500 +

Employees

₹ 800 Cr+

Annual Revenue

100 +

Restaurants & Eateries

05

USA Outlets

03

Business Verticals

  • Overview

A Heritage-Backed FMCG Brand Built for Digital Scale

This customer is a premium ice-cream and food & beverage manufacturer headquartered in western India, founded by veteran entrepreneurs from the country's ice-cream category with decades of category expertise, brand trust, and deep manufacturing capability behind a new, modern enterprise.

The company operates across multiple business verticals: ice-cream manufacturing across two production facilities; a restaurant and eatery chain of 100+ outlets across India and five in the USA; a protein-bar segment; and a distributor-led secondary sales network spanning several major Indian metros.

A new-generation FMCG brand now operating Dynamics 365 F&O for FMCG and QSR manufacturing on an AI-ready digital backbone powered by the Microsoft Power Platform.

DynaTech Systems implemented the entire Dynamics 365 ecosystem for this customer from the ground up — establishing core business processes across sales, finance, supply chain, and manufacturing that were previously managed through manual and unstructured methods. The business now operates with intelligent insights and future-ready predictive capabilities across its entire operation.

  • Ice Cream Manufacturing
  • QSR & Restaurant Chain
  • Protein Bars & Nutrition
  • Ready-to-Eat Foods
Core Business Operations

Full-Spectrum FMCG, Manufacturing & QSR Capabilities

This customer's business spans ice-cream manufacturing, restaurant and eatery chains, health foods, and distributor-led retail — supported by two manufacturing facilities, a pan-India distribution network, and a growing international footprint.

Ice Cream Manufacturing & Frozen Desserts Ice Cream Manufacturing & Frozen Desserts
Ice Cream Manufacturing & Frozen Desserts

Two production facilities in western India support BOM/recipe-based ice-cream production distributed across major metros through a structured secondary sales network.

Restaurant & QSR Operations Restaurant & QSR Operations
Restaurant & QSR Operations

100+ owned and franchised restaurants and eateries across India and five in the USA, operating under two restaurant brands with integrated POS and ERP.

Protein Bars & Nutrition Protein Bars & Nutrition
Protein Bars & Nutrition

A dedicated nutrition brand extends the business into health foods and sports nutrition, targeting health-conscious consumers through retail and direct-to-consumer channels across India.

Supply Chain & Warehouse Operations (D365 AWMS) Supply Chain & Warehouse Operations (D365 AWMS)_h
Distribution & Secondary Sales

A distributor-led secondary sales network drives reach into general and modern trade, managed through D365 F&O's integrated procurement and supply chain planning modules.

Production & Inventory Control-1 Production & Inventory Control_h-1
Manufacturing & Quality Control

End-to-end production control with quality assurance embedded in workflows, barcode-based inventory validation, and shop-floor transactions managed via Power Apps and D365 F&O.

Procure-to-Pay (P2P) Procure-to-Pay (P2P) White
Ready-to-Eat & Packaged Foods

A ready-to-eat product line leverages the cold-chain and distribution infrastructure for on-the-go packaged foods, extending the brand's reach across modern and general trade channels.

Explore Our Food & Beverages Expertise
Business Functions

6 Core Business Functions Powering D365 Operations

Across its manufacturing, retail, and distribution verticals, this customer operates six interconnected functional areas — all running on Microsoft Dynamics 365 Finance & Operations and the broader Power Platform.

01

Sales & Customer Management

The sales process is structured across clearly defined stages — from Agreement through to Order — with automated Business Process Flows (BPFs) triggering status updates at each transition. The function covers structured, agreement-based sales processes across distributors, retail partners, and institutional customers.

  • Agreement → Order lifecycle execution with standardized approval workflows
  • Customer master data management and sales pipeline tracking
  • Automated document generation — agreements, orders, and PDFs
  • Improved collections and payment visibility supporting stronger cash-flow management

02

Accounts Receivable & Finance Operations

Accounts Receivable is fully automated through a daily bank-file ingestion pipeline — a core piece of this AR automation Dynamics 365 F&O deployment. Payment data is ingested from the bank via SFTP, validated, and drives automatic creation and posting of customer payment journals — covering settlements, deductions, and reconciliations with no manual touchpoints.

