The right Dynamics 365 Finance and Operations partner is one that can support the full ERP program, from implementation and migration to integrations, user adoption, and post-go-live optimization.
That choice matters more as Finance and Operations programs expand beyond core ERP setup. Multi-entity requirements, legacy system migration, Power Platform, AI/Copilot, and ongoing support can all affect which partner is the better fit.
This guide compares leading US partners based on implementation experience, industry expertise, migration and integration capability, AI readiness, and support model, so finance, IT, and ERP leaders can evaluate them against their own program requirements.
Organizations still defining the ERP scope can review Dynamics 365 ERP implementation services before moving into partner selection.
Need to evaluate implementation scope before comparing vendors?
Define the ERP, integration, migration, and support requirements first so partner comparisons are based on the same operating needs.
Dynamics 365 F&O Partners at a Glance
These five partners represent different delivery models, industry strengths, and implementation capabilities. The comparison is designed to show partner fit, not rank the companies.
CaliberFocus
ERP implementation and modernization
Healthcare, manufacturing, and regulated industries
AI/Copilot integration, system integration, and managed services
Organizations combining ERP modernization with AI and long-term optimization
Sikich
Finance-led ERP implementation
Manufacturing and distribution
Accounting and financial advisory expertise
Finance-driven ERP programs with strong reporting and control requirements
Sunrise Technologies
Retail and supply chain ERP
Retail, apparel, footwear, and consumer goods
Omnichannel operations and industry-specific models
Retail transformation with complex inventory and fulfillment requirements
HSO
Enterprise ERP and industry solutions
Healthcare and managed care
Healthcare-specific Dynamics capabilities
Complex healthcare and managed-care environments
Avanade
Large-scale Microsoft transformation
Cross-industry enterprise environments
Broad Microsoft ecosystem and enterprise delivery depth
Global enterprises running long-term Microsoft transformation programs
How This List Was Structured
The companies are compared using the same decision areas: implementation focus, industry alignment, distinctive capabilities, and best-fit scenarios. The list represents different delivery models rather than an overall ranking, because enterprise-scale Finance and Operations programs can require very different partner strengths.
Budget should also be established before final selection because Dynamics 365 implementation costs vary materially with entities, integrations, migration, customization, and rollout scope.
What to Evaluate in a Dynamics 365 Finance and Operations Partner
A strong partner should be able to translate business requirements into working Finance and Operations processes, not simply configure standard modules. The evaluation should cover both financial control and the operational workflows connected to it.
| Evaluation Area | What to Verify in Finance and Operations |
| Finance capability | Experience with general ledger, accounts payable, accounts receivable, budgeting, fixed assets, cash and bank management, intercompany transactions, consolidation, and multi-entity finance |
| Operational capability | Ability to design procurement, inventory, warehouse, supply chain, manufacturing, and project-related workflows where they are part of the ERP scope |
| Process integration | How well the partner connects finance with purchasing, inventory, sales, projects, and other operational processes so transactions flow correctly into financial reporting |
| Migration capability | Experience moving master data, opening balances, transactions, historical records, and configurations from AX, GP, SAP, Oracle, or other legacy ERP systems |
| Integration architecture | Ability to connect Dynamics 365 with CRM, banking, tax, payroll, ecommerce, data platforms, and other business applications without creating unnecessary customization |
| Reporting and controls | Experience with financial reporting, management reporting, approval workflows, segregation of duties, audit requirements, and operational visibility |
| AI, Copilot, and Power Platform | Practical ability to extend Finance and Operations with Copilot, Power Automate, Power Apps, Dataverse, and AI where the use case supports a real workflow need |
| Adoption and post-go-live support | User-role design, training, hypercare, Microsoft update management, issue resolution, optimization, and support after the initial deployment |
The partner should also be able to explain how these areas connect. For example, procurement configuration affects commitments and liabilities, inventory movements affect costing, and operational transactions ultimately feed financial reporting.
That is why partner evaluation should go beyond module experience and look at how well the firm understands the end-to-end Finance and Operations model. Buyers can also use Dynamics 365 Finance and Operations implementation practices as a reference point when assessing delivery methodology, testing, governance, and production readiness.
Dynamics 365 Implementation Partner vs Support Partner
Organizations searching for a Dynamics 365 Finance partner may need different types of support depending on where they are in the ERP lifecycle.
| Partner Type | What They Typically Handle | When You Need Them |
| Dynamics 365 implementation partner | Discovery, solution design, Finance and Operations configuration, migration, integrations, testing, deployment, and initial stabilization | New implementation, legacy ERP replacement, multi-entity rollout, or major Finance and Supply Chain expansion |
| Dynamics 365 support partner | Production support, Microsoft updates, issue resolution, configuration changes, user support, optimization, and capability expansion | Existing Dynamics 365 environment that needs ongoing operational support |
| Implementation + managed services partner | Combines implementation delivery with post-go-live support, optimization, adoption, and future platform expansion | Organizations that want continuity from deployment through long-term operations |
Some organizations need an implementation partner to design and deploy a new ERP environment. Others already have Dynamics 365 in production and need a Dynamics 365 Finance support partner to stabilize, optimize, or extend it.
