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Dynamics 365 Finance & Operations

Explore how enterprise processes flow through Dynamics 365

Finance, supply chain and operations share one data model and one posting engine. Scroll through the story, explore the modules, then follow a single sales order from entry to Power BI.

Explore the processes Start the story

The ERP story

From one order to the general ledger, in six scenes

Scroll to watch the system come together: the core, the applications around it, a transaction moving through them, and the layer Codefine works on.

01 ERP core

Enterprise processes do not run in isolation.

Orders, stock, invoices and ledger postings share one data model and one posting engine. A change in one place is visible everywhere else that depends on it.

02 Connected applications

Finance, supply chain and operations around one core.

Finance, human resources, supply chain, warehouse, sales, procurement, manufacturing and project accounting run in Dynamics 365. Power BI reads the data, and integrations connect everything outside it. Organisations combine Dynamics 365 Finance, Supply Chain Management, Project Operations or Human Resources with Power Platform and Azure according to their needs and licensing.

03 Transaction starts

A customer order enters the system.

A sales order is keyed in or arrives through an API, an EDI flow or a data entity import. Prices, discounts and the credit limit are checked before anything moves.

04 Operational execution

Inventory, warehouse, shipment and invoice, in sequence.

Stock is reserved, picking work is created for the warehouse, the load is ship confirmed and the order is invoiced. Each step updates inventory transactions and can raise business events for other systems.

  1. Inventory check
  2. Warehouse picking
  3. Packing & shipment
  4. Customer invoice

05 Finance and analytics

Ledger posting and Power BI complete the loop.

Posting profiles turn the invoice into a voucher with financial dimensions. The same tables are exported to a data lake or Microsoft Fabric, and Power BI reports sales, margin and receivables from them.

"Finance & Operations" is the family name for several Dynamics 365 applications — Dynamics 365 Finance, Supply Chain Management, Project Operations and Human Resources — licensed separately. Organisations combine them with Power Platform, Power BI and Azure (X++ extensions, data entities, APIs and business events) according to their needs and licensing model.

Process showcase

Explore Dynamics 365 processes visually

See how finance, warehouse, procurement, HR, manufacturing and analytics processes move through connected Dynamics 365 applications.

Dynamics 365 Supply Chain Management

Warehouse management

What this shows. This scene shows how an item moves from goods receipt to put-away, picking, packing and shipment.

Inbound goods are received at the dock and put away to rack locations. Released orders create picking work; goods are picked, packed at the packing station and loaded on the outbound truck.

  1. Goods receipt
  2. Put-away
  3. Picking
  4. Packing
  5. Shipment

Codefine helps with

Location directives, work templates, wave design, mobile app flows and wave-processing performance.

Dynamics 365 Human Resources

Human resources

What this shows. This scene shows how employee, position and leave approval data connects across HR workflows.

A new worker is hired and assigned to a position in the organisation. Leave requests go through self service and a manager approves them in a workflow; the result feeds payroll through an integration.

  1. New employee
  2. Position assignment
  3. Leave request
  4. Manager approval

Codefine helps with

HR process design, organisation setup, workflow automation, payroll integrations and HR reporting.

Dynamics 365 Finance

Finance

What this shows. This scene shows how an invoice becomes an approved accounting entry and financial report.

A vendor invoice is registered and approved, posting profiles turn it into ledger entries with financial dimensions, and the result shows up in financial reporting.

  1. Vendor invoice
  2. Approval
  3. Ledger posting
  4. Financial reporting

Codefine helps with

Chart of accounts and dimension design, approval workflows, posting setup and reconciliation.

Dynamics 365 Supply Chain Management

Procurement and sourcing

What this shows. This scene shows how a requisition becomes a purchase order, receipt and vendor invoice.

A purchase requisition is approved and becomes a purchase order to a vendor. Goods arrive with a product receipt, and the vendor invoice is matched against order and receipt.

