Enhancing Operational Efficiency with D365 Finance and Operations Support

Architecture Diagram

Problem Statement

The objective of the ongoing support for D365 F&O applications is to make sure that the system remains operational and derives benefits from the D365 F&O implementation. Our support covers functional assistance, technical assistance, bug fixes, business process enhancements, platform updates, user guidance, and compliance support. Support is driven by agreed SLAs for response time and issue resolution with clear communication and escalation processes.

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Bugs and Issues: After the D365 F&O implementation, the Business team faced ongoing challenges due to process-related and product-related bugs that demanded immediate attention and resolution, leading to operational disruptions.

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Processes and Enhancements: Users identified incomplete processes within the D365 F&O application, necessitating additional changes and enhancements for smoother operations and improved productivity.

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Compatibility and Customization Conflicts: Frequent updates from Microsoft introduced compatibility concerns and conflicts with existing customizations, posing a significant hurdle to maintaining a stable and efficient system.

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Insufficient User Roles and Privileges: The growing user base and evolving access requirements exposed the limitations of existing security roles and privileges. Customized extra security roles became imperative to manage user access effectively.

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Integration Challenges: Manual data exchange between D365 F&O and other operational systems was time-consuming and prone to errors. The need for seamless integration to facilitate data sharing emerged as a critical pain point for the client.

Solution Overview

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Our support team swiftly addressed process-related and product-related bugs by implementing a structured incident management process.

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Enhancements were seamlessly integrated, with detailed design documents approved by the customer, ensuring complete transparency.

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Microsoft's frequent D365 F&O updates were successfully managed, preventing conflicts with existing customizations and ensuring uninterrupted operations.

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In response to a growing user base and evolving access requirements, our support team implemented customized security roles, simplifying user access management.

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We facilitated the integration of D365 F&O with other operational systems, eliminating manual data exchanges and significantly improving data accuracy and efficiency.

Business Impact

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Optimized Operations: The specialized support team's expertise ensured smoother D365 F&O operations, reducing downtime, and enhancing overall operational efficiency

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Tailored Solutions: Customization and configuration assistance aligned the system with specific business needs, resolved issues promptly, and improved business processes.

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Maximized Productivity: User training and adoption efforts resulted in increased user confidence, higher productivity, and the realization of maximum benefits from D365 F&O.

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Seamless Updates: Efficient management of system updates and upgrades by the support team minimized disruptions, maximized system performance, and ensured business continuity.

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Enhanced User Satisfaction: The support team's role in improving the user experience and addressing concerns fostered higher user satisfaction, encouraged system usage, and ultimately drove greater value from D365 F&O for the organization.

Testimonials of Our Happy Clients

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  • A nondisclosure agreement (NDA) is signed to not disclose any sensitive information revealed over the course of doing business together.
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  • The solution discovery phase is all about knowing your target audience, writing down requirements, and creating a full scope for the project.
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  • Based on these scenarios, clients may agree to a particular engagement model (Fixed Bid, T&M, Dedicated Team).
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  • On signing the SOW, an official project kick-off meeting shall be initiated.
  • Our implementation approach, ecosystem, tools, solutions modelling, sprint plan, etc. shall be discussed during this meeting.
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