Globa ia night_2021, Overview Finance Insights

2. Finance Insights
Juan Rafael
Solution Architect Dynamics 365 FO+CE+BC+Commerce
@jlc_rve

3. Agenda Finance Insights—overview
 What is “Finance Insights”?
 Finance Insights—key capabilities
 Democratization of AI for finance
 Intelligence in finance—architecture
Finance Insights—feature deep dive
 Customer payment predictions
 Cash flow forecast
Finance Insights—what next?
 Call to action

4. Business Applications
Communities
Join free for these benefits:
Connect with peers and experts in
online communities and local user groups
Learn from engaging discussions and
informative blogs, webinars, and videos
Share and get answers to technical questions
Inspire others, and be inspired by data galleries,
product use examples, and more
Continue your
MBAS experience
in Communities
Online Communities User Groups
Microsoft Dynamics 365 community.dynamics.com www.d365ug.com
Microsoft Power Platform community.powerplatform.com www.powerplatformug.com

5. Finance Insights—overview

6. What is “Finance Insights”?
Finance insights is a set of intelligent and automation functionality embedded in
Dynamics 365 Finance which will be shipped as a new add-on offering
Why? Increase
efficiency
and quality
Reduce cost
40% to 75% cost
savings by
intelligent
automation—
Forbes
Predict and
plan for future
Intelligent
automation
82% of
organizations will
invest in AI by
2020—Deloitte

7. Finance Insights—key capabilities
Customer
payment
predictions
…
Intelligent
budget
Intelligent
cashflow
forecasting
Embedded
intelligence
Relevant
analytics
Contextual
actions
Seamless
experience
in finance

8. Democratization of AI for finance
Deploy
(Model is trained)
Anna activates and “warms-
up” the model for everyone
in her organization
Templates is visible in
AI Builder studio. Model
is trained on F&O data.
Predictions available
in F&O
Consume
Users see predictions light-up
in their workspaces and forms
in F&O
Background jobs train the
models weekly, predictions
done daily. Predictions appear
in F&O tables
Extend
(Model customization)
Anna customizes the model in
AI Builder maker experience and
improves accuracy
Ex. Change the filter for training
and predictions, include exclude
data specific to Contoso
This consistent and repeatable experience lights up new scenarios and provides integrated AI in finance

9. Intelligence in finance—architecture
Dyn365FO
1
F&O transactional data is available in
CDM folders in customer’s Data lake
Customer’s Data Lake
(aka: ADLS Gen2 + CDM folders)
Prediction results are available in CDS
2
AI builder reads F&O data
from CDM folders
3
Power AI service predicts results
(trained models and other
metadata are also stored in CDS)
4a
4b
Data integrator copies
prediction data into F&O

10. Finance Insights—feature deep dive

11. Customer payment predictions
When will we get paid?
Customer
problems
Organizations are unable to reliably
predict when customers will pay
their invoice
• Collection processes are started
too late
• Manual and tedious prioritization
and collections processes
• Cash flow forecast are less accurate
Solution Predictions on when a customer will
pay an invoice
• Proactive collections using
payment predictions
• Strategies for automated collections
tasks and communications
• Payment predictions in
cashflow forecasts—accurate
cashflow forecasts “We will save a day's worth of research per week with better collections strategies.”
“It is especially significant to know customer payment behavior in today’s environment to
maximize collections.”

12. Cashflow forecasting
How much cash will we have?
Customer
problems
It is very tedious process to project how much
cash an organization will have on a given date
• Data is in silos
• Forecasting is generally rudimentary and
based on “Tribal” knowledge
• It is hard to measure accuracy of
cashflow forecasting
Solution Intelligent and automated cashflow forecasting
• Integrate data from external systems
to Finance using the data import
export framework
• Intelligent cash position and forecasting
based on customer payment predictions
as well as time series forecasting through
AI Builder
• Ability to save cashflow forecasts and then
measure forecast performance when the
financials have been realized
“Cash flow forecasting will save a lot of time; we do a lot of manual work
daily to get this information today.”

13. Finance Insights—what next?

14. Call to action
• Go to aka.ms/TryFI to learn more about finance insights
• Customers will be able to use finance insights at public preview in July 2020
• GA on October 2020
• https://dynamics.microsoft.com/en-us/roadmap/finance/
April 2020
Private preview
Email fiap@microsoft.com
to participate
May–July 2020
With release version
10.0.12
Public preview
October 2020
General availability
With release version
10.0.13
2020–2021
Future release
More exciting features!
Keep an eye on
release notes!

15. Questions?

16. © Copyright Microsoft Corporation. All rights reserved.