The document discusses the significance of Microsoft Dynamics 365 for Finance and Operations as a leading cloud-based ERP solution that enhances financial management for large organizations. It highlights the software's benefits, including accessibility, industry-specific expertise, improved customer engagement, and employee empowerment, while addressing a case study of a bakery equipment manufacturer that implemented the system to streamline their operations. The conclusion emphasizes the tailored solutions provided to meet specific client needs and the advantages of adopting this software for efficient business practices.

1. Microsoft
Dynamics 365 For
Finance And
Operations- Case
Study Based
Solution
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2. Introduction

3. Finance and operations have always been
the core of every organization;
consequently, companies have started
focusing on using the best-in-class software
and tools to keep their financial
management aligned and robust. The
demand for managing finance and
operations efficiently leads organizations to
switch to cloud-based solutions. As a result,
cloud-based ERPs and CRMs have become
the top choices in the marketplace for
financial services. One of the leading ERP
systems that have changed the paradigms
of extracting values from a cloud-based
implementation is Microsoft Dynamics 365
for finance and operations.
Not only in words, but the ERP software has
done wonders in numbers as well.

4. According to the reports, the cloud ERP
market size was valued at USD 26.62 Billion
in 2019 and is projected to reach USD 52.84
Billion by 2027, growing at a CAGR of 9.65%
from 2020 to 2027. This shows how
important cloud-based ERPs have become
for a successful business run.
Companies across industries have started
shifting to SaaS solutions such as Microsoft
Dynamics 365 for finance and operations,
but they face issues in using it adequately.
Here we come into the picture. To help you
understand what is Microsoft dynamics 365
for finance and operations, how it works, its
benefits, and how you can bring value to
your business with this cloud-based ERP
system, we have come up with one case
study.

6. How does
Microsoft
Dynamics 365
for finance
and
operations
work?

7. Dynamics 365 Finance helps in
financials, budgeting, project
management, and accounting for large,
international companies.
Dynamics 365 Supply Chain
Management supports in engineering,
manufacturing, warehousing, and
distribution business process.
Dynamics 365 for finance and operations is
a cloud-based enterprise system well-suited
for large organizations or diversified
businesses. Many customers, consultants,
commentators, address it as Finance and
Operations, but Microsoft technically issues
licenses for both as two separate
applications.
These are:

8. But, both applications have a single
implementation. Its two-application
licensing means that you can choose where
your individual users can access one or
more applications based on your business
processes. Here you can take professional
help from Microsoft Dynamics 365 partners
to choose the right set of licenses for you.
Get a feature-rich platform to manage your
finance and business operations using
Microsoft Dynamics 365
Contact us Today!

9. Why
Dynamics 365
for Finance
and
Operations?

10. The traditional monolithic ERP systems are
complex in implementation and use; as a
result, organizations have started shifting
to modern ERP solutions. Microsoft
Dynamics 365 for finance and operations
has become a game-changer globally.
Many organizations often ask about the
reasons why one should implement MS
dynamics 365 in their business systems.
Here are a few critical reasons that explain
why using Microsoft Dynamics 365 for
finance and operations is a smart decision.
(1) You can access it
anytime, anywhere
The ultimate benefit of using MS dynamics 365
finance and operations is its availability. You
can easily access it anytime and anywhere. Its
flexible access is that it uses a browser-based
user experience, which gives this platform
greater mobile flexibility.

11. (2) Industrial and
Operational expertise
Microsoft delivers an ERP that caters to the
needs of specific industries. Be it
Manufacturing, Distribution, and Project-
Based Services; its Dynamics 365 solution can
help you align your operations significantly.
(3) Engage your customers
Happy and satisfied customers play a
crucial role in business success. And today,
customers’ expectations have broken all the
past records. Dynamics 365 for finance and
operations can help you match today’s
customer demands easily. It delivers a
seamless and personalized experience that
keeps your customer engaged to your
platform only.

12. (4) Empower your
workforce
Dynamics 365 for finance and operations
empower your employees to a great extent. It
comes with robust tools that let your
employees work smarter, improve
collaboration, and get more things done
seamlessly.
(5) Office 365 Integration
The Office 365 integration with Dynamics
365 means your employees can leverage the
power of Dynamics 365 in their day-to-day
office tools. The employees can collaborate
easily and make the environment more
productive, be it spreadsheets, email, word
documents, or chat.

