Accelerate your Digital Transformation journey by Implementing Dynamics 365 Finance and operations

Microsoft Dynamics 365 for Finance and Operations

Get more value, faster. Purpose-built industry capabilities – for manufacturing, distribution, services, and Public Sector – and enhanced core ERP functionality – like the Audit Workbench and budgetary controls – help you meet special business requirements with less customisation

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Maximize productivity with Dynamics 365 Finance

Microsoft’s ERP solution for larger and more complicated enterprises is Dynamics 365 Finance.

 

Financial decision-making is a crucial part of any business, and not having every detail on the click can cause some major damages.

It’s meant to not only monitor your financial performance in real-time but also automate your financial operations. Moreover, hit the ball out of the park with accurate forecasts, and help you make better decisions with up-to-date strategic insights and reporting that create tangible business success.

For those that require a little more, the complementary applications of Supply Chain Management, Commerce, and Human Resources can be added to create a completely integrated technology stack that will serve as a solid basis for your company’s growth.

dynamics 365 portal app

Dynamics 365 for Finance & Operations Security

 

ERP Implementations are an intimidating process. Let along thinking about the security of your data. To make things more easily understood, you need to know a few things

When looking at Dynamics 365 Finance & Operations, you need to understand how it is structured. Microsoft Dynamics has a role-based security system. Meaning you are able to assign roles or multiple roles for users.

Each role assigned gives the users access to certain parts of the system. Providing them with certain privileges and access to data or the ability to perform actions. These can be set, approved or denied in the system.

When looking at your client’s needs, you are able to document all their needs. By using Excel within the Office 365 suite, you are able to better view users & roles. Providing clients with an easily accessible to configure security and functions on Finance & Operations. This allows you to easily configure security.

Dynamics 365 finance and operations features

Microsoft Dynamics 365 Finance & Operations Trial

Start your Digital Transformation Today!

  • Step 1. Click Here

  • Step 2. Click whether you have an existing Office 365 environment

  • Step 3. Fill out the appropriate form

  • Step 4. Start your free 30-day Trial for Microsoft Dynamics Finance & Operations
Make your organisation more profitable with Dynamics 365 Finance—financial management software with embedded analytics and financial intelligence.

Microsoft Dynamics 365 Finance & Operations offers many benefits such as greater accessibility, cost reduction, greater functionality, better flexibility, integrated power-based analytics, enhanced security, adaptability, and more. 

Simply put, if you want to upgrade your current Dynamics AX 2012 solution to Dynamics 365, there’s no time like the present.

What are the benefits of Dynamics 365 FO?

One version

With Dynamics 365 Finance no more traditional ERP upgrades are required.

Lifecycle Management

LCS helps you manage the lifecycle of your applications. Check Lifecycle Management for additional information about it.

Power of the Cloud

Azure is a well-known cloud platform with thousands of ready-to-use solutions and services for Dynamics 365 Finance and Supply Chain.

Microsoft AppSource

On AppSource, you may find the best business solutions from Microsoft and its partners.

Visual Studio

Best-in-class tools for any developer, as well as for Dynamics 365 Finance and Supply Chain.

Power BI

In minutes, you can go from data to insights. Any information. In any case. Anywhere.

3 Signs that suggest a Dynamics 365 Finance upgrade

You require more licenses

When using Dynamics AX, you need to pay the license fee plus annual support maintenance. Rather than purchasing new licenses, upgrade your business to Dynamics 365. By upgrading to Dynamics 365, you will reduce your expenditures and save more.

You are anticipating growth.

Your existing ERP needs an upgrade as your business initiatives evolve

You are adding business processes.

As and when your business grows, the need to add new business processes or adjust existing processes to accompany the growth becomes extremely apparent.

Dynamics 365 Upgrade FAQ

No,  There are three options for deployment (check the 2nd question). Additional benefits and features are available with the cloud-hosted alternative.

The implementation of D365O is highly adaptable. There are three types of deployment: cloud-hosted, on-premises (“local business data”), and hybrid (“cloud + edge”). It is possible, to begin with, one scenario and work your way to another in either direction. Each scenario has its subscription and infrastructure costs.

Report and BI content upgrades, including custom code, follow a three-stage process: analyze, execute, and validate. Microsoft’s update tools can migrate some SSRS reports and BI cubes from AX 2012 R3, but material from earlier versions may need further re-development.

Interface technology has improved significantly since AX 2009, but the older your version of AX, the more likely the interfaces will need to be re-developed. The transformation must be assessed on a case-by-case basis.

Dynamics 365 Finance and Operations are licensed per user or computer on a monthly subscription basis. Monthly subscriptions or annual perpetual licenses are available for the on-premise edition.

Microsoft provides a 40 percent discount on the regular cloud-hosted Dynamics 365 pricing to current Dynamics AX maintenance plan customers.

There are two ways to make a move to the cloud:

From SA – enables you to cancel your current maintenance payments at renewal and move fully to the cloud service.

Cloud Add-on – allows you to keep paying your Dynamics AX maintenance while also adding the Dynamics 365 SKUs at any time.

Before committing, the costs and effort of the upgrade are thoroughly assessed.

The following are broad estimates:

  • 2 to 3 months for mostly normal functionality with minor changes to business processes.
  • Customizations that necessitate redevelopment – 3 to 6 months.
  • 6 to 9 months for customizations and major reengineering of business processes.

No, it does not. While the majority of the business logic in Dynamics AX has been carried over to D365O, the user interface has been significantly enhanced to provide a more fluid and intuitive experience.

Upgrading from AX 2009 can necessitate additional user training; if so, this can be provided during the upgrade phase to ensure optimum adoption of new features and complete onboarding at cutover. Furthermore, the Task Recorder tool within D365O has been significantly improved to include task guides with step-by-step guidance for completing business processes.

No. D365O is deployed by LCS, whether on-premises or in the cloud. New builds are initially deployed to test environments. So, the data upgrade from AX 2012 to d365 will be smooth.

Our DFSM experts will perform a code and data evaluation, including BI and reporting material, interfaces, and, if necessary, business processes, before providing a fixed price to upgrade the system to the new on-premises or cloud version, including data conversion and migration.

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How we did It

Read our Microsoft Dynamics AX 2012 to Dynamics 365 Finance case studies

Breville
Breville had already taken a global Microsoft Dynamics implementation partner to Roll out Microsoft Dynamics 365 for Finance & operations in various locations, but they wanted an additional hand in the side of Finance modules to support their roll out in various countries and regions for Microsoft Dynamics 365. Breville also wanted a dedicated partner who would provide support on Finance modules in their legacy system i.e. Microsoft Dynamics AX 2012.
Read the case study
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Company

DFSM Technologies is a Britain-Australian owned and worked organisation set up in 2014 by a collection of experienced Microsoft Dynamics 365 experts. DFSM’s centre vision is to convey best-in-class and competitive consulting engagements and project management.

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