Salesforce
Data and Analytics Services
Application and Web Development
AI Development Services

AI Development Services - AI App & Software Solutions

Generative AI Development

Generative AI Development Services - AI Software Experts

AI Agents and Conversational AI

Conversational AI Agents for Businesses - SourceMash Technologies

Applied AI Solutions

Applied AI Solutions by SourceMash Technologies

Data and AI Engineering

AI & Data Engineering Solutions - SourceMash Technologies

Responsible AI and Governance

Responsible AI & Governance for Ethical AI Systems

AI Strategy and Roadmap Consulting

Expert AI Strategy Consulting & Roadmap Services

SAP S/4HANA

SAP S/4HANA ERP Software, Implementation & Migration Services

Oracle ERP and Business Central

Oracle ERP Cloud System for Modern Businesses

Microsoft Dynamics 365

Microsoft Dynamics 365 System for Business Advanced Solutions

Manhattan PKMS WMS

Manhattan WMS And PKMS ERP Consulting by SourceMash

iSeries AS400

Expert iSeries AS400 Services - SourceMash Technologies

Salesforce CRM

Salesforce CRM Software for Integration and Management Solutions

Microsoft Dynamics 365

Microsoft Dynamics 365 CRM Software & Solutions by SourceMash

Oracle CX

Oracle CX Cloud - AI-Driven Customer Experience Solutions

CRM Implementation

CRM Implementation Services & Software Solutions

CRM Integrations and Executions

CRM Integrations Services & Executions Solutions

AS400 PKMS WMS

AS400 PKMS Implementation & Support Services

Marketing Technology Services

Marketing Technology Services by SourceMash Technologies

SOC Setup and Operations

Managed SOC Setup & Operations Services - SourceMash Technologies

Managed Detection and Response

Managed Detection and Response Services - SourceMash Technologies

Incident Response and Threat Hunting

Cyber Threat Hunting and Incident Response Services

Splunk SIEM and SOAR

Splunk SIEM & SOAR Solutions - Threat Detection & Response

Azure Sentinel SIEM

Azure Sentinel SIEM Solutions by SourceMash Technologies

CrowdStrike Falcon

CrowdStrike Falcon Sensor Services - SourceMash Technologies

Microsoft Defender XDR

Microsoft Defender XDR Security Services

24x7 Expert IT Support

Fast & Reliable 24/7 IT Support by SourceMash Technologies

Cloud Infrastructure Management Services

Cloud Infrastructure Management Services - Sourcemash Technologies

ITSM Consulting and Implementation

ITSM Consulting & Implementation Services Provider

ITSM Workflow Automation

ITSM Workflow Automation Services - Sourcemash Technologies

CI/CD Pipeline Implementation

CI/CD Pipeline Implementation & Automation - Sourcemash Technologies

Containerization and Orchestration

Containerization & Orchestration Services - Sourcemash Technologies

Cloud Infrastructure Automation

Cloud Infrastructure Automation Services- Sourcemash Technologies

Data Analytics

Data Analytics Consulting Services - SourceMash Technologies

Full Stack Development

Full Stack Development

Shopify

Shopify

WooCommerce

WooCommerce

Salesforce Commerce Cloud

Salesforce Commerce Cloud

Magento

Magento

Android App Development

Android App Development

IOS App Development

IOS App Development

Cross Platform App Development

Cross Platform App Development

Brand and Visual Identity

Brand and Visual Identity

UI/UX Design

UI/UX Design

Web and Digital Design

Web and Digital Design

App Design

App Design

Marketing and Campaign Design

Marketing and Campaign Design

Business Process Optimization

Business Process Optimization

Finance and Accounting Services

Finance and Accounting Services

Automation Testing Services

Automation Testing Services

Manual Testing Services

Manual Testing Services

Banking and Finance
Healthcare and Lifesciences
Manufacturing
Retail and E-Commerce
Energy and Utilities
Travel and Hospitality
Education and EdTech
Telecom and Media
Microsoft Dynamics 365 ERP

Dynamics 365 ERP Configured For How Your Business Actually Operates.

