What is Microsoft Dynamics 365 Finance?

Microsoft Dynamics 365 Finance is a cloud-native ERP solution that unifies financial management, accounting, budgeting, and financial reporting into a single intelligent platform. It includes built-in Copilot capabilities for automating journal entries, generating financial summaries, forecasting cash flow, and surfacing compliance anomalies — replacing manual finance processes with governed, AI-enabled operations that scale with the business.

How do Dynamics 365 Finance implementation services help my organization?

Professional implementation services ensure D365 Finance is configured correctly to your chart of accounts, reporting structure, compliance requirements, and integration ecosystem. Synoptek's practice covers the full lifecycle: technology assessment, solution design, data migration, integration, user training, and post-go-live support, reducing risk, accelerating adoption, and delivering measurable ROI faster than self-led deployments.

Why work with a certified Microsoft Dynamics 365 Partner?

A Microsoft Dynamics 365 Partner like Synoptek brings specialized Dynamics expertise, certified resources, proven delivery frameworks, direct access to Microsoft support channels, and 20+ years of implementation experience across 180+ global projects. This depth of validated experience significantly reduces the risk of troubled implementations, accelerates time-to-value, and ensures your D365 Finance investment is maximized.

Can Dynamics 365 Finance integrate with other ERP or CRM systems?

Yes. Dynamics 365 Finance integrates with Dynamics 365 Supply Chain Management, Dynamics 365 Sales, Salesforce, and a wide range of third-party LOB, payment, and industry applications via native connectors and APIs. Synoptek's integration practice handles the full connectivity scope, from CRM and supply chain to payment gateways and financial reporting tools, so your D365 Finance environment operates as a hub, not another silo.

What does Synoptek’s Dynamics Managed Services include?

Synoptek's Dynamics Managed Services cover monitoring, troubleshooting, enhancements, SLA-backed support, and performance optimization. As a Managed Experience Provider (MxP™), Synoptek goes further: moving beyond traditional SLAs to XLAs (experience-level agreements), with AI-enabled execution, proactive system optimization, and business outcome tracking. We ensure your D365 Finance platform continuously improves and delivers measurable business value.

How does Copilot improve financial operations in Dynamics 365 Finance?

Copilot in Dynamics 365 Finance automates the most time-consuming manual workflows: suggesting and drafting journal entries, generating financial summaries, surfacing cash flow forecasts, flagging compliance anomalies, and enabling natural language queries against financial data. For finance teams, this translates to shorter close cycles, fewer reconciliation errors, better forecasting accuracy, and more time for strategic analysis rather than data preparation. Synoptek activates and configures Copilot capabilities within a governance framework that ensures all AI-assisted outputs are auditable and compliant.

How does Synoptek approach migrating from Dynamics AX 2012 to Dynamics 365 Finance?

Synoptek's AX-to-D365 migration practice follows a structured methodology covering custom code review and rationalization, data migration with full financial validation, regression testing against existing business processes, and a phased go-live approach that minimizes operational disruption. A structured assessment identifies migration complexity, customization scope, and integration dependencies before any commitment is made, producing a realistic roadmap and a clear picture of what the D365 Finance environment will look like post-migration. The assessment scope is calibrated to your environment, from a focused review to a full deep-dive depending on customization depth and integration complexity. Our step-by-step AX migration white paper is available to download from the Resources section above.

Microsoft Dynamics 365 Finance & Operations (F&O) Consulting

Financial System Constraints That Limit Growth

Today’s financial leaders are expected to move fast with data they can’t fully trust. Too often, their systems slow them down instead of supporting decisions, resulting in delayed closes, reactive planning, and missed opportunities.

Disconnected Data

Fragmented financial systems slow close cycles and require manual reconciliation, delaying action when it matters most.

Manual Bottlenecks

Outdated AP, AR, and compliance processes increase errors, audit risk, and operational strain.

Limited Visibility

Spreadsheets and lagging data force finance teams to plan based on outdated financial views.

Dynamics 365 Finance Consulting, Implementation & Support

Synoptek brings 20+ years of Microsoft Dynamics experience and 180+ global implementations across manufacturing, retail, financial services, life sciences, and nonprofits. Our Microsoft Dynamics 365 Finance practice spans the full lifecycle, from assessment and implementation to integration, modernization, and MxP-led managed support, ensuring your Dynamics 365 Finance investment delivers value from day one and continues to evolve.

Technology Assessment

Assess your ERP environment, integrations, global structure, and AI readiness to build a prioritized ERP roadmap via D365 F&O consulting.

Current-state ERP and finance systems audit
Process mapping: close, AP/AR, reporting, compliance
Global design review: multi-entity, multi-currency setup
M&A readiness and consolidation complexity
AI and Copilot readiness in D365 Finance
Phased implementation roadmap with milestones

Full Cycle Dynamics 365 Finance Implementation Services

Full Cycle Implementation

Ensure tailored Dynamics 365 Finance and Operations implementations using best practices, certified experts, and strong governance.

Solution design: COA, GL, modules, reporting
Core finance setup: AP, AR, cash, fixed assets
Data migration with validation and reconciliation
Financial reporting and dashboards
UAT, go-live planning, and hypercare support
Training and change management

Dynamics 365 Finance Integration and Localization

Connect Dynamics 365 Finance across your enterprise and ensure global compliance, eliminating silos and enabling real-time financial visibility.

