Services
01
Implementation
From design to go-live — a D365 Finance deployment built around how your business runs.
WHAT WE DO
We deliver end-to-end Microsoft Dynamics 365 Finance implementations, covering every module your finance function depends on: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash and Bank Management, and Budgeting. Our approach begins with understanding your business before we touch configuration — your chart of accounts structure, financial dimensions, legal entity setup, and period-end processes are designed to serve your reporting and control requirements from day one.
HOW WE DELIVER IT
- Fit-gap analysis and solution design — mapping your current processes to D365 Finance capabilities and identifying where configuration, extension, or process change is needed
- Chart of accounts and financial dimension design — built for your reporting, consolidation, and statutory requirements
- Module configuration across GL, AP, AR, Fixed Assets, and Cash & Bank, with full testing cycles
- Data migration — chart of accounts, open balances, vendor and customer masters, and fixed asset registers
- User acceptance testing support and hyper-care through your first period-end close
- Go-live cutover planning and execution
WHO THIS IS FOR
This service is designed for organizations implementing D365 Finance for the first time, businesses upgrading from Microsoft Dynamics AX 2012, and companies replacing legacy ERP platforms. It suits both greenfield deployments and phased rollouts across multiple legal entities or geographies.
02
Integrations
Connect D365 Finance to the rest of your technology landscape — reliably, securely, and without workarounds.
WHAT WE DO
D365 Finance rarely operates in isolation. Payroll systems, banking platforms, procurement tools, expense management, and CRM all need to exchange data with your finance system. We design and build integrations that keep data flowing accurately between systems — using the right technology for each scenario, whether that is real-time API connectivity, scheduled batch transfers, or event-driven automation.
HOW WE DELIVER IT
- Integration architecture design — selecting the right pattern (OData, DMF, Azure Logic Apps, or Azure Data Factory) for each interface based on volume, frequency, and data complexity
- Authentication and security setup using Azure App Registration and service-to-service authentication — no shared user accounts, no licensing overhead
- Development and testing of inbound and outbound interfaces
- Bank statement import (BAI2, MT940, SWIFT) and payment export format configuration
- Vendor invoice automation integration and attachment retrieval
- Handover documentation and monitoring guidance so your team can operate the integration confidently post-go-live
WHO THIS IS FOR
Any organization running D365 Finance alongside other business systems will benefit from this service. It is particularly valuable for businesses that have gone live and are still moving data manually between systems, or implementation projects that have reached the integration design phase and need a technical partner to deliver the build.
03
D365 extensions
Your business processes, built into D365 Finance — not worked around.
WHAT WE DO
No ERP fits every business perfectly out of the box. Fit-gap analysis is a standard part of every D365 Finance implementation — but identifying gaps is only half the job. We design and build custom extensions directly within D365 Finance, using Microsoft’s standard extension framework, so your system reflects how your business actually operates. Our extensions are built cloud-ready and upgrade-safe, meaning they survive Microsoft’s continuous update cycle without breaking.
HOW WE DELIVER IT
- Fit-Gap analysis review — working from your existing fit-gap register or conducting our own assessment to understand what needs to be built
- Solution design for each gap, recommending the most appropriate approach: configuration, extension, or process change
- X++ development for custom business logic, workflow extensions, and form modifications
- Custom data entity development to expose data required for integrations or reporting not covered by standard entities
- Electronic Reporting (ER) format development for bank payment files, statutory outputs, and customer-specific document formats
- ISV solution configuration and deployments
- Code review, testing, and deployment through LCS to sandbox and production environments
- Documentation of all extensions for future maintainability and upgrade planning
WHO THIS IS FOR
This service is designed for organizations that have completed a fit-gap analysis and have a list of gaps that standard configuration cannot close, businesses running D365 Finance that have accumulated workarounds they know need to be resolved properly, and implementation projects that need a technical development partner working alongside the functional configuration stream.
04
Reporting & Analytics
Give your finance team and leadership the insight they need — at the right level of detail, at the right time.
WHAT WE DO
D365 Finance holds rich financial data. Turning that data into reliable, timely reporting for your CFO, board, and operational managers requires the right architecture. We design and deliver reporting solutions across the full spectrum — from standard Financial Reporting (Management Reporter) for statutory and management accounts, through to Power BI dashboards and Azure Synapse Link pipelines for analytical and self-service reporting.
