7500 +

Employees Globally

$ 02 .4B

Approx. Annual Revenue

60 +

Manufacturing Facilities

10 +

Countries

652

Backlog Items Delivered

  • Overview

A Vertically Integrated Global Manufacturer of Mission-Critical Specialty Materials

This customer designs and manufactures high-performance specialty materials used in mission-critical, sustainability-driven applications — battery and energy-storage materials, filtration media, thermal and high-temperature insulation, fire protection, and emission-control solutions serving the EV/automotive, aerospace, industrial, construction, and energy markets. Formed through the 2022 combination of two specialty-materials manufacturers, the company now operates a vertically integrated production model across a broad set of technology platforms.

Microsoft Dynamics 365 for specialty materials manufacturing underpins the business today — a unified D365 Finance & Operations platform deployed across multiple U.S. legal entities, covering core Finance, Procurement, Sales, Inventory, and Product Management, with deep integration to a production-scheduling (MES) system and downstream financial-consolidation tools.

A single Dynamics 365 F&O platform unifying finance, production scheduling, and intercompany trade across a 60+ facility global manufacturing network.

DynaTech Systems provides ongoing application support and a managed version-upgrade program for the platform — closing out a combined backlog of 652 enhancement items across item setup, inventory, finance, order-to-cash, procure-to-pay, reporting, and integration, while keeping the environment current on the latest D365 F&O release train.

  • Battery & Energy Storage
  • Filtration Media
  • Thermal Insulation
  • Emission Control
Core Business Operations

Six Technology Platforms, One Vertically Integrated Manufacturer

Operating 60+ manufacturing facilities across 10+ countries, this specialty materials manufacturer serves EV/automotive, aerospace, industrial, construction, and energy customers from a single, standardized Dynamics 365 F&O core.

Battery & Energy Storage Materials-1 Battery & Energy Storage Materials_hvr-1
Battery & Energy Storage Materials

Materials engineered for battery technologies and energy-storage applications, supporting the EV and automotive supply chain with standardized D365 F&O costing and production tracking.

Filtration Media Manufacturing Filtration Media Manufacturing_hvr
Filtration Media Manufacturing

High-performance filtration media production for industrial and automotive applications, managed through version-controlled item data and BOM/route configuration in D365.

Thermal & High-Temperature Insulation Thermal & High-Temperature Insulation_hvr
Thermal & High-Temperature Insulation

Thermal and high-temperature insulation products manufactured at dedicated U.S. facilities, integrated with production scheduling for accurate available-to-promise (ATP) commitments.

Fire Protection Solutions Fire Protection Solutions
Fire Protection Solutions

Fire-protection materials supporting construction and industrial safety applications, tracked through standard-costing and quality workflows within Dynamics 365.

Emission Control & Catalysis Emission Control & Catalysis
Emission Control & Catalysis

Emission-control and catalysis solutions serving industrial and energy customers, produced across the manufacturer's global facility network with unified inventory visibility.

Multi-Entity Global Manufacturing Multi-Entity Global Manufacturing
Multi-Entity Global Manufacturing

A vertically integrated production model spanning 60+ facilities and 10+ countries, formed through the 2022 combination of two specialty-materials manufacturers into one unified enterprise.

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Business Functions

Eight Core Business Functions Running on Dynamics 365 F&O

Across finance, production, and global trade, this specialty materials manufacturer operates eight interconnected functional areas — all standardized on Microsoft Dynamics 365 for specialty materials manufacturing.

01

Finance Management

Core financial operations — GL, AP, AR, Cash & Bank, Tax, and Fixed Assets — standardized across multiple U.S. legal entities on D365 F&O, with a standard-costing model and actual-cost breakdown for material, labor, and overhead.

  • Standard-vs-actual variance analysis across material, labor and overhead
  • Customer-specific payment terms, cash discounts, and order/shipment holds
  • Automated non-PO vendor invoices, ACH/EFT payments, and free-text invoicing

02

Intercompany & Consolidation

Automated intercompany sales, purchase, and direct-delivery flows between parent and child legal entities, with balance transfers and free-text invoice posting driving intercompany automation across Dynamics 365.

  • Interstate intercompany transfer-price markup on out-of-state orders
  • Trial-balance export to SAP and a direct OneStream (BYOD) consolidation feed

03

Supply Chain & Inventory

Warehouse, site, and inventory setup across multiple physical locations, with primary/secondary stocking, cycle and spot counts, and tolerance-based count approvals at month-end close.

  • Inventory blocking, lot quarantine, and warehouse-to-warehouse transfers
  • Consignment-warehouse handling and on-hand / aging reporting by site

04

Production & Product Management

Version-controlled items, obsolescence flagging, and structured item categorization, with BOM/route management, standard-cost generation, and BOM explosion for bundled items on sales orders.

