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Category Archives: Dynamics 365

Mitigating Implementation Risks Through a Structured Business Assessment

The landscape of digital transformation has never been more complex. Rapid market shifts, rising customer demands, and tightening budgets have made technology decisions more consequential than ever. The challenge isn’t adopting new tools it’s leading transformation by ensuring that every investment is grounded in clarity, alignment, and predictability. At CloudFront’s, we understand this. That’s why our Business Assessment Engagement model has become a proven first step toward successful, low-risk technology implementations. What Is a Business Assessment? A Business Assessment is a structured, short-term engagement conducted before signing a full implementation Statement of Work (SoW). It is designed to create complete visibility into your current business processes, desired future state, and the potential risks that could impact your project. Typically spanning 3 – 4 weeks, this engagement brings together functional and technical stakeholders from both your organization and CloudFront’s. Whenever feasible, we conduct this assessment onsite, ensuring close collaboration and a deep understanding of your business landscape. During this engagement, our experts: The result is a detailed Business Requirements Study (BRS) a comprehensive document that translates assessment insights into an actionable implementation roadmap. This BRS becomes the foundation for a precise and mutually agreed Statement of Work, ensuring every phase of your digital transformation is built on validated insights and shared understanding. Why a Business Assessment Matters For enterprise technology leaders, the Business Assessment approach delivers tangible benefits: Ultimately, this process transforms uncertainty into informed decision-making, enabling IT leaders to confidently advance from planning to execution. Proven Success with CloudFront’s At CloudFront’s, we’ve seen firsthand how Business Assessment engagements set the stage for successful digital transformations. Clients who adopt this model enter implementation phases with greater predictability, stronger governance, and renewed confidence in both the technology and the partnership driving it. Recently, we partnered with one of the world’s largest U.S. based commercial vehicle manufacturers to conduct an onsite Business Requirements Study (BRS). Our team worked closely with their stakeholders to map existing systems and design a strategic roadmap for migration to Microsoft Dynamics 365 Supply Chain Management (SCM). Following the successful completion of the BRS, we are now leading Phase 1, enabling their inventory, advanced warehouse, and procurement operations to establish a strong operational foundation. In Phase 2, we will enable master planning, production, and quality management to deliver end-to-end operational efficiency, ensuring a seamless and future-ready digital ecosystem. Our clients consistently tell us that this approach not only de-risks their investment but also enhances alignment between business and IT, a crucial factor in any transformation journey. To conclude, in today’s unpredictable business landscape, a well-executed Business Assessment isn’t just a preliminary step, it’s a strategic imperative. By partnering with CloudFront’s for a Business Assessment, you’re not committing to uncertainty; you’re investing in clarity, alignment, and long-term success. If your organization is planning a digital transformation initiative, start with a Business Assessment Engagement and move forward with the confidence of knowing your path is mapped, risks are managed, and success is measurable. Ready to move from uncertainty to clarity?Connect with CloudFront’s at transform@cloudfronts.com to schedule a Business Assessment Engagement and gain a clear, actionable roadmap for your next digital transformation. Contact Us to start your assessment today.

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GST Implementation Made Easy in Dynamics 365 Business Central