Microsoft Dynamics 365 Finance & Operations (F&O) and Business Central provide a comprehensive Microsoft Dynamics 365 System for Business Advanced Solutions, helping organisations manage finance, procurement, inventory, manufacturing, and warehouse operations while improving visibility, efficiency, and scalability across the business.


6
Core ERP Service Areas
20+
Microsoft Certifications
60+
ERP Projects Delivered
99%
Client Retention Rate

Solution Area 01

Microsoft Dynamics 365 ERP & Business Transformation

Modern organisations need more than accounting software—they need a connected ERP platform that unifies finance, supply chain, manufacturing, procurement, inventory, and reporting. SourceMash delivers Microsoft Dynamics 365 Finance & Supply Chain Management (SCM) and Business Central implementations designed around real-world business processes, compliance requirements, and growth objectives.

Our Dynamics 365 ERP engagements help organisations:

  • Centralise finance and operational processes
  • Improve inventory visibility and warehouse control
  • Streamline procurement and supplier management
  • Enhance manufacturing and production planning
  • Enable multi-entity and multi-currency operations
  • Automate GST, TDS/TCS, e-Invoicing, and statutory compliance

With deep expertise across enterprise and mid-market ERP deployments, we deliver scalable ERP solutions that support operational excellence, business agility, and long-term growth.

icon
16–36 Weeks
Enterprise ERP Implementation
icon
8–16 Weeks
Business Central Deployment
icon
100%
India Compliance Ready

Enterprise-grade ERP implementation covering financial management, procurement, inventory, warehouse operations, manufacturing, demand forecasting, transportation management, and multi-entity business operations. Ideal for organisations requiring advanced scalability, governance, and operational control.

D365 Finance SCM Manufacturing WMS India Localization

A comprehensive ERP solution for small and mid-market organisations looking to streamline finance, sales, purchasing, inventory, warehousing, projects, and service management. Faster deployment cycles and lower complexity accelerate time-to-value.

Finance Inventory Projects Sales SME ERP

Configure and automate GST return filing, TDS/TCS calculations, e-Invoice generation, and e-Way Bill integrations within Dynamics 365. Our India localization expertise ensures compliance-ready ERP deployments aligned with regulatory requirements.

GST TDS/TCS e-Invoice e-Way Bill

Migrate from SAP, Tally, Oracle, QuickBooks, or legacy ERP platforms through structured data cleansing, mapping, validation, and migration frameworks. Preserve business continuity while modernizing operations on Dynamics 365.

SAP Oracle Tally QuickBooks Legacy ERP

Support global business structures with multiple legal entities, intercompany accounting, consolidated reporting, currency management, and governance controls. Designed for organisations operating across regions, business units, and countries.

Intercompany Consolidation Global Finance

Extend ERP value through seamless integration with Microsoft Teams, SharePoint, Power BI, Power Automate, Azure Data Lake, and broader Microsoft business applications. Create a connected operational ecosystem with unified data and workflows.

Teams SharePoint Power BI Power Automate Azure

Core Dynamics 365 ERP Capabilities

icon

Financial Management & Reporting

Transform financial operations with general ledger management, accounts payable and receivable, budgeting, fixed assets, cash management, financial reporting, and multi-currency accounting capabilities.

icon

Supply Chain & Inventory Optimization

Gain end-to-end visibility across procurement, inventory, warehouse operations, demand forecasting, transportation management, quality control, and supplier management processes.

icon

Manufacturing & Production Planning

Support discrete and process manufacturing through BOM management, production orders, master planning, production scheduling, shop-floor execution, and cost management.

icon

Compliance & Regulatory Automation

Automate GST processing, TDS/TCS calculations, electronic invoicing, statutory reporting, and India-specific compliance requirements while reducing manual effort and compliance risk.

icon

Data Migration & ERP Modernization

Accelerate ERP transformation with structured migration methodologies, validation controls, legacy integrations, and enterprise-grade governance frameworks.

icon

Business Intelligence & Decision Support

Leverage embedded Power BI dashboards, financial analytics, operational reporting, and real-time insights to improve decision-making across finance, operations, and executive leadership teams.

Solution Area 02

Power Platform & Low-Code Business Automation

Microsoft Power Platform extends the capabilities of Dynamics 365 and Microsoft 365 with low-code application development, workflow automation, business intelligence, AI-powered assistants, and a unified data platform. SourceMash helps organisations rapidly build business applications, automate manual processes, connect disparate systems, and unlock actionable insights without lengthy development cycles.

