One ERP. Full Clearance. Better Business Processes.
Microsoft Dynamics 365 Finance & Operations (D365 F&O) is a full-featured enterprise resource planning (ERP) system that automates and streamlines key business processes in finance, supply chain, manufacturing, and operations. F&O is part of the Dynamics 365 suite and works well with other Microsoft tools like Power Platform, Microsoft 365, and Azure. This lets you see everything from start to finish, get real-time insights, and make decisions based on data.
Why businesses choose Microsoft Dynamics 365 F&O ?
Scalable
Automation
AI + Copilot
Secure & Compliant
End-to-end ERP
Features of Microsoft Dynamics 365 F&O
Scalability, Security & Integration
Enterprise-grade cloud built on Microsoft Azure.
Role-based security, audit trails, and data governance
Extensible via APIs, Power Platform, or custom apps
Integration with Office 365, Teams, and external systems (SAP, legacy, etc.)
Automatic updates, high uptime SLAs, and geo-redundancy
* Trusted by multinational enterprises in regulated industries
Embedded AI, Automation & Analytics
Make smarter decisions, faster.
Predictive insights (e.g., cash flow forecasts, demand planning)
Power BI embedded dashboards for every module
Power Automate integration for approvals, alerts, and workflows
Machine learning for anomaly detection, invoice matching, and fraud alerts
Financial intelligence for collections and credit control
* Drives automation, reduces human error, and enhances decision-making
Project Management & Cost Control
Manage complex projects with financial and resource insight.
Project budgeting, invoicing, timesheets, and cost tracking
Resource scheduling and utilization analysis
Project revenue recognition and WIP management
Contract billing (fixed price or time & material)
* Ideal for consulting, construction, and service-based enterprises
Human Resources & Payroll (via Dynamics 365 HR or F&O add-on)
Manage people, roles, compliance, and payroll centrally.
Core HR data, organizational structures, job roles
Leave, absence, benefits, and compensation tracking
Employee self-service portals
Talent management (integrated with LinkedIn for recruiting)
Optional payroll integration or local partner add-ons
* For large orgs needing integrated HR/finance data and global consistency
Manufacturing & Production Control
Plan, track, and optimize everything from raw materials to finished goods.
Discrete, process, and lean manufacturing support
Shop floor control, production orders, route management
Capacity planning and scheduling
BOM (Bill of Materials) and resource management
Integration with MES and IoT systems
* Perfect for industrial, automotive, and heavy production businesses
Supply Chain & Inventory Optimization
Run a smart, connected supply chain with automation and forecasting.
Real-time inventory tracking across sites and warehouses
Automated procurement, demand forecasting, and vendor scoring
Material Requirements Planning (MRP) and Master Planning
Warehouse and distribution management (WMS)
Integration with IoT for real-time monitoring
*For manufacturing, logistics, and retail giants with high inventory flow
Global Financial Management
Consolidate, automate, and control your entire financial landscape.
Multi-company, multi-currency, and multi-tax support
Real-time financial reporting & forecasting
Budgeting, cash flow visibility, and cost accounting
Compliant with IFRS, GAAP, ZATCA (KSA), and more
Supports shared services, consolidation, and intercompany flows
*For CFOs who need full visibility and compliance across regions
More than 122 practice areas in 177 metropolitan areas
Our Practice Area
What We Do?
Our proven three-phase methodology ensures your Dynamics 365 F&O implementation delivers maximum value while minimizing business disruption.
Post-implementation, we provide dedicated support through our ERP Command Center, including continuous system refinements, KPI monitoring, and Trax Academy training programs to drive 90%+ user adoption and sustained ROI.
We deploy fully configured D365 F&O modules with built-in Saudi localizations (ZATCA, VAT, HRDF) and industry-specific customizations. Our phased rollout approach includes parallel testing and change management protocols to ensure smooth transition with less than 5% operational downtime.
Our certified consultants conduct a comprehensive 40-point operational review, evaluating your current systems, processes, and workforce readiness. We identify critical gaps in financial reporting, supply chain visibility, and operational efficiency to create a prioritized ERP adoption roadmap tailored to your Saudi business requirements.
