Microsoft Dynamics 365 Consultants Who Go Beyond Configuration
Planning an implementation? Migrating from legacy systems? Struggling with post go-live reporting? Our D365 consultants provide expert advisory tailored to your situation—whether you need readiness assessments, implementation oversight, integration design, or analytics enablement.
- See how we accelerate D365 outcomes
Dynamics 365 Analytics Consulting Built Around Your Needs
Our Microsoft Dynamics 365 consultants adapt to where you are in your ERP journey. From readiness assessments to post go-live optimization, we provide expert guidance at every stage.
ERP Migration Readiness Assessment
Evaluating a move to Microsoft Dynamics 365? We assess your current systems, data structures, and business processes to determine readiness and build a migration roadmap.
Implementation Oversight & Guidance
Already working with an implementation partner? We provide independent oversight to ensure transparency, proper execution, and alignment with your business objectives.
Data Migration Guidance
Migrating data from legacy ERPs requires more than technical lift-and-shift. We guide your team on data cleansing, mapping, validation, and cutover strategy.
Analytics Platform Oversight
Building an analytics system alongside D365? We oversee implementation to ensure your reporting platform delivers trusted insights aligned with business needs.
How Our Dynamics 365 Analytics Consulting Engagements Work
Our Microsoft Dynamics 365 consultants follow a structured approach to deliver value early, not months down the line.
1
Discovery & Scoping
Understand your current state, business objectives, pain points, and what success looks like for your D365 investment.
2
Systems & Data Assessment
Review existing ERP configurations, data structures, integrations, and reporting gaps to identify opportunities and risks.
3
Roadmap Development
Create a prioritized action plan covering implementation, migration, integration, or optimization based on your specific needs.
4
Oversight & Guidance
Provide hands-on advisory during implementation or migration. Ensure your internal team or external partner executes correctly.
5
Integration Architecture
Design integration approach for your specific scenario, CRM to ERP connections, multi-entity ERP consolidation, legacy system bridges, or Microsoft Fabric for analytics.
6
Analytics Enablement
Establish KPIs, reporting frameworks, and dashboard requirements. Deploy Metrixs or custom Power BI solutions where needed.
7
Knowledge Transfer & Support
Enable your team to maintain, extend, and optimize the solution independently. Provide ongoing advisory as needed.
Why Choose Metrixs Your D365 Reporting Consultants
Advisory First, Not Configuration First
Traditional consultants set up your system and move on. Our Microsoft Dynamics 365 consultants prioritize strategic advice, helping you make better decisions throughout your ERP journey.
Deep D365 F&O Expertise
Our consultants specialize in Finance & Operations across all core modules. We understand the platform deeply and how it should align with your operational reality.
Analytics When You Need It
Reporting gaps are the most common post go-live complaint. When analytics is the goal, we can deploy Metrixs for pre-built KPIs or build custom Power BI solutions based on your needs.
Complex Integration Experience
D365 rarely operates alone. We design integrations connecting CRM platforms like Salesforce to F&O, multi-entity ERPs across regions, legacy systems, Excel-based processes, and Microsoft Fabric.
Outcome-Driven Approach
We measure success by business results—trusted financial reporting, operational visibility, faster decisions—not just a working ERP.
The measurable impact we made
Weeks for Targeted Assessments
4
Pre-Built KPIs via Metrixs
0
+
Weeks for Optimization Projects
6
Data Refresh with Metrixs
0
min
Industries We Serve With Microsoft Dynamics 365 Consultants
Our Microsoft Dynamics 365 consultants bring industry-specific expertise to align D365 with your operational and compliance requirements
Manufacturing
D365 F&O consulting for discrete and process manufacturers—production planning, shop floor integration, costing, and OEE analytics.
Distribution
Supply chain and warehouse optimization for distributors—inventory management, order fulfillment, and demand planning.
Supply Chain
End-to-end supply chain visibility for complex, multi-tier operations—procurement, logistics, and supplier performance.
Project-Based Organizations
D365 Project Operations consulting for services firms—project accounting, resource management, and profitability tracking.
Multi-Entity Enterprises
Consulting for organizations running different ERPs across regions, F&O in one entity, SAP in another—requiring data consolidation, cross-system integration, and unified reporting.
Frequently Asked Questions
Implementation partners configure your ERP and move on. Our Microsoft Dynamics 365 consultants focus on advisory, oversight, and ensuring your D365 investment delivers business outcomes. We provide independent guidance during implementations, assess readiness before migrations, and enable analytics capabilities that most implementation projects overlook.
Yes. Our dynamics 365 analytics consulting services focus deeply on Finance & Operations modules—finance, supply chain, manufacturing, and projects. We combine functional ERP expertise with advanced reporting and data architecture experience to deliver measurable business outcomes, not just system configurations.
Yes. Many organizations engage our Microsoft Dynamics 365 consultants specifically for independent oversight during implementations run by other partners. We review deliverables, validate data migration approaches, assess reporting readiness, and ensure the implementation aligns with business objectives—not just technical requirements.
Organizations running D365 in one region and SAP or Oracle in another need data consolidation without forcing a single-ERP strategy. Our dynamics 365 analytics consulting team designs integration architectures that unify financial and operational data across multiple ERPs, enabling consolidated reporting and a single source of truth without ripping out existing systems.
Absolutely. Reporting and analytics are core to what our d365 reporting consultants deliver. We help clients design financial, operational, and supply chain KPIs, build Power BI dashboards connected to D365, implement enterprise analytics platforms like Metrixs, and reduce dependency on spreadsheets and manual reports.
Yes. Many clients engage us after go-live to fix reporting gaps, improve system performance, redesign inefficient processes, enhance user adoption, and add analytics capabilities. We frequently work on D365 optimization and recovery engagements where initial implementations haven't delivered expected value.
Yes. Our dynamics 365 analytics consulting team designs integrations for complex scenarios: connecting Salesforce or HubSpot CRM to F&O, integrating multi-entity ERPs where one region runs F&O and another runs SAP, consolidating multiple in-house developed systems, and migrating Excel-based processes. When the integration goal is analytics or building a single source of truth, Metrixs can be part of the solution.
Timelines vary based on scope. Targeted assessments or analytics deployments typically take 4-6 weeks. Optimization and reporting projects run 6-10 weeks. Full implementations are project-based and phased. Our goal is always to deliver value early, not wait months for insights.
Yes. Our consultants have deep experience across manufacturing, distribution, supply chain-intensive businesses, and project-based organizations. We tailor D365 solutions and analytics to industry-specific KPIs, operational workflows, and compliance requirements.
Clients choose Veratas because our Microsoft Dynamics 365 consultants combine deep D365 Finance & Operations expertise with proven analytics and reporting frameworks. We offer accelerated time-to-value using Metrixs and take a business-first, outcome-driven approach. We don't just implement D365—we help organizations understand and run their business better.
Ready to Get Expert Guidance on Your D365 Investment?
Talk to our Microsoft Dynamics 365 consultants about implementation oversight, migration guidance, integration strategy, or analytics enablement. We'll assess your situation and show you how Veratas can help you get real value from D365.
