Schedule Consultation

Dynamics 365 F&O

Support & Upgrade Services for Dynamics F&O

For years, businesses have relied on Dynamics 365 Finance & Operations (now F&SCM) to simplify financial reporting, optimize supply chains, and unify global operations – all on one proven platform.

Contact Our Team

What Is Dynamics 365 Finance & Operations?

Dynamics 365 Finance & Operations (F&O) is an end-to-end ERP solution by Microsoft designed to streamline and automate financial and operational processes for medium to large businesses. It integrates functions like finance, supply chain, manufacturing, and customer service into a single platform, enhancing efficiency and decision-making with real-time analytics, scalable performance, and enhanced automation.

Note: In 2019, Microsoft Dynamics 365 Finance & Operations was split into two separate solutions: Dynamics 365 Finance and Dynamics 365 Supply Chain Management (SCM).

Dynamics F&O Features

General Ledger

Efficiently manage transactions and generate detailed financial statements.

Tax Calculation

Simplify tax reporting and submission with region-specific calculations.

Budget Planning

Enhance budget management with real-time credit and debit calculations.

Credit and Collections

Set credit limits and manage collection activities for customers effectively.

Financial Reporting

Generate comprehensive financial reports to monitor accounts, cash flow, and revenue.

Revenue Recognition

Easily allocate revenue for complex products or services.

Cash Management

Maintain accurate cash tracking by balancing customer and vendor accounts.

Expense Management

Track and manage business expenses, producing precise revenue analysis reports.

Capacity Strategy Planning

Strategize based on raw materials and production goals to optimize plant capacity.

Streamlined Production Control

Streamline production to ensure timely order fulfillment and optimal raw material use.

Advanced Production Scheduling

Utilize advanced scheduling techniques to manage production efficiently.

Shop Floor Operations Control

Oversee floor operations and monitor employee performance.

Predictive Demand Forecasting

Predict future demands using customer data to meet upcoming needs.

Resource Allocation Management

Manage and track resources to ensure smooth manufacturing processes.

Material Supply Planning

Plan material requirements based on fluctuating demands.

Strategic Distribution Planning

Develop robust strategies for direct and indirect procurement and distribution.

Intelligent Demand Planning

Use advanced solutions to create a responsive and sustainable supply chain.

Transportation Coordination

Enhance transportation tracking and communication with precise data.

Efficient Inventory Management

Monitor stock levels using various parameters to simplify management.

Resource Optimization

Monitor resource usage in real-time to improve return on investment.

Centralized Warehouse Management

Centralize the management of multiple warehouses for unified operations.

Vendor Relationship Management

Collaborate effectively with vendors, managing contracts and negotiations.

Effective Procurement Processes

Streamline sourcing processes to find high-quality materials efficiently.

Warehouse Efficiency Optimization

Improve core warehousing activities to boost efficiency and profitability.
Customer account screen dynamics

Efficient Case Routing

Assign issues to the appropriate agent based on complexity and experience.

Timely Proactive Delivery

Ensure timely product delivery with embedded IoT and enhanced visibility.

Comprehensive Case Management

Track open tickets until resolution, ensuring timely resource allocation.

Real-time Embedded Intelligence

Analyze customer interactions to make real-time, personalized decisions.

Activity Tracking

Monitor all customer service activities and maintain comprehensive records.

Service Operations Optimization

Streamline operations with a unified data source for comprehensive insights.

Sentiment-based Case Routing

Route cases based on customer feedback to the right executive.

Proactive Relationship Building

Foster personalized interactions with customers to strengthen relationships.

Detailed Work Orders

Detail the required service work at the customer's location.

Flexible Billing Capabilities

Generate invoices based on customer usage of products and services.

Communication Facilitation Tools

Facilitate between service agents, technicians, dispatchers, and customers.

Project Time Tracking

Track project time to evaluate executive efficiency and ROI.

Comprehensive Asset Management

Track equipment, resources, and service history for each customer.

Data Collection and Reporting

Collect and analyze data to generate reports on various customer activities.

Scheduled Preventive Maintenance

Monitor equipment health and schedule necessary maintenance.

Inventory Control Management

Maintain stock levels and oversee purchase order requests and fulfillment.

Key Business Benefits of Dynamics F&O

Dynamics F&O has carried a range of benefits for users, including built-in analytics, seamless scalability, and automation that can save countless hours and dollars.

With Dynamics F&O, you gain access to real-time analytics through cloud-based deployment. This means you can make well-informed decisions with complete visibility across all your processes, helping you drive intelligent business outcomes.

Experience a seamless and interactive user interface across all business solutions with Dynamics F&O. This consistency empowers you to efficiently navigate and operate different solutions right from the start, enhancing your productivity.

