Microsoft Dynamics 365
Finance, supply chain, sales and service can all run on Dynamics 365 and share the same records.
Why It Matters
When sales, operations and finance share the same customer, item and order records, the handover stops being a re-entry job. Nobody retypes an order into the ERP, and nobody argues about which system holds the correct quantity.
A system people avoid is a system that fails. Because Dynamics 365 works with Excel, Outlook, Teams and Power BI, finance can work in a spreadsheet against live records and approvals can happen in a chat, so the change feels smaller than it is.
We map your processes and tell you which apps you need and which you do not.
Set up on standard capability first, with your entities, approvals and rules built in.
Data cleaned and loaded, and the Microsoft and third-party connections wired up.
Your team runs real processes end to end, including a trial close, before go-live.
We run the first cycles with you and stay on for changes and release-wave testing.
Take the whole programme or the parts you need. Everything below is delivered by one team rather than split across separate vendors.
Ledger, payables, receivables, fixed assets, budgeting and a close calendar that holds.
Inventory, costing, production orders, planning and procurement across locations.
Pipeline, quotations, orders, cases and SLAs against a shared customer record.
Master data cleaned, balances reconciled, open transactions carried across properly.
Connections to banking, tax, warehouse, plant and portals, plus workflow automation.
Operational reports and Power BI dashboards built on live records, not exports.
If a lighter product fits your business better, we say so before you buy licences.
Design, migration, integration, testing and support sit together, not across vendors.
We configure first and extend only where a real gap exists, so updates stay routine.
We connect the work to Excel, Teams and Outlook so people actually use the system.
Support, changes and release-wave testing continue once the project is finished.
Dynamics 365 is Microsoft's family of business applications. Finance and Supply Chain Management handle accounting, costing, inventory, production and procurement, while Sales and Customer Service handle pipeline, quotations and support. They share one data layer, so a quotation, an order and its invoice are the same record rather than three copies.
Business Central is the all-in-one product for small and mid-sized companies, quick to deploy and lighter to run. Dynamics 365 Finance and Supply Chain Management is built for larger operations with several entities, complex manufacturing or heavy compliance needs. We help you pick honestly, because putting a business on the wrong one is expensive in both directions.
A Sales or Customer Service rollout is often live in two to four months. Finance and Supply Chain Management for a single entity usually runs six to nine months, and a multi-entity programme with manufacturing typically runs twelve months or more, depending on data quality and integration scope.
Yes, and that is often the strongest reason to choose it. Finance teams can work in Excel against live records, approvals and conversations can sit in Teams, and reporting can run in Power BI on the same data, so people stay in tools they already know.
Yes. We map your existing chart of accounts, customers, suppliers, items and open transactions, clean and de-duplicate them, reconcile the opening balances, and usually run a parallel close before switching over so the numbers are proven before you depend on them.
We stay on as your support team: day-to-day issues, help through the first close cycles, new processes as the business changes, testing against Microsoft's release waves, and training for people who join later.
No commitment. An honest view of scope, sequence and effort.
