03 mo
implementation timeline
05
core process areas unified: OTC, P2P, R2R, inventory, direct delivery
Multiple
mock migration cycles before cutover
1000 +
employees in the enterprise
- Executive summary
A new legal entity, a new ERP and an aggressive deadline
A multi-billion-dollar US dairy products manufacturer and marketer set up its direct store delivery (DSD) business as a separate legal entity. The legacy AS400 system was hard to scale, offered weak reporting and left processes fragmented and manual.
DynaTech delivered an AS400 to Dynamics 365 migration for the DSD business, configuring D365 Finance and Supply Chain Management, Management Reporter and Microsoft Reporting Services in three months. The new entity covers finance, procurement, inventory, sales, fulfilment and route-based delivery, with role-based security and a structured data migration.
A legacy system that could not support growth
The DSD business ran on fragmented, manual processes. Pricing and discount structures — multiple tiers and seasonal schemes — were too complex to manage manually, and the AS400 offered limited reporting, an outdated interface and little room for growth.
Moving to D365 meant cleansing and reconciling large volumes of customer, vendor, product, financial and transactional data, winning user adoption and keeping customer service and supply chains running during the switch.
Pain points
Fragmented workflows
Business activities were not integrated, creating inefficiency and manual dependency.
Complex pricing and discounts
Tiered and seasonal schemes were hard to manage manually.
Data blind spots
Weak reporting made timely decisions difficult.
Limited scalability
AS400 was ill-suited for growth and evolving needs.
Outdated user experience
An older interface reduced productivity.
Migration risk
Duplication, misalignment and disruption if data was not managed carefully.
Target KPIs & goals
- Improve pricing accuracy
- Shorten reporting turnaround time
- Build scalability and growth readiness
- Improve inventory accuracy and movement tracking
- Raise financial reporting accuracy and automation levels
A unified Dynamics 365 platform for direct store delivery
DynaTech configured a fully operational DSD legal entity in Dynamics 365 Finance and Supply Chain Management — financial structures, organizational hierarchy, customer and vendor masters, product setup, tax configuration, security roles and workflows — so the business can run independently while staying aligned with enterprise governance.
Because the ISV for route-based delivery was not in place, DynaTech built custom developments to support this direct store delivery ERP requirement within the wider dairy manufacturing ERP landscape.
What we delivered
01
Unified process integration
Order-to-cash, procure-to-pay, record-to-report, inventory and direct delivery on one platform.
02
Finance enablement
General ledger, AR, AP, cash and bank management, reconciliations and consistent reporting.
03
Supply chain enablement
Procurement, inventory, sales and fulfilment in one workflow with real-time tracking.
04
Route-based delivery tracking
Custom development for route-wise pickup, truck loading and delivery, tracking inventory until the customer receives it.
05
Price-update automation
Open orders update automatically when prices change — supporting complex pricing and discount management.
06
One-click customer documents
Outstanding reports and invoice copies emailed to customers in one click.
07
Bank integration
Automated customer payment journals from bank checks and payments.
08
AS400 data migration and reconciliation
Data extracted, cleansed, validated and migrated through multiple mock cycles.
09
Security & compliance
Role-based access supporting segregation of duties.
10
Unified reporting
One source of truth for finance, sales, procurement and logistics.
Key technologies & integrations
- Dynamics 365 Finance & Supply Chain Management
- Management Reporter
- Microsoft Reporting Services
- Bank integration
- Custom route-delivery development
- Role-based security
From AS400 to a unified D365 entity
Legacy data moved through mock migrations into a configured D365 entity, then connected to banks and customers.
Simplified migration and platform view.
A three-month plan with parallel work and hypercare
Aggressive timelines were met by running configuration and testing in parallel, holding daily governance meetings and prioritizing scope.
01
Configuration & parallel testing
Configuration and testing ran together to meet the compressed schedule.
02
Mock migration cycles
Multiple mock migrations and reconciliations before final cutover.
03
Business-led UAT
Real-world operational scenarios tested with the business.
04
ERP change management and training
Role-based training, process walkthroughs and user documentation.
05
Go-live & hypercare
Dedicated hypercare team, daily support calls and transaction monitoring.
A scalable platform and a single source of truth
The AS400 to Dynamics 365 migration moved the DSD business onto a modern platform. The source describes qualitative outcomes rather than numeric targets.
No numeric results were provided; add measured improvements (pricing accuracy, reporting turnaround, close time) if available.
03 mo
From kickoff to live
Delivered through parallel configuration and testing.
05
Process areas unified
OTC, P2P, R2R, inventory and direct delivery.
01
Source of truth
Finance, sales, procurement and logistics reporting on one platform.
Multiple
Mock migrations
Data accuracy verified before final cutover.
Tangible Benefits
- Improved financial accuracy and control over transactions
- Real-time inventory, vendor and delivery tracking
- Immediate leadership access to unified reports
- Stronger governance through role-based security
Intangible Benefits
- Smoother adoption through role-based training and hypercare
- Business continuity during the transition
- A scalable base for growth
- Greater institutional efficiency
Project At a Glance
-
Industry
Dairy products manufacturing and trading
-
Region
United States
-
Scale
1,000+ employees · multi-billion-dollar annual revenue
-
Project
Dynamics 365 implementation for a direct store delivery business as a separate legal entity
-
Products
Dynamics 365 Finance and SCM, Management Reporter, Microsoft Reporting Services
-
Engagement
Onsite–offshore hybrid with a dedicated project manager · 3 months
Planning to retire a legacy ERP?
Talk to DynaTech about migrating from AS400 to Dynamics 365 — structured data migration, change management and rapid hypercare.
