D365 Consulting Services

Analytics-led, outcome-driven D365 Finance & Operations consulting partners

Whether you are planning a D365 F&O implementation, migrating from a legacy ERP, or closing post-go-live reporting gaps, our Dynamics 365 consultants deliver expert, analytics-first advisory at every stage, from readiness assessments and data migration guidance to integration architecture and Metrixs analytics enablement.

How we approach Dynamics 365 F&O consulting

From discovery to decision-ready analytics, ready in just a few weeks

1

Discovery & scoping

Understand your current ERP state, business goals, and reporting pain points.

2

Systems & data audit

Review D365 F&O configuration, integrations, data quality, and existing reporting gaps.

3

Roadmap & action plan

A prioritised, phased plan covering implementation, migration, integration, or analytics.

4

Advisory & oversight

Hands-on guidance during implementation or migration to ensure correct, on-budget execution.

5

Integration & analytics build

Design integration architecture and deploy Metrixs or custom Power BI solutions.

6

Go-Live Readiness Check

Validate reporting frameworks, KPIs, dashboards, and data accuracy before sign-off.

7

Knowledge Transfer

Enable your team to extend and maintain the solution independently, with optional ongoing advisory.

USPs of our Microsoft D365 consulting services

Why D365 F&O teams choose Metrixs over traditional ERP consultants

Analytics-first advisory

We do not just configure D365; we build the reporting layer that turns raw ERP data into decisions your leadership trusts.

15+ years of D365 F&O expertise

Built and maintained by finance, functional, and technical experts who have lived inside D365 F&O for over a decade.

100+ pre-built reports, live in weeks

The Metrixs Analytics Suite deploys on Azure Data Lake in under 6 weeks, covering finance, supply chain, HR, and operations.

Complex multi-ERP integration

Running D365 in one region and SAP in another? We architect integrations that unify your data without forcing a single-ERP strategy.

Outcome accountability

We measure success by business results: trusted financial reporting, operational visibility, and faster decisions, not system uptime.

Independent oversight you can trust

Already working with an implementation partner? We provide vendor-neutral oversight to protect your investment.

The measurable impact we made

Weeks for targeted assessments
4
Pre-built KPIs via Metrixs
0 +
Weeks for projects optimization
0
Data refresh with Metrixs
0 min

Industry-focused Microsoft D365 consulting services

How we helped D365 F&O users across industries

Our Microsoft Dynamics 365 consultants bring industry-specific expertise to align D365 with your operational and compliance requirements

Manufacturing

Production KPIs, OEE dashboards, predictive maintenance alerts, inventory cost analytics — all in near real-time from D365 F&O.

Distribution & Wholesale

Warehouse performance, order fill rates, demand forecasting, and supplier scorecards connected directly to your D365 supply chain data.

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.

Technologies For Dynamics 365 F&O consulting we use

Enterprise-grade technology stack — built on Microsoft Azure

Metrixs runs on a fully managed, secure Azure architecture — the same platform that powers the world’s largest enterprises.

1

Microsoft Dynamics 365 Finance & Operations

Source ERP system; all D365 F&O modules supported

2

Azure Synapse Link for Dataverse

Near real-time raw table export from D365 (replaces legacy BYOD export)

3

Azure Data Lake Gen 2

Central storage layer; scalable, cost-efficient, enterprise-grade security

4

Databricks / Microsoft Fabric

Data transformation, optimised SQL stored procedures, fact and dimension modelling

5

Azure SQL for reporting

Reporting layer; clean, analytics-ready datasets served to Power BI

6

Power BI (Import & Direct Lake modes)

Dashboards and reports; available in traditional import or refresh-free Direct Lake

7

Microsoft Fabric Data Pipelines

Automated data load and refresh orchestration

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.