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AI in Final Key Dynamics D365 Finance Offerings

Explore how AI enhances Key Dynamics Solutionsu2019 D365 Finance offerings with smarter insights, automation, and scalable growth worldwide now.

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AI in Final Key Dynamics D365 Finance Offerings

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  1. Microsoft D65 Finance Comprehensive Financial Transformation for Your Organization

  2. OVERVIEW OF D365 FINANCE 01 DYNAMICE 365 FINANCE 02 Table of Contents OUR ERP CAPABILITIES 03 OUR DIFFERENTIATORS 04 SUCCESS STORIES 05

  3. Complex Implementations Managed Services Data Architecture Design Integration AI Powered Deliveries Cloud Data Management Services Vision To revolutionize businesses with innovative solutions that drive efficiency and growth. Mission To provide tailored business systems that streamline operations and empower businesses to succeed. We are a trusted provider of ERP and CRM solutions, specializing in Dynamics 365, Azure Data & BI Services, Microsoft Power Platform, AI & ML, CRM and Mobile App Development Services. Global Presence GDA Hubs in Bangalore Ireland Dubai Delhi Tecno-Functional Team MS Implementation Partner SUCCESSFUL PROJECTS Technology Stack TECHNOLOGY FOCUS Domain Key Service Offerings Key Milestones • Dynamics 365 (Finance & Supply Chain Mgmt, CE & Business Central) • MS Power Platform • Azure Data & BI • AI&ML Services • iOS, Android apps 30 + Enterprise Clients 100 + Seasoned Professionals 60 + Successful Global Projects 100% Customer Retention • 60+ projects successfully delivered across 6+ continents • 35+ New Implementation • 20+integrations • 6+ upgrades • 3+ data migration (ELT Value Proposition 12+ Partners 35+ Data Source Integrated 40+ Certified Resources 90% Adoption Rate Customer Education & Enablement ~ 60% faster adoption Business Domain Expertise ~30% unnecessary customization costs. Microsoft Azure Power Platform Microsoft Dynamics 365 10+ Accelerators 6+Upgrades 3+ Data Migration (ELT) 10+ Industries 100% Customer Satisfaction Comprehensive E2E Services Saves ~ 20% project time while delivering future proof solutions. Tailored Solutions Full Lifecycle Support | Higher Efficiency, D365 Supply chain Management D365 Business Central Data Factory D365 CRM D365 Finance DevOps Power Automate Logic Apps PowerApps AI Builder Power BI Cost-Effectiveness Saves ~ 30% on recurring cost Measurable ROI Strategic Innovation for Real ROI CERTIFIED RESOURCE Business Model Time & Material Project Fixed Cost Project • 100+ experienced professionals • Team with 10+ years of average experience • 40+ Microsoft certified resources • Tecno-Functional Team Logistics & Warehouse mgmt. Healthcare & Life Sciences Data Migration AI Chatbot Support & Maintenance Enterprise Process Diagnostic Version / Code Upgrade RPA & Desktop flow Business Consulting- Assessment Resource Augmentation 1 Project Support & Maintenance User Training User trainin Discrete & Process Manufacturing Distribution & Supply Chain Retail & E-commerce Services BFSI

  4. D365 Finance Capabilities Impact of Dynamics 365 Finance across the Globe Features D365 Finance Boost your business with Dynamics 365 Finance Dynamics 365 Finance is Microsoft’s cloud ERP for real-time financial management, automation, and AI-driven insights. Financial planning & analysis Cash management Optimize monetization with AI-powered billing, accounts receivable (AR), collections, and more. Boost agility with Copilot-driven financial planning. Cost Reduction: It unifies your firm’s expenditure and IT allowances to come up with smart cost management programs. • 55% $3.5M Quote to cash Cost Reduction: It unifies your firm’s expenditure and IT allowances to come up with smart cost management programs. • Upto 55% Boost in Finance Process Productivity Manage liquidity with predictive forecasting. Business performance management Flexibility: Dynamics 365 Finance and Operations apps give you complete freedom of customization and development on every platform. • 122% • 122% • 122% Enhance decision making and agility with Copilot-assisted self-service financial and operational analytics. • 55% ROI over 3 Years • ROI over 3 Years • $3.5M Accounting and financial close • $3.5M Tax management Deep-rooted Integration: Dynamics 365 is capable of providing deep-rooted CRM, BI, and other third-party integrations to keep your whole organization in sync. • IT Infra Cost Savings Expedite financial close and reporting with self-serve analytics and automation. Manage tax jurisdictions, rates, and deductibility based on a unified tax data model. • IT Infra Cost • Savings Globalization & Compliance Built-in Analytics: Dynamics 365 comes with a built-in Analytics mechanism to help you make better decisions quicker. Accounts receivable and payable Expense Management Multi-Currency & Global Operations D365 Finance supporting transactions in multiple currencies with automated exchange rate updates & revaluation. Azure AI: The availability of the smart Azure AI gives accurate predictions, foretells you what might happen, provide predictions and recommendations. Budgeting Reporting Localization Coverage Out-of-the-box localizations, ensuring compliance with local tax laws, regulations, & reporting requirements​. General Ledger Management Cost Accounting Regulatory Compliance It helps organizations comply with global and local accounting standards and regulations. Cash Management Project Management Multi-Language User Interface D365 Finance provides a multi-language user interface, allowing finance users in different regions to work in their local language. Accounting

