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Microsoft Dynamics 365 Finance & Operations

Finance & Operations—Unified, Visible, Predictable

Streamline core finance, production, and supply chain processes with clean design, minimal customizations, and clear controls. From new implementations to 24/7 managed services.

100%
Certified Consultants
35%
Faster close cycles
24/7
Support available

Complete F&O Solutions

From initial implementation to ongoing optimization—we've got you covered at every stage

Complimentary 2-Day Assessment Available

New Implementations

Every new Dynamics ERP or CRM implementation begins with a complimentary 2-day on-site or virtual assessment. Our Solution Architects analyze your current processes, identify quick wins, and build a roadmap tailored to your business—before you commit to anything.

  • Free 2-Day Discovery On-site or virtual deep-dive into your processes, pain points, and goals
  • GL, AP/AR, Fixed Assets, Cash & Bank Complete financial module implementation with clean chart of accounts design
  • Costing, MRP, Production, WMS Supply chain and manufacturing optimization with advanced warehousing
  • Intercompany & Consolidations Multi-entity structures with automated eliminations and reporting
  • Power BI Dashboards Executive-ready financial and operational reporting from day one
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Implementation Approach

Our proven methodology ensures successful implementations. Learn more in our detailed guides:

  • Assess & Blueprint
  • Iterative Build Sprints
  • UAT & Cutover Planning
  • Go-Live & Hypercare
  • Continuous Optimization

Managed Services

All-inclusive 24/7/365 support options created to fit the unique needs of your organization

Essential

Foundation Support

For organizations with internal IT capabilities seeking expert backup

  • Business hours support (8am-6pm)
  • 4-hour response SLA
  • Monthly health checks
  • Patch & update management
  • Dedicated support portal
  • Quarterly business reviews
Starting At
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Enterprise

Strategic Partner

Embedded expertise acting as an extension of your team

  • Everything in Professional
  • 15-minute critical response
  • Dedicated Solution Architect
  • Custom enhancement hours
  • Priority feature requests
  • Executive QBRs
  • Roadmap co-development
Starting At
Custom Quote
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Dynamics Audit

A comprehensive health check conducted by a senior Solution Architect to identify risks, inefficiencies, and optimization opportunities

Our Audit Process

1

Discovery

Stakeholder interviews, documentation review, and environment access setup

2

Technical Review

Configuration analysis, customization assessment, and integration mapping

3

Process Analysis

Workflow evaluation, security audit, and performance benchmarking

4

Recommendations

Prioritized findings report with ROI analysis and implementation roadmap

What You'll Receive

Comprehensive deliverables from your Solution Architect

  • Executive Summary High-level findings for leadership with risk ratings
  • Technical Assessment Detailed configuration and customization analysis
  • Security & Compliance Report Role-based access review and SOX/audit readiness
  • Performance Benchmarks System health metrics vs. industry standards
  • Optimization Roadmap Prioritized recommendations with effort/impact matrix
Request Audit

Hands-On Training

Role-based training programs that ensure your team can fully leverage Dynamics 365 F&O from day one

End User Training

Role-specific training for finance, operations, and warehouse teams with hands-on exercises in your environment.

2-5 days per role

Train the Trainer

Develop internal champions who can onboard new hires and drive continuous adoption across your organization.

3-day intensive

Admin & Power User

Deep-dive into system configuration, security setup, troubleshooting, and advanced reporting for your IT team.

5-day program

Executive Workshops

Strategic sessions for leadership on leveraging D365 insights, KPI dashboards, and decision-making capabilities.

Half-day session

Ready to Transform Your F&O Experience?

Start with a complimentary 2-day assessment. Our Solution Architects will analyze your environment and deliver actionable recommendations—no strings attached.