What does Solver add to Microsoft Dynamics 365 Finance?

Solver adds FP&A software to Microsoft Dynamics 365 Finance, extending beyond traditional FP&A into xFP&A. It brings Dynamics 365 Finance data together with other financial and operational sources on one cloud platform, so teams can build budgets and forecasts, consolidate entities, publish reports, and analyze results from a single source of truth that reaches beyond the finance department.

How is Solver different from Excel for Dynamics 365 Finance reporting?

Solver keeps the Excel design experience finance teams know and removes the manual work around it. Reports and planning forms connect to Microsoft Dynamics 365 Finance data instead of exported files. Budget input moves through automated workflow and approvals, audit controls track every change, and business users view results through a web portal rather than emailed workbooks.

Should I connect Solver to Dynamics 365 Finance through OData or Microsoft Fabric?

Both options give Solver access to Microsoft Dynamics 365 Finance data. OData links Solver directly to the data objects your organization makes available in Dynamics 365 Finance. The Microsoft Fabric connector suits organizations that already centralize data in Fabric, so Solver works from that governed foundation alongside other sources. Your Solver team can help you choose the best fit during scoping.

What Dynamics 365 Finance data can Solver report on?

Solver supports general ledger and sub-ledger reports and dashboards for Microsoft Dynamics 365 Finance. Through OData, Solver connects to the data objects made available in your Dynamics 365 Finance implementation. Because Solver includes a data warehouse that supports unlimited data sources, you can also combine ERP data with CRM, payroll, and other operational data for a complete view.

How long does it take to implement Solver for Dynamics 365 Finance?

The patented QuickStart integration and ready-to-use templates are designed for rapid deployment, so many teams go live in days rather than months. Your timeline depends on the number of entities, data sources, and custom models in scope. Your Solver team or implementation partner will confirm a timeline during scoping.

How does Solver Copilot AI work with Dynamics 365 Finance data?

Solver Copilot AI includes two agents. The Help Agent answers product and application questions instantly. The Analysis Agent provides chart generation, anomaly detection, trend analysis, and predictive recommendations on data in Solver, including Microsoft Dynamics 365 Finance data. User input never trains the model. Solver Copilot is available in the United States.

AI-Accelerated xFP&A for Microsoft Dynamics 365 Finance & Operations

Solver works with Microsoft Dynamics 365 Finance & Operations to extend your ERP with planning, reporting, consolidation, and analysis on one cloud platform. Connect through the Dynamics 365 OData service or your governed Microsoft Fabric data, then give finance and operational leaders a single source of truth they can act on.

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Two Ways to Connect Your Finance Data

Solver is a planning, reporting, and analysis application built for Finance & Operations. Choose the connection that fits your data strategy: link Solver directly to Microsoft Dynamics 365 Finance through OData, or bring Dynamics 365 Finance data into Solver from Microsoft Fabric alongside your other governed sources. Find Solver in the Microsoft Marketplace.

Direct Connection with OData

Solver's connector uses the Microsoft Dynamics 365 OData service to reach the data objects your organization makes available in Dynamics 365 Finance. The patented Solver QuickStart integration designed for Dynamics 365 Finance adds custom data entities and a collection of ready-to-use reports and budget models.

Unified Data with Microsoft Fabric

When your Microsoft Dynamics 365 Finance data lives in Microsoft Fabric, Solver's Fabric connector imports it along with any other data hosted in your Fabric environment. Plan, report, and analyze Dynamics 365 Finance data on the same governed foundation as the rest of your enterprise data.

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Explore a video series covering what Solver offers and how the QuickStart integration for Microsoft Dynamics 365 Finance helps teams reach better decisions sooner.

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Streamlined budget rounds

Gather department input in one central template and let automated approvals move each submission forward without chasing spreadsheets by email.

A shorter month-end close

Automate the hand-offs between your ERP close and approved financial statements, so reporting starts sooner every month.

Ledger detail without exports

Build general ledger and sub-ledger reports and dashboards from connected ERP data instead of downloading and reformatting files.

One version of the numbers

Replace disconnected spreadsheets with a single source of truth, supported by audit controls that record every change.

Forecasts that adapt

Use dynamic, driver-based models and what-if scenarios to test strategies before you commit budget or headcount.

Insight for every leader

Extend reports and dashboards beyond the finance department so operational leaders can answer their own questions on demand.

From ERP Data to Decisions.

Your Leaders Can Act On.

Microsoft Dynamics 365 Finance runs the transactions behind complex, multi-entity organizations. Turning that data into budgets, forecasts, and board-ready reports is a different job, and in many finance teams it still happens in exported spreadsheets that fall out of date as soon as they are saved.

Solver brings Microsoft Dynamics 365 Finance data, through OData or Microsoft Fabric, into a data warehouse that supports unlimited data sources. Financial and operational data meet in one place, so your team models scenarios, consolidates entities, and delivers reports from current, governed numbers, with every change tracked.

Every core finance process, connected to the same ERP data.

Planning, Reporting, Consolidation, and Analysis for Dynamics 365 Finance

“Solver was the budgeting tool that we needed to help us improve our painful processes. Now, budget season is almost a breeze!” — Nycole Rosen, VP of Technology, BGSF

Why Finance Teams Call Solver a Leader in FP&A

G2 users recognize Solver as a Leader for financial planning and analysis, with finance professionals across nonprofit, manufacturing, distribution, and dozens of other industries relying on it daily. Whether you're a mid-market team or a global enterprise, Solver gives you one platform to budget, report, consolidate, and analyze with confidence. Nycole Rosen, VP of Technology at BGSF, put it plainly: "Now, budget season is almost a breeze."

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Solver for Microsoft Dynamics 365 Finance | Frequently Asked Questions

What does Solver add to Microsoft Dynamics 365 Finance?
How is Solver different from Excel for Dynamics 365 Finance reporting?
Should I connect Solver to Dynamics 365 Finance through OData or Microsoft Fabric?

Both options give Solver access to Microsoft Dynamics 365 Finance data. OData links Solver directly to the data objects your organization makes available in Dynamics 365 Finance. The Microsoft Fabric connector suits organizations that already centralize data in Fabric, so Solver works from that governed foundation alongside other sources. Your Solver team can help you choose the best fit during scoping.
What Dynamics 365 Finance data can Solver report on?
How long does it take to implement Solver for Dynamics 365 Finance?
How does Solver Copilot AI work with Dynamics 365 Finance data?

Ready to Connect Solver to Microsoft Dynamics 365 Finance?

Talk with a Solver expert about connecting through OData or Microsoft Fabric and automating planning, reporting, and consolidation.

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