$ 4 .5B

Annual Revenue

1000 +

Employees

~ 300

California Member Farms

45000 +

Annual Payments Automated

  • Overview

Microsoft Dynamics 365 for Food and Beverage: Modernizing a $4.5B Dairy Cooperative

This organization is a leading milk marketing and dairy processing cooperative deploying Microsoft Dynamics 365 for food and beverage manufacturing operations — headquartered in Visalia, California, and co-owned by approximately 300 family-owned dairy farms across the state. With over 1,000 employees and $4.5 billion in annual revenue, it manufactures and markets butter, milk powders, nutritional powders, and fluid and aseptic milk products to a large customer base across North America.

Processing over 45,000 customer payments annually, the cooperative required a modern, automated financial platform. DynaTech Systems implemented Microsoft Dynamics 365 CE with Dual Write to D365 Finance, automated AR cash application, SFTP bank integration, and Power Platform automation — delivering end-to-end sales, finance, and analytics visibility across the cooperative's nationwide customer base.

45,000+ annual customer payments processed through automated D365 Finance accounts receivable — eliminating manual cash application and delivering real-time financial visibility across the cooperative's nationwide operations.
  • Butter Manufacturing
  • Milk Powders
  • Nutritional Powders
  • Fluid & Aseptic Milk
  • Dairy Ingredients
  • Milk Marketing Cooperative
Products & Operations

Full-Spectrum Food & Beverage Manufacturing for North America

Butter Manufacturing Butter Manufacturing
Butter Manufacturing

Large-scale butter processing and packaging for retail, foodservice, and industrial customers — distributed across North America through a structured D365 Finance & CE sales and distribution network.

Milk Powder & Nutritional Powders Milk Powder & Nutritional Powders
Milk Powder & Nutritional Powders

Whole milk, skim milk, and specialty nutritional powders manufactured for food processing, infant nutrition, and export markets — with strict quality and traceability requirements throughout production.

Fluid & Aseptic Milk Products Fluid & Aseptic Milk Products_h
Fluid & Aseptic Milk Products

Fluid milk and long-life aseptic milk products processed and distributed to retail and foodservice channels — managed through structured D365 CE sales agreements and order fulfillment workflows.

Dairy Cooperative Operations Dairy Cooperative Operations
Dairy Cooperative Operations

Co-op operations spanning ~300 California family farms — requiring coordinated milk procurement, member pool accounting, and cooperative governance aligned to dairy industry regulations.

Sales Operations & D365 CE Account Management Sales Operations & D365 CE Account Management
Sales Operations & D365 CE Account Management

Modernized sales operations through D365 Customer Engagement with structured stages (Opportunity → Quote → Agreement → Order), automated approvals, PDF generation, and centralized document and communication tracking via SharePoint.

D365 Finance Accounts Receivable Automation D365 Finance Accounts Receivable Automation
D365 Finance Accounts Receivable Automation

Automated AR cash application in D365 Finance processing 45,000+ annual payments — with daily SFTP bank file ingestion, automated journal creation, invoice settlements, deduction management, and reconciliation.

Business Functions

4 Core Business Functions Powering D365 Finance & CE Transformation

01

Sales Operations

Structured D365 CE sales process with Business Process Flows — Opportunity, Quote, Agreement, Order — with auto-status updates and centralized timeline tracking. Multi-level approval flows via Teams and Outlook generate dynamic PDFs. Confirmed CE quotes automatically generate agreements and orders in D365 Finance via Dual Write, eliminating re-entry and ensuring data accuracy.

02

Finance — Accounts Receivable Automation

Automated cash application in D365 Finance processing 45,000+ annual customer payments — daily SFTP bank file ingestion feeds staging tables with structured validations, auto-creating and posting customer payment journals, settlements, and deductions. Improved DSO tracking, aging accuracy, and unapplied cash visibility through Power BI.

03

S&OP / Cross-Functional Collaboration

Integrated processes across Sales, Finance, and S&OP via the Microsoft Dynamics 365 for food and beverage ecosystem — with Dual Write ensuring real-time alignment between D365 CE sales commitments, inventory availability, and financial positions.

04

Data & Analytics

Power BI dashboards for D365 CE sales pipeline, conversion performance, DSO, unapplied cash balances, and AR aging — providing leadership, sales, and finance teams with real-time performance visibility.

Business Processes

Automated Accounts Receivable and Sales-to-Cash on D365 Finance & CE

Asset & AMC Agreement Lifecycle Management Asset & AMC Agreement Lifecycle Management
D365 CE Sales Segmentation & Business Process Flows

Stage-specific Business Process Flows with auto-status updates, centralized timeline, and SharePoint DMS with version control — managing the full sales lifecycle from opportunity through to confirmed order.

