Investment managers and firms with debt or loan-based investments can benefit from using the Dynamics 365 FO TMS module for loans/debt and grants/investments. These organizations can save time by automating the generation of back-end events and operations related to different loans and debt instruments. Investors and fund managers can easily automate the recurring transactions associated to different loan types, mortgages and bonds spanning any time period.
Microsoft Dynamics 365 FO does not have functionality to deal with managing and controlling Loans and Investment Management .
The Loan and Investment module allows one to control your investments, and the related transactions in Dynamics 365. It manages the process from creation investment through to the final withdrawal.
Treasury for Microsoft Dynamics 365 includes :