We deliver custom forms, workflows, data processors, and services to meet your exact business requirements on top of D365 F&O.
Tailoring ERP to Fit Your Business
Microsoft Dynamics 365 Finance and Operations (D365 F&O) is a powerful ERP platform, but no two businesses are exactly alike. Standard modules and features provide a solid foundation, yet many organizations require custom functionality to fully align the system with their unique workflows, compliance needs, and operational goals.
At Codefine, we deliver custom forms, workflows, data processors, and services to meet your exact business requirements on top of D365 F&O—ensuring your ERP doesn’t just work, it works exactly the way you need it to.
Why Custom Development Matters
Out-of-the-box ERP features are designed to cover a wide range of industries, but they can’t account for every business-specific process. Without customization, companies often face:
- Inefficient manual workarounds
- Gaps in critical workflows
- Integration challenges with third-party systems
- Limited automation in key processes
By developing tailored solutions, we close these gaps, eliminate inefficiencies, and enable your ERP to fully support your way of working.
Our Custom Development Services
1. Custom Forms
We design forms that capture and display data in a way that makes sense for your users. This includes:
- Simplified data entry screens
- Enhanced validation rules to improve data accuracy
- Role-specific layouts to display only relevant fields
- Optimized form performance for faster load times
2. Workflow Development & Enhancement
Workflows are essential for process consistency and approval management. We:
- Build new workflows tailored to your business rules
- Modify existing workflows for improved efficiency
- Add automation to reduce manual intervention
- Ensure workflows integrate smoothly with other system processes
3. Data Processors & Automation
For heavy data operations, we develop batch jobs, import/export routines, and automated scripts to handle large volumes of transactions efficiently. This includes:
- Automated invoice generation
- Mass data updates for product catalogs or pricing
- Scheduled data cleanup processes
- Custom data transformation for reporting or integration
4. Service Development & Integrations
We create services that allow D365 F&O to communicate with other applications, whether they’re in the Microsoft ecosystem or external systems such as SAP, CRM platforms, or e-commerce sites.
Technology Stack & Expertise
Our development approach leverages:
- X++ for deep ERP customizations
- .NET for external integrations and services
- Power Platform for low-code extensions
- Azure Services for scalability and performance
This combination allows us to choose the most efficient and cost-effective development path for each requirement.
Real-World Example
A logistics client needed a complex shipment tracking process that was not supported by standard D365 F&O modules. We developed a custom workflow integrated with GPS data, enabling real-time tracking and automated status updates to customers. This solution reduced customer service calls by 40% and improved delivery transparency.
The Benefits of Custom Development
- Exact Fit – Solutions built specifically for your processes
- Higher Productivity – Automations replace time-consuming manual tasks
- Better User Experience – Interfaces designed for your team’s needs
- Competitive Advantage – Unique capabilities that set you apart from competitors
- Scalable Solutions – Easily adaptable as your business grows
Why Choose Codefine?
- 20+ Years of ERP Development Experience – Deep technical and functional knowledge
- Exclusive Focus on D365 F&O – We understand the platform inside and out
- Proven Delivery Track Record – Successful projects across multiple industries
- Collaborative Approach – We work closely with your team to ensure the right fit
Conclusion
Your ERP should adapt to your business—not the other way around. With Codefine’s Custom Software Development for Microsoft Dynamics 365 F&O, you get tailored forms, workflows, data processors, and services that empower your team, streamline processes, and deliver measurable results.
Learn more about our services here.
Contact us today to keep your ERP running at peak performance and reliability.here.