DynaTech’s Integrated Sales, Finance, and Customer Service Enhancement Solutions Helped an E-learning Provider Enhance Its Entire System

DynaTech’s Integrated Cloud Solution with Dynamics 365 and Azure

DynaTech Systems delivered a unified, cloud‑based transformation using Microsoft Dynamics 365 as the core platform. Built on Azure’s scalable foundation, the solution ensured secure hosting, optimized performance, and seamless integration across the Dynamics ecosystem. On top of this core, our team developed a centralized custom application using the Microsoft Power Platform, eliminating redundant data entry and aligning all workflows under a single digital layer.

To address the client’s end‑to‑end needs, DynaTech deployed targeted modernization modules—including Sales Transformation, Customer Service Enhancement, Finance Optimization, and Supply Chain Modernization. These were powered by the full D365 suite: 

• Dynamics 365 Sales for streamlined order management
• Dynamics 365 Customer Service for unified case resolution
• D365 Finance for financial operations
• A specialized pricing engine for accurate, real‑time pricing
• 3PL integrations for automated logistics
• Dynamics 365 Supply Chain Management for production and fulfilment

Our experts implemented Dual Write to achieve real‑time synchronization between D365 Finance & Supply Chain Management and D365 Customer Service—ensuring customer data, orders, transactions, and interactions stay accurate and aligned across systems.

The integrated ecosystem is managed through Azure, offering flexible scalability to support peak order volumes and optimized resource use. To strengthen data intelligence, we incorporated Azure Synapse Analytics as a unified data warehouse, enabling advanced analytics, high‑performance querying, and richer enterprise reporting.

Upgrade to D365

• Migrated from on‑prem Dynamics AX to Dynamics 365 Finance & Supply Chain Management (D365 F&SCM) on Azure, reducing manual effort and infrastructure overhead while automating order‑to‑cash.
  
• Delivered advanced financial reporting and budgeting with real‑time data, establishing a foundation for D365 Intelligence Layer and AI‑assisted insights.

Supply Chain Modernization (D365 SCM)

• Connected production and fulfillment in D365 SCM with 3PL integrations for warehousing, shipping, and real‑time inventory visibility—preventing stockouts and overstock.
• Enabled scalable fulfillment for physical add‑ons (e.g., DVDs/printed kits) with automated updates across orders, inventory, and shipping events via Azure Integration Services.

Advanced Finance Optimization (D365 Finance)

• Implemented FP&A, close & consolidation, quote‑to‑cash, and cash management in D365 Finance, standardizing processes and controls.
• Built a pricing engine for standard lists, offers, and mass updates (including “Mega Clone”) to keep pricing synchronized across channels.
• Added a discount/coupon module (BOGO, threshold‑based, free shipping) with guardrails and auditability.

Payments (Worldpay)

• Integrated Worldpay across D365 CE, D365 F&O, and e‑commerce, enabling capture, settlement, refunds, voids, and masked card storage.
• Supported mixed tenders (cards + gift certificates) per order with centralized reconciliation.

Tax (Avalara)

• Exposed Avalara Tax APIs across CE, F&O, and e‑commerce via DynaTech’s D365 APIs for consistent tax codes, groups, and precise calculations.
• Automated return‑order tax with reference to original sales for accuracy and compliance.

Order Rules & Validation

• Centralized rules engine applies address, payment, tax, and pricing checks across order types (regular, web, replacement, gift, mail, return, omni).
• Return workflows support partial/full returns with FinOps validation (e.g., Lot ID status) to prevent duplicates.
• Omni conversion automates physical‑to‑digital entitlements at $0 price where applicable.

• Unified case management with full interaction history, a central knowledge base, and omnichannel engagement for consistent answers on courses, pricing, and discounts.
• Ready for AI‑assisted responses and intelligent case routing.

Sales (D365 Sales for Order Management)

• Streamlined the sales order lifecycle with D365 Sales, providing a single view of accounts, contacts, and orders.
• Accelerated response times and improved data quality with real‑time updates across sales, service, and finance.

Data Migration

• Executed iterative migrations for products, pricing, customers, addresses, orders, payments, and invoices.
• Applied selective migration (current‑year orders to D365; history to Azure storage) with API retrieval on demand to balance cost and performance.
• Introduced a middleware hub (API‑driven) to stabilize high‑volume intake.

E‑commerce Integration

• Integrated the e‑commerce platform via 50+ APIs orchestrated by Azure API Management and Azure Functions, syncing sales, service, finance, pricing, and product data.
• Scheduled batches keep pricing/catalog current; Power Platform dashboards and Azure‑based monitoring support reconciliation and integration health.
• Built end‑to‑end gift certificates (digital/physical) with unique IDs, automated balance creation, and partial/full redemption.