Final Key Dynamics_D365 Finance Offerings Updated
                     Microsoft D65 
Finance
Comprehensive Financial 
Transformation for Your 
Organization
01 OVERVIEW OF D365 FINANCE
02 DYNAMICE 365 FINANCE
Table of 03 OUR ERP CAPABILITIES
Contents
04 OUR DIFFERENTIATORS
05 SUCCESS STORIES
We are a trusted provider of ERP and CRM solutions, specializing in Dynamics 365, Azure Data & BI Services, 
Microsoft Power Platform, AI & ML, CRM and Mobile App Development Services.
Mission Vision
To provide tailored business systems that streamline To revolutionize businesses with innovative Global Presence
operations and empower businesses to succeed. solutions that drive efficiency and growth.
GDA Hubs in Bangalore
SUCCESSFUL PROJECTS TECHNOLOGY FOCUS CERTIFIED RESOURCE Ireland
Dubai
• Dynamics 365 (Finance & Supply Chain 
• 60+ projects successfully delivered • 100+ experienced professionals DelhiMgmt, CE & Business Central) 
across 6+ continents • Team with 10+ years of average • MS Power Platform Tecno-Functional 
• 35+ New Implementation experience TeaMmS Implementation • Azure Data & BI • 40+ Microsoft certified resources Partner• 20+integrations • AI&ML Services 
• 6+ upgrades • Tecno-Functional Team• iOS, Android apps
• 3+ data migration (ELT Key Milestones
100 + 30 + 60 + 100%
Seasoned Enterprise Successful Customer 
Technology Value Professional Clients Global Retention
Stack Proposition s Projects40+ 12+  35+ 90%
Business Domain Customer Education & Certified Partners Data Source Microsoft Power Microsoft Adoption 
Resource Integrated
Dynamics 365 Platform Azure RateExpertise Enablement s
~30% unnecessary ~ 60% faster adoption 10+ 10+ 6+Upgrades 100%
cTuasiltoormeidz aStioolnu tcioosntss. Comprehensive E2E Services Industries Accelerato 3+ Data Customer 
Full Lifecycle Support | Saves ~ 20% project time while rs Migration Satisfaction
Higher Efficiency, delivering future proof solutions. (ELT)
D365 
D365 D365 D365 Power 
Supply Power PowerApps AI Builder
Data DevOps  Logic Apps
Finance CRM Business BI Automate Factory Measurable ROI Cost-Effectivenesschain Central Strategic Innovation for Saves ~ 30% on recurring 
Manageme Real ROI cost Business Modelnt
Domain Key Service Fixed Cost Time & 
Logistics & Healthcare & Offerings
Project Material 
Project
Warehouse mgmt. Life Sciences Enterprise Process Complex Integration Data Business 
Diagnostic Implementations Migration Resource Augmentation Consulting- Assessment
1 Version / Code Managed AI Powered 
Upgrade Services Deliveries AI Chatbot User Project 
Support &U ser 
Discrete & Process Distribution & TrainingRetail & BFSI Cloud Data Maintentaranicnein
Manufacturing Supply Chain E-commerce Services RPA & Data Architecture Management Support & 
Desktop flow Design
Services Maintenance
D365 Finance
Dynamics 365 Finance is Microsoft’s cloud ERP for real-time financial management, automation, and AI-driven insights.
Features Boost your business with Dynamics 365 Impact of Dynamics 365 Finance across the 
Finance Globe
Financial planning & Cash 
analysis Ompatnimaigzee mmeonntetization 
Boost agility with AI-powered billing, accounts receivable Cost Reduction: It unifies your firm’s 
with Copilot- (AR), collections, and expenditure and IT allowances to 
driven financial more. come up with smart cost management 
planning. Quote to cash programs. 55% $3.5M
Manage Cost Reduction: It unifies your firm’s Upto 55% Boost in 
expenditure and IT allowances to 
liquidity with Finance Process 
Business performance come up with smart cost management predictive ProductivityFlexipbriolgitrya:m Dsy.namics 365 Finance and 
forecasting. management Operations apps give you complete 122%
Enhance decision freedom of customization and 12122%2
making and agility development on every platform.
with Copilot-assisted RROO%II  oovev re 3r  Y3ea Yrsears 55%
self-service financial 
and operational 
analytics. 
Accounting and financial close Tax management Deep-rooted Integration: Dynamics $3.
Expedite financial close and Manage tax jurisdictions, rates, and $365 is capable of providing deep-rooted IT In3fra. C5osMt Savingsreporting with self-serve deductibility based on a unified tax data 
analytics and automation. model. CRM, BI, and other third-party 
IT5 InMfra Cost 
integrations to keep your whole Savings
organization in sync.
