200 +

Business Units

35 +

CDS Integrated Entities

5

MENA Countries

Multi

Currency Operations

100 %

Cloud-Native on Azure

  • Overview

Transforming Interior Design Operations Across Kuwait and the MENA Region

Headquartered in Kuwait with operations spanning the UAE, Oman, Qatar, and Saudi Arabia, this organization provides comprehensive end-to-end interior design and fit-out services across large-scale projects in hospitality, education, healthcare, retail, leisure, residential, and oil & gas sectors. With over 200 business units and thousands of product SKUs, the operational complexity demands precise coordination of design curation, supply, installation, maintenance, and multi-currency vendor management.

Prior to the D365 transformation, the organization relied on SAP — which had grown fragmented and inefficient for the complexity of fit-out project management. The migration to Microsoft Dynamics 365 CE and F&SCM, alongside a custom CPQ engine, CDS integration layer, and SecureD365 security framework, delivered a fully unified platform for quote-to-cash operations, finance compliance, and customer engagement at scale.

From a fragmented SAP environment to a fully integrated Microsoft Dynamics 365 ecosystem — managing 200+ business units, multi-currency BOQs, and real-time customer data across five MENA countries.

The implementation spans D365 CE for quoting, BOQ import, margin engine and approvals; D365 F&SCM for finance, supply chain, and project accounting; D365 Field Service for task creation and service workflows; and D365 Customer Service for customer onboarding and validation. A custom CDS integration connects 35+ entities in real time between CE and F&SCM.

  • Hospitality
  • Healthcare
  • Education
  • Retail & Leisure
  • Residential
  • Oil & Gas
Services

End-to-End Interior Design & Fit-Out Capabilities

The organization delivers the full spectrum of interior design and fit-out services — from design consultation and BOQ creation through supply, installation, and post-project maintenance — with multi-currency vendor pricing and complex project approval governance at every stage.

Centralized Recipe Management Centralized Recipe Management  White
Design Curation & BOQ Management

End-to-end design consultation and automated Bill of Quantities import with multi-currency cost calculation, margin engine, and conditional approval workflows for every project.

CPQ — Configure, Price, Quote CPQ — Configure, Price, Quote
CPQ — Configure, Price, Quote

Custom CPQ engine managing complex product configurations, multi-currency vendor cost pricing, margin calculation and assignment, and conditional approval workflows for quote governance.

Supply Chain & Vendor Management Supply Chain & Vendor Management
Supply Chain & Vendor Management

Multi-currency vendor pricing, product creation workflows, procurement management, and real-time synchronization of product and vendor data between CE and F&SCM via CDS integration.

Installation & Field Service Installation & Field Service
Installation & Field Service

D365 Field Service manages on-site installation tasks, service scheduling, technician coordination, and field workflow execution for fit-out projects across MENA locations.

Customer Onboarding & Finance Compliance Customer Onboarding & Finance Compliance
Customer Onboarding & Finance Compliance

D365 Customer Service handles customer validation, credit approval workflows, historical compliance checks, and finance approval notifications — ensuring every customer engagement meets defined controls.

Legal & Litigation Management Legal & Litigation Management
Legal & Litigation Management

D365 CE manages legal and litigation request tracking and coordination — providing structured case management and documentation workflows for commercial dispute resolution.

Business Functions

4 Core Business Functions Powering D365 Operations

Across 200+ business units, the organization runs highly governed business functions covering the complete fit-out project lifecycle — from quotation and order management through supply chain and financial compliance — all executed within the Microsoft Dynamics 365 ecosystem.

01

Sales & Quotation Management

Automated BOQ import from legacy Excel templates, integrated with D365 CE Quote lines. A Quote Margin Calculation Engine assigns cost responsibility and calculates margin per line. The Conditional Quote Approval Engine triggers approval workflows based on margin thresholds — ensuring no quote with insufficient margin reaches the customer without governance sign-off. Multi-currency vendor cost price calculation is embedded in every quotation.

02

Supply Chain & Vendor Management

Product creation with multi-currency vendor cost pricing is managed via integrated legacy Excel templates within D365 CE. Real-time synchronization of Products, Orders, Inventory, Payments, and Invoices with D365 F&SCM via CDS integration ensures supply chain and financial data are always consistent. Project Operations and project accounting with MRP are managed through F&SCM.

03

Finance & Compliance

Business process flows in D365 F&SCM enforce compliance and trigger finance approval notifications for customer onboarding, credit approval, and order validation. Automated financial validations — including historical compliance checks — ensure every customer and order meets defined financial controls before processing proceeds. SecureD365 provides role-based record-level security across 200+ business units.

04

Order Segregation & Processing

Defined business rules govern processing of different order types: project orders, retail orders, sample orders, returns, and variation orders. Each order type follows a structured workflow with specific finance approval notifications and compliance checkpoints — ensuring accurate project cost tracking, inventory management, and billing for every engagement type.

