Dynamics 365 for Finance and Operations
Dynamics 365 Finance and Operations: make better financial decisions faster
Dynamics 365 Finance and Operations Implementation
The next-generation ERP solution for financial excellence
Hidden data, tedious manual tasks, rigid systems, and security worries are just a few of the challenges businesses face when using disconnected ERP systems, but there is a better way.
Dynamics 365 Finance and Operations is an intelligent solution that can help businesses of all sizes achieve financial excellence. It provides a single view of financial data, automates business processes, and drives visibility for better decision-making.
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Finance & Operations QuickStart Implementation
Rapid Implementation + Support
A structured, accelerated deployment of Microsoft Dynamics 365 Finance and Supply Chain Management designed to help enterprise teams go live with core financial and operational processes in under 5 months, significantly faster than traditional 9–12 month ERP projects.
What's Included
A predefined fixed-scope plan for core financial and supply chain configuration and environment setup.
Deployment of one legal entity with out-of-the-box business processes and key parameter configurations.
Core configurations across General Ledger, Accounts Receivable, Accounts Payable, Sales & Sales Tax, Cash & Bank Management, Procurement, and Product Information Management.
Trainer and super user training plus 2-week post–go-live support to support early adoption.
Early Adoption Support
Structured 2-week post–go-live stabilization support for early issue resolution.
Targeted refinements based on real usage and operational feedback.
Guidance on next-phase planning, optimization, and expansion strategy.
Knowledge transfer and readiness validation to support long-term operational confidence.
Designed for organizations that want a predictable, outcome-driven approach to adopting Dynamics 365 Finance and Supply Chain Management, supported by a partner that stays engaged beyond go-live to drive measurable business value.
Dynamics 365 F&O Can Help Your Business Thrive
Struggling with complex global finances? Microsoft Dynamics 365 simplifies it for you. Get real-time insights, simplify tasks, predict future outcomes, and boost productivity. D365 Finance helps organizations efficiently manage their finances worldwide.
Manufacturing
Gain visibility into inventory, automate processes, and protect your data.
Retail
Track customer data, automate processes, and adapt to change.
Distribution
Get real-time inventory data, automate processes, and protect your data.
Healthcare
Comply with regulations, reduce costs, and integrate your data.
Financial Services
Manage complex products and services, comply with regulations, and protect your data.
Improve Your Financial Outcomes with Dynamics 365 Finance and Operations
Make your organization's financial management easier. Microsoft Dynamics 365 Finance and Operations improves your financial strategy, project monitoring, budget control, compliance, and more. See how it can help your business:
Financial Management
- Create legal entities
- Manage accounts and journals
- Allocate resources
- Access core financial reports
Customer Management
- Manage customer information
- Create and track sales agreements
- Prepare sales estimates and invoices
- Track customer leads and opportunities
Vendor Management
- Manage vendor information
- Handle purchase orders and approvals
- Receive goods and handle returns
- Utilize workflow management
- Access reports for insights
Global Operations
- Leverage global multilingual support
- Adapt to local markets
- Handle multiple currencies
- Convert currencies easily
- Manage global bank transactions
Product Management
- Keep product information organized
- Manage sales agreements
- Handle product images and details
- Access reports and insights
Asset Management
- Track assets
- Manage depreciation
- Handle value models
- Sell or transfer assets
- Access asset reports and insights
Employee Management
- Easily assign roles to employees
- Track skills and certificates
- Set performance goals
- Manage employee benefits
- Provide an employee portal
Banking and Payments
- Manage bank accounts
- Simplify payment processing
- Enhance security with features such as positive pay
Tax and Invoices
- Manage tax information
- Streamline tax reporting
- Simplify invoice registration and approval
- Handle electronic payments and multiple currencies
Customer Accounts
- Manage customer accounts
- Handle cases and activities
- Access key reports for accounts receivable insights
Dynamics 365 Finance and Operations Pricing
Your roadmap to success
Full Users
For members who regularly need full access to the core functionalities of Dynamics 365. Roles such as Admin and IT require this to complete most daily chores and larger projects.
Device License
Any number of users can access a licensed device with individual logins without needing separate user licenses.
Team Members
For members tagged to more than one job or responsibility or those who need to access the system for light tasks like timesheet entries and reporting purposes.
Benefits of On-Demand Services
When you engage our On-demand Services for Microsoft Dynamics, you engage an entire pool of scalable, certified resources that seamlessly fill your skill and demand gaps.
Cost Effective "PAY-AS-YOU-USE" Model
Address Skill Gaps
Institutionalize Tribal Knowledge
Availability and Scalability of Resources
Eliminate Capacity vs. Demand Issues
Why LevelShift
Seamless software transition
Our team ensures a smooth integration of your existing software with the new system, ensuring a user-friendly experience.
Secure data transfer
We guarantee secure and error-free transfer of your data from the old system to the new one, preserving data integrity.
Customized training
Tailored training sessions equip your team with the skills and knowledge to efficiently utilize the new system, aligning with your business objectives.
User-centric validation
Your feedback and approval are pivotal. We encourage you to review and validate the changes to ensure they align with your expectations.
Smooth transition management
Once you approve and designate a go-live date, the transition to the new system will be managed seamlessly.
Customer Testimonial
“LevelShift successfully delivered a complex Dynamics F&O implementation, including custom integrations with Salesforce and ADP. Despite an aggressive timeline, we achieved a successful go-live in just six months. We express our sincere gratitude for the team's hard work, a sentiment echoed by the entire management team.”
FAQs
- Cloud-hosted
- On-premise
- Hybrid