Dynamics 365 ERP Finance & Operations

Dynamics 365 Finance, Supply Chain Management, and Business Central implemented with AI from the architecture stage, connected to your data platform, and designed around how your business actually operates as a cloud ERP Microsoft Dynamics platform.

AI is not an add-on to our Dynamics 365 ERP implementation. It is the starting point. Copilot readiness, Dataverse connectivity, and AI-assisted financial workflows are designed in from day one.

Over 60% of ERP initiatives miss their original objectives. Organisations that succeed align their Dynamics 365 ERP implementation with measurable business outcomes, not just system features.

Financial consolidation in spreadsheets

Multiple entities reconciled outside the ERP because the system was never built for multi-entity operations.

Month-end close over 10 days

Not because of complexity, but because data assembly and reconciliation remain manual.

Inventory visibility that lags reality

Warehouse data requiring a phone call instead of a system query, leading to ordering and fulfilment errors.

Growth the ERP cannot absorb

New entities, locations, or business lines requiring workarounds instead of configuration.

D365 Finance, Supply Chain Management, and Business Central with AI from the architecture stage for modern cloud ERP Microsoft Dynamics environments.

Dynamics 365 Finance consulting for Financial Control & Reporting

GL, AP, AR, budgeting, and multi-entity consolidation in a single governed financial platform.

D365 Finance configured around your chart of accounts, legal entity structure, and financial reporting requirements, not a generic ERP template. Every Dynamics 365 ERP implementation is designed with Copilot-assisted financial workflows from the architecture stage and connected to ImpactBI for analytics that go beyond standard Power BI reporting.

Chart of accounts and legal entity design, financial structure configuration for single and multi-entity organisations with intercompany, consolidation, and elimination rules.
AP automation, invoice capture, three-way matching, approval workflows, and Copilot-assisted AP processing reducing manual matching effort by 60 to 80%
AR management, customer invoicing, payment processing, collections management, and AI-assisted cash application and dispute resolution.
Budgeting and forecasting, D365 budget planning, actuals comparison, and Copilot-assisted forecast updates driven by operational data.
Financial reporting and compliance, statutory, management, and regulatory reporting configured for your jurisdictions with multi-currency and IFRS/US GAAP support.
ImpactBI analytics integration, D365 Finance data feeding operational dashboards, executive reporting, and AI-powered financial intelligence without a separate analytics build.

Dynamics 365 Supply Chain Management for Operational Visibility

Procurement, inventory, warehouse, and production on one connected platform

D365 SCM configured for real-time operational visibility, enabling inventory positions, procurement status, production schedules, and warehouse operations to be accessed without phone calls or spreadsheet queries. AI-assisted demand forecasting, automated replenishment, and Copilot-powered procurement workflows are designed into the solution from day one.

Procurement and purchasing: vendor management, purchase requisition, PO management, and three-way matching with automated approval workflows.
Inventory management: multi-warehouse inventory, FIFO/LIFO/average costing, cycle counts, and real-time inventory visibility with demand-driven replenishment.
Warehouse management system: WMS configuration for receiving, picking, packing, shipping, and returns with barcode and RF device integration.
Production and manufacturing: BOM, routing, production order management, capacity planning, and Copilot-assisted production scheduling.
Supply chain analytics: demand forecasting models, supplier performance dashboards, and inventory optimization analytics connected to ImpactBI.
Quality management: inspection management, non-conformance tracking, and quality order workflows for regulated manufacturers and distributors.

Dynamics 365 Business Central for Mid-Market ERP Excellence

All-in-one cloud ERP for growing organisations that have outgrown entry-level systems

Business Central delivers the financial and operational capabilities of D365 Finance and SCM in a right-sized, faster-to-deploy package built for mid-market organisations. We implement Business Central with Copilot and AI agents activated from day one, including natural language financial queries, automated reporting, and AI-assisted workflows that enhance productivity from launch.

Finance and accounting: GL, AP, AR, bank reconciliation, and multi-company consolidation configured for mid-market complexity without enterprise implementation overhead
Sales and purchasing: order management, customer and vendor master, quote-to-order, and purchase-to-pay workflows connecting sales and finance in a single platform.
Inventory and warehouse: inventory tracking, multi-location management, and demand-based replenishment for product-based businesses.
Copilot and AI agents: natural language financial queries, automated financial statement narration, and AI-assisted data entry configured for go-live
Power Platform integration: Power Automate approval workflows, Power Apps field and mobile tools, and Power BI dashboards extending Business Central across the organisation.
Project management: project tracking, time and expense management, resource planning, and project profitability reporting aligned with Dynamics 365 Project Operations consulting needs.

From financial control and supply chain operations to AI-powered analytics through ImpactBI.