As your business grows, Dynamics F&O scales effortlessly with you. You can quickly upgrade hardware and capabilities to meet increasing customer demands without significant financial investments, ensuring your ERP system always performs at its best.

Boost your efficiency and productivity by automating repetitive tasks with Dynamics F&O. Enjoy seamless data sharing between departments, allowing you to focus on more strategic activities and drive your business forward.

The State of Dynamics F&O in 2025

To address the complexity and cost of implementing Dynamics 365 Finance & Operations as a single package, Microsoft has split it into two specialized solutions: Dynamics 365 Finance and Dynamics 365 Supply Chain Management.

This allows businesses to choose only the tools and capabilities they need, making implementation more efficient, cost-effective, and tailored to their growth goals. Despite the split, many still refer to the two systems collectively as Dynamics 365 Finance and Operations (F&O), viewing them as a unified solution.

Dynamics 365 Pricing

Dynamics F&SCM Services We Offer

Get expert guidance to select, implement, and optimize your ERP systems, ensuring they align with your business goals and drive long-term success.

Migrate faster and upgrade smarter with seamless data transitions and strategic assessments, keeping your business ahead in a competitive market.

Gain 24/7/365 interim support to keep your business running smoothly while you plan your upgrade to Dynamics 365.

Optimize your Microsoft investments and stay compliant with tailored licensing solutions that reduce costs and simplify complex regulations.

Avantiico’s automation add-ons for multi-company accounting, 3PL billing, and data migration are all native to Dynamics 365. 

Contact Us for D365 F&O Support & Integrations

Ready to take the first step in modernizing your operations? Start a conversation below and an Avantiico team member will be in touch. 

Frequently Asked Questions

Dynamics 365 Finance & Operations (F&O) is a comprehensive ERP solution from Microsoft that helps large and medium-sized businesses streamline and automate their financial and operational processes. It integrates various business functions such as finance, supply chain, manufacturing, and customer service into a unified platform, enhancing efficiency and decision-making.

Dynamics 365 Finance & Operations encompasses a wide array of functions, including financial management (general ledger, budget planning, financial reporting), manufacturing and distribution (capacity planning, production scheduling, demand forecasting), supply chain management (inventory management, procurement, transportation coordination), customer service (case management, activity tracking), and field service (work orders, asset management, preventive maintenance).

The primary benefits of Dynamics 365 F&O include access to real-time analytics for better decision-making, a consistent user experience across all business solutions, scalable performance to accommodate business growth, and enhanced automation to streamline repetitive tasks and boost productivity.

Dynamics 365 Finance & Operations is mainly designed for enterprise-level businesses with complex financial and operational needs. However, it can also be customized to suit medium-sized organizations seeking robust ERP capabilities

As of 2025, Dynamics 365 Finance & Operations has been divided into two specialized solutions: Dynamics 365 Finance and Dynamics 365 Supply Chain Management. Despite this division, many still refer to them collectively as Dynamics 365 Finance & Operations.

Dynamics 365 Business Central (BC) is tailored for small to medium-sized businesses, offering a simpler and more cost-effective ERP solution with quicker implementation times. In contrast, Dynamics 365 Finance & Operations (F&O) is designed for larger enterprises with more complex needs, providing advanced features and greater scalability.

Dynamics 365 Finance & Operations (F&O) is the successor to Dynamics AX, offering enhanced features, cloud capabilities, and improved integration with other Microsoft products. F&O provides more advanced financial, supply chain, and manufacturing functionalities compared to AX.

Yes, setting up Dynamics 365 Finance & Operations requires an Azure subscription for cloud deployment. Microsoft manages the Azure subscription, ensuring high availability and security for your ERP system.

Yes, Dynamics 365 Finance & Operations is a cloud-based ERP solution, offering real-time insights, scalability, and seamless integration with other Microsoft cloud services.

Avantiico provides a range of services for Dynamics 365 Finance & Operations, including support and upgrade services, data migration, upgrade assessments, and comprehensive implementation support to ensure a smooth transition and optimal use of the system.

Featured Resources

All Resources
5-Benefits-of-Working-With-Dynamics-365-Finance-Consultants

5 Benefits of Working With Dynamics 365 Finance Consultants

Read now
10-benefits-of-using-sales-accelerator-in-dynamics-365-sales

10 Benefits of Using Sales Accelerator in Dynamics 365 Sales

Read now

10 Reasons to Consider Microsoft 365 Managed Services

Read now
2023-Year-in-Review-at-Avantiico

2023 Year in Review at Avantiico

Read now
4-Benefits-of-Working-with-Dynamics-365-Supply-Chain-Consultants

4 Benefits of Working with Dynamics 365 Supply Chain Consultants

Read now
5-Important-Ways-to-Stay-Sales-Tax-Compliant

5 Important Ways to Stay Sales Tax Compliant

Read now