  5. D365 Finance Modules and Business Processes Cash Flow Forecasting ​​ Financial Period Close Vendor Invoice Automation Revenue Recognition Procure to Pay (P2P) Expense Management Order to Cash (O2C) • Manage the entire sales cycle • from order entry to invoicing and collections. • Ensure compliance with accounting standards like IFRS and GAAP. • Enable expense submission • Policy enforcement • Faster reimbursements. • Digitize invoice capture • Approval workflows • Matching. • Automate and streamline month-end and year-end closing activities. • Predict liquidity using real-time inflows and outflows. • Streamline purchasing, supplier • Invoicing • Payment processing. Useful Integrations:​ Useful Integrations with D365 Finance Microsoft Excel Seamlessly export, analyze, and update financial reports and ledgers. Microsoft Power BI Visualize financial data, budgets, and forecasts with interactive dashboards. Dataverse Centralize financial data across systems for consistency and reporting. Sharepoint Store and manage financial documents with access control and versioning. Microsoft Power Automate Automate invoice approvals, vendor payments, and financial workflows. Microsoft Teams Collaborate on budgets, purchase requests, and approvals in real time. AI Builder Predict cash flow, detect anomalies, and automate data extraction from invoices. Outlook Integration Automate reminders and notifications for payments and approvals.

  6. D365 Finance Modules and Business Processes Business Process Finance Process Relevant D365 Finance Modules

  7. D365 Finance Integrations • Compliance & Taxation  Reporting & Analytics • Tax Add-in (global tax logic) • Globalization Studio (e-Invoicing, SAF-T) • RCS (no-code config) • Power BI (interactive dashboards) • Azure Synapse (data pipelines) • Electronic Reporting (ER) • Integration & Data Sync • AI & Machine Learning Extensions • AI & Machine Learning Extensions External Integration • AI & Automation • Dual-write (CRM sync) • Azure Data Factory • ISVs (HR, payroll, POS) • AI Builder • Power Automate • Cash Flow & Payment Forecasting • External System Integration • IoT & Real-Time Monitoring • Audit & Docs Budgeting • OnePlan/Anaplan integration • Excel Add-in for budget uploads scenario planning • SharePoint • AI document processing • SOX-ready audit trails • Industry-Specific Add-ons • Reporting & Analytics Expense Management • Intercompany Ops • D365 Project Ops • SAP Concur/Zoho Expense (3rd-party travel & expense tracking) • Auto intercompany invoicing • Power BI-based group consolidation

