Dynamics 365 ERP – Finance & Operations
Design-led D365 F&O implementations and enhancements with strong finance and integration grounding.
- End-to-end design and implementation of core finance and operations in D365 F&O, aligned with your control, audit, and reporting requirements.
- Extension-based customisations that respect Microsoft’s upgrade model while addressing real-world finance and operational gaps.
- Process and data integration between D365 F&O and surrounding systems (CRM, banking, ISVs, legacy ERPs) using Microsoft-first patterns.
- Structured data migration and cutover approach with clear reconciliation, ownership, and rollback plans.
- Performance and throughput tuning for high-volume postings, batch jobs, and integration-heavy scenarios.
- Post go-live stabilisation and iterative optimisation of finance processes, reports, and operational KPIs.
Dynamics 365 CRM & Power Platform
Customer and operations applications that are actually used – built on Dynamics 365 CRM and Power Platform.
- Design of sales, service, and relationship management processes in Dynamics 365 CRM, focused on adoption, data quality, and pipeline visibility.
- Model-driven and canvas apps on Power Platform to digitise operational workflows that sit around ERP/CRM (approvals, checklists, field data capture, exceptions).
- Connected experiences across CRM, D365 F&O, and Microsoft 365 (Outlook, Teams, SharePoint) for activities, documents, and collaboration.
- Targeted customisations (entities, forms, flows) with a clear boundary between core platform and business-specific logic for easier support.
- Governance and ALM guidance for Power Platform environments so low-code usage remains controlled, supportable, and compliant.
Integration & Azure Cloud Platforms
Azure-centric integration architectures that make your Dynamics landscape behave like one system, not isolated silos.
- Integration architecture and patterns across D365 (F&O and CRM), on-premise systems, and SaaS platforms using Azure services such as Logic Apps, Functions, Service Bus, and API Management.
- Standardised approaches for file-based, API-based, and event-driven integrations, with clear contracts, ownership, and responsibilities.
- Centralised observability using Application Insights and related tooling, providing end-to-end traceability across integration flows.
- Secure handling of credentials and configuration through Azure Key Vault, role-based access, and environment-specific settings.
- Error-handling and alerting models that operations teams can run – covering retries, dead-letter handling, and business exception routing.
- Integration documentation (flow diagrams, message contracts, runbooks) that makes the integration layer understandable and maintainable.
Testing, Quality Assurance & Support
Independent testing and structured support services that give you release confidence and operational stability across Dynamics, integrations, and surrounding applications.
- Test strategy and risk-based coverage for D365, Power Apps, web interfaces, and integrations, aligned to your release cadence.
- Scenario-driven functional and regression testing that protects critical finance, revenue, and compliance flows across integrated systems.
- UAT preparation and orchestration – test packs, execution support, defect triage, and sign-off reporting for business stakeholders.
- Targeted automation for repetitive test scenarios (UI/API) where the maintenance effort is justified by risk and frequency.
- Structured production support with clear triage, impact assessment, and stakeholder communication, rather than ad hoc ticket firefighting.
- Periodic health checks and optimisation recommendations for performance, customisations, security roles, and integration stability.
Testing & QA as a Dedicated Service Line
We support clients who engage us purely for testing and quality assurance – across Dynamics 365, Power Platform, web, and API-based applications. Engagements can be structured as project-based test cycles, independent QA for vendor-delivered solutions, or continuous regression support across releases. For more on how we shape these models, see the Engagement page.