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MICROSOFT DYNAMICS 365
Finance & Operations.
Clarity at every step.
Connect financial control with resilient operations. MetaDynamic helps you implement Dynamics 365 Finance and Supply Chain Management around your people, processes and growth.
Implementation · Integration · Support
CONNECTED ENTERPRISE ERP
Financial clarity.
Operational confidence.
Bring finance and operations together across entities, locations and teams. Dynamics 365 Finance supports financial management, while Dynamics 365 Supply Chain Management connects planning, procurement, manufacturing and fulfilment.
We help define the right application scope, integrate your existing systems and guide your team from discovery to go-live and ongoing improvement.
CORE CAPABILITIES
Control the detail.
See the bigger picture.
Build a connected ERP foundation for your financial and operational priorities.
01
Financial management
Manage general ledger, accounts payable and receivable, fixed assets and cash visibility across your business.
02
Budgeting & reporting
Connect budgets, financial reporting and performance analysis to support more informed planning and review.
03
Procurement & inventory
Coordinate purchasing, supplier processes and inventory visibility with Dynamics 365 Supply Chain Management.
04
Planning & manufacturing
Align supply planning, production processes and resources with demand and operational priorities.
05
Warehouse & fulfilment
Support warehouse workflows, order processing and distribution with connected operational data.
06
Governance & control
Configure roles, approval workflows and audit trails to support your internal policies and reporting needs.
IMPLEMENTATION & SUPPORT
A clear path from strategy to go-live.
Practical Dynamics 365 consulting, delivery and support shaped around your project scope.
01
ERP discovery & consulting
Map current processes, prioritise requirements and create a phased roadmap with clear responsibilities.
02
Implementation
Configure finance and supply chain workflows, validate requirements and manage user acceptance testing.
03
Data migration
Clean, map and reconcile master data and opening balances through controlled migration rehearsals.
04
Integration & extensions
Connect business systems and design maintainable extensions where standard capabilities need to be expanded.
05
Upgrades & support
Review updates, test critical processes and resolve issues through an agreed support arrangement.
06
Training & adoption
Prepare users and administrators with role-based training, practical guidance and go-live support.
COPILOT & AGENTIC AI
Give your teams a smarter starting point.
Explore useful AI assistance within Dynamics 365 and connected workflows designed with Copilot Studio.
01
Copilot in Dynamics 365
Assess supported assistance for finance and supply chain tasks, such as summaries and contextual help, against your business needs.
02
Copilot Studio agents
Design agents that use approved knowledge and connected business actions, with user permissions and human review where needed.
03
Azure AI & natural language
Explore document extraction and natural-language experiences using suitable Azure AI services, with clear data handling and validation.
AI features depend on application version, region, language, environment setup and licensing. We assess availability and test each use case before rollout.
POWER PLATFORM & ANALYTICS
Connect workflows.
Turn data into decisions.
Extend your ERP with business applications, automation and analytics across the Microsoft ecosystem.
01
Power Apps & Power Automate
Create focused apps and cross-system workflows using appropriate connectors, Dataverse integration and business events.
02
Power BI
Build role-based dashboards and reporting models for finance and operations, with agreed refresh schedules and access controls.
03
Microsoft Fabric & Azure
Bring selected finance and operations data into broader analytics through supported Dataverse, Fabric and Azure integration options.
Integration architecture, data capacity and additional licences are scoped separately to match your requirements.
LICENSING & PROJECT SCOPE
Choose the right fit for your team.
Plan Dynamics 365 licensing around the applications, security roles and activities each person needs.
01
Dynamics 365 Finance
Review the Finance application and available editions against your financial management and planning requirements.
02
Supply Chain Management
Assess the application and edition needed for purchasing, inventory, planning, manufacturing and warehouse operations.
03
Roles & additional services
Review full-user, eligible attach and limited-use licences alongside Power Platform, analytics and AI requirements.
Your project estimate separates software subscriptions, implementation, migration, integrations, training and support. Final eligibility and pricing depend on Microsoft’s current terms and your agreed scope.
YOUR QUESTIONS, ANSWERED
Dynamics 365 Finance & Operations FAQs
Key considerations for implementation, integrations, licensing and ongoing support.
The term is commonly used for Microsoft’s enterprise ERP applications, including Dynamics 365 Finance and Dynamics 365 Supply Chain Management. The applications and licences you need depend on your business processes.
Business Central brings core business management capabilities into one application. Finance and Supply Chain Management are separate enterprise applications that can support more complex financial and operational requirements. We assess process complexity, organisational structure and budget before recommending a solution.
The main factors are legal entities, process scope, data quality, integrations, extensions and user readiness. A discovery phase establishes the delivery plan, responsibilities, testing requirements and estimate.
We can assess your existing system, data and customisations to plan a migration. The approach includes data mapping, trial migrations, reconciliation and user acceptance testing before cutover.
Supported integration options connect finance and operations applications with Dataverse, Power Platform and analytics services. We choose an approach based on your data, security, refresh and licensing requirements.
Availability varies by feature, application, region, language and licence. Custom agents may require Copilot Studio and other services. We confirm eligibility, permissions, costs and review controls during scoping.
We map user activities and security roles to Microsoft’s current licensing requirements, then review full-user, eligible attach and limited-use options. Additional applications, AI and data services may need separate licences.
Support can include issue resolution, user guidance, update testing and planned improvements. Service coverage and response arrangements are agreed as part of the support scope.