  • Item creation via a Power Apps "Item Creation App"
  • BOM/route data pushed from the production-scheduling (MES) system into D365

05

Sales & Customer Service (Order to Cash)

End-to-end quote-to-order-to-cash processing: quotes, quote confirmation and conversion, ATP date calls sourced from the MES system, and order acknowledgements (SOA).

  • Customer master governance — new-customer setup, holds, and market groupings
  • Billing plans with cash-receipt settlement and payment-term controls

06

Procurement & Accounts Payable (Procure to Pay)

Vendor setup, purchase-order creation (including PO suggestions from the MES system), receiving tolerances, and three-way-matching visibility across the procure-to-pay cycle.

  • Vendor invoicing, ACH payment file processing, and duplicate-vendor controls
  • Supplier type / certificate / ISO-expiration tracking

07

Shipping, Logistics & Documentation

Packing slips, bills of lading, certificates of analysis, invoices, and proforma documents generated via SSRS / DoCentric, with standardized nomenclature and freight verbiage across POs, SOAs, and confirmations.

08

Business Intelligence & Reporting

Power BI and D365 operational reporting across finance, sales margin, inventory aging/value, procurement, and production — including customer-sales-by-state tax reporting and purchase-price-variance reporting.

  • BYOD data feeds (e.g., OneStream trial-balance entity) supporting enterprise analytics
Business Processes

Six End-to-End Process Areas Anchored on Dynamics 365 F&O

From MES-to-ERP integration through intercompany trade automation and finance consolidation, six process areas define how this manufacturer runs Dynamics 365 for specialty materials manufacturing day to day.

MES ↔ D365 Integration MES ↔ D365 Integration
MES ↔ D365 Integration

Bi-directional integration between the production-scheduling (MES) system and D365 for items, BOM/route, ATP date calls, inventory movements, and PO suggestions — with order "shrink-back" on confirmation and cycle-count consolidation.

Intercompany Trade Automation Intercompany Trade Automation
Intercompany Trade Automation

Automated intercompany sales/purchase with direct delivery, line-number alignment, and shipment-hold controls, plus child-to-parent AP/AR balance transfers driven by intercompany automation in Dynamics 365.

Finance Consolidation & Banking Finance Consolidation & Banking
Finance Consolidation & Banking

Trial-balance export to SAP via an Azure Logic App call from D365 F&O, alongside a OneStream (BYOD) direct connection for consolidation and AR remittance / bank-file processing.

Order-to-Cash Billing Controls Order-to-Cash Billing Controls
Order-to-Cash Billing Controls

Billing plans, order/shipment holds, and payment-term rules that gate production and shipment, with cash-receipt processing and settlement against sales orders and billing plans.

Costing & Variance Management Costing & Variance Management
Costing & Variance Management

Standard-costing with actual material/labor/overhead breakdown, variance capture, and interstate intercompany transfer-price markup — keeping product costing accurate across every legal entity.

Reporting & Standardization Reporting & Standardization
Reporting & Standardization

Centralized D365 + Power BI reporting with a large catalogue of enhancement items standardizing document layouts, report columns, and financial views across the enterprise.

Technology Stack

A Microsoft-Centered ERP for Battery and Energy Storage Manufacturers

Microsoft Dynamics 365 Finance & Operations anchors the technology landscape — covering finance, procurement, sales, inventory, and product management across multiple U.S. legal entities. A production-scheduling (MES) system drives advanced manufacturing scheduling, while SAP and OneStream support group financial consolidation. Power Apps, Power Automate, and Power BI extend the ecosystem into item creation, workflow automation, and enterprise analytics.

  • D365 Finance & Operations

    GL · AP · AR · Cash & Bank · Tax · Fixed Assets

    Central ERP for finance, procurement, sales, and product management

  • D365 Supply Chain & Production

    Inventory · Procurement · BOM/Route · Standard Costing

    Manufacturing execution with version-controlled item management

  • MES / Production Scheduling

    Advanced Production Scheduling · ATP · PO Suggestions

    Bi-directional integration keeping production and ERP data in sync

  • Power Apps

    Item Creation App · Master Data Workflows

    Low-code item setup feeding master data directly into D365

  • Power Automate

    Process Automation · Master Data Feeds

    Workflow automation connecting item setup and downstream processes

  • Power BI

    Finance · SCM · Sales Margin · Inventory Reporting

    Operational dashboards across every core business function

  • SAP

    Trial-Balance Feed via Azure Logic Apps

    Group financial-process data received from D365

  • OneStream (BYOD)

    Corporate Consolidation & Reporting

    Direct trial-balance entity connection from D365

  • DoCentric + SSRS

    SOAs · Packing Slips · Invoices · Certificates

    Configurable document generation across the order lifecycle

  • CCH (Tax Compliance)

    Sales & Use Tax Content and Compliance

    Automated tax compliance support across U.S. jurisdictions

  • Microsoft Dynamics 365

  • Power Platform

  • Analytics

  • Integration

  • Data Quality / Compliance

Transportation & Civil Infrastructure Transportation & Civil Infrastructure White
A Foundation for Intelligent Manufacturing

Every D365 module in this environment generates structured, unified data — creating a foundation for intelligent forecasting, anomaly detection, and advanced analytics across finance, production, and global trade for this specialty materials manufacturer.

