Advisory & Architecture
ERP-led digital transformation with Dynamics 365 F&O
We help organisations decide what to change, in which order and with which Microsoft technology — turning broad transformation goals into a realistic roadmap around Dynamics 365 Finance & Operations.
The challenge
Transformation fails when the roadmap is a wish list
Digital transformation often starts as a slide of ambitions — automation, real-time reporting, AI, one global system. Without an honest view of current processes, data quality, legacy systems and team capacity, those ambitions turn into a programme that is too big to finish.
Codefine works from the ERP outwards. We assess how processes and systems work today, identify where Dynamics 365 Finance & Operations and the wider Microsoft platform create real value, and sequence the work into phases that each deliver something usable.
Capabilities
What we cover in Digital Transformation Consulting
- 01
Process assessment
Order to cash, procure to pay, plan to produce and record to report reviewed for friction, workarounds and manual effort.
- 02
Landscape review
Current ERP, satellite systems, integrations, spreadsheets and reporting — what stays, what goes and what connects.
- 03
AX to D365 planning
Scope, code and data upgrade approach, reimplementation versus upgrade trade-offs and the order of legal entities.
- 04
Capability mapping
Where standard D365 F&O, Power Platform, Azure and analytics address the problems found, and where they do not.
- 05
Roadmap & phasing
Phases that each deliver value, with dependencies, risks and the capacity they need from your teams.
- 06
Programme set-up
Governance, roles, design authority and the partner model needed to execute the roadmap.
How the engagement works
A clear sequence, agreed up front
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Interviews & walkthroughs
Talk to process owners and users, and see how work is actually done.
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Assessment
Consolidate findings on processes, systems, data and organisation.
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Target & options
Describe the target picture and the realistic options to get there.
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Roadmap
Agree phases, priorities and the first concrete steps.
Technical approach
Our approach to Digital Transformation Consulting
Start with how work is done today
Process maps from a previous project are rarely how work happens now. We walk through real transactions with the people who do them, and note the spreadsheets, re-keying and workarounds around the system. Those are usually where the first value is.
Sequence for value and capacity
A roadmap is a set of trade-offs. We order phases so each one delivers something usable, respects dependencies — master data before automation, data path before advanced analytics — and fits the time your best people can give alongside their day jobs.
Dynamics AX: upgrade, reimplement or hybrid
For organisations on Dynamics AX 2009 or 2012, the move to D365 F&O is the largest decision on the roadmap. Overlayered customisations must be rebuilt as extensions, data must be upgraded or migrated, and the browser-based cloud system changes how people work. We assess the options with you and plan the route that fits.
Benefits
What changes for your organisation
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Clear priorities
Everyone sees what happens first, what waits and why.
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Realistic scope
Phases are sized for the capacity your organisation actually has.
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Technology with a purpose
Each Microsoft component in the plan solves a named problem.
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Lower programme risk
Dependencies and decision points are visible before money is committed.
FAQ
Questions about Digital Transformation Consulting
Is this only for new D365 F&O implementations?
No. Roadmaps are just as useful for organisations already on D365 F&O that want to extend it, consolidate systems or improve reporting and automation, and for those still running Dynamics AX.
Should we upgrade from Dynamics AX or reimplement?
It depends on how well the current solution still fits, how heavily it is customised and the quality of historical data. We compare both routes against your situation before recommending one.
How long does a roadmap engagement take?
It depends on scope and the number of entities and processes involved. We agree the scope and timeline at the start and keep the engagement focused on decisions rather than documents.
Related services
Often combined with
Discuss Digital Transformation Consulting with Codefine
Describe the situation in a few lines — what you run, what is not working and what has to happen next. We reply with concrete questions and a suggested first step.