MICROSOFT PRODUCT CAPABILITIES
Build the operational system your business needs.
Finance and Operations is the portfolio context for several Dynamics 365 applications. The applications share a connected enterprise foundation, while each addresses different responsibilities and licensing needs.
Dynamics 365 Finance
Manage financial records, cash, budgets, assets, close, and reporting across your organisation.
Explore Dynamics 365 Finance
Supply Chain Management
Connect planning, procurement, inventory, production, warehousing, and maintenance to the flow of goods.
Explore Supply Chain Management
Human Resources
Bring personnel records, leave, compensation, benefits, and employee self-service into one HR application.
Explore Human Resources
Project Operations
Connect project delivery with project accounting, cost control, and billing using the deployment model that fits your operations.
Explore Project Operations
Start with process and application boundaries
Select the applications around business responsibilities, legal entities, operational complexity, and integration requirements. Finance & Operations is not one licence that includes the whole portfolio.
Put it to work with Braintree.
Braintree defines the operating model, configures the selected applications, migrates data, and connects reporting and integrations. The delivery plan covers business controls, user adoption, and support after go-live.
Microsoft product guidance
Match project delivery to the finance requirement.
Project Operations has different deployment patterns. The published page distinguishes a service-focused option without F&O, a Finance-integrated option, and a full Finance plus Supply Chain Management option for inventory and production needs. Scope the correct pattern before comparing licences.
Different industries. Specific operational questions.
01
Manufacturing
How do production activity, inventory and costing reconcile?
02
Mining
How do maintenance, procurement and stock support asset availability?
03
Education
How are budgets, grants, projects and assets managed together?
04
Financial services
How are financial close, reporting and risk information coordinated?
PROJECT CONTEXT
Modernisation starts with the existing ERP.
Map entities, integrations, data and custom processes before choosing the migration sequence. The enterprise modernisation service addresses organisations moving from Dynamics AX, SAP ECC, Oracle EBS or JD Edwards to Dynamics 365.
01
Assess complexity through the operating model
Enterprise ERP fit depends on how finance, supply chain, people and project processes relate across the organisation. Map the entities and operating units that share information, the transactions between them and the decisions that must be visible at group level. A large list of users does not explain this complexity by itself.
The Dynamics 365 finance and operations application family supports related but distinct workloads. Finance provides the financial record and control context; Supply Chain Management addresses operational planning and execution. People and project requirements need their own application and deployment decisions. The proposed architecture should show these boundaries clearly before licences are compared.
02
Distinguish a common model from an identical local process
A group may benefit from common financial dimensions, reporting definitions and approvals while maintaining justified local requirements. Document the reason for each variation and identify who can approve it. That creates a maintainable decision record as more entities or capabilities enter the programme.
For project-led businesses, examine the relationship between contracts, resourcing, time, expenses, inventory and financial posting. Braintree’s published Project Operations material distinguishes deployment patterns with different finance and supply-chain relationships. The correct pattern depends on the work that must be managed, not simply on the product label appearing in a proposal.
03
Ask for evidence at the interfaces
An end-to-end demonstration should connect operational activity to its financial consequence. Trace a purchase through receipt and invoice, or project work through costing and billing. Include the approvals, dimensions and reconciliation that finance needs to accept the result.
Implementation scope should cover source data, integration, controls and transition responsibilities alongside module configuration. Business owners need to validate both a shared design and the local scenarios it must support. The operating plan should explain who manages releases and resolves cross-application problems once the first entities are live and later waves remain in delivery.
04
Questions that determine enterprise application fit
Requirement
What to examine
Decision to make
Group finance
Entity relationships, currencies, reporting and control requirements.
The shared financial design and approved local differences.
Operational scope
Inventory, warehouse, production, purchasing and fulfilment.
Which application capabilities and interfaces must work together.
Project delivery
Contracts, resources, time, cost, materials and billing.
The Project Operations deployment pattern and financial integration.
EVIDENCE & DOCUMENTATION
See the work in context.
BEFORE YOU DECIDE
