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 :

• Treasury Journals

• Capital 

• Interest 

• Manual adjustments

• Allocation for short-term

• Posting profiles for above journals and automation of them driven by movement type.

• Simple and Compound Interest Rate calculations done by Dynamics 365

• Different Investment types catered for

• Tracked by Asset Manager, Asset class and sub class, country and region

• Setting up the interest agreements with the bank inside Dynamics 365

• Automatic generation of interest earned schedule for Investments

• Investment proposals can be done and simulated before approved

• Investment Cash Flow Forecast report

• Ledger Budget creation from Investment transactions

• Multiple reports