For any Indian business running on Microsoft Dynamics 365 Business Central, tax compliance isn’t optional, it’s foundational. The Goods and Services Tax (GST) framework is complex and manually managing it is a high-risk gamble. This guide isn’t just a list of steps; it’s your definitive blueprint for configuring Business Central’s powerful Indian localization features to handle GST seamlessly. We will transform your ERP from a standard ledger into a fully automated, compliance-ready machine. Ready to banish tax-related data entry errors and audit anxiety? Let’s dive in and set up the system correctly, from defining your GSTINs to mastering the G/L posting matrix. Microsoft Dynamics 365 Business Central offers robust localization features for India, including comprehensive support for the Goods and Services Tax (GST). Properly configuring GST is essential for calculating, recording, and settling taxes on all your inward and outward supplies, ensuring compliance with Indian tax laws. This guide provides a straightforward, step-by-step process for setting up GST in Business Central, based on Microsoft’s best practices. Phase 1: Laying the Foundation (Tax Periods & Registration) The initial phase involves setting up the legal and temporal frameworks for your GST configuration. Step 1: Define Tax Accounting Periods (GST Calendar) The GST regime operates on a specific timeline, and you need to define this within Business Central. Step 2: Establish Your GST Registration Numbers (GSTINs) Your Goods and Service Tax Payer Identification Number (GSTIN) is critical for identifying your tax entity and the state you operate in. Phase 2: Core Configuration (G/L Accounts and Masters) This phase links the statutory requirements with your company’s general ledger structure. Step 3: Configure GST Groups and HSN/SAC Codes These setups classify your goods and services for accurate rate calculation. Step 4: Define the GST Posting Setup (The Accounting Link) This is perhaps the most crucial step, as it determines which General Ledger (G/L) accounts are used to post GST amounts. Step 5: Set Up GST Rates With your Groups and HSN/SAC codes defined, you now specify the actual tax percentages. Phase 3: Master Data Integration (Connecting the Dots) The final phase ensures that your business entities and locations are linked to the defined GST rules. Step 6: Update Company and Location Information Your company’s primary details must be GST-compliant. Step 7: Configure Customer and Vendor Master Data For every trading partner, you must define their GST status and registration details. To conclude, by following these seven steps, your Indian company’s Business Central environment will be fully configured to handle GST calculations automatically. This setup allows the system to determine the correct tax component (CGST, SGST, or IGST), apply the right rate, and post the amounts to the designated G/L accounts, simplifying your day-to-day transactions and preparing you for GST settlements and reporting. I Hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.

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Optimum Window Partners with CloudFronts for Managed Services Agreement (MSA) Renewal 

We are delighted to announce that the largest US-based manufacturer of Fire-Rated and Architectural steel windows, Optimum Windows is partnering with CloudFronts for Managed Services Agreement (MSA) renewal.  Optimum Window, established in 1985, is a family-owned business based out of Ellenville, in upstate NY. Since then, Optimum Window has become the largest and most diversified manufacturer of Fire-Rated and Architectural steel windows in the United States and has continued its growth with a series of custom high-tech metal window and door systems designed for commercial, high-end residential & landmark applications. Learn more about Optimum Window at https://optimumwindow.com/   Optimum Window’s partnership with CloudFronts began with the implementation of a CRM system with custom enhancements that automates their end-to-end sales & order processes.  Under this MSA, CloudFronts will provide support & maintenance services for the system based on Microsoft Dynamics 365 Sales.  About CloudFronts  CloudFronts is a global AI- First Microsoft Solutions & Databricks Partner for Business Applications, Data & AI, helping teams and organizations worldwide solve their complex business challenges with Microsoft Cloud, AI, and Azure Integration Services. We have a global presence with offices in U.S, Singapore & India.    Since its inception in 2012, CloudFronts has successfully served over 200+ small and medium-sized clients all over the world, such as North America, Europe, Australia, MENA, Maldives & India, with diverse experiences in sectors ranging from Professional Services, Financial Services, Manufacturing, Retail, Logistics/SCM, and Non-profits.     Please feel free to connect with us at transform@cloudfronts.com 

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Handling Errors and Retries in Dynamics 365 Logic App Integrations

Integrating Dynamics 365 (D365) with external systems using Azure Logic Apps is one of the most common patterns for automation. But in real-world projects, things rarely go smoothly – API throttling, network timeouts, and unexpected data issues are everyday challenges. Without proper error handling and retry strategies, these issues can result in data mismatches, missed transactions, or broken integrations. In this blog, we’ll explore how to handle errors and implement retries in D365 Logic App integrations, ensuring your workflows are reliable, resilient, and production-ready. Core Content 1. Why Error Handling Matters in D365 Integrations Without handling these, your Logic App either fails silently or stops execution entirely, causing broken processes.  2. Built-in Retry Policies in Logic Apps What They Are:Every Logic App action comes with a retry policy that can be configured to automatically retry failed requests. Best Practice: 3. Handling Errors with Scopes and “Run After” Scopes in Logic Apps let you group actions and then define what happens if they succeed or fail. Steps: Example: 4. Designing Retry + Error Flow Together Recommended Pattern: This ensures no transaction is silently lost. 5. Handling Dead-lettering with Service Bus (Advanced) For high-volume integrations, you may need a dead-letter queue (DLQ) approach: This pattern prevents data loss while keeping integrations lightweight. 6. Monitoring & Observability Error handling isn’t complete without monitoring. Building resilient integrations between D365 and Logic Apps isn’t just about connecting APIs—it’s about ensuring reliability even when things go wrong. By configuring retry policies, using scopes for error handling, and adopting dead-lettering for advanced cases, you’ll drastically reduce downtime and data mismatches. Next time you design a D365 Logic App, don’t just think about the happy path. Build error handling and retry strategies from the start, and you’ll thank yourself later when your integration survives the unexpected. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

