Dynamics 365 processes
Your business processes, end to end
Purchasing, sales, finance, manufacturing, projects: we configure the standard Dynamics 365 processes and make them work together, from purchase requisition to financial statements.
- Purchase requisition Procurement Requesters enter their needs, with procurement categories and budget control.
- Approval Workflow Approval routing based on amounts, cost centres and delegations.
- Purchase order Procurement The order is created from the requisition, confirmed and sent to the vendor.
- Receipt Warehouse Goods are received and inventory is updated right away.
- Vendor invoice Accounts payable Order, receipt and invoice matching, with variance handling.
- Payment Cash management Payment proposals, bank files and automatic settlement.
- Quote Sales Prices, discounts and trade agreements applied automatically.
- Sales order Sales Credit check, stock availability and promised delivery date.
- Picking Warehouse Picking, packing and mobile warehouse work.
- Shipping Transportation Packing slip, carrier selection and shipment tracking.
- Invoicing Accounts receivable Invoices generated from deliveries and sent electronically.
- Collection Cash management Payments received, bank statements and customer invoice settlement.
- Journal entries General ledger Journals, allocations and recurring entries, with financial dimensions.
- Bank reconciliation Cash management Statement import and automatic transaction matching.
- Period close General ledger Close task list, revaluations and period closing.
- Consolidation Multi-company Intercompany eliminations and currency translation across entities.
- Financial statements Reporting Balance sheet, income statement and management reports by dimension.
- Analytics Power BI Dashboards and key indicators for leadership.
- Forecasting Planning Demand forecasts based on sales history.
- Requirements planning Planning Planned purchase and production orders based on demand and stock.
- Production order Production Bills of materials and routes, material reservation.
- Shop floor Production Operators report time and quantities.
- Quality Quality management Inspections, tests and quarantine when needed.
- Finished goods Inventory and costing Report as finished, cost of goods and stock ready to sell.
- Contract Projects Customer contract, contract lines and billing terms.
- Estimate Projects Budget and estimates for hours, expenses and materials.
- Resourcing Projects Resources assigned by skills and availability.
- Time and expenses Projects Timesheets and expense reports entered, then approved.
- Invoicing Projects Invoice proposals, time and materials or by milestone.
- Profitability Power BI Tracking of margins, remaining work and work in progress.
- Business Central
- Finance
- Supply Chain Management
- Project Operations
- Power BI
- Power Automate
- Copilot
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