D365 Finance 
Capabilities Built-in Analytics: Dynamics 365 Globalization & 
comes with a built-in Analytics Compliance
Accounts Expense mechanism to help you make better 
receivable Manageme decisions quicker. Multi-Currency & Global Operations
and payable nt D365 Finance supporting transactions in multiple 
currencies with automated exchange rate updates & 
Azure AI: The availability of the smart 
Budgetin Reporting Azure AI gives accurate predictions, 
revaluation.
foretells you what might happen, provide Localization Coverageg
predictions and recommendations. Out-of-the-box localizations, ensuring compliance with local 
tax laws, regulations, & reporting requirements.  
Cost General 
Accounting Ledger Regulatory Compliance
Management
It helps organizations comply with global and local 
accounting standards and regulations. 
Cash Project 
Management Management Multi-Language User Interface
D365 Finance provides a multi-language user interface, 
allowing finance users in different regions to work in their 
Accounting local language.
D365 Finance
Modules and Business Processes
Order to Cash Procure to Pay Financial Vendor Revenue Cash Flow Expense 
(O2C) (P2P) Period Close Invoice Recognition Forecasting Management
Automation  
 
 Manage   Streamline Automate Digitize invoice 
 Ensure  Predict  Enable 
the entire purchasing, and capture complianc liquidity expense 
sales cycle supplier streamline 
 Approval e with using real- submission
 from order  Invoicing month-end workflows accounting time inflows 
 Policy 
entry to  Payment and year- Matching. standards and enforcement
invoicing processing. end closing like IFRS outflows.
 Faster 
and activities. and GAAP. reimbursement
collections. s.
Useful 
Integration
s with D365 Useful Integrations: Microsoft Power Microsoft Power Microsoft Microsoft AI Builder Dataverse Outlook Sharepoint
BI Automate Excel Teams Predict cash Centralize financial Integration Store and 
Visualize financial Automate invoice Seamlessly Collaborate on flow, detect data across Automate manage 
Finance data, budgets, and approvals, vendor export, budgets, anomalies, and systems for reminders and financial forecasts with payments, and analyze, and purchase automate data consistency and notifications for documents 
interactive financial update requests, and extraction from reporting. payments and with access 
dashboards. workflows. financial approvals in real invoices. approvals. control and 
reports and time. versioning.
ledgers.
D365 Finance Modules and Business Processes
Business Relevant D365 Finance 
Finance PrPorcoecessss Modules
• General Ledger
General Ledger Management • Dimensions
• Financial Periods
• Accounts Payable
Accounts Payable • Vendor collaboration (if enabled)
• Tax
• Accounts Receivable
Accounts Receivable • Credit and Collections
• Billing and invoicing
• Fixed Assets
Fixed Asset Management • General Ledger
• Budgeting
• Cash and Bank Management
Cash & Bank Management
• Bank reconciliation
• Budgeting
Budgeting & Forecasting • Financial Reporting
• Ledger allocations
• Cost Accounting
Cost Accounting / Management Accounting • General Ledger
• Project Accounting
• Project Management and Accounting
Project Accounting • General Ledger
• Accounts Payable/Receivable
• Tax module
Tax Management • Localization features
• General Ledger
D365 Finance Integrations
 Reporting & Analytics Compliance & Taxation
• Power BI (interactive dashboards) • Tax Add-in (global tax logic)
• Azure Synapse (data pipelines) • Globalization Studio (e-Invoicing, 
• Electronic Reporting (ER) SAF-T)
• RCS (no-code config)
AI & Machine Learning Extensions Integration & Data Sync
External Integration AI & Automation
• Dual-write (CRM sync) • AI Builder
• Azure Data Factory • Power Automate
• ISVs (HR, payroll, POS) • Cash Flow & Payment Forecasting
IoT & Real-Time Monitoring External System IntegrationAudit & Docs Budgeting
• SharePoint • OnePlan/Anaplan integration
• AI document processing • Excel Add-in for budget uploads 
• SOX-ready audit trails scenario planning
Reporting & Analytics Industry-Specific Add-onsIntercompany Ops Expense Management
• Auto intercompany invoicing • D365 Project Ops
• Power BI-based group • SAP Concur/Zoho Expense (3rd-party 
consolidation travel & expense tracking)
Our ERP Capabilities 30+ 12 Key Differentiators
Enterpris Partnership Bank Integration
Enterprise Process Implementations e Clients s Impact
Diagnostic/ Review Integration 20+ with 10+ Reduction in manual bank 
Understand pain points | Business Process Analysis | 10+ Global banks, 
Identify improvement System Design and Certified supporting multi-
reconciliation 
Accelerato Resource currency and 
efforts up to 
opportunities Customization | Testing | multi-country 70%.
