Dynamics 365 Finance Optimization & Migration Services

Finance systems fail when they don’t scale with the business. Reporting slows down. Controls weaken. Data lives in too many places.

Microsoft Dynamics 365 Finance and Operations addresses these gaps by centralizing financial operations, compliance, and reporting in a single cloud platform. DynaTech Systems provides Dynamics 365 Finance optimization and migration services that focus on system stability, accuracy, and long-term usability—not just deployment.

Our work is structured, practical, and aligned with how finance teams actually operate.

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Finance+Operations_scalable

Managed Services for Dynamics 365 Finance

Most support models are ticket-driven. Issues are fixed after users raise them. DynaTech operates differently.

Our Dynamics 365 migration services and managed support are proactive.
We monitor system performance, integrations, and workflows continuously.
Problems are identified early, often before users are impacted.

This approach reduces downtime, stabilizes month-end close cycles, and lowers operational risk.

Our teams have hands-on experience with:

Dynamics 365 Finance and Operations migrations
Data migration to D365 Finance and Operations
System optimization after go-live
Long-term managed services

We support global deployments and complex environments with multi-entity, multi-currency, and compliance-heavy requirements.

Key capabilities include:

End-to-end Dynamics 365 F&O implementation and migration
Configuration and functional setup for finance and operations
24/7 multi-time-zone support coverage
Custom workflows and controlled extensions
Proven delivery across enterprise-scale ERP programs

Dynamics 365 F&O Migration Methodology

Migration to Dynamics 365 Finance and Operations requires planning and discipline. We follow a structured delivery model.

Assessment and Readiness
Planning and Roadmap
Data Migration – D365 Finance and Operations
Configuration and Customization
Testing and Validation
Go-Live and Post-Migration Support

1. Assessment and Readiness

We review your existing ERP environment, including:

Finance processes
Reporting structures
Integrations and dependencies
Data quality and compliance requirements

This step defines the scope and reduces migration risk.

adaptive-financial-models

2. Planning and Roadmap

We create a migration plan covering timelines, milestones, responsibilities, and cutover strategy. Finance, IT, and business teams are aligned before execution begins.

budgeting-forecasting

3. Data Migration – D365 Finance and Operations

Data migration is handled as a controlled process, not a one-time load.

Our scope includes:

Data cleansing and validation
Migration of master and transactional data
Historical data was required
Reconciliation and accuracy checks

The objective is clean, auditable data in Dynamics 365 Finance.

process-automation

4. Configuration and Customization

Dynamics 365 F&O is configured to match business rules, approval hierarchies, and reporting needs. Custom development is applied only where standard functionality is insufficient.

All changes are documented and supportable.

Formula and Configuration Designer

5. Testing and Validation

We conduct:

Functional testing
Integration testing
Performance testing

User acceptance testing ensures finance teams are ready to operate the system.

Functional Testing

6. Go-Live and Post-Migration Support

Go-live is planned to minimize disruption. Post-migration, our team provides stabilization support, issue resolution, and user assistance.

Go-Live and Post-Migration Support

Assessment and Readiness

1. Assessment and Readiness

We review your existing ERP environment, including:

Finance processes
Reporting structures
Integrations and dependencies
Data quality and compliance requirements

This step defines the scope and reduces migration risk.

adaptive-financial-models

Planning and Roadmap

2. Planning and Roadmap

We create a migration plan covering timelines, milestones, responsibilities, and cutover strategy. Finance, IT, and business teams are aligned before execution begins.

budgeting-forecasting

Data Migration – D365 Finance and Operations

3. Data Migration – D365 Finance and Operations

Data migration is handled as a controlled process, not a one-time load.

Our scope includes:

Data cleansing and validation
Migration of master and transactional data
Historical data was required
Reconciliation and accuracy checks

The objective is clean, auditable data in Dynamics 365 Finance.

process-automation

Configuration and Customization

4. Configuration and Customization

Dynamics 365 F&O is configured to match business rules, approval hierarchies, and reporting needs. Custom development is applied only where standard functionality is insufficient.

All changes are documented and supportable.

Formula and Configuration Designer

Testing and Validation

5. Testing and Validation

We conduct:

Functional testing
Integration testing
Performance testing

User acceptance testing ensures finance teams are ready to operate the system.

Functional Testing

Go-Live and Post-Migration Support

6. Go-Live and Post-Migration Support

Go-live is planned to minimize disruption. Post-migration, our team provides stabilization support, issue resolution, and user assistance.

Go-Live and Post-Migration Support

Dynamics 365 Finance & Operations Capabilities

Dynamics 365 F&O supports finance teams with:

Consolidated financial reporting
Real-time operational visibility
Cloud-based scalability
Reduced infrastructure overhead
Built-in security and compliance on Microsoft Azure

Decision-making improves when data is accurate and accessible.

Customized Product and Packaging Capabilities

DynaTech Managed Services for Dynamics 365 Finance

ERP systems require continuous attention. DynaTech provides managed services focused on reliability and performance.

Support Services

Support Services

24/7 technical and functional support
L1, L2, and L3 issue resolution
Proactive monitoring

Continuous Optimization

Continuous Optimization

We review workflows, integrations, and performance trends. Adjustments are made to maintain efficiency as business needs evolve.

Deployment and Configuration Support

Deployment and Configuration Support

Support for new modules, entities, or geographic expansions without disrupting existing operations.

Custom Development and Integration

Custom Development and Integration

Extensions, workflows, and integrations are developed with maintainability in mind.

Training and Enablement

Training and Enablement

Role-based training for finance users and administrators.

Enterprise Integration Coverage

Dynamics 365 Finance integrates across business functions:

Finance & Operations

businesswoman-using-tablet-analysis-graph-company-finance-strategy-statistics-success-concept-planning-future-office-room-1

Financial control and reporting
Budgeting and compliance
Performance visibility

Supply Chain Management

supply chain management

Inventory and logistics tracking
Planning and execution

Sales and Customer Engagement

Customer Engagement

Sales insights and pipeline visibility
Service and field operations

Marketing

marketing

Campaign tracking
Lead and customer engagement analytics

businesswoman-using-tablet-analysis-graph-company-finance-strategy-statistics-success-concept-planning-future-office-room-1

supply chain management

Customer Engagement

Engagement Models and Pricing

DynaTech offers flexible delivery models:

Pricing Options

Time and Materials
Fixed-Price Projects
Subscription-Based Managed Services

Engagement Types

Project-based Dynamics 365 F&O migration services
Ongoing optimization and support

Pricing Options

Time and Materials
Fixed-Price Projects
Subscription-Based Managed Services

Engagement Types

Project-based Dynamics 365 F&O migration services
Ongoing optimization and support

Industries Served

Solutions are tailored to industry-specific compliance and reporting requirements.

Manufacturing

Manufacturing

wholesale and distribution industry

Wholesale and Distribution

healthcare industry image

Healthcare

non-profit-education

Non-Profit

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E-commerce and POS

Food and Beverages

Food and Beverages

Building Materials

Building Materials

insurance-and-investment-featured

Insurance and Investment

education

Education

Get In Touch

Get In Touch