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From Microsoft Dynamics GP to Business Central: Why the Move Is About More Than Just Technology

For years, Microsoft Dynamics GP has been a reliable ERP system, helping businesses streamline financial operations, maintain compliance, and drive efficiency. It became a backbone for thousands of organizations, particularly mid-sized businesses that valued its stability and robustness. But the business landscape has changed dramatically. Markets move faster. Customer expectations are higher. And technology is no longer just a support function, it is the engine of growth, agility, and innovation. This is why the transition from Dynamics GP to Microsoft Dynamics 365 Business Central is not just another software upgrade. It is a strategic leap forward that determines how ready your business is for the next decade. The Real Question: Maintain or Evolve? Every business leader faces this decision at some point: continue maintaining what’s familiar or evolve into what’s next. GP offers stability, but that stability now comes with limitations, manual upgrades, server costs, and restricted scalability. For many companies, these challenges are becoming a bottleneck to innovation. On the other hand, Business Central offers agility. It’s a modern, cloud-first ERP that grows with your business, continuously innovates, and seamlessly integrates with the entire Microsoft ecosystem. In today’s world, standing still is the same as moving backward. The choice is simple: maintain what works or evolve toward what drives growth. What Businesses Gain with Business Central Always Up to Date No more manual upgrades or disruptive transitions. Business Central runs on the cloud with continuous updates and innovations at no additional cost. This means your team is always using the latest technology, features, and security enhancements without the burden of maintenance. Faster Decisions, Smarter Moves In an age where data drives competitive advantage, Business Central integrates seamlessly with Power BI and embedded analytics to deliver real-time insights. Leaders can act on facts, not assumptions, and empower their teams to make faster, data-driven decisions that move the business forward. Scalability Without Limits Growth brings complexity, new markets, entities, currencies, and compliance requirements. Business Central scales effortlessly to handle it all. Whether you are expanding into new geographies or diversifying your business model, the system grows with you, not against you. An Integrated Digital Workplace Business Central works hand in hand with Microsoft 365, Teams, Power Automate, and AI. The result is a truly connected workplace where data flows freely, collaboration improves, and manual processes give way to automation. This integration not only boosts productivity but also builds a culture of transparency and shared accountability. Cost Efficiency and Risk Reduction By eliminating on-premise IT infrastructure, you reduce overheads, lower downtime, and free up valuable resources to focus on innovation. With built-in security, compliance, and automated backups, your business becomes more resilient and future-proof. A Transformation Story At CloudFronts, we recently began working with a mid-sized client who had been running Dynamics GP for nearly three decades. GP had been the financial backbone of their operations and had served them well. However, the leadership team recognized an emerging reality: GP will soon reach its end of life, and continuing to rely on it would increase both operational risk and cost. They made a strategic decision, to migrate to Business Central and secure a platform built for the next decade of growth. Their goals were clear: This migration is now underway, and the client views it not as an IT project, but as a business transformation initiative. For them, Business Central represents the foundation of a connected, intelligent enterprise, one where decisions are faster, processes are leaner, and growth is continuous. Why Now Is the Right Time Many businesses delay ERP migrations because “things are working fine.” But the reality is that postponing the move comes with hidden risks, rising IT maintenance costs, outdated security models, dependency on legacy infrastructure, and the gradual loss of talent familiar with older systems. At the same time, competitors who embrace modern ERP platforms are moving faster, integrating AI, automating workflows, and leveraging real-time insights. The cost of waiting is not just financial, it is strategic. Business Central is more than an ERP. It is a platform for growth, intelligence, and resilience. It enables organizations to future-proof their operations while staying agile in an unpredictable world. The Takeaway Migrating from GP to Business Central is not a technical move-it is a business transformation decision. It means: With Dynamics GP approaching its end of life, the question is not if you should move, but when and how strategically you make that move. The time to act is now. If you are evaluating your options or planning your next steps, let’s talk. At CloudFronts, we’ve helped businesses across industries transition from legacy ERP systems to modern, scalable platforms like Business Central with minimal disruption and maximum value. Reach out at transform@cloudfronts.com. Let’s explore how you can evolve confidently into the future of business.

