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SOLUTION · ERP

ERP and finance integration

For: Manufacturing and growth enterprisesPlatform: Microsoft Dynamics 365Goal: Consistent financial and operating data
CONNECTED CAPABILITY

01 / CHALLENGES

Fragmented operating and financial data delays closing and obscures inventory, cost and delivery status.

  • Duplicate ledgers and reconciliation
  • Delayed cost analysis
  • Supply-chain information breaks
  • Manual management reporting

02 / CAPABILITIES

Build integrated finance, supply-chain and operating flows from a shared blueprint and master data.

  • Finance and asset management
  • Procurement, sales and inventory
  • Costing and performance analysis
  • Master data and access governance

03 / DELIVERY

Control risk through diagnosis, blueprint, iterative delivery, user validation and continuous operation.

  • Goals and success metrics
  • Process and system blueprint
  • Migration and cutover
  • Adoption and outcome reviews

04 / DETAILED SCOPE

Select modules around the operating model instead of treating a big-bang rollout as the default.

  • Finance: ledger, receivables, payables, assets, budgeting and consolidation needs
  • Supply chain: vendors, sourcing, purchasing, sales, inventory and warehousing
  • Manufacturing: products, BOM/formulas, planning, production orders, materials and quality
  • Analytics: inventory costing, operating reports and Power BI data services

05 / DELIVERABLES & BOUNDARIES

Reduce risk with verifiable outputs and explicit system boundaries.

  • Blueprint, prototype decisions, configuration record, migration templates, testing and cutover plan
  • MES, PLM, WMS, tax and localization integrations require separate assessment
  • Business owners, data owners and key users must remain involved
  • Acceptance follows end-to-end scenarios, not isolated feature checks

NEXT STEP

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ERP and finance integration | Dynamics CN