Finance & operations
Align financial processes, operational information, and reporting across business units.
Dynamics 365 FinanceOperations
Enterprise Applications & ERP
Enterprise applications
& ERP.
BOT brings Microsoft Dynamics implementation experience across ERP and CRM initiatives, connecting configuration, integration, migration, reporting, and user adoption.
Let’s talk
Expertise in action
Business applications.
Built around your work.
Business Central
Connect accounting, purchasing, inventory, and project workflows in a unified ERP environment.
ERPBusiness Central
Sales & customer service
Give teams clearer customer records, sales activities, and service workflows.
CRMSalesCustomer Service
Project & field operations
Coordinate project resources and service work with the business processes around them.
Project OperationsField Service
Marketing & engagement
Connect customer communications and engagement journeys to your relationship data.
Customer engagementMarketing workflows
People & HR processes
Support employee information and human resources workflows with connected business applications.
Human ResourcesEmployee experience
From strategy to everyday use
One roadmap.
A connected business.
Start with the process you need to improve. Then define the applications, integrations, data, and adoption plan around that outcome.
Explore delivery servicesDELIVERY CAPABILITIES
Implement, connect, and support Dynamics 365.
Engage a functional specialist, a technical delivery team, or ongoing application support.
Finance & supply chain
Configure finance, supply chain, and project accounting processes. Define dimensions and posting rules around the way the business reports costs and revenue.
Customer engagement
Connect sales, service, marketing, and field work. Give customers or partners a Power Pages portal for requests, documents, and case status.
Project Operations
Carry a project from quote and resource planning through time, expense, billing, and project accounting.
Integration & extensions
Use dual-write where Finance & Operations and Dataverse need shared records. Develop X++ extensions, custom modules, and independent software vendor (ISV) solutions when configuration alone does not meet the need.
Upgrades & release management
Plan version upgrades, One Version updates, and applicable transitions from Lifecycle Services to the Power Platform admin center. Coordinate environments, testing, and release pipelines.
Managed support & team capacity
Bring in functional and technical specialists for launch, stabilization, enhancements, or steady-state support. Choose a defined project scope, time-and-materials work, or a dedicated team.
IMPLEMENTATION METHOD
From discovery to steady-state support.
Each stage has a concrete output that the business and delivery teams can review.
Discover
Compare current processes with standard Dynamics features. Agree on gaps, priorities, and the scope of the first release.
Design
Document process decisions, integrations, data ownership, and how the team will test the solution.
Build
Configure and extend the platform in increments. Demonstrate working scenarios so users can give feedback early.
Test & migrate
Rehearse imports, reconcile balances, test interfaces, and have business users sign off on their daily workflows.
Go live
Train users, run the cutover plan, and identify who owns launch decisions and issue resolution.
Stabilize
Monitor the first operating cycles, resolve issues, and hand over support with a prioritized list of enhancements.
IMPLEMENTATION EXPERIENCE
What the team has built
Two examples from our enterprise applications team’s prior implementation work.
From franchise agreement to royalty invoice
Connect territory approvals and signed agreements to monthly sales, royalty calculations, and billing.
Read the franchise exampleFrom closed deal to agent payout
Apply commission splits and tiers, account for advances, and reconcile payouts to the general ledger.
Read the brokerage exampleLet’s move forward