Integrations

MES to ERP Integration Dynamics 365 Built for Multi-Entity Manufacturing

Dynamics 365 F&O serves as the system of record connecting production, finance, and banking data across every U.S. legal entity — eliminating manual reconciliation between manufacturing scheduling, corporate consolidation, and payment processing.

System Integrations

A bi-directional MES-to-ERP integration keeps items, BOM/route, ATP date calls, inventory movements, and PO suggestions synchronized between the production-scheduling system and D365 F&O. SAP receives a trial-balance export via an Azure Logic App call, and a direct OneStream (BYOD) connection supports corporate consolidation. Banking integrations handle AR remittance and outbound vendor ACH/EFT payment file processing, while CCH provides sales & use tax content integration.

BI & Data Integrations

Power BI draws from D365 F&O for operational and financial reporting — spanning finance, sales margin, inventory aging/value, procurement, and production. BYOD data feeds, including the OneStream trial-balance entity, support enterprise analytics and group-level consolidation reporting.

652 delivered enhancements: DynaTech's managed support engagement has closed a combined backlog of 652 items spanning item setup, inventory, finance, order-to-cash, procure-to-pay, reporting, and integration workstreams.
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Customizations & Extensions

Purpose-Built Enhancements Delivered by DynaTech Systems

To address this manufacturer's multi-entity, multi-facility requirements, DynaTech Systems delivered targeted customizations across Dynamics 365 F&O, covering intercompany automation, costing, integration, and reporting.

Automation
Intercompany Automation Suite

Intercompany sales/purchase, direct delivery, child-to-parent AP/AR balance transfers, and intercompany free-text invoicing across legal entities — a core piece of the company's intercompany automation Dynamics 365 architecture.

Automation
Royalty & Commission Engine

Setup-driven royalty and commission calculation on sales that auto-generates the corresponding vendor invoices, including commission-agent vendors — removing a significant manual finance workload.

Integration
MES Integration (Production Scheduling)

Bi-directional item, BOM/route, ATP, inventory, and PO-suggestion integration with the production-scheduling system, including product-lifecycle state sync — the backbone of this MES to ERP integration Dynamics 365 deployment.

Costing
Costing Enhancements

Standard-costing with actual material/labor/overhead breakdown, variance capture, and interstate intercompany transfer-price markup — improving costing accuracy across every legal entity.

Reporting
Document & Reporting Enhancements

A large catalogue of SSRS/DoCentric document changes and custom D365 reports — covering margin, aging, inventory value, purchase-price variance, and customer-sales-by-state reporting.

Integration
Finance Integrations

SAP trial-balance export via Azure Logic App, OneStream BYOD connection, and banking / ACH payment automation — supporting straight-through finance flows for group consolidation.

DynaTech Solution Packs
Trade & Consolidation
Intercompany Trade Automation Suite

Automated intercompany sales/purchase, direct delivery, and child-to-parent balance transfers across legal entities — with trial-balance export to SAP and OneStream for group consolidation.

Managed Support
D365 F&O Version Upgrade & Managed Support Program

Structured regression testing across Order-to-Cash, Procure-to-Pay, and Finance for each upgrade wave, keeping the platform current on the latest D365 F&O release with minimal business disruption.

Business Impact

A Managed, Continuously Improving D365 F&O Platform

DynaTech Systems' ongoing application-support and version-upgrade engagement keeps this specialty materials manufacturer's Dynamics 365 F&O environment current, well-integrated, and continuously improving across finance, production, and global trade.

Unified Multi-Entity Platform

A single D365 F&O platform operating across multiple U.S. legal entities with automated intercompany trade, replacing fragmented, entity-by-entity processes.

652 Enhancement Items Delivered

A combined backlog of 652 items across item setup, inventory, finance, order-to-cash, procure-to-pay, reporting, and integration — all completed and in production.

Deep MES ↔ ERP Integration

Bi-directional integration connecting production scheduling with D365 for items, BOM/route, ATP, inventory, and PO suggestions — keeping manufacturing and ERP data continuously aligned.

Automated Intercompany & Royalty Processing

Automated intercompany, royalty, and commission processes reducing manual finance effort and improving consistency across every legal entity.

Streamlined Finance Consolidation

Straight-through finance flows to SAP and OneStream (BYOD) for group consolidation, plus automated banking / ACH payment processing.

Managed Version-Upgrade Program

An ongoing managed upgrade program keeps the platform current with structured regression coverage across every core business process.

Project At a Glance

Microsoft Dynamics 365 F&O Support & Upgrade

Looking to unify finance, production, and intercompany trade on a single Dynamics 365 platform?

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Clients

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Projects

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Countries

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