Finance and Operations

Agile, Innovative and Simple

Microsoft Dynamics 365 Finance & Operation is re-architecture of Dynamic AX enterprise Solution. It makes work life easier enterprise software. This enterprise solution automates and streamlines mid-large size organization business process. Digital transformation and accelerate the speed and accuracy of doing business using Dynamics 365 for Finance and Operations.

Dynamics 365 for Finance and Operations connects all of business processes and departments, such as purchasing, sales, logistics, production, projects, finance, customer service and business administration in the cloud.

Achieve seamless integration across Dynamics 365 applications to get the right information which will empower your people to easily adapt to the rapidly changing business environments.

Finance and Operations helps you to accelerate the speed of doing business and enable business to make a smarter decision.

Features of Finance and Operation:

  • Global Entry Forms: Create purchase invoices, Journal entry
  • Exchange Rate Integration: Maintain rates manually
  • Localization: Control and generate reports
  • Advanced Bank Reconciliation: Improve the productivity of finance teams
  • In-built Audit Workbench: In-built audit workbench, Additional controls and visibility
  • Budget Planning and Control: Project cost control, Purchasing cost control
  • Management Reporter: Configure reports, Manage balance sheet
  • Aged Customer Balances Snapshot: Schedule a periodic job
  • Cost Accounting: Analyze various cost objects
  • General Electronic Reporting: Modify the elements for vendor payments, customer collections
  • Cost Allocations: Allocate costs based on fixed percentages or on a revenue basis or across companies as intercompany transactions.


  • Project Kick off
  • Business Process Study
  • Key User Interaction
  • FRD documentation
  • Fit Gap Analysis creation


  • System configuration as per SOW & FRD
  • Key user training on standard system
  • User practice FRD, Fit Gap Analysis Sign off


  • System customization & configuration as per Fit Gap
  • Report development testing, test data readiness
  • Data Migration & System testing


  • Key Users & End Users training
  • User Feedback and final testing
  • UAT
  • User Manuals
  • Pre
  • go live & Live
  • data migration


  • After Go live Support
  • Change request Execution
  • Add on module configuration

Finance & Operation manage and monitor overall performance of Finance, Supply chain, production & operation, sales & purchase etc.

Dynamics 365 Finance & Operation has built-in CRM capability and this sales solution for sales team to nurture lead, achieve more business and manage customers. It is flexible and cloud-based solutions. It can be easily tailored any organization and tracking leads, manage sales workflows, manage report and opportunity.

Dynamics 365 Finance & Operation connects directly with Dynamics 365 for Sales and allows synchronize data between the two systems. They import one-time bulk and set up real-time or change-based modules to keep both systems in sync.

Each module can be used as-is or can be used as a great starting point to customize further. The provided module integrates to:

  • Accounts
  • Currencies
  • Items
  • Invoices
  • Resource
  • Territories
  • Sales Price
  • Opportunity
  • Units of Measure
  • Invoice adjustments
  • Invoices
  • Warehouses

If you are looking for an experienced & dedicated team for your Microsoft Dynamics Support, you are at the right place. Our versatile, seasoned & pro-active team is always available with solution & recommendation for your Issue, requirement.

Our Support service is highly flexible & can be uniquely crafted as per customer need. You can prepare your Support contract by choosing followings services,

  • Off-shore/On-site Support.
  • Key/End User training.
  • Implementation of new functionalities/Add-ons/Modules.
  • Development/customization of new functionality.
  • Output/MIS Report Development
  • Hotfixing/Bugfixing.
  • Version Upgrades.
  • Product performance tuning & Optimization.
  • Database & Product performance monitoring.
  • Integration with Third party applications.
  • ISV Support.

Benefits of Support Service contract,

  • Access to Ticketing System & Customer portal.
  • Easy visibility & tracking of on-going tasks & issues with deadline & delivery dates.
  • Accelerated channel for customers under AMC Contract.
  • Special rates for service hours.
  • Rate locking for the contract time frame.
  • Dedicated support team with extensive experience in Dynamics product support.

MindQuad has always taken a practical approach to training and can offer training either on your own site, or at MindQuad HQ. Working with the product since it was launched means that MindQuad has a substantial knowledge of the Finance & Operation product that you can benefit from by attending one of our training workshops.

Please see below some of the standard training workshop that we provide or contact us for more information or to enquire about tailoring workshop for your team.

The Basics of Finance & Operations:

Designed to give people new to Finance & Operations an overview of the core concepts of Finance & Operations as well as a high-level knowledge of modules: financials, sales, purchasing, stock, and CRM.

Advanced Finance & Operations:

For those either looking to develop their current their Finance & Operations

knowledge or for more in-depth training. Prior Finance & Operations experience is a pre-requisite for this workshop.

Choose from our beginners one day workshop which gives a good basic working knowledge of the report generation structure, or a full 2-day workshop for more advanced knowledge.

Further you can avail any of our Training, Consulting or Configuration services as per the hourly rate mutually decided by us:

  • Minor Layout changes, PLD/Crystal
  • DTW
  • Some simple query writing
  • ‘How to’ Training sessions
  • Backup & restore Services
  • Checking for space on server
  • Setting up new users
  • Assigning Authorizations
  • Loading Microsoft Dynamics 365 on new Hardware
  • Setting up UDF’s
  • Installing and setting up the RSP
  • Setting up Alerts
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