Solver for Dynamics 365 Finance & Operations

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.

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.

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.

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.

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.

While Dynamics 365 F&O is an excellent system of record, true Finance Transformation requires moving beyond data entry into strategic Financial Planning & Analysis (FP&A). With the help of the D365 native extension Solver, you can automate the manual “labor” of Finance Transformation. Solver acts as a dedicated FP&A engine, providing the high-level multi-dimensional modeling and “what-if” scenario planning required for modern business agility, allowing your team to focus on high-value performance analysis rather than just data processing.

Managing granular security for external reporting and dashboards in native Dynamics 365 F&O can be complex and often requires multiple versions of the same report. With the help of the Dynamics 365 native extension Solver, you can analyse your Business Performance with ease, going well beyond what the standard F&O Business Performance Analytics (BPA) and Business performance planning (BPP) solutions provide. Solver leverages dimensional row-level security through its Azure Data Warehouse and Power BI integration. This ensures that sensitive financial data is filtered automatically based on the user’s role, for example, a regional manager using the highly intuitive, spreadsheet-style interface will only see the P&L rows for their specific territory, even when viewing a global report.