Dynamics 365 Finance — ERP Implementation & Modernization
Real-time financial
visibility.
For mid-market manufacturers and distributors still working around a legacy ERP (Dynamics AX, SAP, Oracle, or another on-premise system), Dynamics Synergy implements Dynamics 365 Finance without stopping the business while the work is underway.
Overview
What is Dynamics 365
Finance?
Dynamics 365 Finance is Microsoft's enterprise finance platform: general ledger, payables and receivables, fixed assets, cash and bank management, budgeting, tax, multi-entity consolidation, and financial reporting on a single cloud data model. Paired with Supply Chain Management, finance and operations share one item master and one ledger.
For companies still running Dynamics AX 2009 or AX 2012, migration is scoped around what's already there: chart of accounts, customizations, and integrations. For SAP, Oracle, or another on-premise ERP, the same assessment-first approach applies, typically with more integration and data-migration work.
Finance is built for companies with real entity and operational complexity: multiple legal entities, currencies, or sites that need to consolidate. Single-entity businesses moving off QuickBooks or Sage are usually better served by Business Central, a lighter-weight implementation designed for that stage of growth.
Who this is for
Built for finance and operations leaders
under pressure to modernize
A manufacturing or distribution business running AX, SAP, Oracle, or another aging ERP
Multiple legal entities, currencies, or operating sites that need to consolidate
Already invested in Microsoft 365, Azure, or Power Platform
An executive sponsor in finance or operations, not only in IT
Why teams make the move
What changes once Finance is live
Same business, less friction. This is what we hear from finance and operations teams before and after.
Before
No real-time view of consolidated financials
Manual work and disconnected systems at every close
Rising cost of keeping an aging ERP alive
Growth outpacing what the current system can handle
After
Unified finance and operations, one source of truth
Real-time insights and reporting via Power BI, built in
Scalable, cloud-based ERP on active Microsoft support
Grows with headcount, entities, and complexity
How we work
From first conversation to go-live
1
Assessment & scoping
2–4 weeks. Current-state review, process and data assessment, integration inventory, and a costed plan.
2
Analysis, design & build
16–26 weeks. Process workshops, chart of accounts and dimension design, fit-gap, configuration, integrations, and Power BI reporting.
3
Data migration & cutover
8–12 weeks, in parallel. Master data cleansing, opening balances, test cycles, user acceptance, and a rehearsed cutover.
4
Hypercare & Managed Services
Hypercare through the first close, then ongoing monitoring and optimization, so Finance keeps running without your team owning every fix.
Frequently asked questions
GET IN TOUCH
Let’s turn your Microsoft Dynamics roadmap into real results.
To learn more about our services or to schedule a consultation, please fill in your contact details and we will get back to you as soon as possible.