Our Power Platform services help organisations:

  • Build custom business applications faster
  • Automate repetitive workflows and approvals
  • Modernise paper-based and manual processes
  • Deliver interactive dashboards and analytics
  • Develop AI agents and conversational assistants
  • Centralise business data using Dataverse

From departmental productivity apps to enterprise-wide automation initiatives, we design scalable Power Platform solutions that improve efficiency, visibility, and operational agility.

icon
5 Platforms
Unified Microsoft Power Platform Stack
icon
50%+
Reduction in Manual Processes
icon
Weeks, Not Months
Rapid Solution Delivery

Develop responsive Canvas Apps and Model-Driven Apps that streamline business operations, improve user productivity, and eliminate spreadsheet-driven processes. Ideal for field services, warehouse operations, HR workflows, inspections, approvals, and sales activities.

Canvas Apps Model-Driven Apps Mobile Apps Business Forms

Automate business processes across Dynamics 365, Microsoft 365, SharePoint, Teams, Outlook, and third-party systems. Create intelligent workflows for approvals, notifications, document processing, onboarding, invoicing, and operational activities.

Cloud Flows RPA Approvals AI Builder Integrations

Transform operational and financial data into actionable insights with enterprise-grade dashboards, semantic models, KPI reporting, and embedded analytics. Create a single source of truth across Dynamics 365, Dataverse, ERP systems, and Azure data platforms.

Dashboards Reporting Data Models Embedded BI

Build intelligent conversational AI agents that support employees, customers, partners, and service teams. Integrate with Dynamics 365, SharePoint, Microsoft Teams, ServiceNow, and business knowledge repositories to automate information delivery and support requests.

AI Agents Chatbots Self-Service Microsoft Copilot

Create secure, externally-facing portals that enable customers, suppliers, distributors, and partners to interact with your business online. Deliver self-service experiences for case management, order tracking, document access, registrations, and approvals.

Customer Portal Partner Portal Self-Service Dataverse

Establish a secure and scalable data foundation with Microsoft Dataverse. Design business data models, relationships, security structures, business rules, APIs, and integrations that support Power Platform and Dynamics 365 applications.

Data Models Business Rules APIs Security Integration Layer

Core Power Platform Capabilities

icon

Low-Code Application Development

Rapidly build custom business applications using Power Apps to digitise manual processes, improve workforce productivity, and streamline operational workflows across departments.

icon

Workflow Automation & Process Orchestration

Automate approvals, notifications, document processing, data synchronisation, and cross-system workflows with Power Automate and robotic process automation capabilities.

icon

Enterprise Reporting & Analytics

Create governed reporting environments using Power BI semantic models, executive dashboards, operational reports, and real-time analytics integrated with business applications.

icon

AI Agents & Conversational Experiences

Deploy AI-powered assistants that automate support, knowledge discovery, employee services, customer interactions, and business process guidance through natural language experiences.

icon

Secure Data Management with Dataverse

Centralise business data using a secure, scalable data platform with governance, role-based security, business logic, and seamless Microsoft ecosystem integration.

icon

Dynamics 365 & Microsoft Ecosystem Integration

Extend Dynamics 365, Microsoft 365, Azure, Teams, SharePoint, and third-party applications through connected workflows, shared data models, embedded analytics, and intelligent automation.

Solution Area 03

Microsoft Copilot & AI-Powered Dynamics 365 ERP

Artificial intelligence is transforming how finance, operations, procurement, and supply chain teams work. Microsoft Copilot, Azure OpenAI, AI Builder, and Copilot Studio are now embedded across the Dynamics 365 ecosystem, enabling organisations to automate repetitive tasks, generate insights faster, and make smarter business decisions directly within ERP workflows.

SourceMash helps organisations activate, configure, and operationalise AI capabilities across Dynamics 365 to accelerate productivity, improve forecasting accuracy, and unlock greater value from enterprise data.