That distinction should be clear before partner selection. Organizations looking for continuous post-go-live support can also evaluate Dynamics 365 managed services alongside implementation capabilities.
10 Dynamics 365 Finance and Operations Partners to Evaluate
The following profiles use the same format to make comparison easier.
CaliberFocus
Focus: Dynamics 365 Finance and Operations implementation, ERP modernization, integration, AI enablement, workflow optimization, and managed services.
CaliberFocus supports enterprises using Dynamics 365 Finance and Operations to modernize finance and ERP operations across complex business environments. Its delivery scope extends beyond configuration into migration, system integration, Power Platform, Copilot, workflow automation, and post-go-live optimization.
The company is particularly relevant for organizations that want a Dynamics 365 Finance implementation partner capable of connecting ERP modernization with AI and broader operational transformation rather than treating those as separate initiatives.
Best fit: Healthcare, manufacturing, regulated industries, and enterprise programs where Dynamics 365 Finance, integrations, AI, and long-term support need to be addressed together.
CaliberFocus also provides Copilot and AI Integration for Dynamics 365 when AI capabilities are part of the ERP roadmap.
Sikich
Focus: Dynamics 365 implementation, finance transformation, accounting advisory, and supply chain.
Sikich brings strong accounting and financial advisory expertise into Dynamics 365 Finance and Operations projects. Its implementation approach is well suited to organizations where financial controls, reporting structures, and operational processes need to be aligned from the beginning of the ERP program.
For buyers comparing a Dynamics 365 Finance partner or finance-led implementation company, Sikich is most relevant when accounting, reporting, and CFO requirements heavily influence the system design.
Best fit: Mid-market manufacturers, distributors, and finance-led ERP programs where accounting accuracy and operational control are central to the implementation.
Sunrise Technologies
Focus: Dynamics 365 Finance and Operations for retail, consumer goods, supply chain, and omnichannel operations.
Sunrise Technologies has a strong concentration in retail and consumer-product environments where ERP requirements extend into inventory, demand, fulfillment, and omnichannel operations.
That makes the firm particularly relevant for searches around a Dynamics 365 Finance and Operations retail partner or a Dynamics 365 Finance implementation partner for retail businesses in the US.
Its industry focus can reduce the amount of generic ERP configuration required when the business already has complex inventory, seasonal demand, or multi-channel fulfillment needs.
Best fit: Retail brands, apparel and footwear companies, and consumer-goods organizations.
Forvis Mazars
Focus: ERP implementation, financial advisory, audit, compliance, and governance.
Forvis Mazars combines Microsoft Dynamics implementation with a broader finance, audit, and compliance background. This makes the firm relevant for organizations where the ERP program is closely tied to financial reporting, regulatory requirements, governance, and internal controls.
For companies evaluating Microsoft Dynamics 365 Finance partners, this type of advisory-led delivery model can be useful when ERP configuration cannot be separated from accounting policy or compliance obligations.
Best fit: Healthcare organizations, financial services firms, government entities, nonprofits, and other regulated organizations.
HSO
Focus: Enterprise Dynamics 365 Finance and Operations implementation, industry solutions, finance, and supply chain.
HSO delivers large-scale Dynamics 365 programs and has developed industry-specific capabilities for areas such as healthcare and managed care. Its model is suited to enterprises that need more than standard ERP configuration and require industry-specific process design, integrations, and operational complexity to be addressed in the implementation.
HSO is therefore relevant for organizations looking for a Dynamics 365 Finance partner for enterprise environments, particularly where finance, supply chain, and industry-specific workflows need to operate together.
Best fit: Healthcare payers, managed-care organizations, benefit administrators, and complex enterprise ERP programs.
Velosio
Focus: Dynamics 365 migration, ERP implementation, cloud transformation, and post-go-live services.
Velosio is particularly relevant for organizations moving from legacy Microsoft ERP platforms such as Dynamics AX or GP into Dynamics 365 Finance and Operations.
Its strength lies in combining migration planning with implementation and cloud transition, which matters because data quality, historical structures, and existing customizations can create significant risk during ERP modernization.
For organizations comparing a Dynamics 365 Finance implementation company with strong legacy Microsoft ERP experience, Velosio is a practical fit.
Best fit: Manufacturing, distribution, and mid-market businesses upgrading from Dynamics AX, GP, or other legacy Microsoft ERP platforms.
Armanino
Focus: ERP strategy, Dynamics 365 implementation, finance transformation, financial reporting, and compliance.
Armanino takes a finance-led approach to Dynamics 365 programs, with strong emphasis on reporting, accounting structures, and business requirements.
This positioning is relevant for companies looking for Dynamics 365 Finance consulting services or implementation support where CFO and finance leadership are directly involved in system design.
Its approach is especially useful when the ERP initiative is intended to improve not only transaction processing but also management reporting and financial visibility.
Best fit: Technology companies, life sciences organizations, finance-driven enterprises, and upper mid-market businesses.
Confiz
Focus: Dynamics 365 Finance and Operations implementation, Power Platform, integrations, and Copilot enablement.