  1. Purchase requisition
  2. Approval
  3. Purchase order
  4. Product receipt
  5. Vendor invoice

Codefine helps with

Requisition and approval workflows, vendor integrations, matching policies and receiving processes.

Dynamics 365 Supply Chain Management

Manufacturing

What this shows. This scene shows how a production order moves through BOM, operations, quality and finished goods.

A production order built from a bill of materials and a route consumes components, runs its operations at work centres, passes a quality check and is reported as finished goods.

  1. Production order
  2. Material consumption
  3. Operation execution
  4. Quality check
  5. Finished goods

Codefine helps with

BOM and route design, production control setup, shop floor integrations and costing.

Power BI and Microsoft Fabric

Business intelligence

What this shows. This scene shows how ERP data becomes reporting models, KPIs and management insight.

Posted F&O tables are exported to a data lake or Fabric, shaped once in a semantic model, and turned into the measures and reports management actually reads.

  1. ERP data
  2. Lake export
  3. Semantic model
  4. Management insight

Codefine helps with

Data path selection, semantic model design, report build and reconciliation against F&O.

Module explorer

The main modules, and what each one is for

Select a module to see its core capabilities, a typical workflow and the Codefine services that usually touch it. Each module links back to its process scene. Use the arrow keys to move between modules.

Dynamics 365 Finance

General ledger

The financial backbone: chart of accounts, financial dimensions and the vouchers every other module posts into. Most reporting and audit questions end up here.

Capabilities

  • Chart of accounts and account structures
  • Financial dimensions and advanced rules
  • General journals, allocations and periodic processes
  • Period close, consolidation and currency revaluation

Example workflow

  1. A subledger (sales, purchasing, inventory) posts a transaction
  2. Posting profiles decide the main accounts
  3. Dimensions are inherited from the order, customer or item
  4. The voucher is posted and visible in trial balance

Exchanges data with

  • Accounts receivable
  • Accounts payable
  • Inventory management
  • Project management and accounting

View this process scene (Finance)

Related Codefine services

Dynamics 365 Finance

Accounts receivable

Customer invoicing, payments and collections. It turns shipped orders into open customer transactions and settles them when cash arrives.

Capabilities

  • Customer invoices and free text invoices
  • Payment journals and settlement
  • Credit limits and collections
  • Customer posting profiles and terms of payment

Example workflow

  1. A sales order is invoiced
  2. An open customer transaction is created
  3. A payment journal records the receipt
  4. Payment and invoice are settled

Exchanges data with

  • Sales and marketing
  • General ledger

View this process scene (Finance)

Related Codefine services

Dynamics 365 Finance

Accounts payable

Vendor invoices, matching and payments. It is where purchasing meets cash outflow, and where three-way match rules are enforced.

Capabilities

  • Vendor invoice register and approval
  • Two- and three-way matching
  • Payment proposals and payment journals
  • Vendor posting profiles and prepayments

Example workflow

  1. A vendor invoice is received against a purchase order
  2. Price and quantity are matched to the product receipt
  3. The invoice is approved and posted
  4. A payment proposal pays it on its due date

Exchanges data with

  • Procurement and sourcing
  • General ledger

View this process scene (Finance)

Related Codefine services

Dynamics 365 Human Resources (now part of the Finance and Operations apps)

Human resources

Employees, positions and the organisation they belong to, plus leave, benefits and performance. It is the source of who works where, under which manager and in which legal entity.

Capabilities

  • Workers, positions, jobs and departments
  • Organisation hierarchies and reporting lines
  • Leave and absence plans with approval workflows
  • Benefits, performance and payroll integrations

Example workflow

  1. A new worker is hired into a legal entity
  2. The worker is assigned to a position in a department
  3. A leave request is submitted through employee self service
  4. The manager approves it in a workflow

Exchanges data with

  • General ledger
  • Project management and accounting
  • Payroll (external or partner)

View this process scene (Human resources)

Related Codefine services

Dynamics 365 Supply Chain Management

Procurement and sourcing

Purchase requisitions, purchase orders and vendor agreements. It controls what is bought, from whom and at what price.

