Dynamics 365, configured around how you actually work.
Dynamics 365 finance and operations, configured around your business.
Overview
Placeholder overview describing Microsoft Dynamics 365 implementation and integration for finance and operations.
What's included
Key capabilities
Dynamics 365 implementation
Finance & operations configuration
Workflow automation
Third-party integrations
How it fits together
Integration architecture
Dynamics 365 integration architecture: Sources → Sync → Dynamics 365 → Reporting
Sources
Where transactions originate
- Bank feeds
- CRM
- Procurement
Sync
Automated, scheduled sync
Dynamics 365
ERP system of record
Reporting
Dashboards & statements
The impact
What this typically looks like
How we work
Our process
Our process: Discover → Design → Build → Support
- 1
Discover
Understand current systems, data and goals.
- 2
Design
Plan the target approach and architecture.
- 3
Build
Implement and integrate the solution.
- 4
Support
Validate, roll out and support adoption.
Tech stack
Tools & platforms
- Microsoft Dynamics 365
- APIs
Proof
Related case studies
Automating accounts payable from invoice to reconciliation
Accounts payable was entirely manual, from invoice entry through approvals and reconciliation, creating delays and errors.
70%
Reduction in manual AP processing time
Consolidating four QuickBooks entities into one reporting view
Four regional entities each ran their own QuickBooks file, so producing a consolidated group P&L meant exporting and manually merging spreadsheets every month.
4→1
QuickBooks entities consolidated into one view
Automating a Sage month-end close from ten days to three
Month-end close relied on a manual checklist spread across email and spreadsheets, so it regularly slipped past the tenth working day.
10→3
Days to close, cut from ten to three
Multi-currency Xero automation for a fast-growing e-commerce brand
Selling in six currencies through three marketplaces meant daily manual entry and constant reconciliation errors between Xero and the sales channels.
90%
Reduction in manual transaction entry
AI-powered invoice processing cutting manual data entry to zero
Hundreds of supplier invoices arrived every week in different formats, and a team member manually keyed each one into the accounting system.
0
Manual line items keyed since go-live
FAQ
Frequently asked questions
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