Dynamics 365 Finance: Implementation, Integration & Support

Microsoft Dynamics 365 Finance is an enterprise resource planning (ERP) software application designed to help organisations manage financial operations, including accounting, financial planning, budgeting, and analysis. It provides a unified platform for managing financial data and streamlining financial processes, enabling businesses to make informed decisions based on accurate, real-time financial insights.

With Microsoft Dynamics 365 Finance, organisations can automate financial processes, such as accounts payable and receivable, cash management, and general ledger management. It also includes features for managing fixed assets, project accounting, and inventory management.

One of the key benefits of Microsoft Dynamics 365 Finance is its integration with other Microsoft products, such as Power BI for reporting and analysis, and Microsoft Excel for data manipulation. It also integrates with other Dynamics 365 applications, such as Dynamics 365 Supply Chain Management, to provide a complete view of an organisation’s operations.

Overall, Microsoft Dynamics 365 Finance is a powerful tool for organisations that need to manage complex financial operations and gain insights to make informed decisions.

In today’s fast-moving and complex environment, your company needs real-time visibility into your global financial power operations in a single location. Microsoft Dynamics 365 Finance can provide that and more, and our team of experts can help you seamlessly implement Microsoft Dynamics as your enterprise resource planning (ERP) system.

With Microsoft Dynamics 365 Finance, you can…

Take the hassle out of managing your finances. Gain real-time visibility into business performance as well as improve your ability to develop, modify and control your budget when you automate your financial processes with D365 Finance.

Streamline your supply chain. Use built-in business intelligence (BI) that can help predict when and what you need to replenish to reduce out-of-stocks and keep customers happy.

Manage your sales cycle. Connect your sales and accounting departments with Dynamics 365 and gain a complete overview of customer interactions to track their statuses.

Increase access to reporting and analytics. Centralize your financial management data across all departments to gain greater access to KPI reporting.

With Microsoft Dynamics 365 Finance, you will…

Take the hassle out of managing your finances. Gain real-time visibility into business performance as well as improve your ability to develop, modify and control your budget.

Streamline your supply chain. Use built-in business intelligence (BI) that can help predict when and what you need to replenish in order to reduce out-of-stocks and keep customers happy.

Manage your sales cycle. Connect your sales and accounting departments with Dynamics 365 and gain a complete overview of customer interactions to track their statuses.

Increase access to reporting and analytics. Centralize your financial management data across all departments in order to gain greater access to KPI reporting.

By working with enVista to help implement Microsoft Dynamics 365 Finance as a foundation of your ERP platform, your organisation will gain many benefits such as:

• Increasing on-time delivery rate, while requiring less inventory with lower material and manufacturing costs
• Reducing overhead costs
• Decreasing financial complexity and risk
• Gaining the ability to make better strategic financial decisions
• Reducing time spent on onerous data entry
• Leveraging deeper business intelligence for process improvement
• Gaining the ability to solve problems proactively rather than reactively
• Capitalizing on the inherent system functionality to promote the whole company working in concert
• Harnessing functionality to automate some of the more manual steps and amplifying the benefits of a Lean transformation

Our Dynamics 365 Finance implementation team will provide you with the tools to effectively manage both the people and resources so that your business can focus on your customers.

enVista’s ERP implementation experts offer capabilities to deploy and support a full range of business solutions. We can review your existing processes, find ways to optimise them and provide best practices to move forward. Our consultants can help your existing IT team with implementing a back-office Microsoft ERP solution and training your users.

We will help you appoint an implementation team from your staff that has the breadth to represent all aspects of system use but also the authority to make most configuration/design decisions.

Our expert Microsoft Gold Certified Dynamics 365 consulting team is thoroughly experienced in Dynamics 365 Finance. Our team will place a strong emphasis on client ownership and end-user testing before go-live, so that you have the ability to use, troubleshoot and own the platform..

As a Gold Certified Microsoft Partner, we have not just mastered Dynamics 365 Finance functionality. We have a team of dedicated developers and pride ourselves in working with clients in the distribution, manufacturing and retail industries.

Dynamics 365 Finance and Operations (D365 F&O) was Microsoft’s unified ERP suite. In 2021, Microsoft separated it into two applications — Dynamics 365 Finance and Dynamics 365 Supply Chain Management — each licensed independently while remaining integrated. Many organizations still refer to “D365 F&O” when deploying both together. enVista specializes in implementing and integrating D365 Finance and Supply Chain Management for manufacturers, distributors, and retailers.

Dynamics 365 Finance is designed for large enterprises with multi-entity, multi-currency, and multi-country requirements. Business Central is optimized for small to mid-sized businesses with simpler financial structures. D365 Finance also integrates more deeply with Supply Chain Management for manufacturing and distribution operations. enVista implements both and can help determine the right fit based on your transaction volume, reporting complexity, and growth plans.

A typical Dynamics 365 Finance implementation takes 4–12 months depending on legal entities, integrations, data migration complexity, and customization. Greenfield implementations for a single entity can go live in 4–6 months. Multi-entity deployments replacing legacy ERP (Dynamics AX, SAP, Oracle) typically require 9–18 months. Timeline depends on internal team availability for design, testing, and training. enVista provides a detailed roadmap during discovery.

With Microsoft Dynamics 365 Finance, you can:

• Accelerate financial close cycles with automated workflows and real-time subledger integration
• Improve cash flow visibility through intelligent forecasting and unified treasury management
• Automate accounts payable and receivable with AI-powered invoice processing and payment automation
• Access real-time financial reporting with Power BI integration and multi-currency consolidation
• Ensure global compliance with regulatory reporting for 60+ countries and automated tax calculation
• Scale on Azure’s cloud infrastructure with automatic updates and no on-premises hardware

Yes. Dynamics 365 Finance integrates with D365 Supply Chain Management, warehouse management systems (WMS), CRM platforms, payroll providers, banking systems, EDI networks, and legacy ERP systems. Built on Microsoft’s Power Platform and Azure, D365 Finance offers extensive integration capabilities. enVista uses out-of-the-box connectors, Azure Logic Apps, Power Automate, and custom APIs with error handling, logging, and monitoring for reliability and data integrity.

enVista specializes in Dynamics 365 Finance implementations for:

• Manufacturing — Cost accounting, production order costing, multi-entity consolidation, and job costing for discrete and process manufacturers
• Distribution & Wholesale — Multi-warehouse financials, vendor payment automation, rebate management, and landed cost tracking
• Retail & eCommerce — POS and eCommerce integration for unified P&L, inventory valuation, omnichannel revenue recognition, and store-level profitability
• Food & Beverage — Batch costing, recall management, lot traceability, catch-weight processing, and compliance reporting

Our 20+ years of supply chain expertise means we understand your business processes, not just the software.

enVista is a Microsoft Partner with deep expertise in Dynamics 365 Finance. We guide your team through every phase of implementation, from planning to post-go-live support, ensuring a smooth, tailored deployment. Our approach includes:

• Assessment & Planning: We evaluate your current systems and define a roadmap aligned with your goals, timeline, and budget.
• Implementation & Customization: We configure and integrate Dynamics 365 Finance to fit your business, including CRM, e-commerce, or industry-specific systems.
• Data Migration & Testing: We migrate and validate your data from legacy systems (e.g., AX, GP, NAV), conduct user acceptance testing, and ensure readiness for go-live.
• Training & Support: We train your team, help establish internal champions, and provide go-live support and hypercare to ensure adoption and long-term success.

Our consultants emphasize client ownership, collaboration, and best practices, so your team is empowered to manage and grow with the solution from day one.