HOW WE DELIVER IT
- Financial Reporting (Management Reporter) design — row definitions, column definitions, and reporting trees structured for your chart of accounts and consolidation requirements
- Budget vs actual reporting configuration, including budget model setup and dimension allocation
- Azure Synapse Link for Dynamics 365 Finance setup — enabling continuous export of finance data to Azure Data Lake Storage for downstream analytics
- Power BI report and dashboard development against Synapse Link data, with appropriate data model design for finance workloads
- FP&A reporting model design for planning, forecasting, and variance analysis
- Training and handover so your finance team can build and maintain reports independently
WHO THIS IS FOR
This service suits finance teams that are not getting enough visibility from standard D365 reports, organizations preparing for board or investor reporting cycles, and businesses that have identified reporting as a gap in their current D365 implementation. It is also the right starting point for any team considering a move to self-service analytics.
05
Environments & Builds
A well-maintained environment landscape keeps your D365 Finance running smoothly — and your team focused on the work that matters.
WHAT WE DO
Running D365 Finance in the cloud means managing a landscape of environments: a Production environment serving your business, one or more Sandbox tiers for testing and UAT, and Developer environments for customization work. Each requires provisioning, configuration, maintenance, and periodic refresh. Without dedicated expertise, this overhead falls on finance or IT teams who have other priorities — leading to stale sandboxes, missed Microsoft updates, misconfigured environments, and go-live delays. We manage your environment landscape end-to-end through Microsoft Lifecycle Services (LCS), so your team always has the right environments available, correctly configured, and up to date.
HOW WE DELIVER IT
- Environment provisioning — deploying Production, Sandbox (Tier 2 and above), and Cloud-Hosted Developer environments through LCS to match your project and operational requirements
- Update management — applying Microsoft One Version service updates to non-production environments on a scheduled basis, with regression testing guidance before promotion to Production
- Database refresh management — copying Production data to Sandbox environments on request or on a defined schedule, including post-refresh steps such as re-linking Synapse Link, resetting batch jobs, and updating integration credentials
- Environment monitoring — reviewing LCS Environment Monitoring for performance alerts, deadlocks, and error trends, and escalating issues before they affect users
- LCS configuration — maintaining your LCS project, asset library, deployment settings, and Azure DevOps integration for build and release pipelines
- Access and security — managing LCS project user access and environment-level permissions in line with your internal access control policy
- Decommissioning — safely retiring environments no longer required, including data handling and licence reallocation
WHO THIS IS FOR
Environment management suits organizations that do not have internal Microsoft cloud infrastructure expertise, implementation projects that need an experienced partner to own the environment landscape while the functional team focuses on design and configuration, and businesses that have gone live and want to ensure their Sandbox and Developer environments remain aligned with Production without diverting IT resource to manage it.
06
Security & Licensing Review
Reduce your compliance risk and your licensing bill — at the same time.
WHAT WE DO
Security in D365 Finance is very complex. Roles accumulate over time, users hold access they no longer need, and segregation of duties conflicts go undetected until an audit surfaces them. Meanwhile, licensing costs grow as the business adds users without a clear view of what each licence entitles or whether lower-cost options would suffice. Our security and licensing review addresses both dimensions together — giving you a clean picture of who has access to what, where your control gaps are, and where you are overpaying.
HOW WE DELIVER IT
- User access inventory — a full export and review of current role assignments across all legal entities and environments
- Segregation of duties conflict analysis — mapping role combinations against a standard SOD rule set to identify conflicts that represent audit or fraud risk
- Privileged access review — identifying users with System Administrator, security configuration, or journal posting access that exceeds their business function
- Licence classification review — assessing whether each active user’s actual system usage aligns with their assigned licence type, and identifying candidates for downgrade to Activity or Team Member licences
- Findings report with a prioritised remediation list: conflicts to resolve, roles to restrict, users to reassign or deactivate, and estimated licence cost savings
- Optional remediation support — implementing the recommended role and security changes in the environment
WHO THIS IS FOR
This review is valuable for any organization that has been live on D365 Finance for more than 12 months and has not conducted a formal access review. It is particularly relevant ahead of an internal or external audit, during an ERP health check program, or when finance leadership has flagged concerns about licence spend. It also suits organizations that have grown through acquisition and consolidated user populations from multiple environments.
07
Storage Capacity Review
Keep your D365 Finance database lean, compliant with Microsoft entitlements, and free of data you no longer need.
WHAT WE DO
Microsoft Dynamics 365 Finance environments include a finite database storage entitlement. As transaction volumes grow and integrations write staging data, environments can approach or exceed these limits — triggering additional storage charges or, in some cases, performance degradation. Many organizations are unaware of how their storage is distributed across tables until they receive a capacity alert. Our storage review identifies where storage is being consumed, which data can be safely purged using Microsoft’s standard cleanup tools, and how to put a sustainable data retention process in place going forward.