Change Management | rs s operations.Up
Reducing discovery timeline upto Deplo
tyom 3e0n%t improvement in Carrier hub 
operational efficiency. Product 
20%. SIenatmelegsrsa tion Impact
Portfolio integrations Reduced 
with 10+ shipping errors 
System Integration Migrations & Upgrades leading carriers, up to 40% 
and global Save up to 10-
System Evaluation | System Data Analysis & Mapping | Data shipping 
15% on freight 
costs. 
design and development | transformation | Backup & 
platforms like 
nASuhtifot,m FartEiyoen.  of 
Middleware Configuration | Contingency Planning | Data 
Integration Testing migration | Version upgrade warehouse 
Impact
Integrations reduce chances of mWaarenhaougse ment process
data errors upto 90% 50% faster system operations. automation 
Reduced order 
. using mobile processing time 
device, bar up to 25% & 
Support & Maintenance code, scanning 
Reduced 
Managed Services feature, Sensor overstock/stocko
& AI uts up to 30%
Cloud hosting | Server 24/7 support | Performance Electronic Reporting
management | Proactive Optimization | Regular System 12+ country-
monitoring | Security mgmt. | Health Checks Impactspecific Fast creation of 
System audits | Disaster 
Uptime increase upto 99.99% & formats for regulatory and 
recovery and Business continuity
Upto 40-60% faster IT issue resolution time for critical ERP regulatory business reports 
resolution issues reduces upto 70% filings, including up to 60%
tax, VAT, and 
invoicing 
requirements.
Key Highlights & Value Proposition
 Business Consultants & Technology teams collaborate to align the Key Highlights
client’s project goals and needs, using industry best practices.
 Covering the full spectrum of technologies, from classic to cutting-
edge, for a seamless digital transformation. Customer Education & Enablement 
Multi-Channel Training Content | Localized & Multi-
 Offshore delivery model make our projects cost effective. Language Training Support | Proactive User Engagement 
Strategies | Market trends update
Up to 60% faster adoption of new system 
organization wide
Value Proposition Comprehensive E2E Services
Strategy | Process consulting & re-engineering | Design | 
Business Domain Expertise Implementation | Continuous Improvement Services | 
in-depth domain knowledge to address specific Cross-functional team collaboration 
industry challenges cutting down up-to 
~30% unnecessary customization costs. Saves up to 20% project time while delivering future proof solutions.
Tailored Solutions Cost-Effectiveness
Customized workflows with full lifecycle support. Scalable solutions | Template Repository | Technical library 
Improved Efficiency, CSAT, NPS | Test case repository | Technical COE | Offshore delivery 
model
Saves up to 30% on recurring cost
Measurable ROI
Innovation and strategy for tangible Risk & Compliance
value, guaranteeing  real ROI over a longer Automated Risk Assessment |Regulatory-Ready ERP 
duration, including build-in inflation -adjustments Solution | GDPR & SOX Compliant Framework | AI-Driven 
and time to market  Compliance Alerts & Notifications
Reduced risk exposure up to 30% with automated 
monitoring tools.
Key Differentiators
Current Challenges Desired Outcomes
Fragmented data Unified platform for all data
Inefficient processes Workflow automation
Operational blind spots AI chatbots 
Limited insights Real‐time insights
Manual tasks Seamless integrations & 
more!
Technical Template & Repository Data Pre-Built Risk & Compliance 
COE Libraries Expertise Accelerators Frameworks
Reduce delivery time by 15– Cut project effort by 15– Achieved 99.5% data Successfully used in 10+ Ensure 100% adherence to 
20% with coding best 20% with 100+ reusable accuracy in migration for implementations, delivering GDPR, SOC, ISO, or other 
practices & environment templates from past previous clients. faster time-to-value. relevant compliance standards.
branching projects . Deployment 
Over 90% certification rate Reuse of customizations, Pre-tested scripts save up accelerators reduce Reduce risk exposure up 
in relevant technologies Power Platform extensions to 4 weeks of manual implementation to 30% with automated 
among COE team members  & BI reports migration effort. timelines by up to 25%. monitoring tools.
Implementation Methodology
Executive Sponsorship
Project Management
Business Application Data
Value Addition
 Technical CoE - readily 
Phase Architecture Architecture Architecture reference for Coding best 
practices, Environment 
Branching (2 weeks effort 
Business Modelling Logical Architecture (Vision) saved)
Business Data ArchitectureBusiness Requirements/ Conceptual Design Interface Scope & Strategy Technical library - readily 
Requirements Use Cases Initial Object Model reference for reuse of 
customization, Power 
Platform extensions, Power 
Site Map, Navigational Model Final Object Model, App Design Specs,  Logical DB Model, Data Conversion BI reports (10 to 20% 
Design User Acceptance Criteria Workflow Design, Development Design Specs, Integration Detailed Des. effort reduction)
Change Management Strategy Standards, DevOps & Build Plan Batch/Real Time Scheduling  Template repository – 
readily reusable templates 
Iterative Build Testing, System Construction (Weekly Builds)  
available based on previous 
Database Extensions EAI 
Development Test Scripts ,Build Online Help, Unit Test Development, Batch Development
project experiences (15 to 
Develop Training Discrepancy Fixes Data Migration 25% effort reduction)
 Test case repository- 
Integration Test readily available for reuse 
Quality Execute System Test Scripts Test Scripts System Test/UAT (20 to 25 % effort 
Assurance Deliver Training Discrepancy Fixes Test EAI Services reduction)
 Configuration and Data 
Migration – Readily 
Training Session
Deployment Prepare Prod App Migration Data
available templates for 
Production Testing Production Support Production Support reuse (25 to 30% effort 
reduction)
Final Deliverables
SUCCESS 
STORIES
Increase in Faster Reduced manual intervention.