Business Processes

Governed Processes Across the Full Quote-to-Cash Lifecycle

The organization operates key business processes spanning customer engagement, quotation governance, supply chain execution, and financial compliance — all tightly integrated between D365 CE and F&SCM via a custom CDS layer.

Quote Creation & Margin Validation Quote Creation & Margin Validation
Quote Creation & Margin Validation

Automated BOQ import, quote margin engine, and conditional approval hierarchy ensure every quote is margin-compliant before customer delivery. Multi-currency exchange rates applied automatically.

Customer Credit Approval Customer Credit Approval
Customer Credit Approval

Structured credit approval workflow with historical compliance checks, automated finance approval notifications, and integration with D365 Customer Service onboarding — ensuring compliant customer engagement.

Order Segregation Workflows Order Segregation Workflows
Order Segregation Workflows

Distinct processing workflows for project, retail, sample, return, and variation order types — each with defined business rules, finance notifications, and compliance checkpoints mapped to D365 F&SCM.

CDS Real-Time Data Sync CDS Real-Time Data Sync
CDS Real-Time Data Sync

Custom CDS integration between D365 CE and F&SCM synchronizes 35+ entities in real time — Products, Orders, Inventory, Payments, and Invoices — ensuring both systems are always current.

Role-Based Security (SecureD365) Role-Based Security (SecureD365)
Role-Based Security (SecureD365)

Hierarchical security across 200+ business units at country, BU, and sub-BU level. Record-level access control in D365 Customer Service and Field Service ensures appropriate data visibility for every user group.

Legal & Litigation Coordination Legal & Litigation Coordination
Legal & Litigation Coordination

Structured legal request management within D365 CE — capturing case details, coordinating documentation, and tracking litigation workflows across commercial and contractual disputes.

Technology Stack

A Full Microsoft Dynamics 365 Suite — CE to F&SCM

The technology landscape spans the full Dynamics 365 suite, with D365 CE managing customer-facing operations, D365 F&SCM managing supply chain and finance, and a custom CDS integration layer connecting 35+ entities in real time. Azure Functions power the margin engine and multi-currency exchange rate calculations.

  • D365 Customer Engagement (CE)

    Quoting · BOQ · Margin Engine

  • D365 Finance & SCM

    Finance · Supply Chain · Projects

  • D365 Field Service

    Installation & Service Workflows

  • D365 Customer Service

    Customer Onboarding & Validation

  • D365 Sales

    Sales Execution

  • SecureD365

    ISV · Record-Level Security

  • Azure Functions

    Margin Engine · FX Calculation

  • CDS Integration

    35+ Entities CE ↔ F&SCM

  • Microsoft Fabric / Power BI

    Consolidated Reporting

  • Microsoft Azure

    Cloud Platform

  • Excel Templates (Legacy)

    BOQ Import Integration

  • Microsoft/Core

  • Third-Party Integration

  • ISV Solution

Integrations

A Seamlessly Connected CE-to-F&SCM Ecosystem

D365 CE and D365 F&SCM operate as a unified system through a custom CDS integration layer — with Azure Functions handling real-time margin calculation and exchange rate logic, and Microsoft Fabric BI providing consolidated reporting and analytics across all business units.

Integrations
Customizations & Extensions

Purpose-Built Solutions for Complex Fit-Out Operations

DynaTech Systems delivered a series of custom modules and integrations addressing the organization's unique complexity — from automated BOQ management and CPQ governance through CDS data architecture and hierarchical security.

CPQ
Quote Margin Calculation & Conditional Approval Engine

Custom Quote Margin Calculation Engine assigns cost responsibility and simulates margins across D365 CE quote lines. The Conditional Quote Approval Engine triggers approval workflows based on defined margin thresholds — enforcing governance before any quote reaches the customer.

Integration
Excel Template Integration & Multi-Currency Product Creation

Legacy Excel estimation templates integrated with D365 CE Quote lines — enabling streamlined product creation with automatic multi-currency vendor cost price calculation, eliminating manual re-entry from legacy tools.

Integration
Custom CDS Integration — 35+ Entities (CE ↔ F&SCM)

Custom CDS integration layer synchronizes over 35 data entities in real time between D365 CE and F&SCM — covering Products, Orders, Inventory, Payments, and Invoices — ensuring both systems are always operationally aligned.

Finance
Business Process Flow & Finance Compliance Validations

Business process flows in D365 F&SCM enforce compliance and trigger automated finance approval notifications for customer onboarding, credit approval, and order validation — with historical compliance checks integrated into every workflow.

Security
SecureD365 — Hierarchical Role-Based Security

Role-based record-level security across D365 Customer Service and Field Service, structured at country, BU, and sub-BU hierarchy levels — ensuring appropriate data visibility for every user group across 200+ business units.

UX
Unified Order Screen & Order Segregation Workflows

Unified order management UI with defined processing rules for project, retail, sample, return, and variation orders — each with specific workflow logic, compliance checkpoints, and finance notification triggers.

Need to unify multi-entity sales, CPQ, and finance operations on Microsoft Dynamics 365?

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