  8. 30+ Enterprise Clients 12 Partnerships Our ERP Capabilities Key Differentiators Bank Integration Implementations Enterprise Process Diagnostic/ Review Impact Reduction in manual bank reconciliation efforts up to 70%. 20+ Certified Resources Integration with 10+ Global banks, supporting multi-currency and multi-country operations. 10+ Accelerators Business Process Analysis | System Design and Customization | Testing | Change Management | Deployment Understand pain points | Identify improvement opportunities Carrier hub Integration Upto 30% improvement in operational efficiency. Product Portfolio Reducing discovery timeline upto 20%. Impact Reduced shipping errors up to 40% Save up to 10-15% on freight costs. Seamless integrations with 10+ leading carriers, and global shipping platforms like nShift, FarEye. Migrations & Upgrades System Integration Data Analysis & Mapping | Data transformation | Backup & Contingency Planning | Data migration | Version upgrade System Evaluation | System design and development | Middleware Configuration | Integration Testing Automationof warehouse management process Impact Reduced order processing time up to 25% & Reduced overstock/stockouts up to 30% Warehouse automation using mobile device, bar code, scanning feature, Sensor & AI Integrations reduce chances of data errors upto 90% 50% faster system operations. . Support & Maintenance Managed Services 24/7 support | Performance Optimization | Regular System Health Checks Cloud hosting | Server management | Proactive monitoring | Security mgmt. | System audits | Disaster recovery and Business continuity ElectronicReporting 12+ country-specific formats for regulatory filings, including tax, VAT, and invoicing requirements. Impact Fast creation of regulatory and business reports up to 60% Uptime increase upto 99.99% & resolution time for critical ERP issues reduces upto 70% Upto 40-60% faster IT issue resolution

  9. Key Highlights • Business Consultants & Technology teams collaborate to align the client’s project goals and needs, using industry best practices. • Covering the full spectrum of technologies, from classic to cutting-edge, for a seamless digital transformation. • Offshore delivery model make our projects cost effective. Key Highlights & Value Proposition Customer Education & Enablement Multi-Channel Training Content | Localized & Multi-Language Training Support | Proactive User Engagement Strategies | Market trends update Up to 60% faster adoption of new system organization wide Value Proposition Comprehensive E2E Services Strategy | Process consulting & re-engineering | Design | Implementation | Continuous Improvement Services | Cross-functional team collaboration Saves up to 20% project time while delivering future proof solutions. Business Domain Expertise in-depth domain knowledge to address specific industry challenges cutting down up-to ~30% unnecessary customization costs. Tailored Solutions Customized workflows with full lifecycle support. Improved Efficiency, CSAT, NPS Cost-Effectiveness Scalable solutions | Template Repository | Technical library | Test case repository | Technical COE | Offshore delivery model Saves up to 30% on recurring cost Measurable ROI Innovation and strategy for tangible value, guaranteeing  real ROI over a longer duration, including build-in inflation -adjustments and time to market  Risk & Compliance Automated Risk Assessment |Regulatory-Ready ERP Solution | GDPR & SOX Compliant Framework | AI-Driven Compliance Alerts & Notifications Reduced risk exposure up to 30% with automated monitoring tools.

  10. Key Differentiators Current Challenges Desired Outcomes Fragmented data Unified platform for all data Inefficient processes Workflow automation Operational blind spots AI chatbots Limited insights Real‐time insights Seamless integrations & more! Manual tasks Data Expertise Pre-Built Accelerators Risk & Compliance Frameworks Template & Repository Libraries Technical COE Successfully used in 10+ implementations, delivering faster time-to-value. Ensure 100% adherence to GDPR, SOC, ISO, or other relevant compliance standards. Achieved 99.5% data accuracy in migration for previous clients. . Reduce delivery time by 15–20% with coding best practices & environment branching Cut project effort by 15–20% with 100+ reusable templates from past projects Deployment accelerators reduce implementation timelines by up to 25%. • Reuse of customizations, • Power Platform extensions • & BI reports • Over 90% certification rate in relevant technologies among COE team members Pre-tested scripts save up to 4 weeks of manual migration effort. Reduce risk exposure up to 30% with automated monitoring tools.

  11. Implementation Methodology Executive Sponsorship • Technical CoE- readily reference for Coding best practices, Environment Branching (2 weeks effort saved) • Technical library - readily reference for reuse of customization, Power Platform extensions, Power BI reports (10 to 20% effort reduction) • Template repository – readily reusable templates available based on previous project experiences (15 to 25% effort reduction) • Test case repository- readily available for reuse (20 to 25 % effort reduction) • Configuration and Data Migration – Readily available templates for reuse (25 to 30% effort reduction) Value Addition Project Management Phase Data Architecture Business Architecture Application Architecture Business Requirements Logical Architecture (Vision) Conceptual Design Initial Object Model Business Modelling Business Requirements/ Use Cases Data Architecture Interface Scope & Strategy Design Logical DB Model, Data Conversion Design Specs, Integration Detailed Des. Batch/Real Time Scheduling Final Object Model, App Design Specs,  Workflow Design, Development Standards, DevOps & Build Plan Site Map, Navigational Model User Acceptance Criteria Change Management Strategy Development Construction (Weekly Builds) Unit Test Discrepancy Fixes Database Extensions EAI Development, Batch Development Data Migration Iterative Build Testing, System Test Scripts ,Build Online Help, Develop Training Quality Assurance Integration Test System Test/UAT Deliver Training Test Scripts Test EAI Services Execute System Test Scripts Discrepancy Fixes Deployment Training Session Production Testing Migration Data Production Support Prepare Prod App Production Support Final Deliverables

