Dynamics 365 Finance: Implementation, Integration & Support

By working with enVista to help implement Microsoft Dynamics 365 Finance as a foundation of your ERP platform, your organization 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

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.