Our AI and Copilot solutions help organisations:

  • Reduce manual effort across finance and operations
  • Improve demand planning and inventory forecasting
  • Automate document processing and data extraction
  • Enable natural language access to ERP information
  • Deploy custom AI agents for employees and customers
  • Extend ERP capabilities using Azure OpenAI services

Built on Microsoft's secure AI ecosystem, our solutions combine enterprise-grade governance with practical business outcomes.

icon
45%
Average Time Saved on Financial Reporting
icon
30%
Improvement in Forecast Accuracy
icon
90%
Invoice Processing Automation Rate

Empower finance teams with natural language queries, AI-generated financial summaries, variance analysis, and automated management reporting. Enable users to retrieve insights from Dynamics 365 Finance without creating complex reports or manual spreadsheets.

Financial AI Variance Analysis Executive Reporting Natural Language Queries

Improve operational planning with AI-powered demand forecasting, inventory optimization, replenishment recommendations, and supply chain intelligence. Help planners make faster and more accurate decisions using predictive insights.

Demand Forecasting Inventory Optimization Supply Planning AI Insights

Automate extraction of data from invoices, purchase orders, delivery notes, contracts, and business documents. Integrate AI-powered document processing with Dynamics 365 and Power Automate workflows to reduce manual entry and processing errors.

Invoice Processing Data Extraction Document Intelligence Workflow Automation

Develop AI-powered assistants that interact with business systems and organisational knowledge. Create internal support agents, procurement assistants, HR bots, and customer self-service experiences connected to Dynamics 365, SharePoint, Teams, and enterprise applications.

AI Agents Chatbots Employee Support Customer Self-Service

Extend Dynamics 365 with advanced generative AI capabilities powered by Azure OpenAI. Deliver intelligent recommendations, automated content generation, contract summarisation, proposal drafting, and contextual business assistance directly within ERP applications.

Generative AI ERP Extensions Content Generation Business Intelligence

Leverage machine learning models to improve financial forecasting, cash flow planning, demand prediction, inventory management, and operational performance. Move beyond spreadsheet-based forecasting with data-driven predictive analytics.

Financial Forecasting Cash Flow Prediction Demand Planning Predictive Analytics

Core AI & Copilot Capabilities

icon

Natural Language ERP Intelligence

Allow business users to interact with Dynamics 365 using conversational language, enabling faster access to financial, operational, and supply chain data without relying on complex reports.

icon

Financial Reporting Automation

Accelerate board reporting, management accounts, variance analysis, and financial commentary with AI-generated insights that reduce manual reporting effort and improve decision-making speed.

icon

Intelligent Document Processing

Automate business document ingestion, classification, validation, and data extraction to streamline finance, procurement, and operational workflows.

icon

Predictive Supply Chain Analytics

Improve forecasting accuracy, inventory planning, replenishment strategies, and procurement decisions using AI-driven predictive models and operational insights.

icon

Custom Enterprise AI Agents

Deploy secure AI assistants trained on organisational knowledge, Dynamics 365 data, SharePoint content, and business processes to improve productivity and self-service experiences.

icon

Azure AI & Dynamics 365 Integration

Combine Microsoft Copilot, Azure OpenAI, Power Platform, and Dynamics 365 to create intelligent ERP experiences that enhance productivity, automate workflows, and support enterprise-scale digital transformation.

Solution Area 04

Dynamics 365 Migration, Upgrade & ERP Recovery

Whether you're migrating from a legacy ERP, upgrading an older Dynamics platform, or recovering from an underperforming implementation, successful transformation requires more than technical execution. SourceMash helps organisations modernise ERP environments, reduce technical debt, improve user adoption, and maximise the value of their Microsoft Dynamics 365 investment.

Our migration and rescue services help organisations:

  • Move from legacy ERP platforms to Dynamics 365
  • Upgrade Dynamics AX and NAV to cloud-based ERP
  • Resolve implementation quality and performance issues
  • Improve data accuracy and system reliability
  • Reduce customization complexity and technical debt
  • Increase user adoption and business alignment

Using proven migration frameworks, governance controls, and remediation methodologies, we help businesses achieve a stable, scalable, and future-ready ERP platform.

icon
20+
AX to D365 Upgrades Delivered
icon
200+ Point
D365 Health Assessment Framework
icon
Zero-Downtime
Migration Cutover Available

Migrate from SAP, Oracle, Tally, QuickBooks, or legacy ERP platforms to Dynamics 365 Finance & Supply Chain Management or Business Central. Our migration approach includes data auditing, cleansing, mapping, validation, testing, and controlled production cutovers that minimise operational disruption.

