Dynamics 365 Finance & Supply Chain Management
Whatever state your F&O project is in, there's a path from here.
New rollout, stuck AX migration, a support desk that isn't keeping up, or a project that's gone off the rails: each situation has its own dedicated service, delivered from Surrey, BC for clients across Canada.
- Finance & Supply Chain Management
- AX 2009/2012 upgrades
- Project recovery
Dynamics 365 Finance & SCMGroup workspaceIllustration shows example data.
Where are you today?
Pick the situation closest to yours and we'll show the service built for it.
- Project planWeek 4Starting fresh
New implementation
Best if you're on spreadsheets, an old system or several disconnected ones and need Finance & SCM configured around your processes.
- Fixed-scope blueprint before configuration
- Testing on your own data
- Typical timeline 13–17 weeks
- AX 2012Dynamics 365 Finance & SCMOn Dynamics AX
Upgrade from AX 2009/2012
Best if you still run AX 2009 or 2012 and need a migration path that doesn't break what already works.
- Customizations assessed: keep, replace or retire
- Rebuilt as extensions where still needed
- Data migration plan agreed before cutover
- Support deskToday
- Posting error fixedResolved
- New report requestIn progress
- User access changeResolved
Live on F&OSupport & development
Best if you're live on Finance & SCM and need faster fixes, small enhancements, or a team that knows your setup.
- Average first response under 2 hours
- Enhancements and development hours
- 24/7 critical-issue coverage on the Managed Support plan
- Project healthRecoveryReplannedBack on trackProject in trouble
Project recovery
Best if your implementation is over budget, behind schedule or stalled and you need an honest assessment fast.
- Independent review of the project
- A realistic plan to a stable go-live
- 8 stalled projects recovered
- ERP health check72/100Not sure yet
Advisory & audit
An independent review of your current system and processes, and a roadmap for what to do next.
- Health check of security, performance and data
- Licensing and customization review
- A prioritized roadmap you can act on
Built for complex, multi-entity operations
- 01
Many entities and currencies
Run legal entities, currencies and intercompany trade in one system, with consolidation and eliminations built in.
- 02
Deep supply chain
Production control, warehouse and transportation management, and planning for discrete, process and project manufacturing.
- 03
Financial control
Budget control, encumbrances, financial dimensions and reporting for groups with formal governance.
- 04
Copilot and agents
AI assistance built into Finance and Supply Chain Management, on a platform Microsoft updates continuously.
The same principles, whichever path you take
- Fixed scope
No open-ended discovery
Every engagement starts with a scoped assessment and an agreed plan before configuration work begins.
- Named team
Same consultants throughout
The people who scope your project are the ones who build and support it, with no hand-off to a different bench.
- Your data
Migration-first thinking
We plan around your live data and processes from day one, instead of retrofitting them at the end.
Our own extensions for Finance & SCM
Built and maintained by Tech Sarwar for the gaps standard Dynamics leaves. All products
Multisource Exchange Rate ManagementAutomated, reviewed daily exchange ratesAvailable
License ManagementLicences your security roles need, and the cost of gapsAvailable
Document Email ManagementEmail documents in batches, archive and track every sendAvailable
Banking & Treasury AutomationBank and treasury processes in FinanceBuilt on demand
Industries we configure it for
Manufacturing
Distribution
Multi-Location Businesses
Steel Fabrication
FMCG
Public Sector
UtilitiesHow long does a Finance & SCM implementation take?
Typically 13–17 weeks. We agree the timeline in the Plan & design stage, before any configuration starts.
Can you take over a project another partner started?
Yes. Our Project Recovery service starts with an independent review, then a realistic plan to a stable go-live.
We're still on AX 2009 or 2012. Where do we start?
With an assessment of your customizations and data, so you know what to keep, replace with standard features or retire before the upgrade.
What does 24/7 support cover?
24/7 coverage is for critical issues on the Managed Support plan. Other plans run during business hours.
Can you supply our Dynamics 365 licences?
Yes. As a Microsoft Partner and Indirect Reseller (CSP) we can license, implement and support Finance & SCM under one agreement.
Not sure which path fits? Tell us where things stand.
A 30-minute call is usually enough for us to point you to the right one. Or send a short note and the right consultant will get back to you.
Related guides
- Guide · ImplementationDynamics 365 Finance and Operations vs Business Central: a selection guideRead the guide →
- Guide · ImplementationDynamics 365 Finance and Operations implementation readiness checklistRead the guide →
- Guide · Upgrades & MigrationPlanning your move from Dynamics AX 2012 to Finance and Supply Chain ManagementRead the guide →