Microsoft Dynamics 365 Finance & Operations
Microsoft Dynamics 365 Finance & Operations is an enterprise-level ERP solution designed for large organizations and businesses with complex operational needs. With a typical implementation timeline of 12 to 24 months, it provides a robust platform for managing finance, supply chain, manufacturing and customer relationships on a global scale.
Offering both cloud and on-premise deployment, Finance & Operations works cohesively with Microsoft products, including Azure, Office 365 and Power BI. Operating within the Microsoft ecosystem makes it possible to enhance collaboration, automation and analytics. Its advanced financial management tools support multi-currency transactions, global tax compliance and AI-driven insights. Meanwhile, powerful supply chain and inventory management capabilities improve forecasting, procurement and logistics.
Designed to support multi-company, multi-language operations, Finance & Operations is scalable and adaptable to industry-specific needs. With enterprise-grade security, compliance with global standards and a cost-effective subscription model, it delivers the power and flexibility needed to drive efficiency, growth and innovation in today’s dynamic business environment.
An Experienced Partner
Our team understands the complexities of large-scale operations, from financial management to global supply chain optimization. With decades of experience helping enterprises implement ERP solutions, we can guide your business through the complexities of Microsoft Dynamics 365 Finance & Operations to ensure long-term success.
Multi-Site Implementations
Whether your business operates across multiple locations or spans multiple countries, we develop strategic implementation plans tailored to your operational structure. Our expertise in large-scale rollouts ensures a seamless transition, no matter how complex your business model.
Proven Excellence
We have a track record of successful implementations across manufacturing, MRO and service industries. If you’d like to hear directly from businesses we’ve helped, we’re happy to connect you with long-time customers who can share their experience with our solutions.
Strong Oversight
Keeping your project on time and on budget is a priority. Our tracking software provides real-time visibility into your implementation, helping you monitor deliverables, timelines and financials so you can stay in control every step of the way.
Easy Communication
Every implementation is assigned a dedicated Project Manager and a Senior Consultant to serve as your main points of contact. You’ll always have direct access to experts who understand your project, your goals and the specific challenges your business faces.
Flexibility
Your business needs an ERP solution that works the way you do. We offer flexible deployment options, ongoing maintenance and comprehensive training and support, ensuring you get the most from your system both now and in the future.
Efficient Implementations
Our agile team is built for efficiency. We work quickly and strategically to minimize disruptions, ensuring your Microsoft Dynamics 365 Finance & Operations implementation stays on track and delivers value as soon as possible.
Tailored Solutions. Remarkable Results.
Cloud & On-Premise Deployment
You have the freedom to choose between cloud-based or on-premise deployment, ensuring your ERP system aligns with your business’s security, compliance and operational needs. Seamless integration with Microsoft Azure and other Microsoft services enhances reliability, scalability and performance.
Seamless Integration with Microsoft
Finance & Operations works effortlessly with Office 365, allowing you to access and manage data directly from familiar tools like Excel, Outlook and Teams. With Power BI integration, you can generate advanced analytics and reports, while Power Automate helps streamline workflows and optimize processes for greater efficiency.
Scalable & Flexible
Designed for enterprises with complex business structures, Finance & Operations supports multi-company, multi-currency and multi-language operations. It adapts to your specific industry requirements, whether you operate in manufacturing, retail or another large-scale sector.
Advanced Financial Management
Gain full control of your financial operations with real-time tracking and AI-driven insights. Finance & Operations automates key processes such as accounts payable, accounts receivable and general ledger management. With multi-currency support and built-in global tax compliance, your business can confidently navigate international regulations and reporting requirements.
Supply Chain & Inventory Optimization
Keep your supply chain running smoothly with real-time inventory tracking and automated warehouse management. Built-in demand forecasting and AI-driven procurement recommendations help you make smarter purchasing decisions. Enhanced visibility into logistics and vendor management ensures you can anticipate and mitigate disruptions.
Manufacturing & Production Management
Whether you use discrete, lean or process manufacturing models, Finance & Operations helps optimize your production workflow. Automated production planning, scheduling and resource management streamline operations, while IoT and AI integration enable predictive maintenance and increased efficiency.
Advanced Sales & Customer Management
Unify your sales, marketing and customer service data to create a seamless customer experience. AI-driven sales forecasting and demand planning help you anticipate market trends, while full integration with Dynamics 365 Sales and Customer Service ensures a connected CRM solution that enhances customer engagement.
AI-Driven Insights & Business Intelligence
Leverage AI-powered reporting and forecasting to make informed decisions faster. Finance & Operations integrates with Power BI to deliver custom dashboards and real-time analytics, providing predictive insights for financial planning, supply chain optimization and sales performance.
Security & Compliance
Enterprise-grade security ensures your data is protected with role-based access controls. Finance & Operations meets global compliance standards, including GDPR, IFRS and SOX, giving you peace of mind when managing sensitive financial and operational data. Regular updates and security patches keep your system up-to-date and compliant with evolving regulations.
Cost-Effective & Subscription-Based
Flexible pricing and cloud-based subscription options help reduce IT infrastructure costs while ensuring scalability as your business grows. With automatic cloud updates, you eliminate the need for manual maintenance, keeping your ERP solution running at peak performance with minimal disruption.
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Customer
Spotlight
“After our successful Houston implementation of Dynamics AX in 2006, Sulzer has since utilized Clients First for our other service facilities in the United Kingdom, Argentina, Australia, Indonesia and The Netherlands.”
[Update: CFBS has helped Sulzer modernize their operations with Microsoft Dynamics 365 F&O. Although they started on AX, they are currently using the latest version.]
“The team at Clients First gave us the consulting and development expertise to get our Dynamics AX project on track. There was no long on-boarding process, they jumped right in and got to work since they know our industry and how to set up the software to our advantage. We now have a trusted Partner for our Dynamics AX.”
“With multiple international locations and several different software solutions in place we were concerned with replacing these systems with one package in a timely manner. We are delighted we worked with Clients First. Their dedication and expertise has allowed us to implement the system within our agreed plan.”
“Clients First has provided Sulzer with 10+ years of global implementations and support of our Dynamics AX 2009 and EPM (Extended Project Module) for our Services division which provides repair services for all types of turbomachinery, pumps, motors, and generators. They are now going through the same process and rolling out Dynamics 365 Finance and Supply Chain with EPM365 (ProMRO). Clients First is our trusted Dynamics 365 partner and understands how to design and implement the software specifically for our complex customer project and MRO needs.”
“Clients First did a great job of setting our expectations of things we could or couldn’t expect and things that would have to be worked out in the implementation process. I found Clients First to be very honorable, they did what they said they would do and when they would do it.”
Ready to take the next step?
Take your business to the next level with Microsoft Dynamics 365 Finance & Operations. Whether you need advanced financial management, streamlined supply chain operations or AI-driven insights, this powerful enterprise ERP solution gives you the flexibility and scalability to support your business growth. With seamless Microsoft integration and industry-specific capabilities, you can optimize processes, improve efficiency and stay ahead of the competition.