Operations modernization with Dynamics 365: from fragmented tools to a unified platform

Proof of concept

Itransition’s team understood the scale and complexity of the transition and anticipated that large-scale change management and system adoption would be challenging. The customer also required zero downtime during the transition to the new system.

Therefore, Itransition’s experts proposed to validate the fit of Dynamics 365 Finance and Supply Chain Management with the customer's business processes before committing to a full-scale rollout and start with a proof of concept. Our consultants conducted workshops with key users across finance, HR, and procurement management teams to map existing workflows and identify alignment with Dynamics 365 Finance and Supply Chain Management standard capabilities. Then we established the scope for the PoC.

Core finance system

To streamline system implementation and ensure smooth and fast adoption by the users, Itransition’s team began with the setup of a General ledger module that manages financial records, supports journal processing, allocations, intercompany transactions, and reporting, forming the backbone of the company’s financial management system.

To address fragmented data and limited cross-functional visibility, our team migrated the customer's DATEV accounting system to Dynamics 365 Finance and Supply Chain Management. To further enhance their client and financial insights, we assisted them with synchronizing all data across Dynamics 365 Sales and Dynamics 365 Finance and Supply Chain Management in near-real time via Dataverse. This allowed the customer to work with unified and consistent data to make more informed decisions.

Procure-to-Pay process

Our team set up the Procurement and sourcing module that streamlined the end-to-end process of acquiring trucks, from requisition to payment, while supporting supplier management and strategic sourcing. With the introduction of the Procure-to-Pay process, the customer gained real-time visibility into inventory levels across warehouses, improved control over purchasing activities, and ensured stronger alignment between demand and supply planning. Automated workflows and standardized processes enabled more accurate forecasting and proactive procurement.

Expanding user reports with the help of Power BI enhanced suppliers’ ability to meet delivery commitments and ensured that the right equipment and materials were available when needed.

As a result, the customer significantly improved OTIF (On-Time, In-Full) delivery - the metric that measures a supplier’s ability to fulfill its delivery promises.

User guidance and ad hoc support

Itransition delivered post-implementation live demos and training sessions with practical examples on utilizing the new system, covering its capabilities, functionality, and best practices. Additionally, we offered ongoing ad hoc user support, remaining closely engaged with end users throughout the adoption phase. Our team promptly addressed user questions, clarifying system behavior, and assisting with real-life scenarios as they arose.

This approach ensured that users felt supported in their day-to-day work, enabling faster issue resolution and building confidence in the new system.

In-house team

In addition, after PoC implementation, Itransition supported the customer in building a capable in-house team to ensure further solution support. Our experts defined a clear profile of the required specialist, outlining the necessary skills and responsibilities, and assisted in identifying and selecting the right candidate.

In parallel, we delivered targeted training to equip the team with the knowledge needed to manage and support key processes within the system independently, enabling a smooth transition to internal ownership.