Microsoft Dynamics 365

Dynamics 365, Set Up as One System Instead of Four Projects

Finance, supply chain, sales and service can all run on Dynamics 365 and share the same records. The value comes from wiring them together properly and connecting them to the Excel, Teams and Power BI your team already lives in. That is the work we do.

50+ ERP and software projects. Zero failed projects since 2021.

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One platform, the apps you need

Shared data

💰FinanceLedger, payables, receivables, assets, close

📦Supply ChainInventory, costing, production, procurement

📈SalesPipeline, quotations, orders, forecasting

🎧Customer ServiceCases, SLAs, history against the same account

A quotation, its order and its invoice stay one record

Excel Teams Outlook Power BI SharePoint

Illustrative example

Apps on one data layer

2-12 mo

Depending on scope

50+

ERP and software projects

Failed projects since 2021

Why It Matters

Buying the apps is easy. Making them one system is the job

Plenty of businesses end up with Dynamics 365 licences and the same disconnected working they had before, because each app was rolled out on its own.

One Record, Not Three

The quotation your sales team raised becomes the invoice finance sends

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.

Customer and item master shared across apps.
Quote to order to invoice as one chain.
No duplicate entry between teams.

Sales, operations and finance sharing one set of records

People Keep Their Tools

Adoption is easier when the work stays in Excel and Teams

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.

Live records edited from Excel where it suits.
Approvals and alerts inside Teams and Outlook.
Reporting in Power BI on the same data.

A team working with business data in familiar office tools

Which Apps

Start with what hurts, add the rest when it earns its place

You do not have to take the whole suite on day one. Most businesses start with one or two apps and extend once the first is steady and trusted.

A common rollout order

Phased

1Finance firstBooks, controls and close on a stable base before anything else moves

2Supply chain nextInventory, costing and procurement, once finance is closing cleanly

3Sales after thatPipeline and quotations feeding orders straight into operations

4Service lastCases and SLAs against the same customer and order history

Each phase goes live and settles before the next one starts

Illustrative sequence, adjusted to your priorities

How We Deliver

From a scoping review to a system your team runs on

Scope honestly

We map your processes and tell you which apps you need and which you do not.

Configure

Set up on standard capability first, with your entities, approvals and rules built in.

Migrate and connect

Data cleaned and loaded, and the Microsoft and third-party connections wired up.

Test with users

Your team runs real processes end to end, including a trial close, before go-live.

Go live and support

We run the first cycles with you and stay on for changes and release-wave testing.

What We Cover

Six areas of a Dynamics 365 engagement

Take the whole programme or the parts you need. Everything below is delivered by one team rather than split across separate vendors.

💰

Finance

Ledger, payables, receivables, fixed assets, budgeting and a close calendar that holds.

📦

Supply chain and manufacturing

Inventory, costing, production orders, planning and procurement across locations.

📈

Sales and service

Pipeline, quotations, orders, cases and SLAs against a shared customer record.

📁

Data migration

Master data cleaned, balances reconciled, open transactions carried across properly.

🔄

Integration and automation

Connections to banking, tax, warehouse, plant and portals, plus workflow automation.

📊

Reporting

Operational reports and Power BI dashboards built on live records, not exports.

The Difference

What a connected Dynamics 365 setup changes

One

Customer and item master

Zero

Re-entry between teams

Faster

Quote to cash cycle

Higher

Adoption, familiar tools

Live

Reporting instead of exports

Stable

Through release waves

Why Us

Why businesses choose TCB Infotech for Dynamics 365

We tell you what you do not need

If a lighter product fits your business better, we say so before you buy licences.

One team, whole programme

Design, migration, integration, testing and support sit together, not across vendors.

Standard before custom

We configure first and extend only where a real gap exists, so updates stay routine.

Adoption is part of the job

We connect the work to Excel, Teams and Outlook so people actually use the system.

We stay after go-live

Support, changes and release-wave testing continue once the project is finished.

Proven delivery

50+ projects across industries, with zero failed projects since 2021.

FAQ

Microsoft Dynamics 365 questions

What is Microsoft Dynamics 365?

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.

How is Dynamics 365 different from Business Central?

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.

How long does a Dynamics 365 implementation take?

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.

Does it work with Excel, Teams and Power BI?

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.

Can you migrate us from our current system?

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.

What happens after go-live?

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.

Find Out Which Dynamics 365 Apps You Actually Need

Book a free consultation. Walk us through how you run today and we will tell you which apps fit, in what order, and what the work involves.

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No commitment. An honest view of scope, sequence and effort.