CRM integration: Dynamics 365, Salesforce, custom CRMs
E-invoicing compliance across global mandates
Tax and regulatory localization (GST, VAT, CFDI, ZATCA)
Payments and banking integrations
LOB and SCM integration via DLI connector
Power BI and Microsoft 365 integration

Modernization and Upgrade

Modernize from legacy Dynamics AX to cloud-native Dynamics 365 Finance with minimal disruption, guided by an experienced Microsoft Dynamics F&O partner.

AX 2009/2012 to D365 Finance migration
Code rationalization and modernization
Full data migration and reconciliation
ISV and integration compatibility review
Parallel testing and controlled cutover
Post-upgrade optimization and tuning

Managed Support & MxP Services

Move beyond break-fix support to proactive optimization and continuous improvement with Synoptek’s Managed Experience Provider (MxP™) model.

Proactive monitoring and performance tuning
Incident resolution with SLA-backed support
Enhancements and workflow improvements
Microsoft release and regression management
Security, compliance, and audit readiness
Quarterly health and optimization reviews

Start with Synoptek's Dynamics 365 Finance Assessment

Synoptek’s certified Dynamics 365 experts will analyze technical and functional gaps, assess integrations and customizations, and provide recommendations for upgrade versus re-implementation. We also evaluate licensing requirements, outline a phased upgrade roadmap, and deliver a high-level implementation scope and timeline tailored to your organization’s business and operational needs.

By leveraging this assessment, you gain a clear understanding of your upgrade readiness, potential risks, and modernization opportunities. This helps reduce migration uncertainty, improve planning accuracy, optimize licensing and infrastructure investments, and align technology decisions with long-term business goals. With actionable insights and a strategic roadmap from Synoptek, organizations can accelerate their transition to Dynamics 365 Finance and Operations while minimizing disruption and controlling implementation costs.

What a Client Says About Synoptek

"Synoptek has been our Dynamics partner for nearly a decade, successfully delivering multiple implementations and upgrades. Most recently, they led our upgrade to D365 Finance and Operations — creating a realistic plan and executing it flawlessly with no disruption to business operations. The result is a fully integrated cloud-based CRM/ERP solution that is scalable and powerful. We had complete confidence in their ability to lead us through this transition."

— Vice President, Information Technology of a Home Improvement & Manufacturing Firm

Intelligence Embedded Across the D365 F&O Lifecycle

Synoptek’s D365 F&SCM AI capabilities are built on two pillars: AI-driven operational excellence and AI-powered customer empowerment. As your Microsoft Dynamics F&O partner, we embed intelligence across the full lifecycle from requirements to operations, automating repetitive work, accelerating complex processes, and equipping teams with smarter tools every day.

AI Pre-Discovery Insights Bot

Generates tailored business and industry insights before workshops so discovery starts informed.

AI Requirement Capture Agent

Converts workshop discussions into ADO requirements, eliminating manual capture and interpretation gaps.

AI Legacy Documentation Miner

Transforms legacy documents into AS-IS processes, audits, and gap summaries for design input.

AI Configuration Builder

Creates initial D365 “golden build” configurations using Fit-Gap analysis and best practices.

AI Design Document Generator

Auto-generates FDDs, blueprints, and Fit-Gap outputs from requirements.

AI Report & Format Generator

Builds report designs, layouts, and data structures directly from requirements.

AI Data Migration Engine

Automates data mapping, cleansing, validation, and loading for repeatable migration execution.

AI UAT Support Assistant

Provides real-time Q&A during UAT using project documentation to unblock testers.

AI Cutover Validation Assistant

Validates cutover plans, detects data issues, and reduces go-live risk.

AI Code Generation Studio

Generates D365 extensions from natural language to speed development.

AI Code Review Assistant

Automates code reviews and flags issues before testing to reduce rework.

AI Training Creator

Generates role-based training aligned to actual workflows, not generic content.

AI Warehouse & Inventory Intelligence

Optimizes inventory, replenishment, and warehouse operations in D365 F&SCM.

AI Vision Warehouse Solutions

Uses computer vision for receiving, inspection, and shipment validation.

Security & License Optimization

Optimizes user access, licensing, and compliance while reducing unnecessary costs.

AI Manufacturing Process Intelligence

Enhances production planning, routing, and BOM optimization in D365.

Agentic AI – Purchase Requisition

Automates requisitions and approvals with policy-aware workflows in D365 F&O.

AI Invoice Capture

Automates invoice extraction, matching, and AP processing in Dynamics 365 Finance.

Outcomes That Fuel Confidence

Case Study

Dynamics 365 Upgrade Boosts Productivity

Dynamics 365 Upgrade Streamlines Financial Processes for a Manufacturer

Blog

Unlocking the Power of Low-Code/No-Code in Dynamics 365 Finance Implementation

White Paper

Migrate from Dynamics AX 2012 to Dynamics 365 Finance: A Step-by-Step Guide

DOWNLOAD NOW

Transforming Global Operations Through a Strategic Microsoft Dynamics 365 Partnership

Customer Testimonial

This Gunnebo Group project highlights how a strategic partnership with Synoptek is helping drive a global Microsoft Dynamics 365 transformation. It goes beyond day-to-day support, requiring scalable delivery, cross-regional collaboration, and alignment between technology and business objectives.

Break Free from Slow Financial Processes with Microsoft Dynamics 365 Finance