Microsoft Dynamics 365
for Financial Services

Microsoft Dynamics 365 for Financial Services

Get full control over your financial operations, client management, and
compliance so every part of your business runs from one connected system.

Get full control over your financial operations, client management, and compliance so every part of your business runs from one connected system.

Trusted by

Microsoft Dynamics 365 Partner UAE | Microsoft Dynamics 365 Company

Financial Services in the UAE Demand Precision

Financial services businesses in the UAE operate in one of the most regulated environments in the region. Every transaction, every client interaction, and every report carries a compliance obligation. The businesses managing this well are not doing it with more people. They are doing it with systems that keep everything connected, accurate, and auditable at all times.

SQIT works with banks, insurance companies, investment firms, and accounting practices across the UAE to implement Microsoft Dynamics 365, configured around the specific compliance, reporting, and operational requirements of financial services businesses here.

What We Put in Place for Your Business

One system covering every part of your distribution operation, configured around how your business actually works.

Microsoft Dynamics 365 Partner UAE | Microsoft Dynamics 365 Company

Financial Management and Reporting

Client and Relationship Management

Compliance and Regulatory Reporting

Cash Flow and Treasury Management

Risk and Audit Management

Performance and Analytics

Dynamics 365 Built Around Your Financial Business.

Microsoft Dynamics 365 covers the full contracting lifecycle, from the first estimate to the final invoice. We implement the right
product based on the size and complexity of your operation.
Microsoft Dynamics 365 Partner UAE | Microsoft Dynamics 365 Company

Microsoft Dynamics 365 Business Central

For accounting firms, smaller financial services businesses, and professional services organisations that need finance, client management, and operations connected in one place.

Microsoft Dynamics 365 Partner UAE | Microsoft Dynamics 365 Company

Microsoft Dynamics 365 Finance and Operations

For banks, insurance companies, and investment firms managing complex financial operations, multiple entities, and advanced reporting across regions.

Microsoft Dynamics 365 Partner UAE | Microsoft Dynamics 365 Company

Microsoft Dynamics 365 Customer Service

For financial services businesses managing client enquiries, case resolution, and service delivery across multiple channels from one system.

SECURITY AND COMPLIANCE

Built to Meet Finance Business Compliance in the UAE

Financial services businesses in the UAE operate under oversight from the Central Bank of the UAE, the Securities and Commodities Authority, the Dubai Financial Services Authority, and the Financial Services Regulatory Authority. Every system we implement is configured to support the compliance obligations your business carries.

UAE VAT and
Corporate Tax

Dynamics 365 is configured to handle UAE VAT and corporate tax reporting requirements from the start, with tax calculations applied automatically and reporting generated directly from live transaction data.

Audit Trails and Data
Integrity

Every transaction, access event, and system change is logged automatically. Audit trails are available on demand so your compliance team can produce evidence without assembling it manually.

Role Based Access and
Data Security

Permissions are configured at the role and user level so sensitive client and financial data is only accessible to authorised staff. Nothing is shared that should not be.

Microsoft Azure
Security Infrastructure

Dynamics 365 runs on Microsoft Azure, which meets ISO 27001, ISO 27017, ISO 27018, and SOC2 standards. Your financial data sits on a platform that is independently audited and certified to the highest international security standards.

How SQIT Helps You Get There

We cover every part of your Dynamics 365 journey in house, handled by our team in Dubai.

End-to-End Implementation

We handle everything from mapping your financial, compliance, and client management processes to going live with your team.

Custom Development

We build financial services specific extensions covering client onboarding workflows, regulatory reporting processes, and product specific billing requirements tailored to how your business operates.

Third-Party System Integration

We connect Dynamics 365 with the tools already in your business including banking platforms, trading systems, document management tools, and client portals.

Data Migration and System Transition

We manage the full migration of your client records, financial history, and transaction data so your team keeps operating without interruption through the transition.

Ongoing Support and Maintenance

Our support team is based in Dubai and available after go-live for queries, updates, and configuration changes as your business and its regulatory environment evolves.

More From Your Dynamics 365 Setup

Every Dynamics 365 implementation we deliver for hospitality businesses includes
these capabilities as part of the setup.

Microsoft Power BI

Live dashboards built directly on your Dynamics 365 data. Revenue per available room, F&B performance, occupancy rates, and event profitability visible in real time across every property.

Learn More
Microsoft Power BI dashboard mockup tracking live manufacturing metrics including production output and supply chain data.

Microsoft Copilot

Built into every Dynamics 365 product. Copilot drafts guest correspondence, summarises booking and event records, and lets your team pull performance reports using plain language.

Stylized 3D rendering of the Microsoft Copilot and Dynamics 365 logos representing AI-driven manufacturing insights.

Implementation
Insights:
Frequently Asked
Questions

Microsoft Dynamics 365 Partner UAE | Microsoft Dynamics 365 Company

Yes. Dynamics 365 is used by financial services organisations globally and is configured to meet UAE regulatory requirements including VAT, corporate tax, and the data security standards required by UAE financial regulators. We implement it specifically for the compliance obligations your business carries.

UAE VAT and corporate tax compliance are configured in Dynamics 365 from the start. Tax calculations are applied automatically to transactions and reporting is generated directly from live data without manual preparation.

Yes. Dynamics 365 runs on Microsoft Azure which meets ISO 27001, ISO 27017, ISO 27018, and SOC2 standards. Role based access controls ensure only authorised staff see sensitive data, and every action across the system is logged in a full audit trail.

Yes. Financial services businesses managing multiple legal entities, funds, or subsidiaries run everything from a single instance. Multi-currency transactions, intercompany processing, and consolidated reporting are all handled within the same system.

Yes. Dynamics 365 Sales and Customer Service connect client relationship management, pipeline tracking, and service delivery directly to your financial and operational data. Relationship managers see the full client picture in one place.

It depends on the complexity of your financial operations and regulatory requirements. A focused implementation for a single entity typically takes three to five months. Larger implementations covering multiple entities, integrations, and compliance configuration take longer.

Yes. We are headquartered in Dubai and work with financial services businesses across the UAE and GCC. Our team understands the regulatory environment financial businesses operate in across this region.

Yes. We work across the UAE including Abu Dhabi, Sharjah, and the Northern Emirates as well as clients across the GCC region.

Ready to See What Dynamics 365 Can Do for Your Financial Services Business? 

Schedule a call with one of our Dynamics 365 consultants.

Let's Discuss Your Business Needs

We will listen to how your business works, ask the questions that matter, and give you a clear picture of what implementation would look like for you.