  • Automated cash application using daily bank files ingested via SFTP
  • Validation and processing of high-volume customer payments
  • Auto-creation and posting of customer payment journals
  • Enhanced visibility into AR ageing, DSO, unapplied cash, and liquidity

03

Manufacturing & Production Operations

Production planning and execution across this manufacturer's units runs on D365 F&O — with system-driven raw material requirements planning, BOM/recipe-based production setup, and quality assurance embedded within production workflows for both raw materials and finished goods.

  • Ice-cream production planning with integrated raw material requirement planning
  • Bill of Materials (BOM) and recipe-based production setup
  • Quality assurance processes for raw materials and finished goods
  • Barcode-based inventory validation and shop-floor transaction controls via Power Apps

04

Inventory & Supply Chain Management

Real-time visibility across the full inventory spectrum — raw materials, work-in-progress, and finished goods — with procurement, inventory, and production planning working in concert through D365 F&O's supply chain modules.

  • Real-time visibility into raw materials, WIP, and finished goods
  • Inventory management across manufacturing locations and distribution points
  • Alignment of procurement, inventory, and production planning
  • Improved demand fulfilment through integrated planning and execution

05

Retail Operations & POS Management

100+ restaurant and eatery locations operate POS systems integrated directly with D365 F&O via D365 Commerce — a D365 Commerce POS integration for QSR enabling centralized visibility into retail sales across all outlets and unified sales and finance reconciliation across every retail channel.

  • Multi-location restaurant and retail outlet management
  • POS systems integrated with ERP for real-time sales transaction sync
  • Centralized visibility into retail sales across all outlet locations
  • Unified sales and finance reconciliation across retail channels

06

Reporting, Analytics & Business Visibility

Power BI delivers real-time dashboards for sales performance, Finance KPIs, and AR and cash visibility — with automated daily reports delivered directly to leadership via WhatsApp. This function forms the foundation for advanced analytics and AI-driven forecasting across the business.

  • Power BI dashboards for sales performance, Finance KPIs, and AR visibility
  • Automated daily Power BI reports delivered to leadership via WhatsApp
  • Improved decision-making through real-time intelligent insights
  • Foundation for AI-driven forecasting and advanced analytics use cases
Business Processes

End-to-End Process Areas Aligned on Dynamics 365

Six end-to-end process areas span this customer's full operations — from structured sales flows and AR automation through manufacturing production control, retail POS sync, and real-time KPI reporting to leadership.

Centralized Recipe Management Centralized Recipe Management White
Sales Segmentation & Process Flow

Stage-specific BPFs with automatic status updates enable structured progression from quote confirmation to agreement and order — covering distributors, retail partners, and institutional customers across all sales channels.

Check Check White
Approvals Automation

Email and Teams-based multi-level approval flows triggered by field-level updates in D365 F&O and Power Apps. Dynamic PDF generation for agreements, orders, and documents removes manual handoffs and accelerates the approval cycle end-to-end.

Multi-Entity Financial Consolidation Multi-Entity Financial Consolidation White
AR Cash Application Automation

Daily SFTP bank-file ingestion, automated validation, and auto creation and posting of customer payment journals — covering settlements and deductions — with no manual processing at any stage of the AR cycle.

Production & Inventory Control-1 Production & Inventory Control_h-1
Manufacturing & Production Control

BOM/recipe-based production planning and execution with quality assurance embedded in workflows, barcode inventory validation, and Power Apps shop-floor integration for real-time production visibility across manufacturing facilities.

Procure-to-Pay (P2P) Procure-to-Pay (P2P) White
Retail POS & ERP Sync

POS transaction data from 100+ restaurant and eatery locations syncs into D365 F&O via D365 Commerce, enabling centralized sales reconciliation, unified finance reporting, and complete real-time visibility across all retail locations.

Carbon Credit Products-1 Carbon Credit Products White-1
Analytics & Leadership Reporting

Power BI dashboards surface DSO, AR ageing, unapplied cash, and sales KPIs in real time. Automated daily reports are delivered to leadership via WhatsApp — replacing manual reporting with intelligent, always-on business visibility.

