Dynamics 365 Finance implementation on time, on budget, on scope
A Dynamics 365 Finance implementation that delivers Accounts Payable and Accounts Receivable automation, multi-entity consolidation, and real-time financial close. One named consultant from discovery through first period close. Fixed-price statement of work.
Submit brief → call within 48 hours → scoped proposal in 3 days → Sprint 1 within 1 week of sign-off
5
day close cycle avg.
3.4x
three-year return on investment avg.
94%
on-time delivery rate
Most finance teams run on spreadsheets stitched together with email
"Month-end close used to take fourteen days. We had four people pulling data out of separate systems, reconciling in Excel, and emailing approvals back and forth. Finance could not close until every business unit confirmed their numbers. There was no single version of the truth, ever."
Chief Financial Officer
Professional services firm, 18 legal entities, before Dynamics 365 Finance
Without Dynamics 365 Finance
14 days
average month-end close
Manual reconciliation across disconnected systems. No real-time visibility into committed spend or cash position.
With Dynamics 365 Finance
5 days
average month-end close
Automated intercompany eliminations, real-time Accounts Payable matching, and consolidated reporting across all entities.
Average Year 1 operational savings
$180K
Across 47 completed Dynamics 365 Finance engagements
See exactly what changes for your finance team after go-live
Toggle between the two states to see the operational difference. Every process shown is representative of a real Redefine engagement.
General Ledger
Manual journal entry. No intercompany automation. Close blocked on late submissions.
Accounts Payable
Invoice approval by email. No three-way match. Late payments and missed discounts.
Accounts Receivable
Aging report runs weekly. Collections are reactive. No automated dunning.
Month-End Close
Fourteen-day close cycle. No automated eliminations. Finance cannot report until Day 16.
General Ledger
Automated intercompany eliminations. Real-time multi-entity consolidation. Close in five days.
Accounts Payable
Three-way match automated. Approval workflow in Teams. Early payment discounts captured automatically.
Accounts Receivable
Real-time aging. Automated dunning sequences. Days Sales Outstanding reduced by four days on average.
Month-End Close
Five-day close cycle. Board report generated automatically. Finance leads strategy, not spreadsheets.
What Dynamics 365 Finance covers and what Redefine configures for each
You activate the modules your operation needs. Redefine scopes and delivers each under a fixed statement of work. The configuration workbook is signed before any build begins.
Chart of accounts, financial dimensions, intercompany eliminations, multi-currency, multi-entity consolidation, period close, and financial statement generation. Every other module posts to General Ledger.
Redefine configures
- Chart of accounts design and migration
- Financial dimension structure
- Intercompany elimination rules
- Financial reporting entity tree
Your team stops doing
- Manual consolidation in Excel
- Entity-by-entity currency translation
- Intercompany eliminations by hand
Invoice capture, three-way match (purchase order, receipt, invoice), payment run, vendor portal, and early-payment discount management. Approval workflow delivered to Teams.
Customer invoicing, real-time aging, automated dunning sequences, credit and collections management, and revenue recognition. Days Sales Outstanding reduces on average four days.
Asset register, depreciation methods (straight-line, reducing balance, units of production), lease accounting under ASC 842 and IFRS 16, and disposal workflows.
Bank reconciliation, bank statement import (BAI2, CAMT, MT940), cash flow forecasting, and positive pay file generation. Reconciliation drops from days to minutes.
Budget planning cycles, allocation keys, budget control at the transaction level, and variance reporting against actuals in real time. No spreadsheet budget consolidation.
Mobile expense submission, policy enforcement, receipt optical character recognition capture, multi-currency reimbursement, and corporate card reconciliation. Integrates with Accounts Payable and General Ledger automatically.
Project revenue recognition (percentage of completion, completed contract), project profit and loss by engagement, budget control at the project level, and work-in-progress posting. Eliminates separate billing systems.
Dynamics 365 Finance connects natively to the Microsoft ecosystem and your existing financial infrastructure
Integration scope is defined in the statement of work before configuration begins. No surprise middleware costs discovered after go-live.
Supply Chain Management
Procurement and inventory posting to General Ledger natively
NativePower BI
Cross-entity consolidated dashboards with certified Dynamics 365 connector
NativePower Automate
Accounts Payable approval chains and dunning workflows in Teams
NativePayroll and Tax Engines
Paylocity, ADP, Vertex, and Avalara via API or middleware
API integrationBanking and Treasury
Bank statement import via BAI2, CAMT.053, and MT940 file formats
Built-in formatsField Service and Projects
Dynamics 365 Field Service and Project Operations post costs to Finance natively
NativeLegacy Enterprise Resource Planning Data Migration
Trial balances, vendor and customer masters, open items, and asset registers migrated from SAP, Oracle, or legacy systems
Scoped per engagementCompliance and Audit
Audit trail, electronic reporting for tax authorities, and financial statement generation meet GAAP and IFRS requirements
GAAP and IFRS readyRenewable energy provider unifies 19 global legal entities on one Dynamics 365 Finance platform
0
Global legal entities unified
Single Dynamics 365 Finance instance, all Accounts Payable, Accounts Receivable, and General Ledger
4 sites
Enterprise Asset Management deployed
Power plant and asset management integrated with Finance modules
Zero
Data silos remaining after go-live
All entities post transactions on one shared platform in real time
4.9/5
Client satisfaction
From 47 completed Dynamics 365 Finance engagements
Renewable energy industry · Global operations · Dynamics 365 Finance and Operations plus Field Service and Power BI
A New York-based renewable energy provider required a centralized enterprise resource planning solution to unify 19 global legal entities and address challenges with decentralized architecture, limited reporting, and project-driven budget control. The company managed power plants, assets, work orders, and field operations across multiple countries with no single source of financial truth.