Capabilities

  • Purchase requisitions and approval workflows
  • Purchase orders and change management
  • Vendor catalogues and purchase agreements
  • Product receipts and receiving

Example workflow

  1. A requisition is raised and approved
  2. A purchase order is created and confirmed
  3. Goods are received with a product receipt
  4. The vendor invoice is matched in accounts payable

Exchanges data with

  • Inventory management
  • Accounts payable

View this process scene (Procurement)

Related Codefine services

Dynamics 365 Supply Chain Management

Sales and marketing

Quotations, sales orders, prices and discounts. The sales order is the start of order-to-cash and drives reservations, warehouse work and invoicing.

Capabilities

  • Sales quotations and sales orders
  • Trade agreements, prices and discounts
  • Delivery date control and order holds
  • Returns and return order processing

Example workflow

  1. A quotation is confirmed into a sales order
  2. Prices and discounts come from trade agreements
  3. Delivery dates are checked against available inventory
  4. The order is released for picking

Exchanges data with

  • Inventory management
  • Warehouse management
  • Accounts receivable

View this process scene (Warehouse)

Related Codefine services

Dynamics 365 Supply Chain Management

Inventory management

On-hand stock, inventory dimensions and costing. Every receipt and issue becomes an inventory transaction, and those transactions drive cost of goods sold.

Capabilities

  • Inventory dimensions (site, warehouse, batch, serial)
  • Reservations and on-hand inquiry
  • Inventory journals, counting and transfers
  • Costing models and inventory close

Example workflow

  1. An order line reserves on-hand stock
  2. The issue is picked and physically updated
  3. Invoicing financially updates the transaction
  4. Inventory close settles issues against receipts

Exchanges data with

  • Warehouse management
  • Production control
  • General ledger

View this process scene (Warehouse)

Related Codefine services

Dynamics 365 Supply Chain Management

Warehouse management

Locations, waves, work and the warehouse mobile app. It turns released orders into picking and packing work for people on the floor.

Capabilities

  • Location directives and work templates
  • Waves, loads and shipments
  • Warehouse Management mobile app
  • Packing, containerisation and shipping

Example workflow

  1. An order is released to the warehouse
  2. A wave creates picking work
  3. Workers pick and pack on the mobile app
  4. The load is ship confirmed

Exchanges data with

  • Inventory management
  • Sales and marketing

View this process scene (Warehouse)

Related Codefine services

Dynamics 365 Supply Chain Management

Production control

Production orders, bills of materials and routes. It consumes components, reports finished goods and collects the costs of making them.

Capabilities

  • Bills of materials and routes
  • Production orders and scheduling
  • Picking lists and route cards
  • Report as finished and cost calculation

Example workflow

  1. Master planning proposes a production order
  2. The order is estimated, scheduled and released
  3. Components are consumed through picking lists
  4. Finished goods are reported and the order is ended

Exchanges data with

  • Inventory management
  • General ledger

View this process scene (Manufacturing)

Related Codefine services

Dynamics 365 Finance; Dynamics 365 Project Operations for project-based businesses

Project management and accounting

Projects, budgets, hours and expenses. It collects costs per project and invoices customers on time-and-material or fixed-price contracts.

Capabilities

  • Project contracts and project types
  • Hour, expense and item journals
  • Project budgets and forecasts
  • Project invoicing and revenue recognition

Example workflow

  1. A project contract and project are set up
  2. Hours and expenses are posted to the project
  3. Costs are reviewed against budget
  4. An invoice proposal bills the customer

Exchanges data with

  • Accounts receivable
  • General ledger

View this process scene (Finance)

Related Codefine services

Power BI and Microsoft Fabric, alongside the Finance and Operations apps

Business intelligence

Reporting outside the transactional system. F&O tables are exported to a data lake or Fabric, modelled once in a semantic model and reported in Power BI.