Technology Stack

A Microsoft-Led, AI-Ready Enterprise Architecture

The technology landscape is anchored by Microsoft Dynamics 365 Finance & Operations — covering AR, AP, General Ledger, Cash & Bank, Fixed Assets, Credit & Collections, Production Control, Inventory, Procurement, Master Planning, and Quality. D365 CE manages the sales lifecycle. D365 Commerce drives retail POS across all restaurant locations. The Power Platform — Apps, Automate, Pages, and BI — extends the ecosystem into shop-floor operations, approvals, customer portals, and analytics including WhatsApp report delivery. Third-party address-verification APIs ensure data quality across the platform.

  • D365 Finance & Operations

    AR · AP · GL · Cash & Bank · Fixed Assets · Credit & Collections

    Core ERP generating unified financial data for intelligent insights

  • D365 Supply Chain & Manufacturing

    Production Control · Inventory · Procurement · Master Planning · Quality

    Manufacturing execution with AI-driven demand and supply planning

  • D365 Sales / Customer Engagement

    Sales Operations · CRM · Agreement to Order Lifecycle

    Cross-functional insights via Dual Write with F&O

  • D365 Commerce / POS

    Retail POS · Multi-Location · Restaurant & QSR Operations

    Centralized retail data enabling unified sales + finance reconciliation

  • Power Apps

    Shop Floor Transactions · AR Workflows · Mobile Operations

    Intelligent mobile workflows for shop-floor and operations teams

  • Power Automate

    Approval Flows · Teams & Outlook Notifications · PDF Automation

    Workflow automation foundation for intelligent, decision-driven processes

  • Power Pages

    Customer Portal · Internal Admin Dashboards · Real-Time ERP Sync

    Portal layer connected to ERP via Dual Write for real-time data access

  • Power BI + WhatsApp Delivery

    Sales · Finance KPIs · AR & Cash · Automated Daily Leadership Reports

    Real-time insights, anomaly detection, and AI-enabled forecasting

  • Dual Write Integration

    Real-Time Sync · F&O ↔ Power Pages · POS & 3rd Party

    Single data source enabling cross-functional AI-driven optimization

  • SFTP Bank Integration

    Daily Bank File Ingestion · Automated AR Cash Application

    High-volume automated processing enabling intelligent cash-flow insights

  • Address Verification APIs

    Postal & Address Standardization · Data Quality · Raw Material Validation

    High-quality data foundation enabling reliable AI-ready analytics

  • Microsoft Dynamics 365

  • Power Platform

  • Analytics

  • Integration

  • Data Quality / Compliance

Lab Automation Software Lab Automation Software_h
AI-Ready Digital Backbone

Every module in this customer's Dynamics 365 implementation generates structured, unified data — creating an AI-ready foundation for intelligent insights, anomaly detection, predictive demand planning, and advanced analytics across manufacturing, sales, and finance operations.

Integrations

A Connected Ecosystem Centered on Dynamics 365

Microsoft Dynamics 365 F&O serves as the central hub for all financial, operational, and retail data flows. Real-time and daily data exchange ensures every sales transaction, approval, POS event, and bank payment is captured, validated, and posted automatically — eliminating data silos across Sales, Finance, Manufacturing, and Retail.

System Integrations

Dual Write connects D365 F&O with Power Pages in real time, keeping the customer portal continuously aligned with ERP master and transactional data. A POS integration syncs retail transactions from 100+ locations into D365 F&O via D365 Commerce. SFTP bank integration drives daily automated AR cash application. Power Automate orchestrates multi-level approval workflows across email and Microsoft Teams. Third-party postal and address-verification APIs ensure clean, standardized master data quality across the platform.

BI & Data Integrations

Power BI draws from D365 F&O as the primary data source — delivering near-real-time visibility into sales pipeline performance, AR ageing, DSO, and unapplied cash. ETL pipelines connect secondary sales and distributor data into the analytics layer. Automated daily Power BI reports are delivered directly to leadership via WhatsApp — providing always-on business visibility without manual intervention.