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Step-by-Step Year-End Closing Guide for Dynamics 365 F&O Users

This blog provides a comprehensive, step-by-step guide for performing a year-end close in Microsoft Dynamics 365 Finance and Operations (F&O). It includes instructions, common issues, and suggestions for extracting relevant screenshots from a demo environment. 1. Pre-Close Activities 2. Performing the Year-End Close A. Set Up the Fiscal Year End Parameters B. Perform the Year-End Close Process C. Review Results D. Post-Close Activities 3. Common Issues and Tips Issue Action Profit and Loss accounts didn’t zero out Check ledger account settings. Retained Earnings entry missing Verify Retained Earnings account in ledger setup. Incorrect balances after year-end close Use the “Reverse” option and review postings. User doesn’t have access Ensure role has Financial Period Close privileges. Ledger Calendar page Performing the year-end close in D365 F&O is a structured process that ensures data integrity across financial periods. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

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E-Commerce + ERP: Driving Revenue Through Connected Systems

In today’s global manufacturing landscape, businesses need more than just strong products to stay competitive. They need digital operations that connect customers, distributors, and internal teams in different regions. One powerful way to achieve this is by integrating e-commerce platforms with enterprise resource planning (ERP) systems. This is the story of a 140-year-old global leader in materials testing machine manufacturing that transformed its order-taking process through a Shopify–Dynamics 365 Finance & Operations integration. The Challenge With offices in five countries and sales across the UK, Europe, China, India and multiple U.S. territories, this manufacturer had a truly global footprint. Yet, order-taking remained manual and inefficient: In short: their legacy setup couldn’t keep up with modern customer expectations or their own ambitions for global growth. The Solution Over the course of a decade long partnership, we helped the company modernize and digitize its business processes. The centerpiece was a seamless integration between Shopify and Dynamics 365 Finance & Operations (F&O), built natively within F&O (no recurring middleware costs). Key integrations included: This solution ensured that high data volumes and complex processing demands could be handled efficiently within F&O. The Results The change has reshaped how the company works: Lessons for Other Global Manufacturers This journey highlights critical lessons for manufacturers, distributors, and global businesses alike: The Road Ahead After integrating Shopify with Dynamics 365 F&O, the company has launched a dedicated distributor website where approved distributors can place orders directly on behalf of customers. This portal creates a new revenue stream, strengthens the distribution network, and ensures orders flow into F&O with the same automation, inventory sync, and reporting as direct sales. By extending digital integration to distributors, the company is simplifying order-taking while expanding its business model for global growth. Ending thoughts The journey of this global manufacturer shows that true digital transformation isn’t about adding more tools, it’s about connecting the right ones. By integrating Shopify with Dynamics 365 F&O, they moved from fragmented, manual processes to a scalable, automated ecosystem that empowers customers, distributors, and internal teams alike. For any organization operating across regions, the lesson is clear: e-commerce and ERP should not live in silos. When they work together, they create a foundation that not only accelerates order taking but also unlocks new revenue streams, sharper insights, and stronger global relationships. In a world where speed, accuracy, and customer experience define competitiveness, the question isn’t whether you can afford to integrate, it’s whether you can afford not to. If you need further assistance or have specific questions about your ERP setup, feel free to reach out for personalized guidance.We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

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Budget Control in Dynamics 365 Finance

Managing budgets is a key part of financial discipline and managing budgets is more than just tracking numbers. Companies need to make sure departments, projects, and cost centers spend within limits. Dynamics 365 Finance helps by providing a built-in Budget Control feature that keeps spending under check right where daily transactions happen. In Dynamics 365 Finance, Budget Control helps to enforce spending limits in real time, directly within transactions. Budget control is a tool in D365 Finance that checks transactions against available budgets. If a transaction exceeds the budget, the system can either: This way, overspending is caught before it happens. Steps to know how It works How Budget Control Works in Dynamics 365 Finance When setting up budget control (see screenshot below), finance teams define: This ensures that every purchase, expense, or journal is validated against budgets before the company commits to spending. Example: If Marketing has a $100,000 budget and a new purchase order exceeds it, the system can block it or route it to a manager. Why is Budget Control Important? Budget control in D365 Finance is a simple but powerful way to enforce financial discipline. It connects budgeting with daily operations, helping companies stay on track. If you are looking to set up or optimize Budget Control in your organization, our team can help you design the right approach, implement best practices, and ensure a smooth rollout. Reach out to CloudFronts Technologies at transform@cloudfronts.com to explore how we can support your Dynamics 365 Finance Budgeting journey.