SAP Oracle Tally QuickBooks D365 Migration

Modernise legacy Dynamics AX environments by upgrading to cloud-based Dynamics 365 Finance & Operations. We assess existing customisations, migrate historical data, redesign unsupported functionality, and ensure business continuity through structured testing and deployment.

AX Upgrade Cloud ERP Extension Development Data Migration

Upgrade Dynamics NAV environments to Microsoft Dynamics 365 Business Central using modern AL extension architecture. We manage code conversion, ISV compatibility reviews, data migration, process modernisation, and end-user transition to the latest ERP experience.

NAV Upgrade Business Central AL Extensions ERP Modernisation

Conduct a comprehensive assessment of your current Dynamics 365 environment to identify performance issues, security risks, customization challenges, integration failures, data quality concerns, and operational inefficiencies. Receive a prioritised remediation roadmap with business impact analysis.

System Audit Security Review Performance Assessment Risk Analysis

Improve ERP adoption through structured change management, role-based training, process alignment, and user experience improvements. We identify barriers to adoption and implement actionable strategies that drive long-term platform engagement.

Training User Adoption Change Management Process Optimisation

Evaluate existing customisations to determine what should be retained, retired, replaced, or redesigned. Reduce upgrade risk, improve maintainability, and align the system with Microsoft's supported extensibility model and future platform roadmap.

Technical Debt Extension Strategy Code Review Platform Optimisation

Core Migration & Recovery Capabilities

icon

Legacy ERP Modernisation

Transition from outdated ERP systems to Microsoft Dynamics 365 using structured migration methodologies that preserve data integrity, operational continuity, and compliance requirements.

icon

Dynamics Upgrade Expertise

Upgrade Dynamics AX and Dynamics NAV environments to modern cloud-based Dynamics 365 platforms while maintaining business-critical processes and historical data.

icon

ERP Health Checks & Remediation

Identify hidden issues impacting ERP performance, stability, security, integrations, and adoption through comprehensive business and technical assessments.

icon

Data Migration & Quality Management

Cleanse, validate, transform, and migrate business data with rigorous testing frameworks that ensure accuracy, completeness, and auditability.

icon

Adoption & Change Management

Increase user engagement and system utilisation through targeted training, communication strategies, stakeholder alignment, and process optimisation initiatives.

icon

Customisation & Technical Debt Optimisation

Reduce long-term ERP complexity by rationalising custom developments, modernising extensions, and aligning configurations with Microsoft best practices and future platform enhancements.

Solution Area 05

Dynamics 365 Managed Support & Administration

Dynamics 365 requires ongoing administration, governance, performance monitoring, and release management to maintain a secure, high-performing, and future-ready ERP environment. SourceMash provides dedicated managed support services that help organisations maximise platform value while reducing operational overhead and internal resource dependency.

Our managed support services help organisations:

  • Maintain a stable and secure Dynamics 365 environment
  • Manage Microsoft release waves and platform updates
  • Improve system performance and user experience
  • Deliver continuous enhancements and process improvements
  • Monitor integrations and business-critical workflows
  • Support users through training and adoption initiatives

With SLA-backed support, proactive monitoring, and dedicated Dynamics 365 consultants, organisations gain enterprise-level expertise without the cost of maintaining a full-time internal ERP support team.

icon
< 4 Hours
Critical Issue Response SLA
icon
2x Per Year
Release Wave Management
icon
Dedicated Expert
Named D365 Account Manager

Manage user access, role assignments, permissions, business units, Microsoft Entra ID integration, and environment governance. Ensure secure access controls and efficient onboarding and offboarding processes across the organisation.

User Management Security Roles Access Control Entra ID

Stay current with Microsoft's Dynamics 365 release cycles through structured impact assessments, sandbox testing, feature evaluations, and production deployment planning. Reduce risk while taking advantage of new platform capabilities.