HOW WE DELIVER IT
- Storage consumption analysis — reviewing the database capacity report in LCS and the Environment Monitoring workspace to understand current usage and growth trajectory
- Table-level breakdown — identifying the largest contributors to storage consumption, including staging tables, batch job history, document management records, and audit logs
- Purge candidate assessment — evaluating which tables and record categories are safe to clean up using standard D365 Finance data management and cleanup routines
- Cleanup execution — running Microsoft-standard purge jobs for batch history, staging tables, inventory closing journals, budget register entries, and other eligible record sets
- Retention policy recommendations — defining appropriate retention periods for key data categories to prevent the issue recurring
- Post-cleanup storage report confirming recovered capacity and a forward-looking monitoring recommendation
WHO THIS IS FOR
This service is most relevant for organizations that have received a storage capacity warning from Microsoft, environments that have been live for several years and have never had a structured data cleanup, and businesses running data-intensive processes such as high-volume AP automation, frequent inventory transactions, or large-scale DMF integrations that generate significant staging data.
08
Managed Support
Expert D365 Finance support, available when you need it — without the cost of a full-time resource.
WHAT WE DO
Post-go-live, every D365 Finance environment needs ongoing attention. Questions arise, processes change, Microsoft updates introduce new behavior, and small issues accumulate into bigger ones if left unaddressed. Our managed support retainer gives you direct access to experienced D365 Finance consultants on a monthly basis — covering both functional questions and technical issues, so you have one team to call regardless of the nature of the problem.
HOW WE DELIVER IT
- Monthly retainer with a defined number of support hours, rolled over or reviewed quarterly
- Functional support — process queries, configuration questions, period-end assistance, and user guidance
- Technical support — integration monitoring, data entity issues, report errors, and workflow problems
- Proactive monitoring of Microsoft release waves, with an advisory note on changes relevant to your configuration
- Access to a dedicated consultant who understands your environment, so you are not re-explaining context every time
- Monthly summary of support activity and any emerging issues flagged for your attention
WHO THIS IS FOR
Managed support suits organizations that do not have in-house D365 Finance expertise and cannot justify a full-time consultant, businesses that have recently gone live and want continuity with their implementation team, and finance functions that want predictable support costs rather than ad-hoc project rates for every issue that arises.
09
Training & Enablement
Confident users get more from D365 Finance. We make sure your team is one of them.
WHAT WE DO
A well-configured D365 Finance system still underdelivers if the people using it are unsure of the right processes, taking shortcuts that create downstream problems, or relying on colleagues for tasks they should be able to complete independently. Our training and enablement service is built around your specific configuration — not generic product training — so your team learns how your system works, not just how D365 Finance works in theory.
HOW WE DELIVER IT
- Training needs assessment — identifying which roles need what level of knowledge, and where current gaps are causing the most friction
- Role-based training sessions designed around your actual configuration, chart of accounts, approval workflows, and business processes
- Process documentation and quick reference guides written for your team, in plain language
- Train-the-trainer sessions for organisations that want to build internal capability to onboard new staff independently
- Delivered remotely or on-site, in structured sessions or condensed intensive formats to fit around your team’s availability
- Post-training support period for questions that arise once the team puts learning into practice
WHO THIS IS FOR
This service is most valuable following a go-live, after a significant configuration change, or when staff turnover has left knowledge gaps in the finance team. It also suits organizations that completed an implementation with a different partner and feel their team was not adequately trained on the final configuration.
10
Health Checks
Find out what is working, what is not, and exactly what to fix — in a matter of weeks.
WHAT WE DO
Over time, D365 Finance implementations drift. Configuration decisions made under project pressure, workarounds that became permanent, chart of accounts structures that no longer match the business, integrations that silently fail and get manually corrected. A health check gives you a structured, independent assessment of where your system stands — and a clear, prioritized list of what to address.
HOW WE DELIVER IT
- Structured review across your most critical configuration areas: chart of accounts and financial dimensions, period-end close process, AP and AR setup, bank reconciliation, and integration touchpoints
- Interviews with your finance team to understand pain points, manual workarounds, and confidence levels in system outputs
- Review of any outstanding issues, error logs, or known defects
- Gap register — a prioritised list of findings with recommended remediation, effort estimates, and risk ratings
- Executive summary for finance leadership and a detailed technical findings report for your IT or implementation team
- Optional follow-on scoping session to turn the gap register into a remediation roadmap
WHO THIS IS FOR
Health checks are valuable for organisations that went live 12 or more months ago and have a growing list of workarounds or unresolved issues. They are also well-suited to businesses that have taken over a D365 Finance environment through an acquisition, or finance teams preparing for an audit, a system upgrade, or a consolidation project.