Run finance and operations on one intelligent platform
Bring accounting, procurement, supply chain and reporting into a single Microsoft cloud ERP, with Copilot and AI helping your teams close faster, plan better and decide with confidence.
- Live visibility across finance, inventory and orders
- Faster month-end close with less manual effort
- Copilot and AI agents inside everyday workflows
- One certified team for implementation and support
Core capability areas
Step delivery path
Shared data model
Teams on the same live data
One platform for finance, supply chain and operations
Microsoft Dynamics 365 Finance & Operations is a cloud ERP for organisations that have outgrown spreadsheets and disconnected tools. It joins your general ledger, payables, receivables, procurement, inventory and planning in one data model, so finance and operations teams work from the same numbers.
Microsoft now delivers it as Dynamics 365 Finance and Dynamics 365 Supply Chain Management, which you can adopt together or in stages. DynamicsXpert helps you choose the right scope, configure it around your business and get your people confident using it.
- Financial management and reporting
- Accounts payable and receivable
- Budgeting, planning and forecasting
- Procurement and inventory control
- Warehouse and supply chain planning
- Tax, e-invoicing and compliance
- Power BI analytics and integrations
Everything finance and operations need, in one ERP
Core capabilities that replace patchwork systems with a single, connected set of processes.
Financial management
Multi-entity, multi-currency accounting with consolidation, audit trails and reporting that your finance team and auditors can rely on.
Procure-to-pay and invoice-to-cash
Automate vendor invoice capture, approvals, customer billing and collections to shorten payment cycles and cut manual keying.
Budgeting and cash forecasting
Control budgets, model scenarios and forecast liquidity from live ledger data instead of last month’s spreadsheet.
Supply chain and inventory
Plan purchasing, stock, warehousing and production against real demand, with every movement posted to the books automatically.
Tax and e-invoicing
Handle tax rules, GST-ready e-invoicing and statutory reporting across entities and regions without parallel manual processes.
Reporting and integrations
Connect to Power BI, Microsoft 365, Azure and Power Platform so insight and action sit right next to your data.
Every core process, connected end to end
From purchase request to payment and from order to cash, each step posts to the same ledger, so nothing is re-keyed along the way.
Procure-to-pay
From the first purchase request to the final payment, every receipt and invoice posts to the ledger automatically.
Order-to-cash
Quote, fulfil, bill and collect on one connected thread, with stock and revenue always in step.
Record-to-report
Transactions flow into journals, consolidation and close, so reports reflect the real position of the business.
Works with the Microsoft tools your teams already use
Finance & Operations sits at the centre of your Microsoft stack, sharing data with analytics, productivity, cloud and automation tools.
Power BI
Dashboards and reports built on live ERP data, ready for every decision-maker.
Microsoft 365
Teams, Outlook, Excel and SharePoint working alongside your finance and supply chain data.
Microsoft Azure
A secure, scalable cloud platform for hosting, data and integration services.
Power Platform
Low-code apps, automation and custom AI agents built around your own processes.
Copilot and AI
AI assistance inside everyday workflows, from insights to invoice handling.
Your other systems
Integrations and extensions that connect the tools you already run.
An AI assistant that works inside your ERP
Copilot and intelligent agents take on repetitive work so your people can focus on analysis, exceptions and decisions.
Invoice automation in motion
Finance insights
Ask questions about balances, variances and trends in plain language and get answers from your own data.
Reconciliation support
Match transactions across ledgers and bank accounts faster, so exceptions surface early and the close stays on schedule.
Invoice automation
Capture and process vendor invoices with less manual entry and fewer approval delays.
Collections and credit
Prioritise overdue accounts and spot credit risk sooner to protect your cash flow.
Forecasts and scenarios
Test “what if” plans on live data and see the effect on cash, margin and budget.
Custom AI agents
Build agents with Copilot Studio around your own processes, from approvals to supplier queries.
Availability of individual AI capabilities depends on your Microsoft licence and release plan. We confirm what fits your setup during the assessment.
Built for every team that touches the numbers
From the CFO’s office to the warehouse floor, everyone works from the same live data.
Finance leaders
Close faster, see cash and margin as they move, and keep tighter control across entities.
- Faster, more reliable month-end close
- Real-time view of cash, margin and budget
- Stronger controls and audit trails
Operations and supply chain
Plan buying, stock and production against real demand, with fewer manual handoffs.
- One view of orders, stock and suppliers
- Planning tied to live financial data
- Fewer spreadsheets and re-keyed entries
IT and leadership
Move to a secure, scalable cloud platform that fits the Microsoft tools you already use.
- Cloud ERP that scales with your business
- Role-based security and governance
- Connects with Microsoft 365, Azure and Power Platform
Shaped around the way your sector operates
Finance & Operations adapts to many industries. We confirm the right scope and configuration for yours during the assessment.
Manufacturing
Production planning, bills of materials and cost tracking tied to the ledger.
Distribution and wholesale
Warehousing, inventory and procurement managed across locations.
Retail and e-commerce
Stock visibility and order-to-cash running across every sales channel.
Professional services
Project costing, billing and multi-entity financial control.
Construction and real estate
Budget control, vendor payments and project-based accounting.
Food and beverage
Inventory, procurement and compliance reporting across sites.
From first workshop to go-live and beyond
A structured path that keeps scope clear and your team involved at every stage.
Assess
We map your current processes, systems and reporting needs, then agree scope, fit-gaps and priorities.
Implement
We configure the Finance and Supply Chain modules, build integrations and extensions, and set up Copilot and AI where they add value.
Migrate and train
We move and validate your data, run user acceptance testing and train your teams so adoption is smooth.
Support and grow
After go-live we provide managed support, tuning and enhancements as your business changes.
A partner that stays with you after go-live
The implementation partner you choose shapes the outcome as much as the software does.
Certified consultants
Experienced Dynamics 365 specialists across finance, supply chain, Power Platform and Azure.
Industry-fit solutions
Configurations and add-ons shaped around how your sector actually operates.
End-to-end delivery
One team from assessment and build to training, go-live and support.
Ongoing managed support
Proactive monitoring, updates and improvements to keep your ERP delivering value.
Finance & Operations questions, answered
Quick answers for businesses considering Dynamics 365 Finance & Operations.
It is Microsoft’s cloud ERP for finance, procurement, supply chain and operations. Microsoft now delivers it as Dynamics 365 Finance and Dynamics 365 Supply Chain Management, which can be used together or separately.
Mid-size and large organisations with multiple entities, currencies or locations, or complex supply chains. Smaller businesses with simpler needs are often better served by Dynamics 365 Business Central, and we can help you choose.
Yes. It works with Microsoft 365, Power BI, Power Platform and Azure, and we build integrations with your other applications, banks and partners.
Yes. We configure tax rules and set up GST-ready e-invoicing and statutory reporting for your entities, based on the regions you operate in.
It depends on scope, the number of entities, integrations and data migration. After an initial assessment we give you a phased plan with clear milestones.
Yes. We offer managed support, performance tuning and ongoing improvements, so your system keeps up with your business.
Ready to bring finance and operations together?
Tell us about your business and goals. We will suggest a practical scope and walk you through a demo built around your own processes.
We are ready to help!
Whether you are evaluating Finance & Operations, planning a migration or need help with an existing system, our team is ready to help. We usually reply within one business day.
info@dynamicsxpert.com
Phone
+971 58 586 8875
Office
Hyderabad, Telangana, India
DynamicsXpert is a Microsoft Dynamics 365 partner helping businesses run on connected ERP, CRM, Power Platform, AI and cloud solutions, with GST-ready e-invoicing built in.
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