Microsoft Dynamics 365 Consulting Services

Dynamics 365 Finance & Operations​

Monitor the performance of your financial operations in real-time, predict outcomes, and make data-driven decisions to drive agility and growth. Connect all aspects of your operations including sales, resources, projects, and accounting teams within a single application to win more deals, accelerate project delivery, and maximize profitability. Our Dynamics consultants can help you realize the most value from your F&O investment.​

• Maximize Financial Performance – by integrating and automating core business processes with financials to support any business model, unify data, automate billing processes, and gain actionable insights.​
• Reduce Risk – with guided, rules-based chart of accounts, dimensions, and a no-code configuration service that simplifies regulatory and tax reporting, e-invoicing, and payments.​
• Manage Deals – simplify every aspect of project-based sales from pricing, scope, and budget while capturing conversations, sharing content, and using apps – all in Microsoft Teams.​
• Optimize Resources – unify all resource management processes into a single connected solution.​
• Increase Transparency and Visibility – unify your planning and execution systems to create alignment and traceability across your entire supply chain with fulfillment optimization, and orchestrate order journeys in your manufacturing processes.​

D365 Finance and Operations (F&O) Modules​

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Dynamics 365 Business Central​

A business management solution that helps small and midsized companies connect finance, sales, service, and operations teams within a single, easy-to-use application to unlock the insights needed to adapt faster, worker smarter, and perform better. Our Dynamics 365 consultants can help plan and implement your upgrade to Business Central​.

• Adapt Faster – Innovate and adopt new business models faster with flexible deployment models, mobility and cloud reliability that can scale with your business needs​
• Work Smarter – Enjoy a complete picture of your business with easy-to-create dashboards, built-in analytics and interoperability with Microsoft 365 products​
• Perform Better – Enable high performance with guided workflows, governance, and real-time metrics that drive continuous process optimization, accelerate financial closes, and improve cycle times

D365 Business Central Modules

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Dynamics 365 Customer Engagement​

Digitally transform your sales approach. Provide seamless, end-to-end customer service with connected support across all channels. Move from reactive to proactive field service utilizing connected cloud services. Enjoy increased sales success – our Dynamics CRM specialist can help.​

• Activate Digital Selling – adaptive, intelligent solution actively monitors myriad data and signals distilling them into insights that help remote sales teams maintain a customer-centric focus
• Focus On Selling – sales cycles are shortened with repetitive task automation, seamless collaboration, on-click data access, and intelligent data capture
• Optimize Field Service Worker Productivity – delight customers to ensure the technician arrives on time, equipped with the right tools, the right information, and the right amount of time to resolve the issue the first time
• Elevate Agent Effectiveness – take the guesswork out of case resolution using tools designed to equip agents with the right information at the right time.​​

D365 Customer Engagement (CE) Modules​

Watch a product demo of Microsoft’s D365 Customer Engagement.

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Implementation Methodology – We’ve Done This Before​

We’ve combined our years of project experience with Microsoft’s Success by Design implementation guide to create a comprehensive implementation playbook. Based on your project scope our Dynamics consultants create the right implementation plan for your specific needs.

• Mobilize – On-board project team, establish governance, create a project plan​
• Discover – Understand the current environment, document business requirements, and complete change readiness assessment​
• Design – Design processes, complete data migration strategy, test migration strategy, finalize adoption strategy​
• Build – Configure the system, build custom objects, migrate data, unit test, create training materials​
• Test – Conduct end-to-end integration tests, conduct user acceptance tests, finalize go-live plan​
• Deploy – Execute go-live plan, deliver end-user training, finalize support plans​
• Support – Activate the support team and finalize project documentation​