ENTERPRISE ERP CONSULTING
Microsoft Dynamics 365 Finance & Operations Consulting
We take a connected view of your finance and operations processes. Our functional consulting, configuration and development work is shaped around your business requirements.
Discuss your ERP needsFINANCIAL MANAGEMENT
A consistent foundation for your financial processes.
Dynamics 365 Finance supports general ledger, accounts receivable and payable, budgeting, cash and bank management, and financial reporting. We assess configuration and functional consulting needs in these areas alongside your business workflows.
- Reviewing the chart of accounts and financial dimensions
- Assessing customer, vendor and payment processes
- Defining budget monitoring and financial reporting requirements
PROCUREMENT AND SUPPLY CHAIN
Connect requisitions, purchasing and inventory movements.
Dynamics 365 Supply Chain Management enables purchase requisitions, purchase orders, product receipts and inventory management to be addressed as connected processes. Our consulting considers how these flows relate to financial records and your operational requirements.
- Purchase requisitions, vendors and order workflows
- Configuration of product, inventory and warehouse processes
- Review of product receipt and invoice matching steps
WORKFLOWS
Align approvals with your business rules.
For supported documents and processes, approval workflows help define responsibilities, conditions and the sequence of steps. We identify the approvals needed across procurement and finance, then assess workflow design against those requirements.
- Defining approval conditions and responsibilities
- Designing approval steps for the relevant users and roles
- Testing approval and rejection scenarios with business teams
CONFIGURATION AND DEVELOPMENT
Start with standard capabilities. Extend where needed.
We first assess standard configuration options. For additional requirements, we consider X++ development and the extension model, designing application behaviour, business logic and reporting requirements within your existing ERP landscape.
- Fit-gap analysis of standard functionality and requirements
- Business logic and application extensions using X++
- Validation through test scenarios and user acceptance
INTEGRATIONS
Plan data flows between ERP and your wider application landscape.
We assess integration options such as data entities, OData and suitable service interfaces against data volumes, timing and business requirements. We consider data exchange, error handling and monitoring needs between ERP and other systems together.
- Defining data mappings between source and target systems
- Designing batch data transfers and service-based integrations
- Planning validation, error tracking and reprocessing scenarios
PROJECT APPROACH
A collaborative process from requirements to implementation.
We clarify scope and priorities with your business teams, bringing functional and technical work into a shared plan.
Understand requirements and current processes
We review business goals, existing applications and requirements together to define the scope of work.
Design the solution and define the scope
We assess standard capabilities, extensions and integration needs, then agree priorities and acceptance criteria.
Implement, test and share knowledge
We test configurations and developments against business scenarios, incorporating user feedback and knowledge sharing throughout the process.
LET’S DISCUSS YOUR REQUIREMENTS
Let’s plan the next step for your Dynamics 365 project.
Share your finance, operations, development or integration requirements. Together, we can assess the right scope for your business.