Microsoft Dynamics 365 Finance & Operations development and customization
Microsoft Dynamics 365 Finance & Operations (D365 F&O) is a robust cloud ERP for managing financial and operational processes. However, no two businesses are the same, and out-of-the-box functionality may not cover every requirement. Dynamics 365 for Finance & Operations development and customization lets you tailor the software to your business needs. With the right development and customization approach, you can streamline workflows, improve data accuracy, and support long-term scalability.
Customize Dynamics 365 Finance & Operations to match your business
For enterprise organizations managing finance, supply chain, and operations across multiple locations, D365 F&O provides powerful capabilities out-of-the-box. But strategic development and customization let you add or modify functionality to meet industry requirements and unique organizational workflows. This ensures the software adapts to your business. Additionally, custom solutions ensure seamless integration between Dynamics 365 F&O and any third-party applications you use.
Rand Group offers full-service development and customization for Dynamics 365 Finance & Operations. Whether you’re extending workflows, building custom reports, integrating with external systems, or tailoring the user experience, our team ensures each modification is purpose-built, compliant, and sustainable. We focus on improving system performance without compromising upgradeability or long-term support.
Extend core functionality
Every business has unique processes. Rand Group can help you go beyond the standard features of D365 F&O with either light enhancements or advanced custom development. This includes custom tables and forms, personalized data entities, business logic, and role-based user experiences.
Drive efficiency and value
Tailoring D365 F&O to your operations reduces complexity, eliminates redundant tasks, and streamlines workflows. The result is faster execution, better resource utilization, and more accurate data, driving better decisions and maximizing return on your technology investment.
Proven team of experts
We are your trusted D365 F&O partner with a team of Microsoft-certified consultants, seasoned software developers, and industry specialists. With decades of experience across finance, supply chain, and operations, we deliver solutions that are technically sound and strategically aligned to your goals.
Start customizing Dynamics 365 Finance & Operations today
Don’t settle for workarounds or disconnected processes. Get a system that works the way your business does, with D365 Finance and Operations customizations built to support your goals, users, and long-term growth. Our team is ready to assess your needs and recommend the right development approach.
Start customizing Dynamics 365 Finance & Operations today
Don’t settle for workarounds or disconnected processes. Get a system that works the way your business does, with D365 Finance and Operations customizations built to support your goals, users, and long-term growth. Our team is ready to assess your needs and recommend the right development approach.
Modify or create functionality to fit your business
Dynamics 365 Finance & Operations offers powerful tools, but sometimes you need more than what’s available natively. Rand Group helps you modify or build new functionality, from small tweaks to entirely new modules. Whether it’s enhancing a form or designing a custom feature from scratch, we deliver tailored solutions that support how your business actually works.
- Add or modify custom tables and forms to match your workflows.
- Create or extend business logic to automate complex calculations or enforce rules.
- Build custom data entities to support integrations, reporting, or mobile applications.
- Develop full modules when your needs go beyond configuration alone.
Unlock advanced reporting & analytics
Dynamics 365 Finance & Operations has great reporting tools, but every business has unique metrics and reporting needs. Rand Group helps you build custom reports and dashboards using SSRS, Financial Reporter, Power BI, and more. We design reports that match your structure, highlight what matters most, and support data-driven decisions across the business. From financial statements to performance dashboards, we turn raw data into clear, actionable insights.
- Create financial reports aligned to your business structure, custom P&Ls, cash flow, and budget vs. actuals.
- Build dynamic dashboards that blend data from finance, operations, sales, and more into one clear visual.
- Automate delivery of scheduled reports and alerts to ensure decision-makers stay informed with up-to-date insights.
Extend Dynamics 365 F&O with the Power Platform
The Microsoft Power Platform extends Dynamics 365 Finance & Operations with automation, custom apps, and workflow tools. Rand Group helps you design, develop, and implement solutions using Power Automate, Power Apps, and more, around your business needs. We create automated workflows to reduce manual work and speed up approvals. We also build low-code apps that connect directly to your D365 F&O data, empowering teams with secure, role-based tools.
- Automate approval workflows (such as purchase order or invoice approvals) within D365 F&O to accelerate financial processes and ensure compliance.
- Trigger real-time alerts for key events (such as low inventory or payment deadlines). This keeps stakeholders informed without manual monitoring.
- Connect Dynamics 365 F&O with other tools like Microsoft Teams or Outlook through automated flows. This eliminates duplicate data entry and keeps everyone in sync.
- Build custom Power Apps for field teams or finance users, connected directly to your D365 F&O data and logic.
Dynamics 365 Finance & Operations integrations
Integrating Dynamics 365 Finance & Operations with the rest of your systems eliminates silos and streamlines operations. Rand Group provides expert development and customization services to connect D365 F&O to your entire technology stack. We build integrations with 3rd-party apps, reporting databases, logistics systems, and Microsoft tools so your operations stay in sync. We can integrate D365 F&O with WMS, 3PLs, eCommerce platforms, and more, and support dual-write for integration with D365 Field Service and other CRM apps through Microsoft Dataverse.
- Connect D365 F&O with WMS, 3PLs, and eCommerce platforms to ensure real-time updates across fulfillment and financial processes.
- Sync data with Dynamics 365 CRM apps using dual-write and Dataverse for complete customer and project visibility.
- Integrate D365 F&O with familiar Microsoft tools like Excel and Outlook.
- Link to reporting databases and BI tools so finance, operations, and leadership teams can access consistent, reliable data at all times.
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