Wave 1 & Wave 2 Sandbox Testing Feature Reviews Update Governance

Support evolving business requirements through ongoing platform optimisation, configuration updates, workflow improvements, dashboard enhancements, form customisation, and process automation delivered in structured release cycles.

Business Rules Workflows Forms & Views Platform Optimisation

Monitor Dynamics 365 integrations across Azure, Dataverse, Power Automate, Microsoft 365, and third-party applications. Quickly identify and resolve synchronization issues, API failures, and integration performance concerns.

API Monitoring Data Synchronisation Incident Resolution System Connectivity

Proactively monitor environment performance, Dataverse capacity, automation failures, storage utilization, API consumption, and platform health. Prevent issues before they impact users and business operations.

Performance Monitoring Dataverse Health Capacity Planning Platform Stability

Improve user engagement through ongoing training programs, knowledge sharing sessions, onboarding support, release feature enablement, and adoption initiatives designed to maximise ERP investment.

User Adoption Training Programs Knowledge Transfer Change Enablement

Core Managed Support Capabilities

icon

Proactive ERP Administration

Ensure Dynamics 365 environments remain secure, compliant, and operational through structured administration, governance controls, and ongoing platform management.

icon

Release & Update Management

Assess, test, and deploy Microsoft updates safely while ensuring compatibility with existing configurations, customisations, integrations, and business processes.

icon

Continuous Improvement Delivery

Implement configuration changes, automation enhancements, reporting updates, and functional improvements that align the platform with evolving business needs.

icon

Integration & Workflow Monitoring

Maintain seamless data flow across Dynamics 365, Power Platform, Azure, Microsoft 365, and external business applications through proactive monitoring and support.

icon

Performance & Environment Optimisation

Monitor key platform metrics, identify potential risks, and optimise system performance to support scalability, reliability, and business growth.

icon

User Success & Strategic Guidance

Provide users and stakeholders with ongoing support, training, best-practice recommendations, and strategic advisory services to ensure long-term Dynamics 365 success.

Ready to Transform Operations with Microsoft Dynamics 365?

Whether you're planning a new ERP implementation, upgrading from a legacy system, optimizing Business Central, or modernizing Finance and Supply Chain operations, our Dynamics 365 specialists can help you move forward with confidence. Leveraging Microsoft Dynamics 365 System for Business Advanced Solutions, we deliver tailored strategies, seamless integrations, and scalable ERP capabilities that improve visibility, streamline processes, and support long-term business growth. From assessment and implementation to migration, customization, and ongoing support, we help organizations maximize their Dynamics 365 investment while reducing operational complexity and accelerating digital transformation.

Our Delivery Approach

Microsoft Dynamics 365 Implementation Framework

A proven methodology that helps organizations successfully implement, integrate, and optimize Dynamics 365 solutions to improve efficiency, streamline operations, and support sustainable business growth.

01
Discovery & Business Assessment
We begin by understanding your business processes, operational challenges, growth objectives, and technology landscape. Our consultants identify ERP requirements, assess existing systems, and establish a roadmap aligned with your strategic goals.
02
Solution Design & Planning
Our team designs a tailored Dynamics 365 solution that aligns with your business needs. We define system architecture, module selection, workflows, integrations, security requirements, and implementation milestones to ensure project success.
03
Configuration & Customization
We configure Dynamics 365 applications, automate workflows, and develop custom functionalities where needed. This ensures the platform supports your unique operational requirements while maintaining scalability and performance.
04
Data Migration & System Integration
We securely migrate business-critical data from legacy systems and integrate Dynamics 365 with existing applications, third-party platforms, and business tools, creating a unified and connected ERP ecosystem.
05
Testing, Training & Deployment
Before deployment, we conduct comprehensive testing to validate system performance, business processes, and user acceptance. We also provide end-user training to ensure smooth adoption and a successful go-live experience.
06
Ongoing Support & Optimization
Following implementation, our experts provide continuous support, performance monitoring, enhancements, and optimization services to help your organization maximize ROI and adapt to evolving business requirements.

Microsoft Products & Technologies We Work With

As a Microsoft Solutions Partner, we help organizations implement, integrate, and optimize Dynamics 365, Power Platform, Azure, and Microsoft 365 solutions. Leveraging Microsoft Dynamics 365 System for Business Advanced Solutions, our certified experts build connected technology ecosystems that streamline operations, improve business visibility, and support scalable growth across the enterprise.

