised partner of Solver. Solver’s Corporate Performance Management (CPM) platform extends Dynamics 365 Finance with powerful features for financial consolidation, budgeting, forecasting, reporting, and dashboards – all tightly integrated into the F&O ecosystem.
Solver empowers Finance teams to operationalise strategic decisions faster by delivering high-value financial insights and automation from day one with the QuickStart connector and template marketplace.
Why choose Solver for Dynamics 365 Finance & Operations?
One-Day QuickStart Integration
Use Solver’s QuickStart connector to deploy Solver with pre-defined Dynamics 365 Finance & Operations data mappings, pre-built reports and budget templates, and over 50 Power BI dashboards in just one day.
Advanced Consolidation & Reporting
Seamlessly consolidate across legal entities with automated eliminations and currency conversion. Build and publish financial reports using Solver’s Excel add-in or web portal, using a certified integration with Dynamics 365 Finance & Operations.
Driver-Based Budgeting & Forecasting
Replace manual budget cycles with structured input forms, scenario modelling and what-if analysis. Solver writes back approved budgeting and plans directly into Dynamics 365 F&O for live plan-vs-actual visibility.
Azure Data Warehouse & Power BI
Solver uses an Azure-hosted data warehouse to combine Dynamics 365 Finance & Operations and other system data. Leverage built-in connections to Power BI for interactive dashboards and operational insights.
Solver Capabilities for Dynamics 365 Finance & Operations
Automated Financial Consolidation & Reporting
Run multi-entity consolidation with elimination rules and reporting trees. Generate P&L, Balance Sheet, and cash flow statements via Excel or the web – all powered by live Dynamics 365 Finance & Operations accounts.
Streamlined Budgeting & Forecasting in Finance & Operations
Enable collaborative budgeting with guided input forms, approval workflows, and driver-based models. Approved forecast and budget data can be written back to Dynamics 365 F&O for integrated reporting.
Power BI Dashboards & Data Warehouse
Access real-time KPIs and operational dashboards via pre-built Power BI templates. Solver aggregates Finance & Operations and third-party data into a single Azure SQL-based data warehouse.
Frequently Asked Questions
How can I consolidate financial data across multiple legal entities in Dynamics 365 Finance?
While Dynamics 365 Finance & Operations supports basic consolidation, managing complex multi-entity scenarios – especially with different currencies, charts of accounts, or intercompany eliminations – can be time-consuming.
Dyanmics 365 Fiannce add-on, Solver, streamlines these processes with automated consolidations, hierarchy management, and financial rules built for enterprise-scale reporting.
Is it possible to build complex, board-ready financial reports directly in D365 Finance & Operations?
Dynamics 365 F&O includes standard reporting options, but highly formatted reports with custom KPIs, variance analysis, and commentary often require workarounds or external tools.
The Dynamics 365 add-on application Solver provides a flexible report designer (Excel and web-based) for producing detailed, drillable reports using live Dynamics 365 Finance & Operations ERP data.
Can Dynamics 365 Finance & Operations support driver-based budgeting and forecasting?
Native budgeting features in Dynamics 365 F&O are limited and typically rely on static templates.
Extend Finance & Operations with Solver add-on to introduce dynamic, driver-based forecasting capabilities that integrate both financial and operational data – allowing for more accurate and agile planning.
How do I give non-finance users access to key performance data from Dynamics 365 F&O?
Accessing financial data in Dyamics 365 Finance & Operations usually requires training or full Dynamics 365 ERP licenses.
A better way to do this, would be using the add-on Solver, which enables controlled, role-based access to dashboards, reports, and budgeting interfaces through a web portal, making financial data more accessible to decision-makers across the business.
What’s the best way to blend non-ERP data (e.g., CRM, payroll) with D365 Finance & Operations reporting?
Dynamics 365 Finance does not natively support unified reporting from multiple data sources.
You would need an add-on like Solver’s integrated data warehouse, which allows you to bring in data from across your organisation – combining it with Dynamics 365 Finance & Operations ERP data to deliver a more complete and contextualised view of business performance.
Why Work with Walkerscott?
As a certified Microsoft Solutions Partner and Solver implementation expert, Walkerscott delivers local support across Australia and New Zealand.
We guide organisations through Solver deployment for Finance & Operations -delivering faster consolidation, better planning, and unified insights – so your finance team can focus on actions, not spreadsheets.