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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.
Solution Area 01
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:
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.
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.
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.
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.
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.
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.
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.
Transform financial operations with general ledger management, accounts payable and receivable, budgeting, fixed assets, cash management, financial reporting, and multi-currency accounting capabilities.
Gain end-to-end visibility across procurement, inventory, warehouse operations, demand forecasting, transportation management, quality control, and supplier management processes.
Support discrete and process manufacturing through BOM management, production orders, master planning, production scheduling, shop-floor execution, and cost management.
Automate GST processing, TDS/TCS calculations, electronic invoicing, statutory reporting, and India-specific compliance requirements while reducing manual effort and compliance risk.
Accelerate ERP transformation with structured migration methodologies, validation controls, legacy integrations, and enterprise-grade governance frameworks.
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
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:
From departmental productivity apps to enterprise-wide automation initiatives, we design scalable Power Platform solutions that improve efficiency, visibility, and operational agility.
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.
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.
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.
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.
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.
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.
Rapidly build custom business applications using Power Apps to digitise manual processes, improve workforce productivity, and streamline operational workflows across departments.
Automate approvals, notifications, document processing, data synchronisation, and cross-system workflows with Power Automate and robotic process automation capabilities.
Create governed reporting environments using Power BI semantic models, executive dashboards, operational reports, and real-time analytics integrated with business applications.
Deploy AI-powered assistants that automate support, knowledge discovery, employee services, customer interactions, and business process guidance through natural language experiences.
Centralise business data using a secure, scalable data platform with governance, role-based security, business logic, and seamless 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
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:
Built on Microsoft's secure AI ecosystem, our solutions combine enterprise-grade governance with practical business outcomes.
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.
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.
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.
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.
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.
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.
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.
Accelerate board reporting, management accounts, variance analysis, and financial commentary with AI-generated insights that reduce manual reporting effort and improve decision-making speed.
Automate business document ingestion, classification, validation, and data extraction to streamline finance, procurement, and operational workflows.
Improve forecasting accuracy, inventory planning, replenishment strategies, and procurement decisions using AI-driven predictive models and operational insights.
Deploy secure AI assistants trained on organisational knowledge, Dynamics 365 data, SharePoint content, and business processes to improve productivity and self-service experiences.
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
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:
Using proven migration frameworks, governance controls, and remediation methodologies, we help businesses achieve a stable, scalable, and future-ready ERP platform.
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.
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.
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.
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.
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.
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.
Transition from outdated ERP systems to Microsoft Dynamics 365 using structured migration methodologies that preserve data integrity, operational continuity, and compliance requirements.
Upgrade Dynamics AX and Dynamics NAV environments to modern cloud-based Dynamics 365 platforms while maintaining business-critical processes and historical data.
Identify hidden issues impacting ERP performance, stability, security, integrations, and adoption through comprehensive business and technical assessments.
Cleanse, validate, transform, and migrate business data with rigorous testing frameworks that ensure accuracy, completeness, and auditability.
Increase user engagement and system utilisation through targeted training, communication strategies, stakeholder alignment, and process optimisation initiatives.
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 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:
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.
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.
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.
Support evolving business requirements through ongoing platform optimisation, configuration updates, workflow improvements, dashboard enhancements, form customisation, and process automation delivered in structured release cycles.
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.
Proactively monitor environment performance, Dataverse capacity, automation failures, storage utilization, API consumption, and platform health. Prevent issues before they impact users and business operations.
Improve user engagement through ongoing training programs, knowledge sharing sessions, onboarding support, release feature enablement, and adoption initiatives designed to maximise ERP investment.
Ensure Dynamics 365 environments remain secure, compliant, and operational through structured administration, governance controls, and ongoing platform management.
Assess, test, and deploy Microsoft updates safely while ensuring compatibility with existing configurations, customisations, integrations, and business processes.
Implement configuration changes, automation enhancements, reporting updates, and functional improvements that align the platform with evolving business needs.
Maintain seamless data flow across Dynamics 365, Power Platform, Azure, Microsoft 365, and external business applications through proactive monitoring and support.
Monitor key platform metrics, identify potential risks, and optimise system performance to support scalability, reliability, and business growth.
Provide users and stakeholders with ongoing support, training, best-practice recommendations, and strategic advisory services to ensure long-term Dynamics 365 success.
A proven methodology that helps organizations successfully implement, integrate, and optimize Dynamics 365 solutions to improve efficiency, streamline operations, and support sustainable business growth.
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.
Credentials & Expertise
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.
Perspectives, research, and practical guidance from our enterprise technology experts.
Tell us about your business challenge. Our experts will respond within one business day with initial thoughts and next steps.
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.