Success Story Accuracy financial closing Standardized financial structures. 
A multinational distribution 95% c4y0cle% Real-time compliance across 
company modernized its finance Automated journal multiple countries
operations with D365 Finance to entries and 
reconciliation
achieve better control, 
compliance, and real-time Solution
visibility across global entities.
1Unified Global Chart of 4 Bank & Cash Key Challenges Accounts Management 
Standardized financial Automation
Fragmented financial systems structures across entities for Integrated bank statement 
across regions. consistency and reporting imports and reconciliations to 
Manual journal entries and Macucultrai-cCy.2 urrency & 
speed up daily processes.
reconciliations. Role-Based WorkspacesLocalization Setup 5 A Personalized dashboards for 
Delays in month-end close Enabled real-time Controllers, CFOs, and AP/AR 
processes. compliance across multiple teams for streamlined 
Difficulty in complying with countries with automatic workflows.
multi-country tax regulations exchange rate updates and 
tax rules. 6 Embedded Financial Lack of consolidated financial 3 Task Automation Reportingreporting Inventory management via Real-time balance sheet, 
Limited visibility into cash flow D365 F&O with advanced P&L, and cash flow 
and forecasting warehouse management analytics powered by 
features. D365 and Power BI.
Increased Growth in 50-70% Less errors.
Success Story recurring recurring Customer Revenue
b2a5se% 15% 30% faster processing. A financial services company 
(Accounting and Consulting Firm) Driving sustainable through 20-25% saving in 
sought to undergo digital growth enhanced client 
engagement administrative costs.. transformation to improve data 
management. 
Solution
Key Challenges 1 MS Dynamics365 F&O 4 MS Dynamics365 
Data Fragmentation: D365 F&O as a unified Sales
platform for financial, 
Inconsistent and siloed data Implemented relationship operational, and customer management workflows to 
across legacy systems. data. strengthen client 
Inefficient Processes: Manual 
2 Legacy System Pcoonwneecrti oBnIs.client onboarding, contract Integration 5 Created interactive 
management, and approval Integration with multiple dashboards for real-time 
workflows. legacy systems to financial and operational 
Limited Customer Engagement: consolidate data into a insights
Lack of actionable insights into 3 uWniofierkd flcuoswto mAeurt pormofialet.ion D365 Customer customer needs and behaviors. Client onboarding, contract 6 Insights
Operational Blind Spots: management, and approval AI-driven customer 
Limited real-time analytics for process automation. insights to identify 
financial and operational customer needs and 
decision-making. preferences.
Improved customer satisfaction 
by 40%.
Success Story Increase in Reduced AI-enabled chatbot reduced Customer order response times by 50%
b3a0se% 2de5lay%s Improved order processing End-to-End Solution efficiency by 60%.
for E-Commerce 
Business Reduce decision making time by 30% enabling faster response to 
Transformation market trends.
Solution
1AI Chatbot Integration Streamlined Order Key Challenges A Copilot-AI-powered chatbot 4 Fulfilment
to handle customer queries, Orders processed via D365 
Customer Support Delays: Slow & order assistance, F&O with advanced 
response to customer queries continuously improving warehouse management and 
and order issues. response quality. integration with 3PL/4PL for Automated Lead smooth deliveries.
Manual Lead Tracking: 2 Management Delivery Enhancement
Inefficient lead management D365 CRM integration for 5 A Power App for e-signature 
causing missed sales. automatic lead generation capture during courier pickup, 
Order Delays: Lack of from website interactions, updating D365 F&O in real 
integration between platforms enabling efficient sales time.
disrupting fulfillment. coordination.
3Effective inventory 
Actionable Analytics
Delivery Gaps: Inadequate 
management 6 Power BI dashboards and 
courier tracking and reports for comprehensive Inventory management via 
documentation. insights from e-commerce D365 F&O with advanced 
Limited Insights: No real-time and operational data.warehouse management 
data for decision-making. features.
Contact Us
Get In Touch
Delhi, India
[email protected]
om
+91 99906 90718
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com