Automated daily reporting: Power BI reports are delivered to leadership via WhatsApp every day — providing continuous, real-time visibility into sales performance, AR ageing, cash position, and Finance KPIs sourced directly from Dynamics 365.
See How We Connect Complex Ecosystems
Customizations & Extensions

Purpose-Built Solutions Delivered by DynaTech Systems

To address this customer's unique requirements across its manufacturing, retail, and FMCG operations, DynaTech Systems delivered targeted customizations and platform extensions within Microsoft Dynamics 365 F&O, Power Apps, and Power Pages.

Automation
Approval Workflows & PDF Generation

Email and Teams-based multi-level approval flows triggered by field-level updates in D365 F&O and Power Apps — with dynamic PDF generation for agreements, order confirmations, and sales documents fully automated on approval trigger, removing manual document handling entirely.

Automation
Business Process Flows & Status Automation

Stage-specific Business Process Flows (BPFs) with automatic status updates across the full sales lifecycle. Guided stage transitions enforce process compliance across all sales segments, customer types, and distribution channels.

Integration
Dual Write for Connecting Power Pages

Real-time bidirectional synchronization between Power Pages and D365 F&O via Dual Write — keeping the customer portal layer continuously aligned with ERP master data, transactional records, and operational workflows, including POS and third-party connectivity.

Integration
SFTP Bank File Ingestion Pipeline

Daily automated ingestion of bank payment files into D365 F&O — enabling zero-touch AR processing from bank receipt through to journal posting, with structured validation and exception management handling edge cases systematically.

AR Automation
Automated Cash Application Engine

Automatic creation and posting of customer payment journals in D365 F&O — covering invoice settlements and deduction processing — eliminating manual AR posting entirely and significantly improving Finance team efficiency and cash-application accuracy at scale.

Reporting
Automated Leadership Reporting via WhatsApp

Daily automated Power BI reports — covering sales performance, Finance KPIs, and AR visibility — delivered directly to the leadership team via WhatsApp. Real-time intelligent reporting replacing manual data compilation and email-based distribution entirely.

Reporting
Reconciliation & KPI Reporting Layer

Automated reconciliation workflows with real-time KPI surfacing — DSO, unapplied cash, and duplicate posting detection — fed into Power BI dashboards for Finance and Leadership, replacing manual spreadsheet-based AR and cash reporting.

DynaTech Solution Packs
Integration
Dual Write for Connecting Power Pages

Connecting Power Pages with D365 F&O via Dual Write in real time — live bidirectional sync between the customer portal and ERP for master data, transactional records, and operational workflows including POS connectivity.

Finance
AR Automation in Finance

SFTP bank integration, staging validations, automated journal creation, settlement and deduction handling, end-to-end testing, and Finance team training on D365 F&O — delivering a fully automated AR cash-application process.

Business Impact

Transforming Operations from the Ground Up

DynaTech Systems implemented the entire Dynamics 365 ecosystem for this customer from scratch — establishing core business processes across sales, finance, supply chain, and manufacturing that were previously managed through manual and unstructured methods. The business now operates on an AI-ready digital backbone powered by Dynamics 365 and the Power Platform.

Standardized Sales Execution

Structured, agreement-based sales workflows across ice-cream and nutrition-brand verticals — eliminating ad-hoc processes and accelerating the order lifecycle from quote to fulfilment.

Reduced Manual Effort

Significant reduction in manual effort across finance and operations — including sales order tracking, procurement, and production planning — through automated workflows and BPFs.

Production & Inventory Visibility

Real-time visibility into manufacturing operations, raw material inventory, WIP, and finished goods — enabling better production scheduling and demand fulfilment across manufacturing units.

Unified Retail & Financial Data

POS transactions from 100+ restaurant and eatery locations sync into D365 F&O in real time — delivering centralized retail and financial reconciliation across every channel.

Enhanced Planning & Alignment

Improved demand-supply alignment across Sales, Finance, and Operations through integrated S&OP workflows — better coordination between sales forecasts and operational execution.

AI-Ready Digital Foundation

Every D365 module generates structured, unified data — establishing the foundation for AI-driven forecasting, anomaly detection, and intelligent insights across this customer's entire business.

Project At a Glance

Microsoft Dynamics 365 F&O Implementation

Looking to unify manufacturing, sales, and finance operations on an AI-ready Dynamics 365 platform?

Talk to DynaTech Systems
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