Finance & Operations
For operations that have outgrown simple ERP.
The enterprise family of Dynamics 365 apps we implement for multi-entity, multi-site and operationally complex businesses.
Overview
What it's for
Finance & Operations is the set of Dynamics 365 apps built for scale: many legal entities, many sites, heavy manufacturing or distribution, and project-based work that has to tie back to the ledger.
We implement the apps you need and leave out the ones you do not. The goal is a system your operations team can run without a consultant in the room.
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Finance
Multi-entity accounting, consolidation, budgeting and cash management.
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Supply Chain Management
Inventory, warehousing, production planning, procurement and landed cost.
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Project Operations
Project estimates, resourcing, time and expense, and project accounting.
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Human Resources
Employee records, positions, leave and benefits tied to finance.
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Commerce
Unified selling across channels. We also connect Sana Commerce for B2B online ordering.
Signs
Signs you've outgrown your current system
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You consolidate several companies or currencies by hand every month.
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Production planning happens in spreadsheets next to the ERP.
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Warehouses, plants or sites each keep their own version of the truth.
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Project costs only show up in the ledger after the job is done.
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Your current ERP needs custom code for things that should be standard.
Our work
What we set up
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Configuration
Legal entities, intercompany rules, financial dimensions, warehouses and production setup designed together.
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Data migration
Structured loads for masters, balances and open transactions, tested in rounds before cutover.
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Integrations
Links to CRM, EDI, shipping, payroll and Sana Commerce for B2B ordering, built to be supported long term.
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Reporting
Consolidated financials, operational dashboards and Power BI reports drawn from one source.
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Training
Process-based training for each team, plus documentation your super-users can keep current.
AI
AI features worth turning on
Collections support
Copilot surfaces customers at risk and drafts follow-ups, so collectors spend time on conversations.
Planning insight
AI-assisted forecasting helps planners see demand shifts earlier when the history underneath is clean.
Variance explanations
Summaries point to what moved a budget or margin, so finance starts from an answer, not a pivot table.
Talk to us about Finance & Operations.
We will look at what you run today and tell you what moving would involve.