Dynamics 365 Finance & Operations / Finance · Supply chain · X++
Dynamics 365 Finance and Operations consulting.
We specialise in Dynamics 365 Finance & Operations consulting and development. From financial processes and invoicing to inventory and operational integrations, we connect the business requirement with the configuration, X++ extension or application the team needs.
Finance and operations, in the same process
An order, a receipt, an invoice and a ledger entry are connected business events. We trace the records, approvals and responsibilities behind the workflow before deciding what to configure, extend or integrate. Our focus includes Dynamics 365 Finance and the operational workflows connected through Supply Chain Management and other business applications.
- Finance, accounting and financial dimensions
- Sales, purchasing and invoice workflows
- Inventory, stock and operational references
- ERP and CRM integration boundaries
Invoice and tax-related workflows
We work on invoice data, document references, financial integrations and the exceptions that prevent a process from completing correctly. Electronic invoicing, reporting and tax-related configuration are scoped against the organisation’s country, installed solution and requirements. Finance owners validate the applicable rules and expected results alongside technical testing.
- Invoice document and transaction relationships
- Electronic invoicing integration scope
- Financial and inventory reference diagnostics
- Reporting, validation and exception handling
X++ extensions and connected applications
Where configuration is not enough, we develop focused X++ extensions, service integrations and operational tools. We investigate the existing customisations and data model, then define the interface, permissions and company context for each connection. Reports, data migration and custom applications are designed around representative business records.
- Scoped X++ development and extensions
- OData, services and integration contracts
- Financial and inventory dimensions
- Custom reports and data validation
Plan implementation, acceptance and support
We define environments, release responsibilities, testing and business acceptance before delivery. An implementation plan should identify the people who can confirm that a process works, the data used to test it and the support needed after release. Consulting can cover a focused integration or a wider business application programme.
Your questions, answered.
Can you help plan a Dynamics 365 Finance and Operations implementation?
Consulting can cover process requirements, configuration and extension scope, connected systems and the delivery plan. Environments, test records, release responsibilities and business acceptance are agreed before implementation. Microsoft licences are assessed separately.
What do you mean by Finance & Operations?
Our focus is Dynamics 365 Finance and connected operational workflows, including integration with Supply Chain Management and other ERP or CRM applications. We confirm the installed applications and required modules during discovery.
Can you extend an existing Dynamics 365 environment?
Yes. We assess the business requirement, existing customisations, integration boundaries and deployment responsibilities before proposing scoped X++ or integration development.
Do you cover electronic invoicing and tax processes?
We scope the software configuration, integrations, documents and validation needed for the relevant country and environment. Applicable fiscal rules and business acceptance are agreed with your finance team and advisers.
Is a Microsoft licence included?
Microsoft and third-party licence requirements are assessed separately. A consulting or custom development proposal does not automatically include platform licences.