ERP Platform Layer

What Gets Built Here

D365 Finance Layer

GL, AP, AR, cash management, budgeting, consolidation, and statutory reporting, the financial control layer with Copilot-assisted processing built in from the architecture stage.

D365 SCM Layer

Procurement, inventory, warehouse management, production, and supply chain planning, operational visibility without spreadsheets, phone calls, or system queries that lag reality

Dataverse & Integration Layer

Dataverse, APIs, and integration services connecting D365 Finance, SCM, CRM, and third-party systems, enabling seamless data exchange and process orchestration across the enterprise

Unified Data Model

Unified data model connecting Finance, SCM, and CE data, with shared customer, vendor, product, and location master data that eliminates duplication and reconciliation between modules.

Power Platform Layer

Power Automate financial approval workflows, Power Apps field and mobile tools, and Power BI standard dashboards — extending ERP capabilities to every role without custom code.

AI & Copilot Layer

Copilot-assisted invoice processing, demand forecasting, financial narrative generation, and Copilot Studio agents designed for AP automation, collections, and procurement workflows.

Analytics Layer: ImpactBI

D365 Finance and SCM data powering ImpactBI managed analytics, executive financial dashboards, operational KPIs, predictive models, and AI-powered insights beyond standard Power BI.

Healthcare & Life Sciences

Health system finance transformation: D365 Finance implementation for multi-entity health networks delivering 40% billing efficiency improvement and 30% administrative workload reduction.

Healthcare supply chain: D365 SCM for hospital supply chains and medical device distribution with lot and serial number tracking, expiry management, and FDA compliance.

Life sciences operations: D365 Finance and SCM for MedTech manufacturers with multi-entity consolidation, cost accounting, and regulated inventory management.

Physician practice and ambulatory finance: Business Central implementation for medical groups managing multi-provider, multi-location financial operations.

Manufacturing & Distribution

Manufacturer ERP transformation: D365 Finance and SCM delivering 30% faster production planning, 98% inventory accuracy, and 40% faster financial close in production environments.

Process and discrete manufacturing: BOM, routing, production order, and quality management for manufacturers replacing SAP, Oracle, or Epicor with Dynamics 365 manufacturing ERP.

Distribution and logistics : D365 SCM for wholesale distributors managing multi-warehouse inventory, lot tracking, vendor management, and customer order fulfilment across Microsoft Dynamics distribution ERP environments

Business Central for mid-market manufacturers: Right-sized Dynamics 365 ERP implementation for growing manufacturers with production, inventory, and finance on a single cloud platform.

Financial Services & Professional Services

Financial services multi-entity consolidation: D365 Finance for organisations with complex intercompany, multi-currency, and multi-GAAP reporting requirements

Professional services project accounting: D365 Finance and Project Operations for consulting and services organisations managing project profitability and resource utilisation

Insurance finance operations: D365 Finance for payer and insurance organisations managing premium accounting, claims reserves, and regulatory financial reporting

Business Central for professional services SMBs: project-based finance, time and expense, and client billing on a single cloud platform for growing professional services firms

40%

Finance operations efficiency improvement in production healthcare deployments

30%

Faster month-end close following Dynamics 365 Finance consulting and implementation.

98%

Inventory accuracy achieved post D365 SCM deployment

60–80%

Reduction in manual AP processing with Copilot-assisted workflows

Copilot & AI Integration for D365

AI agents and Copilot Studio extensions for autonomous AP, collections, and financial workflow automation across D365 Finance and ERP operations.

Analytics as a Service: ImpactBI

D365 Finance and SCM data powering managed executive and operational analytics without requiring internal BI headcount.

CRM & Customer Engagement

D365 CE connected to ERP, enabling shared customer master data, order-to-cash processes, and unified financial and sales visibility.

Migration to Dynamics 365

Structured migration from SAP, Oracle, Sage, and on-premise Dynamics into D365 Finance and SCM as part of Dynamics 365 ERP implementation programs.

Start with a measurable outcome : close the month in 5 days instead of 14, hit 98% inventory accuracy, reduce AP processing by 60%. We will design the D365 implementation that gets you there.

Industries we serve

We collaborate with global technology leaders to deliver secure and scalable growth-driven digital solutions. Our partnerships strengthen our ability to innovate, accelerate transformation, and drive measurable business impact for our clients.

Case Studies

We used generative AI to automate documentation, compliance checks, and medical coding. The solution improves accuracy, cuts manual effort, speeds turnaround, and ensures regulatory compliance in clinical use.

0 +

200 +

When patient data was summarized clearly, documentation felt less burdensome. With CaliberFocus, clinician satisfaction rose from 58% to 81% without changing how teams work.