The problem
Decentralized architecture made comprehensive financial analysis impossible. Existing reports lacked alignment with long-term business strategy. Reporting tools on varied platforms offered no customization or mobile support. Integrating all global branches for consolidated financial statements was a manual, error-prone process. As a project-driven organization, effective budget control at the project level was critical and entirely absent.
The result
0
All 19 global legal entities were successfully unified on a single Dynamics 365 Finance and Operations platform, eliminating decentralized data silos. Multi-level workflow automation improved document approval efficiency. Project-wise budget control met requirements for high performance and low manual intervention. Field Service centralized power plant and asset management operations. Power BI dashboards provided comprehensive business intelligence across all data sources, enabling strategic decision-making for the first time. The implementation established a scalable, integrated enterprise resource planning foundation for the organization's continued global expansion.
What makes a Dynamics 365 Finance implementation actually work at go-live
Most implementations fail not at configuration, but at data migration quality, user acceptance testing depth, and post-go-live ownership. Redefine resolves all three before any configuration begins.
Configuration workbook signed before build
Chart of accounts, financial dimension structure, intercompany elimination rules, and close calendar are documented and approved before a single module is configured. No surprises discovered in user acceptance testing.
One named consultant from day one through go-live
The same consultant who scopes your chart of accounts is on-site for first period close. No handoffs to junior resources after the sale. No re-explaining your business to a new team member mid-project.
Fixed-price statement of work from your Dynamics 365 Finance partner
Every engagement runs on a fixed price with named deliverables and written acceptance criteria. The price does not change after Phase 1 sign-off. Any scope addition requires a written change order before work begins.
Parallel close user acceptance testing with real period data
User acceptance testing runs a parallel financial close using your actual transaction data before go-live is authorized. Your team signs off on a real close result, not a demo environment with placeholder numbers.
Finance and accounting specialists, not generalist enterprise resource planning consultants
Redefine consultants understand chart of accounts design, consolidation theory, and period-close mechanics. You will not spend hours explaining double-entry to someone who has never closed a period.
30-day hypercare plus managed services option
Thirty days of service-level-agreement-backed support after go-live with same-day response. Monthly managed services available for wave release updates, environment management, and enhancement requests.
Certifications and partner status
No commitment. No pitch. Response within 2 business hours.
Questions about Dynamics 365 Finance
Not answered here? Book a 30-minute discovery call. You speak directly with the Dynamics 365 Finance consultant who would run your engagement.
Book a Discovery CallMost Dynamics 365 Finance implementations run 14 to 18 weeks from signed statement of work to first period close. Complex multi-entity or multi-currency rollouts run 20 to 26 weeks. Redefine publishes a fixed milestone schedule in every statement of work before configuration begins.
Dynamics 365 Finance includes General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash and Bank Management, Budgeting, Expense Management, and Project Accounting. Which modules you activate depends on your business requirements and licensing tier. Redefine scopes the module list in Phase 1 before any configuration begins.
Yes. Dynamics 365 Finance is built for multi-entity, multi-currency, and multi-language deployments. Intercompany eliminations, consolidated financial statements, and shared chart of accounts across entities are all supported natively without third-party add-ons.
Every engagement runs on a fixed-price statement of work with named deliverables and written acceptance criteria. The price does not change after Phase 1 sign-off unless you add scope through a formal written change order. No hourly billing surprises during configuration or user acceptance testing.
Dynamics 365 Finance is designed for mid-market to enterprise organizations running complex multi-entity, multi-currency, or project-driven financial operations. Business Central fits smaller operations with simpler financial needs. Redefine helps you evaluate which product fits your current scale and growth trajectory during a free 30-minute discovery call.
Talk to the Dynamics 365 Finance consultant who would lead your engagement
You leave the call with a practical scope for your Dynamics 365 Finance implementation: which modules apply, a milestone schedule, and a ballpark fixed price. No commitment. No pitch.
Configuration workbook before any build
Chart of accounts, dimension structure, and close calendar documented and signed off before week four.
Parallel close user acceptance testing
Your team signs off on a real period close with actual data before go-live is authorized.
Named consultant, not a rotating team
Same consultant from scoping call through first period close. Accountable for the outcome.
Your team's time investment is 3 to 4 hours per week: one sprint review, async feedback on configuration, and a final user acceptance testing sign-off. We handle everything else.
Related Dynamics 365 services
Submit brief → call within 48 hours → proposal in 3 days → Sprint 1 within 1 week of sign-off
Request received
Brief received, we'll review your workflow and send a scoped proposal within 3 business days.
Response within 48 hours
Business hours, not a bot
Proposal in 3 days
Scoped, line-by-line, fixed price
47 builds completed
Dynamics 365 Finance engagements
Full code ownership
All configuration transferred at go-live