📊
D365 Finance
GL / AP / AR / Budgeting
Expert
🚚
D365 Supply Chain
Procurement / WMS / TMS
Expert
🏭
D365 Manufacturing
Production / BOM / MRP
Expert
🏢
Business Central
SME / Mid-Market ERP
Expert
🛒
D365 Commerce
Retail / POS / E-Commerce
Advanced
Power Platform
Apps, Automate, BI, Copilot Studio
Certified
🧠
Microsoft Copilot
AI Assistance Across D365
Expert
☁️
Azure Integration Services
Service Bus, Logic Apps, ADF
Certified
🔧
D365 Field Service
Work Orders / FSL / IoT
Expert
📅
D365 Project Operations
Project & Resource Management
Advanced
📱
Microsoft 365 Suite
Teams, Outlook, SharePoint
Expert
💾
Azure Data & AI
Data Lake, OpenAI, ML
Certified

Credentials & Expertise

Certified. Proven Microsoft-Focused.

At SourceMash, our Microsoft-certified consultants bring deep expertise across Dynamics 365, Business Central, Finance, Supply Chain Management, Power Platform, and Azure. We combine industry knowledge, technical excellence, and proven implementation methodologies to deliver ERP solutions that drive operational efficiency, business agility, and long-term growth.

icon
Dynamics 365 ERP Specialists
Certified Dynamics 365 professionals with hands-on experience delivering ERP implementations, upgrades, migrations, and optimizations. We help organizations streamline business processes and maximize the value of their Microsoft investments.
icon
Business Central & Finance Experts
Extensive expertise in Microsoft Dynamics 365 Business Central and Finance solutions, enabling organizations to improve financial management, reporting accuracy, budgeting, and operational visibility across the enterprise.
icon
Supply Chain & Operations Consultants
Specialized consultants focused on supply chain, manufacturing, inventory, procurement, and logistics processes. We help businesses create connected operations that improve efficiency, productivity, and customer satisfaction.
icon
Power Platform & Azure Integration Experts
Experienced in integrating Dynamics 365 with Power Platform, Azure services, Microsoft 365, and third-party applications to build scalable, intelligent, and data-driven business ecosystems.
Blogs & Industry Perspectives

Latest from SourceMash

Perspectives, research, and practical guidance from our enterprise technology experts.

How Computer Vision and NLP Are Creating More Human-Like AI Systems?
Artificial Intelligence (AI)
How Computer Vision and NLP Are Creating More Human-Like AI Systems?
Aug 19, 2026 Read More icon
Why Most Retail AI Projects Fail Before ROI & How to Avoid It
Retail AI & Digital Transformation
Why Most Retail AI Projects Fail Before ROI & How to Avoid It
Discover why many retail AI projects fail to generate ROI. Learn how data quality, clear objectives, leadership support, and strategy drive AI success.
Aug 13, 2026 Read More icon
Core Banking Modernization on IBM i for Digital Banks.
Enterprise Banking Solutions
Core Banking Modernization on IBM i for Digital Banks.
Modernize IBM i core banking with APIs, cloud, AI, and real-time services to boost customer experience, security, compliance, and growth.
Jul 31, 2026 Read More icon
Get In Touch

Let's Start a Conversation

Tell us about your business challenge. Our experts will respond within one business day with initial thoughts and next steps.

icon
Call Us
+1 888-503-1676
icon
Headquarters
MOHALI ·F-384, Sector 91 Phase 8-B, Industrial Area Mohali, Punjab 160055, India
Regional

BENGALURU ·Block B, Bridge Tech Park, No. 134/1 & 134/2 Pattandur Agrahara, Whitefield Post, Bengaluru 560066, India

Regional

ATLANTA ·235 Peachtree Street NE, Suite 400 Atlanta, Georgia 30303, USA

Regional

TORONTO ·88 Queens Quay West RBC Waterpark, Suite# 2500 Toronto, Ontario M5J 0B8, Canada

Regional

BANGKOK ·159/37 Sermmit Tower Sukhumvit Soi 21, Suite 2301 Wattana, Bangkok 10110, Thailand

icon What to expect after you reach out:
  • icon Response from a named AI consultant (not a sales rep)
  • icon Initial thoughts specific to your use case
  • icon Zero obligation, we earn your trust before you invest

Send Us a Message

Common Questions

Frequently Asked Questions

Everything you need to know before reaching out to us.