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Dimensions: The Secret to Better Decisions

In any growing business, finance isn’t just about ticking compliance boxes anymore. It’s about staying in control, spotting trends early, and making confident decisions fast. That’s exactly where financial dimensions in Dynamics 365 Finance come into play. Over the last few months, we’ve seen multiple requirements from businesses asking for smarter use of dimensions. And it makes sense, dimensions are no longer just an optional “nice-to-have.” They’re becoming the backbone of modern financial management, enabling organizations to track performance in ways that directly support decision-making. Think of them as a smarter way to organize your numbers. They give finance teams the flexibility they need to adapt on the fly, and they give leadership the kind of clear, real-time visibility that helps drive better business calls  What Are Financial Dimensions? At the core, financial dimensions are labels you attach to transactions. These labels tell you: So instead of tracking expenses only by account (e.g., Travel Expenses), you can track: All this without creating hundreds of extra GL accounts. Why Should Management Care? Here’s how financial dimensions support strategic and operational goals: 1. Multi-Dimensional Reporting Want to review profitability by region, department, or project? Dimensions let you filter and analyze financial data from multiple angles—without waiting on custom reports. This supports faster decision-making, better forecasts, and more agile operations.  “How much did we spend on marketing in South India last quarter?” You’ll have the answer in seconds. 2. Budgetary Control and Cost Monitoring Dimensions allow finance teams to set up budget controls per department or project. This ensures: Spot overruns before they become problems not after. 3. Cleaner Chart of Accounts Without dimensions, you’d need separate accounts like: This becomes unmanageable. With dimensions, you keep one account (611000 – Travel) and layer in detail using dimensions, keeping your chart lean and reporting rich. 4. Easier Scaling and Restructuring Adding a new business unit, product line, or region? No need to overhaul your chart of accounts. Just add new dimension values. Dimensions give you the structure you need today and the flexibility you’ll need tomorrow. A Practical Example Let’s say you want to understand the true cost of a customer support center in Pune. You can filter all expense accounts with: Immediately, you’ll see: All grouped by those two dimensions without modifying your account structure. Final Word Financial dimensions are not just about slicing data they’re about driving alignment between finance and operations. They: If you’re already using Dynamics 365 or considering it, investing time in defining the right dimensions upfront will pay dividends for years. Planning a D365 Finance rollout or re-implementation? Let’s talk about how to design a dimension strategy that fits your business model. You can reach out to us at transform@cloudfronts.com. 

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Environment & Security Setup in Dynamics 365 Project Operations

In any enterprise application like Dynamics 365 Project Operations, setting up a secure and structured environment is the foundation of a successful implementation. Before diving into projects, resource planning, or billing, it’s critical to configure the environment, establish legal entities, assign the right user roles, and implement appropriate security controls. This article explains how to configure these foundational elements in D365 PO. 1. Legal Entity Configuration A Legal Entity in D365 represents an organization that can enter into legal contracts and is used to segregate financial, operational, and statutory data. Steps to Configure: Why It Matters: Each project in D365 PO must be linked to a legal entity for:  2. User Setup D365 users are authenticated via Azure Active Directory (Azure AD). Once synced, users must be provisioned in the application. How to Set Up: 3. Security Roles & Duties Security in D365 PO is role-based, meaning users get access based on the role(s) assigned to them. Each security role contains duties, which contain privileges. Common Roles in D365 PO: Role Name Purpose Project Manager Manage project planning, time entry approvals Project Accountant Responsible for costing, billing, revenue Resource Manager Manage bookings and capacity Salesperson Handle opportunities and quotes Time/Expense User Submit time and expenses System Administrator Full access, environment config  Assigning Roles:  4. Security Settings & Access Controls Security ensures users can access only what they are authorized to. Key Configurations: Advanced Features: I Hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.

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