Get the Most Out of Your MS Dynamics Finance and Operations

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Microsoft Dynamics 365 Finance and Operations implementations draw a lot of resources and focus initially but overtime can lose their appeal.

  • Enterprise applications often involve large capital outlay and unquantified benefits.
  • Microsoft Dynamics 365 Finance & Operations is a big system integrating with numerous sources of data and systems.
  • Add to that poor processes and lack of training, and user dissatisfaction is common.

ERP optimization is essential to stay competitive and productive in today’s digital environment.

  • Regularly assessing your Microsoft Dynamics 365 Finance and Operations portfolio will align the application to the business objectives.
  • Validate Microsoft Dynamics 365 Finance and Operations capabilities, user satisfaction, data quality, vendor management, and costs to build out an optimization strategy.

Book Your Workshop

Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

Module 1: Define Your D365 F&O Application Vision

The Purpose

Define your Microsoft Dynamics 365 Finance and Operations application vision

Key Benefits Achieved

Set the foundation for optimizing Microsoft Dynamics 365 Finance and Operations by building a cross-functional team, aligning with organizational strategy, inventorying current system state, defining your timeframe, and exploring current costs.

Activities: Outputs:
1.1 Identify stakeholders and build your optimization team.
  • D365 F&O optimization team
1.2 Build an ERP strategy model.
  • D365 F&O business model
1.3 Inventory current system state.
  • System inventory and data flow
1.4 Define optimization timeframe.
  • D365 F&O optimization goals and timeline
1.5 Understand Microsoft Dynamics 365 Finance & Operations costs.
  • Application and business capabilities list

Module 2: Map Current-State Capabilities 

The Purpose

Map current-state capabilities.

Key Benefits Achieved

Measure the state of your current D365 F&O system to understand where it is not performing well.

Activities: Outputs:
2.1 Assess D365 F&O capabilities.
  • D365 F&O capability gap analysis
2.2 Review your satisfaction with the vendor/product and willingness for change.
  • D365 F&O user satisfaction (application portfolio assessment); D365 F&O SoftwareReviews survey results; D365 F&O current costs

Module 3: Assess D365 F&O

The Purpose

See where improvements are needed.

Key Benefits Achieved

Explore underperforming areas to:

  • Uncover where user satisfaction is lacking, and possible root causes.
  • Identify process and workflows that are creating issues for end users and identify improvement options.
  • Understand where data issues are occurring and explore how you can improve these.
  • Identify integration points and explore if there are any areas of improvement. 
  • Investigate your relationship with the vendor and product, including that relative to others.
  • Identify any areas for cost optimization (optional).

Activities: Outputs:
3.1 Prioritize optimization opportunities.
  • Product and vendor satisfaction opportunities; Capability and feature optimization opportunities; Process optimization opportunities; Integration optimization opportunities; Data optimization opportunities; D365 F&O cost-saving opportunities;
3.2 3.2 Discover optimization initiatives.

Module 4: Build the Optimization Roadmap 

The Purpose

Knowing where to go next.

Key Benefits Achieved

Understanding where you need to improve is the first step, now understand where to focus your optimization efforts, build out next steps and put a timeframe in place.

Activities: Outputs:
4.1 Build your optimization roadmap.
  • D365 F&O optimization roadmap
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