Microsoft Dynamics 365

Finance & Operations

Enterprise management

Microsoft Dynamics 365 Finance and Operations is a cloud-based ERP solution that unifies key operational processes such as supply chain, financials, sales, purchase orders, inventory, production, and distribution. It is the most feature-rich product in the Microsoft Dynamics ERP line, designed for mid-to-large enterprises operating across multiple locations, countries, or currencies. Originally released as AX in 1998 through a collaboration between IBM and Damgaard Data, it was acquired by Microsoft in 2002 and rebranded. D365 is particularly strong in manufacturing and distribution, commonly used by companies with annual revenues over $50 million, though smaller implementations are possible.

Finance

Finance

Rethink your financial strategies to adapt, respond, and flourish amidst challenging circumstances.

Supply Chain

Supply Chain

Transform your supply chain to boost visibility, improve planning, streamline procurement, and optimize fulfilment.

Integrated solutions

Microsoft Dynamics 365 Finance and Operations combines financial management and operational oversight into a single, cohesive platform. This integration offers businesses a comprehensive view of their operations, enabling informed decision-making that enhances financial performance and operational efficiency.

Project Operations

Project Operations

Get the visibility, collaboration, and agility needed to drive success across your project-centric business.

Commerce

Commerce

Transform interactions with personalized, seamless shopping experiences across both physical and digital channels.

Integrated solutions

Microsoft Dynamics 365 Finance and Operations combines financial management and operational oversight into a single, cohesive platform. This integration offers businesses a comprehensive view of their operations, enabling informed decision-making that enhances financial performance and operational efficiency.

Looking ahead

Microsoft Dynamics 365 Finance and Operations is more than just a management tool; it is a transformative solution that propels businesses toward excellence. Whether refining financial strategies, optimizing supply chains, or enhancing operational efficiency, this module serves as a crucial navigator in the complex world of enterprise management.

Sales

Sales

Help sales teams surpass customer expectations and achieve their targets with a cutting-edge AI-powered CRM solution.

Human Resources

Human Resources

Enhance your workforce management with a cost-effective HR solution that enables self-service and maximizes employee empowerment.

ERP Implementation Process

Implementing Microsoft’s Dynamics 365 Finance and Operations is a complex process that requires careful consideration of various factors. The implementation timeline can range from 5 months to over 12 months, depending on the specific needs and evaluation of the business. Understanding the extent of integrated business processes is crucial, with manufacturers and distributors often requiring longer implementation periods due to their extensive needs. Smaller implementations focusing only on financial processes typically take around 5 to 6 months. Additionally, the process involves a significant data conversion effort, which is often time-consuming and requires meticulous planning and execution. Factors such as the amount of data being converted, data cleansing, the complexity of extraction programs, and the availability of employees for validation and reconciliation play a vital role in the timeline.

01

Define the Scope & Goals

Understanding the organization’s goals ensures ERP system meets specific business requirements.

02

Project Planning
Creating a detailed plan with proper resources and clear timelines keep the implementation on track and within budget.

03

Analysis & Design
GAP analysis evaluate and compare the current system of the organization and its future requirements as needed.

04

Development & Testing
Prepare the entire system for going live. Testing is conducted to identify and resolve any issues or bugs in the system.

05

Data Migration
Migrating existing data from legacy systems verifies opening balances in the new ERP should matches closing balances in the current one.

06

User training
Comprehensive training sessions increases user confidence, leading to a faster and smoother adoption of the ERP system.

07

Go-live & Maintenance
This marks official launch of the ERP system across entire organization and abandoning the old systems.

Feature
Spotlight

Financial planning and analysis

Enhance agility with financial planning, budgeting, and forecasting using Copilot within business performance management capabilities.

Optimized resource utilization

Enable better resource management to align the right people with the right skills to the right project.

Accounting and financial close

Expedite financial close and reporting with self-serve analytics and automation

Process efficiency in warehouses

Perform process mining to get real-time insights into warehouse process inefficiencies and take corrective actions.

Distribution by
Industry

Experts in various industries leverage Microsoft Dynamics 365 FO to optimize their finance, operations, and supply chain processes. Typically, businesses with 50–200 employees and annual revenue of 1 million to 10 million select this robust application to address their comprehensive business requirements.

Manufacturing

Manufacturing operations of all types can be efficiently managed by Dynamics 365 FO, from product creation to final delivery, offering users real-time data-driven decision-making capabilities with full visibility.

Construction

In the construction industry, maintaining proactive control over all operations and managing multiple locations simultaneously is crucial. Dynamics 365 FO facilitates seamless connectivity to all locations, simultaneous integration of systems, a focus on growth, maximization of profitability, and numerous other benefits.

Architecture & Engineering

In architecture and engineering, there are numerous intricate processes and operations that must be effectively streamlined and executed in a timely manner. Microsoft D365 FO offers automation and business intelligence solutions to efficiently manage these tasks.

Field Service

In order to achieve success in Field Service, industries must effectively manage various factors such as profitability, service management, task scheduling, billable hours, and resource utilization. Dynamics 365 FO offers users a clear and comprehensive overview, enhancing productivity within the environment.

Distribution

Dynamics 365 FO offers a range of features and capabilities tailored to support distribution industries. Users can seamlessly access Dynamics 365 for Supply Chain when seeking a specialized solution for efficient distribution and supply chain management.

Pharmaceutical industry

Dynamics 365 Finance and Supply Chain Management apps assist pharmaceutical manufacturers in efficiently planning and overseeing purchasing, production management, inventory control, distribution, invoicing, accounting, and more.

Retail

Drive seamless operations in your chain of stores with Dynamics 365 FO. From managing daily processes to sales and delivery, this platform centralizes data from various outlets for efficient system connectivity and performance.

Ecommerce

Efficiently manage and process a high volume of daily orders with precision and valuable data insights using Dynamics 365 FO. This system ensures orders are handled promptly and reports are delivered accurately and on time to support business operations effectively.

Still undecided?

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Savings from improved supply chain efficiency

Results are over three years for a composite organization based on interviewed customers. The Total Economic Impact™ of Microsoft Dynamics 365 Supply Chain Management, a commissioned study conducted by Forrester Consulting, August 2021.