  12. SUCCESS STORIES

  13. Success Story Increase in Accuracy Faster financial closing cycle Reduced manual intervention. Standardized financial structures. 95% 40% A multinational distribution company modernized its finance operations with D365 Finance to achieve better control, compliance, and real-time visibility across global entities. Real-time compliance across multiple countries Automated journal entries and reconciliation Solution 1 4 Bank & Cash Management Automation Integrated bank statement imports and reconciliations to speed up daily processes. Unified Global Chart of Accounts Standardized financial structures across entities for consistency and reporting accuracy. Key Challenges Fragmented financial systems across regions. Manual journal entries and reconciliations. Delays in month-end close processes. Difficulty in complying with multi-country tax regulations Lack of consolidated financial reporting Limited visibility into cash flow and forecasting 2 Multi-Currency & Localization Setup Enabled real-time compliance across multiple countries with automatic exchange rate updates and tax rules. 5 Role-Based Workspaces A Personalized dashboards for Controllers, CFOs, and AP/AR teams for streamlined workflows. 6 Embedded Financial Reporting Real-time balance sheet, P&L, and cash flow analytics powered by D365 and Power BI. 3 Task Automation Inventory management via D365 F&O with advanced warehouse management features.

  14. Success Story Increased recurring Customer base Growth in recurring Revenue 50-70% Less errors. 30% faster processing. 25% 15% A financial services company (Accounting and Consulting Firm) sought to undergo digital transformation to improve data management.  Driving sustainable growth through enhanced client engagement 20-25% saving in administrative costs.. Solution Key Challenges 1 4 MS Dynamics365 F&O D365 F&O as a unified platform for financial, operational, and customer data. MS Dynamics365 Sales Implemented relationship management workflows to strengthen client connections. Data Fragmentation: Inconsistent and siloed data across legacy systems. Inefficient Processes: Manual client onboarding, contract management, and approval workflows. Limited Customer Engagement: Lack of actionable insights into customer needs and behaviors. Operational Blind Spots: Limited real-time analytics for financial and operational decision-making. 2 5 Legacy System Integration Integration with multiple legacy systems to consolidate data into a unified customer profile. Power BI Created interactive dashboards for real-time financial and operational insights 3 6 Workflow Automation Client onboarding, contract management, and approval process automation. D365 Customer Insights AI-driven customer insights to identify customer needs and preferences.

  15. Improved customer satisfaction by 40%. Success Story Increase in Customer base Reduced order delays AI-enabled chatbot reduced response times by 50% 30% 25% Improved order processing efficiency by 60%. End-to-End Solution for E-Commerce Business Transformation Reduce decision making time by 30% enabling faster response to market trends. Solution 1 4 Streamlined Order Fulfilment Orders processed via D365 F&O with advanced warehouse management and integration with 3PL/4PL for smooth deliveries. AI Chatbot Integration A Copilot-AI-powered chatbot to handle customer queries, & order assistance, continuously improving response quality. Key Challenges Customer Support Delays: Slow response to customer queries and order issues. Manual Lead Tracking: Inefficient lead management causing missed sales. Order Delays: Lack of integration between platforms disrupting fulfillment. Delivery Gaps: Inadequate courier tracking and documentation. Limited Insights: No real-time data for decision-making. 2 Automated Lead Management D365 CRM integration for automatic lead generation from website interactions, enabling efficient sales coordination. 5 Delivery Enhancement A Power App for e-signature capture during courier pickup, updating D365 F&O in real time. 6 Actionable Analytics Power BI dashboards and reports for comprehensive insights from e-commerce and operational data. 3 Effective inventory management Inventory management via D365 F&O with advanced warehouse management features.

  16. Contact UsGet In Touch Delhi, India Sales@keydynamicssolutions.com +91 99906 90718 Keydynamicssolutions.com

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