Should We Choose Dynamics 365 F&O or Business Central for Our ERP?

The right choice depends on your organization's size, operational complexity, and transaction volume. Dynamics 365 Finance & Operations (now licensed as Finance and Supply Chain Management) is designed for complex, multi-entity organizations with high transaction volumes, advanced warehousing, manufacturing requirements, and regulatory compliance needs. Business Central is better suited for small to mid-sized organizations that require a more streamlined ERP solution with faster deployment and lower total cost of ownership.
Organizations typically benefit from F&O when they have more than 150–200 concurrent ERP users, require advanced warehouse management, support complex manufacturing processes, manage multiple legal entities with intercompany transactions, or need extensive regulatory reporting capabilities. If your requirements fit comfortably within Business Central's capabilities, implementation is generally faster and ownership costs are significantly lower.

We Are on Dynamics AX 2012. How Complex Is the Upgrade to D365 Finance & Operations?

Migrating from Dynamics AX 2012 to Dynamics 365 Finance & Operations is one of the more complex ERP modernization initiatives because it is not a traditional version upgrade. Instead, it involves moving from an on-premises platform with overlayering customizations to a cloud-based SaaS environment that follows an extensions-only architecture.
Key complexity factors include evaluating and redesigning existing customizations, determining which modifications can be replaced by standard functionality, managing large-scale data migration, maintaining financial reporting integrity, addressing India GST requirements, and supporting user adoption for a modern browser-based interface. For many mid-sized manufacturing organizations, an AX-to-D365 transformation project can range from 18 to 24 months from initial assessment through successful go-live.

What Is the Difference Between D365 Finance & Operations and Business Central, and How Do We Choose?

Dynamics 365 Finance & Operations and Business Central are both Microsoft cloud ERP platforms, but they serve different business needs. F&O is built for enterprises with complex financial structures, advanced supply chain operations, large transaction volumes, and sophisticated manufacturing requirements. It includes capabilities such as advanced warehouse management, transportation management, manufacturing planning, financial consolidation, intercompany accounting, and comprehensive compliance management.
Business Central is designed for growing small and mid-market organizations seeking a unified ERP platform with faster deployment and a simpler management model. As part of a broader Microsoft Dynamics 365 System for Business Advanced Solutions strategy, organizations can evaluate both platforms based on operational complexity, growth plans, compliance requirements, and long-term scalability objectives.

How Do D365 Release Waves Work, and How Do You Manage Them on Our Behalf?

Microsoft delivers major Dynamics 365 updates twice each year through structured release waves. Wave 1 runs from April through September, while Wave 2 runs from October through March. Each release introduces new features, enhancements, and platform updates across Dynamics 365 and the Power Platform ecosystem.
Our managed support services simplify release management by reviewing upcoming changes during the preview phase, identifying features relevant to your business, testing environments before production rollout, evaluating compatibility with customizations, recommending feature adoption strategies, and documenting any required configuration or development updates. This proactive approach helps minimize disruption while ensuring your organization benefits from the latest platform innovations.

Can Power Platform Apps Replace Our Legacy Internal Tools and Custom-Built Applications?

In many cases, yes. Microsoft Power Platform including Power Apps, Power Automate, and Dataverse can effectively replace many legacy business applications and manual processes. Power Platform is particularly well suited for workflow automation, approval processes, inspection and audit applications, field service data collection, business forms, and line-of-business applications that integrate with Dynamics 365, Microsoft 365, SharePoint, and Azure services. The platform enables organizations to deliver solutions in weeks rather than months while reducing ongoing maintenance requirements.
However, Power Platform may not be the ideal choice for applications requiring extremely high transaction volumes, advanced real-time processing, highly complex algorithms, or consumer-facing experiences where large-scale performance and highly customized user interfaces are critical. In these situations, a custom application architecture may be a more appropriate solution.