Capabilities

  • Synapse Link / Fabric export of F&O tables
  • Semantic models with shared measures
  • Embedded analytical workspaces in F&O
  • Reconciliation against F&O totals

Example workflow

  1. Transactions are posted in F&O
  2. Tables are synchronised to the lake
  3. The semantic model is refreshed
  4. Managers read the report, not the ERP

Exchanges data with

  • General ledger
  • Sales and marketing
  • Inventory management

View this process scene (Business intelligence)

Related Codefine services

Order to cash

Follow one sales order through the system

Seven steps from customer order to reporting. Select a step, or use Next, to see the active module, the business action, the records that change and where Codefine typically helps.

Step 1 of 7: Customer Order

01 Customer Order

Active module
Sales and marketing
Business action
A sales order is entered or arrives through an integration. Prices and discounts come from trade agreements, and a credit limit check runs against the customer.
Data changes
  • Sales order header and lines created (SalesTable, SalesLine)
  • Inventory transactions created with issue status On order
Codefine support
Order intake integrations, pricing and credit-check configuration, order-entry performance.

02 Inventory Check

Active module
Inventory management
Business action
Available stock is checked for the requested delivery date and the order lines reserve on-hand inventory.
Data changes
  • Inventory transactions move to Reserved physical
  • On-hand reserved quantity increases, available quantity decreases
Codefine support
Reservation strategy, inventory dimension design and on-hand query tuning.

03 Warehouse Picking

Active module
Warehouse management
Business action
The order is released to the warehouse. A wave builds a load and creates picking work, which workers complete on the Warehouse Management mobile app.
Data changes
  • Load, shipment and work records created (WHSLoadTable, WHSWorkTable)
  • Inventory moves from the pick location to the staging location
  • Inventory transactions move to Picked
Codefine support
Wave and work template design, location directives, mobile app flows, wave processing performance.

04 Packing & Shipment

Active module
Warehouse management
Business action
Goods are packed and the load is ship confirmed, which posts the packing slip for the sales order.
Data changes
  • Packing slip journal posted (CustPackingSlipJour)
  • Inventory transactions move to Deducted
  • Physical cost posted if the item model group requires it
Codefine support
Packing and shipping configuration, carrier and label integrations.

05 Customer Invoice

Active module
Accounts receivable
Business action
The sales order is invoiced, individually or in a batch job. Sales tax is calculated and the customer receives the invoice document.
Data changes
  • Invoice journal posted (CustInvoiceJour, CustInvoiceTrans)
  • Open customer transaction created (CustTrans)
  • Sales tax transactions created (TaxTrans)
  • Inventory transactions move to Sold
Codefine support
Invoice batch performance, document layouts and e-invoicing integrations.

06 General Ledger

Active module
General ledger
Business action
Posting profiles turn the invoice into a voucher: revenue, receivable, tax, and cost of goods sold against inventory, each with financial dimensions.
Data changes
  • Voucher posted (GeneralJournalEntry, GeneralJournalAccountEntry)
  • Financial dimensions stored per ledger line
  • Trial balance updated
Codefine support
Posting profile and dimension design, reconciliation between subledgers and the ledger.

07 Business Analytics

Active module
Power BI (outside F&O)
Business action
The posted tables are exported to a data lake or Microsoft Fabric and modelled in Power BI, so sales, margin and receivables are reported from the same transactions.
Data changes
  • F&O tables synchronised through Synapse Link for Dataverse
  • Semantic model refreshed from the lake, not the live ERP
Codefine support
Data path selection, semantic model design and reconciliation against F&O totals.

Illustrative standard process with standard table names. Your configuration — warehouse processes, posting profiles, integrations — will change the details. No live Dynamics 365 data is used on this page.

Working on one of these modules?

Tell us which module or step is causing trouble — configuration, performance, integration or reporting — and we will reply with concrete questions and a suggested first step.

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