01
−38%
month-end close time
F&O implementation (Finance + Supply Chain)
Multi-entity, multi-currency F&O deployment with SOX-aligned controls, integrated EAM, and audit-defensible financial close. Phased rollout with documented rollback per phase.
Enterprise Platforms · ATLAS
Microsoft Dynamics 365 Implementation Partner.
Dynamics 365 Finance & Operations, Customer Engagement, Sales, and Customer Service: implemented by senior architects with extension boundaries documented up front, integrations as primary scope, and the operating cadence that compounds value across release waves.
- Practice
- Enterprise Platforms
- Department
- ATLAS
The problem
Most Dynamics 365 deployments ship a partner demo dressed up as production.
The pattern: an implementation phase staffed with mid-level functional consultants who know the configuration but not the data model; a heavy customization tier where business logic accretes in unmaintainable ways; integrations descoped to phase 2; a go-live milestone followed by three years of accreted technical debt; and a release-wave cadence that lags Microsoft's by 18 months. Vendor partners optimize for go-live; the operational reality after is somebody else's problem.
ATLAS staffs Dynamics 365 engagements with senior architects (Microsoft MVPs and certified solution architects with shipped F&O and CE implementations behind them). We design for what the platform looks like in year three: extension boundaries documented, integrations as primary scope, governance frame in place from kickoff, and a release-wave operating cadence that compounds value rather than accruing debt.
Where it ships
5 use cases, in production.
Specific applications we’ve built and operated. Not speculative: every example below is grounded in a real shipped engagement.
- 02
CE implementation (Sales + Service)
Sales Hub, Customer Service Hub, omnichannel routing, and case management. Integrated with Marketing or Customer Insights where the customer's stack warrants it.
- 03
Power Platform extensions
Power Apps for custom workflow surfaces, Power Automate for process orchestration, custom connectors for non-D365 systems. Lifecycle managed through ALM tooling, not export / import.
- 04
ERP migration to D365
Migration off legacy ERPs (AX 2009 / 2012, NAV / GP / SL, on-prem competitors). Data migration with documented rollback, dual-running windows on critical processes, and explicit user-cohort progression.
- 05
Managed Services for D365
Quarterly release-wave management, license optimization, governance reviews, and platform roadmap. The platform compounds value when it has a continuous owner.
How we engage
4 phases, named in the SOW.
Each phase has a deliverable, an owner, and an acceptance criterion. Not slogans, operating rules.
- 01
Platform-fit assessment
Two-week assessment: business processes, data model, integration surface, regulatory frame, existing Microsoft investment. Output is honest fit recommendation, including 'don't use F&O for this' or 'use Business Central instead' when that's the right answer.
- 02
Configuration and extension boundaries
Out-of-the-box where the platform supports it, declarative customization where the data model warrants it, X++ / plug-in code only where business logic demands engineering. Every customization documented with upgrade impact and named owner.
- 03
Integration as primary scope
Integrations to existing ERP, CRM, identity, and downstream systems designed before configuration starts. Azure Logic Apps / Service Bus / Functions for middleware; Dataverse virtual tables for reverse integrations. Tests in CI.
- 04
Release-wave operating cadence
Quarterly release-wave management against Microsoft's cadence, license-and-cost optimization, governance reviews, roadmap planning. Hand-off includes the upgrade-test plan, the regression suite, and the release-wave runbook.
Capabilities
What’s in scope.
- Dynamics 365 F&O: Finance, Supply Chain Management, Project Operations
- Dynamics 365 CE: Sales, Customer Service, Field Service, Marketing
- Power Platform: Power Apps, Power Automate, Power Pages, Dataverse
- Integration: Azure Logic Apps, Service Bus, Functions, custom connectors
- Data migration: legacy ERP cutover with documented rollback paths
- Application Lifecycle Management: source control, automated deployment
- Compliance: SOX, GxP, ISO 27001 evidence collection on D365 estates
Stack
Tools we use in production.
- D365 modules
- F&OSalesCustomer ServiceField ServiceMarketingPSA
- Power Platform
- Power AppsPower AutomatePower PagesPower BIDataverse
- Extensions
- X++C# pluginsPower FxCustom Lightning componentsWeb resources
- Integration
- Azure Logic AppsService BusFunctionsSynapse LinkDual-write
- ALM & DevOps
- Azure DevOpsPower Platform ALMSolutionsPipelines
Selected work
Quantified outcomes, not adjectives.
Common questions
Asked before the first call.
- 01
Are you a Microsoft partner?
Yes. We hold partner status with Microsoft for Dynamics 365 and Power Platform. Partner status gives us roadmap intelligence and direct support escalations; it does not bias our recommendations. We've recommended against deploying D365 when it didn't fit, and we've recommended Business Central over F&O when the customer's complexity didn't warrant the heavier platform.
- 02
Can you migrate from AX 2012 / NAV / GP?
Yes: AX 2012 to D365 F&O is a common migration path; NAV and GP migrations to D365 Business Central are also routine. We design the migration as a phased cutover with explicit data-model remap, dual-running windows on critical processes, and documented rollback. Most migrations land in 9–14 months.
- 03
Do you do customizations or only out-of-the-box?
Both, with discipline. Out-of-the-box where the platform supports it. Declarative customization (configuration, business rules, Power Fx, low-code) where the data model warrants it. X++ or C# plug-in code only where business logic genuinely requires engineering, and documented with upgrade impact and a named owner.
- 04
What about license optimization?
Most enterprise D365 estates carry 20–40% over-licensing as a result of historical decisions and tier changes. We audit current entitlements, model the right-sized tier per role, and plan the migration path including co-term constraints. License savings often pay for the engagement within the first year.
- 05
Can you operate the platform after launch?
Yes: through Managed Services. Quarterly release-wave management, security and compliance review, license optimization, and platform roadmap. Or we hand off to your team with the runbook, regression suite, and a 90-day shadow period.
- 06
What does a D365 engagement cost?
Platform-fit assessment: 2–4 weeks, $40K–$120K. F&O implementation (mid-market): 9–14 months, $800K–$2.5M. CE implementation: 6–10 months, $400K–$1.2M. Multi-module enterprise programs: $2M–$8M+. Managed Services: $30K–$200K monthly retainer. Brackets published honestly so visitors self-qualify before the first call.
- 07
Do you provide analytics on top of Dynamics 365?
Yes. D365 implementations commonly extend into governed Power BI semantic models for executive reporting: month-end close dashboards, working-capital views, customer-service SLA boards. We co-staff with our Power BI practice when reporting is in scope so the data model and the report layer ship together rather than in sequential phases.
Within Enterprise Platforms
Other capabilities in this practice.
Talk to us
Bring a Dynamics 365 problem. We’ll bring a senior engineer.
A senior engineer plus the ATLAS department lead joins the first call. No discovery gauntlet, no junior reps.