14. Client
Requirements

15. The client is a leading manufacturer of high-
speed bakery equipment in the world. They
provide a complete range of automated
bakery solutions like baking, cooling,
dividing, dough mixing, proofing,
packaging, make-up, and product
distribution. The client leads the
marketplace when it comes to the high-
speed bun, bread, and soft roll market.
Headquartered in Virginia, the USA, the
clients, have their profound presence
globally, including, Europe, the Middle East,
Asia, the US, Canada, Central/South
America, and Australia/New Zealand. The
client wanted a solution that reflects their
corporate values, innovation and displays
their quality work.

16. Here we come into the picture. As a reliable
Microsoft Dynamics 365 development
services provider, we enlightened them
with Dynamics 365 for finance and
operations. We have arranged a detailed
discussion with our MS Dynamics experts
to help our clients understand how this
solution meets their current and future
business needs. How it addressed the beam
of their business, right from the quote to
sale, from engineering to manufacture, and
service delivery.
After the detailed discussion, the client
agreed that Dynamics 365 would configure
their challenges and help them meet the
business’s tactical and strategic needs.

17. Key
Challenges in
MS Dynamics
365 for
finance and
operations
Case study

18. The clients wanted a system that would
provide them comprehensive visibility
through the complete lifecycle of their
products. Their goal was to collect all
the live locations of different countries
in the system to analyze their product
and portfolio profitability.
Next thing they wanted to streamline
their business process by changing the
workflows between the engineering and
manufacturing teams, specifically
around revision management.
Warehouse and shop floor automation
with barcoding with Dynamics 365 was
another critical challenge of the project.

19. The approach
followed by
our
development
partners

20. Our team has the background to understand
the requirement of our client. We have
delivered a solution set based on Dynamics 365
Finance and Operations at its core, tailored to
their business needs.
Based on the requirements, our experts have
created a new solution to cater to their
requirements. The client required seamless
handoffs between manufacturing and
engineering teams to reduce human errors and
improve the custom relationships. Our experts
have created a new PLM solution that will
provide seamless integration from CAD to the
shop floor for this requirement.
The new solution can now track the
manufactured machine through delivery to
installation to ongoing field servicing, just like
our client needed. We have also integrated
Dynamics 365 ERP with CRM that helps them
to get their visibility and business processes.

21. We have created a tailored Dynamics 365
solution that reflects the style and mission
of our client business.
Are you planning for a tailored-solution for
managing your financial operations. Switch
to Microsoft Dynamics 365 for finance and
operations today. To know more-
Connect With Us

22. Features of
Microsoft
Dynamics 365
for finance
and
operations

23. We have helped our client by integrating
the following critical features in their
custom Dynamics 365 for finance and
operations-
Localization:
With Dynamics 365 finance and operations,
the localization feature helps finance teams
control and generate reports specific to
each country’s regulatory/statutory
requirements.
Cost Allocation:
MS Dynamics 365 for finance and
operations reduce the burden of preparing
multiple journals and cost allocation.
Organizations can allocate costs based on
some fixed percentage or on a revenue
basis.

24. Financial Reporting:
It enables a custom reporting structure
through the setup of financial statements.
This feature comes with built-in
automation that helps the organization
keep its balance sheet, income statement,
and cash flow statements updated.
Budget Planning:
It helps you with the effective budgeting of
your organization’s expenses. Offering
smarter insights and tools that make
budgeting easier for your team members
Manage crucial finance
operations:
It helps you to register financial
transactions faster than ever before. It will
help you manage your relationships with
subsidiaries and partners.

25. Industries
using MS
Dynamics 365
for finance
and
operations

27. Benefits of
Microsoft
Dynamics 365
for finance
and
operations

28. Cost Reduction Due to Advanced
Automation
Accessibility to Every Possible Platform
Built-in Analytics
Strengthened Data Privacy
Cloud Benefits
Smooth Renewed User Interface
New Manufacturing and Retail
Functionality
Advanced AI Predictive Capabilities
Better Associated Software Integration
We have made up the list of some benefits
of MS Dynamics 365 for Finance and
Operations that our client most often
mentions.
Sounds Engaging? Then make your next
step to implement Microsoft Dynamics 365
for finance and operations for your
business.

29. Final Words:

30. Our client is now better positioned to
engage their customers as they have the
required data with them. We hope this case
study helps you understand what benefits
Microsoft Dynamics 365 for finance and
operations can offer your business and how
we helped our clients to achieve their
business goals with tailored solutions. If
you are also looking for such solutions, we
are here to help you. Our Dynamics 365
developers and consultants hold rich
experience with MS Dynamics 365; they are
ready to assist you with best practices to
meet your business goals.

31. Thank You
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