Dynamics 365 F&O functional consulting
Functional consultants who translate finance and supply chain processes into Finance and Operations configuration, and who can explain the reasons to the people who will use it.
The challenge
Most F&O configuration choices are hard to reverse once transactions are posted. Functional consulting is about making them carefully: legal entity structure, dimensions, posting profiles, inventory models and approval design.
Technology we use
How we approach it
The same four steps apply whether the project is a rollout, an integration or a fix. Only the depth changes.
Requirements
Process walk-throughs by area and role, with gaps recorded against standard functionality.
Configuration
Parameters, posting profiles, financial dimensions, number sequences, workflows and security roles configured in stages.
Validation
Scenario-based testing, data migration validation and user acceptance testing.
Enablement
Training material and super-user coaching so knowledge stays in the business.
What is included
- Finance: general ledger, budgeting, AP, AR, fixed assets, cash and bank
- Procurement and sourcing, sales order processing
- Inventory, warehouse and transportation management
- Master planning and production control
- Project management and accounting
- Workflow, security and approval design
- Data migration mapping and validation
- Test scripts, training material and go-live support
What you get from it
- Configuration decisions explained and documented
- Gaps identified before development begins
- Users trained by people who know their process
- Smoother go-live and period-end close
Related pages
Related services
Frequently asked questions
Which F&O areas do you cover?
Finance, procurement, sales, inventory, warehouse, production and project accounting. We scope the exact modules with you.
Can you support an existing F&O implementation?
Yes. We start with a review of the current configuration and open issues, then agree what to improve.