Dr. Rebecca HallCMIO, Healthcare

Better documentation and fewer audit issues delivered real savings. With CaliberFocus, billing compliance improved to 98.6%, reducing risk while easing the burden on clinicians.

Sophia WilliamsCTO, Clinical care

We gained clear visibility into student performance. Engagement rose, scores improved, and administrative effort dropped by nearly 30 percent, giving educators time to teach.

Andrew MillerDirector, Education Technology

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CaliberFocus delivers end-to-end Microsoft Dynamics ERP implementation across Finance, Supply Chain Management, and Business Central. From ERP modernization and migration to finance and operations transformation, we help organizations simplify complexity, improve visibility, and drive measurable outcomes.

Microsoft Dynamics ERP Consulting

Financial Control and Operational Visibility From One Platform.

The Signals That D365 ERP Is Overdue

Financial consolidation in spreadsheets

Month-end close over 10 days

Inventory visibility that lags reality

Growth the ERP cannot absorb

What We Implement

Three Dynamics 365 Finance & Operations Capabilities

Dynamics 365 Finance consulting for Financial Control & Reporting

Dynamics 365 Supply Chain Management for Operational Visibility

Dynamics 365 Business Central for Mid-Market ERP Excellence

The Platform Architecture

D365 Finance & Operations Platform: Six Layers

ERP Platform Layer

What Gets Built Here

D365 Finance Layer

D365 SCM Layer

Dataverse & Integration Layer

Unified Data Model

Power Platform Layer

AI & Copilot Layer

Analytics Layer: ImpactBI

Where This Works

D365 ERP in Production Across Industries

Healthcare & Life Sciences

Health system finance transformation: D365 Finance implementation for multi-entity health networks delivering 40% billing efficiency improvement and 30% administrative workload reduction.

Healthcare supply chain: D365 SCM for hospital supply chains and medical device distribution with lot and serial number tracking, expiry management, and FDA compliance.

Life sciences operations: D365 Finance and SCM for MedTech manufacturers with multi-entity consolidation, cost accounting, and regulated inventory management.

Physician practice and ambulatory finance: Business Central implementation for medical groups managing multi-provider, multi-location financial operations.

Manufacturing & Distribution

Manufacturer ERP transformation: D365 Finance and SCM delivering 30% faster production planning, 98% inventory accuracy, and 40% faster financial close in production environments.

Process and discrete manufacturing: BOM, routing, production order, and quality management for manufacturers replacing SAP, Oracle, or Epicor with Dynamics 365 manufacturing ERP.

Distribution and logistics : D365 SCM for wholesale distributors managing multi-warehouse inventory, lot tracking, vendor management, and customer order fulfilment across Microsoft Dynamics distribution ERP environments

Business Central for mid-market manufacturers: Right-sized Dynamics 365 ERP implementation for growing manufacturers with production, inventory, and finance on a single cloud platform.

Financial Services & Professional Services

Financial services multi-entity consolidation: D365 Finance for organisations with complex intercompany, multi-currency, and multi-GAAP reporting requirements

Professional services project accounting: D365 Finance and Project Operations for consulting and services organisations managing project profitability and resource utilisation

Insurance finance operations: D365 Finance for payer and insurance organisations managing premium accounting, claims reserves, and regulatory financial reporting

Business Central for professional services SMBs: project-based finance, time and expense, and client billing on a single cloud platform for growing professional services firms

What You Can Expect

Outcomes from Production D365 ERP Implementations

40%

30%

98%

60–80%

Why CaliberFocus

What Makes our Dynamics ERP Practice Different

No Handoffs Between ERP, Data, and AI

ImpactBI: Analytics That Goes Beyond Power BI

Data Migration That Cannot Fail

AI From the Architecture Stage

Connected Services

The Full Ecosystem Around Dynamics 365 ERP Implementation

Copilot & AI Integration for D365

Analytics as a Service: ImpactBI

CRM & Customer Engagement

Migration to Dynamics 365

Ready to modernize finance and operations with Dynamics 365 ERP?

Industries we serve

Healthcare

Industrial Manufacturing

Banking and Finance

Retail and Ecommerce

Pharma & Life Sciences

Logistics and Supply Chain

Energy and Utilities

Media and Entertainment

Travel and Hospitality

Education & EdTech

Application innovation backed by deep engineering..

Measurable Results

True Partnership Model

Rapid Innovation Velocity

Enterprise-Grade Security

Partnering for innovation & growth

Case Studies

Enhancing Clinical Care, Fewer Readmits!

Automating docs, coding & compliance

Global Partnership

Financial Control and Operational
Visibility From One Platform.

Enhancing
Clinical Care,
Fewer Readmits!