Multi-Level Approvals Automation (Power Automate) Multi-Level Approvals Automation (Power Automate)
Multi-Level Approvals Automation (Power Automate)

Email and Microsoft Teams-based approval flows triggered by field-level updates — generating dynamic PDF documents and routing through structured approval chains without manual intervention.

Dual Write Quote-to-Agreement-to-Order Sync Dual Write Quote-to-Agreement-to-Order Sync
Dual Write Quote-to-Agreement-to-Order Sync

Confirmed D365 CE quotes automatically generate agreements and orders in D365 Finance via Dual Write — eliminating manual re-entry and ensuring real-time data alignment between CRM and ERP.

D365 Finance Automated Cash Application (SFTP Bank) D365 Finance Automated Cash Application (SFTP Bank)
D365 Finance Automated Cash Application (SFTP Bank)

Daily SFTP bank file ingestion feeds staging tables; validations auto-create and post customer payment journals, settlements, and deductions; error logs capture exceptions for timely resolution.

Reconciliation & AR KPI Reporting Reconciliation & AR KPI Reporting
Reconciliation & AR KPI Reporting

Improved liquidity visibility through automated reconciliation, DSO tracking, unapplied cash monitoring, and duplicate posting detection — delivered through Power BI dashboards from D365 Finance data.

Document & Communication Management Document & Communication Management_h
Document & Communication Management

Centralized SharePoint document management with version control for quotes and revisions, combined with D365 CE timeline for complete communication history across every customer account.

Technology Stack

A Microsoft Dynamics 365 Platform for Food and Beverage Sales & Finance Automation

The technology landscape is anchored by Microsoft Dynamics 365 CE for sales operations and D365 Finance for AR automation — connected in real time via Dual Write, with Power Automate driving approval workflows and Power BI delivering food and beverage cooperative management dashboards.

  • D365 Customer Engagement (CE)

    Sales · Quotes · Agreements · Approvals

  • D365 Finance (F&O)

    AR Automation · Journals · Settlements

  • Dual Write

    Real-Time CE ↔ F&O Sync

  • Power Automate

    Approval Flows · Notifications · PDF Generation

  • SharePoint

    Document Management & Version Control

  • Power BI

    Sales Pipeline & Finance KPI Dashboards

  • Bank SFTP Integration

    Daily Payment File Ingestion for D365 Finance AR

  • Microsoft/Core

  • Third-Party Integration

Integrations

SFTP Bank Integration and Dual Write: Connecting D365 CE to Finance

Integrations
Customizations & Extensions

Purpose-Built D365 Finance & CE Automation for Food & Beverage AR and Sales

Automation
Sales Automation Pack — D365 CE with Power Automate & SharePoint

Segmented sales process with structured BPFs, auto-status updates, multi-level email and Teams approval flows, dynamic PDF generation, and SharePoint document management — creating an end-to-end automated D365 CE sales workflow from opportunity to confirmed order.

Integration
Dual Write Mapping — D365 CE to Finance Quote→Agreement→Order

Custom field alignment and data validation for Dual Write mapping — ensuring confirmed CE quotes automatically generate accurate agreements and orders in D365 Finance with no manual re-entry.

Automation
D365 Finance AR Automation Pack — SFTP Bank Integration & Cash Application

Complete AR automation: daily SFTP bank file ingestion into D365 Finance staging, structured validations, auto-creation and posting of customer payment journals, settlements, deductions, and error logs — processing 45,000+ annual payments automatically.

UX
Stage-Specific Business Process Flows & Auto-Status Updates

Custom D365 CE Business Process Flows with stage-specific validation logic and automated status updates — ensuring every sales opportunity, quote, and agreement follows the correct process path.

Reporting
Power BI Dashboards for Food & Beverage Sales & Finance KPIs

Custom Power BI dashboards covering D365 CE sales pipeline conversion, AR aging, DSO, unapplied cash balances, and finance KPIs — providing leadership, sales, and finance teams with real-time performance visibility.

Project At a Glance

Microsoft Dynamics 365 for Food & Beverage Manufacturing

  • Industry

    Dairy Product Manufacturing — Milk Marketing Cooperative

  • Organization Size

    1,000+ Employees

  • Annual Revenue

    USD 4.5 Billion

  • Headquarters

    Visalia, California, USA

  • Geographic Presence

    California-wide member farms; North America customer base

  • Member Farms

    ~300 Family-Owned California Dairy Farms

  • Annual Payments Processed

    45,000+

  • Core Platform

    Microsoft Dynamics 365 CE + Finance

  • Solutions Delivered
  • Implementation Partner

Looking to automate AR and modernize sales on Microsoft Dynamics 365 for food and beverage?

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