Confiz supports large-scale and multi-country Dynamics 365 environments, with capabilities spanning ERP implementation, integration architecture, Power Platform, and AI.
That makes the firm relevant for enterprises evaluating Dynamics 365 Finance and Operations implementation services where multiple entities, geographies, or surrounding systems increase the complexity of the program.
Its Copilot and Power Platform capabilities also make it a fit for organizations that want AI and automation to be incorporated into the wider Microsoft ERP environment.
Best fit: Multi-country enterprises, multi-entity operations, and organizations combining Dynamics 365 with Power Platform and Copilot.
Avanade
Focus: Enterprise digital transformation, Dynamics 365, Microsoft cloud, Azure, and AI.
Avanade combines large-scale Microsoft platform delivery with the resources required for global transformation programs. Its strength is less about a narrowly scoped Finance implementation and more about enterprise-wide Microsoft modernization across ERP, cloud, data, and AI.
For buyers searching for a Microsoft Dynamics 365 Finance partner for enterprises, Avanade is most relevant when Dynamics 365 forms part of a broader global technology program.
Best fit: large enterprises, multinational organizations, and complex transformation programs requiring long-term Microsoft ecosystem support.
Hitachi Solutions
Focus: Dynamics 365 Finance and Operations implementation, manufacturing, distribution, analytics, and integration.
Hitachi Solutions combines ERP implementation with industry depth in manufacturing and distribution, where Finance often needs to operate alongside procurement, inventory, warehouse, production, and analytics.
This makes the firm particularly relevant for organizations searching for a Dynamics 365 Finance implementation partner for distribution or manufacturing environments.
Its data and analytics capabilities can also support businesses where post-implementation visibility and reporting are part of the ERP scope rather than a separate initiative.
Best fit: Manufacturing companies, distributors, and data-intensive enterprises.
Matching Partner Capabilities to Your ERP Program
The right Dynamics 365 Finance and Operations partner depends on the type of ERP program being planned and the complexity behind it.
| ERP Requirement | Partner Capability to Prioritize |
| Multi-entity or global finance | Experience designing legal entities, intercompany transactions, consolidation, multi-currency processes, localizations, and phased rollouts across regions |
| Manufacturing and distribution | Ability to connect Finance with procurement, inventory, production, warehouse management, costing, planning, and order fulfillment workflows |
| Retail operations | Experience with inventory visibility, store and ecommerce integration, replenishment, demand planning, pricing, fulfillment, and high-volume transaction environments |
| Legacy ERP replacement | Proven capability in data assessment, cleansing, mapping, historical data decisions, integrations, cutover planning, and migration from systems such as AX, GP, SAP, or Oracle |
| AI-enabled finance and operations | Ability to integrate Copilot, Power Platform, Dataverse, workflow automation, and AI into defined Finance and Operations use cases with appropriate governance |
| Post-go-live optimization | Structured support for stabilization, Microsoft updates, configuration changes, user adoption, process improvement, performance issues, and future capability expansion |
Organizations still deciding whether enterprise F&O is the right platform should first compare Dynamics 365 Finance vs Business Central before moving into partner selection.
What Is Distinctive About the CaliberFocus Approach?
CaliberFocus connects Finance and Operations implementation with the capabilities that frequently determine what happens after deployment: integrations, process optimization, Copilot, user adoption, and managed services.
This matters when the ERP roadmap extends beyond configuration into broader finance and ERP operations improvement.
Rather than treating AI or adoption as post-project add-ons, these requirements can be considered alongside implementation architecture and workflow design. Organizations planning significant process change can also incorporate Dynamics 365 user adoption and change management into the program before go-live.
Validate Your ERP Partner Strategy
Make sure the implementation, integration, Copilot, adoption, and support capabilities you need are reflected in the partner shortlist.
Frequently Asked Questions
A Dynamics 365 Finance partner should support solution design, configuration, integrations, data migration, testing, deployment, and stabilization. The exact scope depends on whether Finance is being deployed independently or alongside Supply Chain Management, Projects, Power Platform, Copilot, and other enterprise systems.
An implementation partner primarily designs and deploys the ERP environment. A support partner focuses on the production system after go-live, including issue resolution, Microsoft updates, user support, optimization, and ongoing changes. Some partners provide both services under one engagement model.
Start with experience in comparable ERP environments, industries, legal-entity structures, integrations, and migration scenarios. Then evaluate delivery methodology, team continuity, scope control, post-go-live support, and whether the partner can support adjacent requirements such as Power Platform, Copilot, and change management.
Yes, particularly where business processes or regulatory requirements are industry-specific. Retail, manufacturing, healthcare, distribution, and professional services can require very different finance, supply chain, reporting, compliance, and integration designs even when they use the same Dynamics 365 platform.
For most enterprise implementations, yes. ERP value depends heavily on the quality of migrated data and how Dynamics 365 connects with surrounding systems. Buyers should verify that migration and integration capabilities are part of the delivery team rather than assumed third-party responsibilities.
Post-go-live support should cover stabilization, issue resolution, Microsoft release management, configuration changes, user support, performance monitoring, and ongoing optimization. The scope should be agreed before implementation ends so responsibility does not become unclear after hypercare.
