Dynamics 365 Finance & Operations implementation partner

Dynamics 365 Finance & Operations, often written D365 F&O or D365 FO, is the common name for Microsoft’s finance and operations apps: Dynamics 365 Finance, Supply Chain Management, Human Resources, Commerce and Project Operations. Microsoft describes them as enterprise resource planning (ERP) delivered as software as a service, built on and for Microsoft Azure.

Microsoft runs the infrastructure, monitors production environments 24 hours a day and releases four service updates a year, in February, April, July and October; an individual update can be paused for one cycle. The apps include features for different countries and languages, and they can be extended through personalisation, Power Platform, the development kit or Marketplace solutions. For a group in the Gulf or Jordan, that means one platform for finance, supply chain, people and projects across its companies and countries, kept current by Microsoft.

We implement and extend Dynamics 365 across finance, supply chain, people and customer operations, starting from your priorities rather than a module list. We configure workflows, approvals and security roles, so people see what concerns them and approve what they are responsible for, and we keep the solution as close to standard as your processes allow, so each Microsoft update stays manageable.

Microsoft’s Success by Design framework reviews an implementation at critical stages, and we build those reviews into the plan from the start. On a finance and operations project, our work covers:

• Dynamics 365 Finance for the general ledger, payables, receivables, collections and financial reporting
• Dynamics 365 Supply Chain Management for procurement, inventory, warehousing and demand planning
• Dynamics 365 Human Resources and Project Operations where people and project work belong in the same system
• Integration with the systems around your ERP, and extensions on Power Platform where the standard product stops
• Data migration, test cycles, user training and support through go-live
• Power BI reporting on finance and operations data

Microsoft’s extended support for Dynamics AX 2012 R3 ended in January 2023. Microsoft supports upgrades to finance and operations apps from AX 2012 R2 and R3 once the latest cumulative update is applied: tools bring custom code forward, and a data upgrade can carry your full transactional history into the new system.

Microsoft is candid that these upgrades are complex and that its tooling is a framework rather than a complete solution. Some set-ups, such as those using virtual companies or data partitions, can’t be upgraded today, and AX 2012 RTM isn’t supported. We follow Microsoft’s Analyze, Execute and Validate phases: the upgrade analysis report and data clean-up, the code upgrade estimate, data upgrades in development and sandbox environments, mock cutovers and a full functional test pass before go-live.

When years of history or old customisations no longer earn their keep, a fresh implementation with migrated master data and open balances can be the cleaner route. We set out both options, with the effort and risks of each, before you decide.

• ERP and Dynamics 365 assessments

Microsoft publishes guidance on finance and operations apps for Saudi Arabia, the UAE, Qatar, Kuwait and Oman, with the most local features documented for Saudi Arabia and the UAE. In Saudi Arabia, these include VAT, Zakat reporting and phase two of electronic invoicing with ZATCA, the Zakat, Tax and Customs Authority, where each taxpayer and its e-invoicing software must be onboarded with the authority. In the UAE, they include VAT reporting and the FTA Tax Audit File. Where a requirement isn’t covered out of the box, Electronic reporting lets document formats be configured to local rules.

Arabic is supported with a right-to-left layout. Microsoft documents how mixed Arabic and English text behaves in fields such as item numbers, so we agree naming conventions early. Microsoft also supports the United Arab Emirates as a region for finance and operations apps; the location is chosen when environments are created, so we settle data-residency requirements first. We have offices in Jordan, Qatar and Saudi Arabia and also serve Kuwait, the UAE and Oman.

• E-invoicing in Dynamics 365
• Dynamics 365 partner in Saudi Arabia
• Dynamics 365 partner in Qatar
• Microsoft partner in Jordan

Invoice capture for Dynamics 365 Finance creates vendor invoices from invoice images using AI-based recognition on Power Platform. It applies derivation and validation rules before an invoice is transferred to Finance, and an accounts payable clerk reviews and corrects what was captured. Finance customers are entitled to 100 captured invoices per tenant each month, and more capacity can be bought. We set it up as part of accounts payable automation, from intake and validation to approval and posting.

Copilot is now part of finance and operations apps: a chat pane, summaries in Finance and Supply Chain Management, and agents such as the Account Reconciliation Agent, which is in production-ready preview. The Dynamics 365 ERP MCP server lets developers build agents that use ERP data and business logic. We introduce these where they serve a process: AI acts within roles and approvals, and people stay accountable.

• Invoice capture and AP automation
• AI agents for ERP
• AP efficiency assessment (English)

With four service updates a year, regression testing becomes part of running D365 F&O, so we test critical processes in a sandbox before each update reaches production. Our managed services keep your Microsoft platform running and improving after go-live, with proactive monitoring, optimisation, security and 24/7 support. Because security roles decide licensing, we also review roles and licences as your organisation changes. Power BI and Microsoft Fabric turn finance and operations data into reporting people trust.

Two of our products build on the same apps. SyncroStocks, a Power Apps mobile app for warehouse work such as counting journals, transfers, purchase order receiving, picking and on-hand inquiry, works with Dynamics 365 Supply Chain. DONOR 360, our charity CRM, includes a Dynamics 365 Finance connector.

• Managed services for Dynamics 365
• SyncroStocks for Dynamics 365 Supply Chain
• Power BI and Microsoft Fabric