- 35% Faster Financial Reporting
- 40% Inventory Reduction
- 100% ZATCA Compliance
Three-Phase Implementation
Core Financials Setup (Finance First)
Goal: Establish a compliant, secure, and scalable financial foundation.
Modules Deployed:
General Ledger & Chart of Accounts
Accounts Payable / Accounts Receivable
Cash & Bank Management
Tax configuration (e.g., ZATCA Compliance)
Fixed Assets Management
Financial Reporting & Consolidations
Operational Integration (Supply Chain, Sales, Procurement)
Goal: Connect back-office finance with front-office operations for end-to-end control.
Modules Deployed:
Procurement & Sourcing
Sales Order & Quotation Management
Product Information & Item Tracking
Inventory & Warehouse Management
Demand Forecasting & Replenishment
Intercompany Transactions & Trade Agreements
Automation, Intelligence & Workforce Enablement
Goal: Drive data-driven decisions, enhance performance, and enable digital workflows.
Add-ons / Integrations:
Power BI Embedded Reports & Dashboards
Power Automate for workflow automation
Project Operations (for project-based orgs)
Advanced Budgeting & Cost Management
HR & Workforce Management (via D365 Human Resources)
CRM Integration (via D365 Customer Engagement or Sales)
Outlook, Teams, and Excel integration
Pillars of Success
These pillars ensure that your ERP transformation with Dynamics 365 Finance & Operations delivers business value — not just go-live.
People — Empower the Teams Driving Performance
“A powerful ERP only succeeds when the people using it are enabled.”
Involve finance, supply chain, HR, and operations stakeholders early
Deliver role-based training tied to real business processes
Assign internal super users to champion adoption
Integrate with familiar Microsoft tools like Excel, Teams, and Outlook
Encourage continuous learning and feedback loops
People buy into what they understand — and what helps them do their jobs better.
Process — Align Strategy with Execution
“ERP is not a silver bullet — broken processes need to be fixed, not just digitized.”
Document, evaluate, and optimize current workflows before configuring F&O
Define scalable business processes across finance, procurement, operations, HR
Apply automation through Power Platform to reduce manual work
Use global templates and governance to ensure process consistency
Build workflows that enhance compliance, traceability, and insights
Well-designed processes lead to better decisions, smoother operations, and faster ROI.
Platform — Maximize the Microsoft Ecosystem
“Finance & Operations is more than a system — it’s a foundation for innovation.”
Extend core capabilities using Power BI, Power Apps, Power Automate
Connect seamlessly to D365 CRM, Azure AI, and Microsoft 365 tools
Enable integrations with 3rd-party systems and industry-specific extensions
Automate reporting, approvals, and supply chain flows
Leverage continuous updates via Microsoft’s evergreen cloud
With the Microsoft ecosystem, you're not just running a system — you're building a smart enterprise.
Transform finance, supply chain, and operations with Saudi-ready ERP powered by AI and automation.
Financial Management: Real-time GL, compliance, and reporting
Supply Chain: Smart inventory, procurement, and logistics
Manufacturing: Insightful planning and production control
Localization Ready: Flexible for tax, compliance, and regulatory needs
Built for growth. Ready for tomorrow.
It’s ideal for mid-sized to large enterprises with multi-entity, multi-currency, or multi-country operations — especially those needing integrated finance, manufacturing, logistics, and HR.
Examples: manufacturers, distributors, holding groups, government entities, or large service firms.
Dynamics 365 F&O is Microsoft’s enterprise-grade ERP platform for large and complex businesses. It combines financial management, supply chain, manufacturing, and HR capabilities into one unified, cloud-based system — built for global operations.
Our proven migration approach offers:
- Pre-built connectors for SAP, Oracle, and legacy databases
- Data validation tools to ensure accuracy
- Parallel testing environments for risk-free transition
Historical data archiving solutions
Every implementation comes with:
- Role-based certification through Trax Academy
- Finance team training on advanced reporting
- Supply chain workshops for inventory optimization
24/7 support with Arabic/English speakers