One ERP. Total Visibility. Smarter Operations.

Microsoft Dynamics 365 Finance & Operations (D365 F&O) is a comprehensive enterprise resource planning (ERP) solution designed to streamline and automate core business functions across finance, supply chain, manufacturing, and operations. As part of the Dynamics 365 suite, F&O integrates deeply with other Microsoft tools (like Power Platform, Microsoft 365, and Azure), enabling end-to-end visibility, real-time insights, and data-driven decision-making.

CAMP
Disconnected Systems Hinder Growth
Dynamics 365 F&O replaces siloed operations with a unified platform—reducing costs by 30%, improving decision speed by 50%, and ensuring full Saudi regulatory compliance.
Trax Intelligent
CLTD

Why businesses choose Microsoft Dynamics 365 F&O ?

Scalable Microsoft Dynamics 365 F&O
Scalable Microsoft Dynamics 365 F&O
Scalable 
automation Microsoft Dynamics 365 F&O
automation Microsoft Dynamics 365 F&O
Automation
copilot Microsoft Dynamics 365 F&O
copilot Microsoft Dynamics 365 F&O
AI + Copilot
Secure & Compliant Microsoft Dynamics 365 F&O
Secure & Compliant Microsoft Dynamics 365 F&O
Secure & Compliant 
End-to-end ERP Microsoft Dynamics 365 F&O
End-to-end ERP Microsoft Dynamics 365 F&O
End-to-end ERP 

Features of Microsoft Dynamics 365 F&O

Scalability, Security & Integration

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

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

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

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

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

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

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

02

More than 122 practice areas in 177 metropolitan areas

Our Practice Area

CLTD
CLTD

What We Do?

Our proven three-phase methodology ensures your Dynamics 365 F&O implementation delivers maximum value while minimizing business disruption.

Optimize

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.

Implement

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.

Assess

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.

ERP Transformation Delivers
  • 35% Faster Financial Reporting
  • 40% Inventory Reduction
  • 100% ZATCA Compliance
CLTD

Three-Phase Implementation

_
01

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

02

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

03

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.
_
1.

 

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.

Trax Intelligent
Trax Intelligent
Trax Intelligent
Trax Intelligent
2.

 

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.

    3.

     

     

    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.

    Trax Intelligent
    Trax Intelligent
    Your Unified Business Platform

    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.

    Frequently Asked Questions

    Who should use Dynamics 365 F&O?

    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.

    What is Dynamics 365 Finance & Operations?

    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.

    Can we migrate data from our legacy systems?

    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

    What training and support is included?

    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

    Trax Intelligent
    Trax Intelligent

    Why choose Xtra Plumbing?

    Our experienced handymen always repair broken or leaky fixtures in order to avoid costly replacements.

    Our
    Specialists

    Teamwork is the collaborative effort of a team to achieve a common goal or to complete a task in the most effective and efficient way.

    Periodic and timely services

    Our experienced handymen always repair broken or leaky fixtures in order to avoid costly replacements. Our experienced handymen always repair broken or leaky fixtures in order to avoid costly replacements.

    Materials with the best quality

    Our experienced handymen always repair broken or leaky fixtures in order to avoid costly replacements. Our experienced handymen always repair broken or leaky fixtures in order to avoid costly replacements.

    Expert and Experienced groups

    Our experienced handymen always repair broken or leaky fixtures in order to avoid costly replacements. Our experienced handymen always repair broken or leaky fixtures in order to avoid costly replacements.

    Alex Hernandez
    CTO
    Jane Hernandez
    Advisor
    Dr. Mark Henrish
    Advisor
    Dr. David Villa
    Advisor