Microsoft Dynamics 365 Finance & Operations Services

Tailored Solutions for Your Financial Needs with Dynamics 365 Finance & Operations

Unlock the full potential of Microsoft Dynamics 365 Finance and Operations with our end-to-end services—from strategy and implementation to ongoing optimization. 

Talk to a Dynamics 365 F&O expert 

Trusted by leading brands

“The impact has definitely been positive in a number of different ways, and not just the fact that they’ve written and deployed code against requirements and feature sets. They are very dynamic, which means that they adjust on the fly. They’re a very flexible group of developers and resources, and that fits our culture."
Clifford Audinet
VP of Technology & Product Development | Xvoucher
“From development and architectural standpoints, they’re second to none.”
VP Product Delivery
Healthcare IT Company
“They’re industry-leading in terms of communication and timeliness of delivery.”
Andrew Rogers
CEO | Upbeet Brands
“They have an Agile, creative, and customer-focused approach, looking at the actual end-users of the products that we're building.”
Neal Shaw
Chief Product Officer | SaaS in Real State
“They don’t just agree to what I want, but instead, act as a true partner.”
Senior Director of Engineering
Information Services Company
“They are very detailed, genuine, demanding in a good way and go the extra mile."
Digital Channels Manager
Telefónica

Your trusted Microsoft partner

As a Microsoft Partner, we hold the highest level of partnership, providing direct access to Microsoft resources, advanced support, and cutting-edge technologies like Azure AI services and Microsoft Copilot capabilities. Through this partnership, we deliver:  

14+ years of Microsoft partnership experience 

80+ certified Dynamics consultants 

28 countries of global operation 

100+ successful Dynamics projects to date

End-to-end Microsoft Dynamics 365 Finance & Operations services 

We deliver comprehensive services for every stage of your Dynamics 365 Finance and Operations journey. 

Strategic consulting

Unlock actionable insights and craft a strategic roadmap for your Dynamics 365 F&O investment, aligning platform capabilities with your business objectives, industry demands, and long-term digital transformation goals. 

System health check  

Ensure your Dynamics 365 F&O system is future-ready with a detailed performance and compliance audit. Detect inefficiencies, configuration issues, and security risks, then receive clear recommendations to boost system health and operational stability.  

Product strategist

We deliver a successful Dynamics 365 Finance and Operations implementation with expert guidance through every critical phase—design, configuration, testing, and deployment. We help ensure business continuity and alignment with strategic goals for lasting value.  

Robust integration 

Integrate Dynamics 365 F&O with complementary systems like CRM, payroll, or logistics platforms to enhance enterprise operations. Enable real-time data exchange, streamline processes, and create a unified architecture for more agile, consistent, and data-driven operations. 

Custom development  

Extend Dynamics 365 F&O with custom-built features, automation scripts, and user-friendly enhancements tailored to your unique business logic. Ensure the platform evolves with your needs without sacrificing performance or maintainability.  

Smooth migration  

Migrate from legacy systems or outdated Dynamics platforms with minimal disruption. Maintain data integrity, reduce risk, and ensure a seamless transition with structured planning, tested tools, and guided change management practices.  

Evolving team

 Scale your delivery team with certified Dynamics 365 F&O experts available on demand. Our professionals integrate into your workflows, align with your methodology, and evolve with your project’s needs across all stages of the implementation lifecycle. 

Rescue team  

Recover underperforming or failed Dynamics 365 F&O projects with our expert-led rescue team. Using proven methods and a rapid assessment framework, we stabilize critical issues, realign goals, and drive your project back toward long-term success.  

Solutions that scale

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We’re struggling to manage dynamic pricing across different countries and product lines.
Let’s set up flexible pricing models with region-specific rules, automation, and centralized control for full transparency.
Local compliance rules keep changing, and we’re constantly behind with financial regulations.
We embed evolving compliance requirements into your workflows with automated reports, alerts, and audit-ready documentation.
We’re stuck with legacy systems and can’t get them to work with our new ERP platform.
We use secure middleware, APIs, and integration patterns to connect your legacy tools with Dynamics 365 quickly and safely.
We don’t have real-time visibility into our financials, and decisions are based on outdated reports.
We activate live dashboards and predictive analytics within Dynamics 365 to give you a clear, real-time financial picture.
We’re worried that updates will break things, and security is always a concern with financial data.
With a cloud-native setup, updates are seamless and security is enterprise-grade. No disruptions, full peace of mind.
We can’t find the right experts to support our most critical Dynamics 365 processes.
You get 24/7 access to certified Dynamics 365 specialists who understand complex operations and keep things running smoothly.

Why partner with Nearsure

300+

official certifications

500+

successful projects

600+

tech experts

160+

mastered technologies

64

client NPS

How we can help you

Staff augmentation

Quickly scale your team with top Finance and Operations experts including business analysts, functional consultants, technical developers, and project managers who integrate seamlessly into your workflow. Ideal for flexible, fast-growing teams needing specialized skills without long-term commitment. 

Managed services

We manage entire Finance and Operations projects or product lines, from strategy through delivery and maintenance, so you can focus on your core business. Perfect for companies seeking a trusted, end-to-end partner to accelerate growth and reduce risks. 

Meet our expert team

Armando Zulian portrait

Armando Zulian

Microsoft Business Leader 
Carlos Lopez portrait

Carlos López

Microsoft Studio Leader

Luis López

Microsoft Technical Pre-Sales Specialist

FAQ

What is Microsoft Dynamics 365 Finance & Operations, and how can it benefit my business?  

Microsoft Dynamics 365 Finance and Operations is a powerful enterprise resource planning (ERP) platform that helps businesses manage financials, supply chain, manufacturing, and operations efficiently. It enables real-time data visibility, automates processes, and supports scalable growth. 

How does Dynamics 365 Finance & Operations ensure data security and regulatory compliance?

Dynamics 365 Finance and Operations uses Microsoft’s industry-leading security features, including data encryption, role-based access control, compliance certifications (such as GDPR and SOC), and continuous security monitoring to protect sensitive financial and operational data. Want to know if your system is secure?

Schedule a security consultation

Can Dynamics 365 Finance & Operations integrate with existing CRM, WMS, or other business systems?

Yes, Dynamics 365 offers seamless integration capabilities through APIs, middleware, and connectors, enabling real-time data exchange between CRM, payroll, logistics platforms, and other enterprise systems for streamlined operations. 

How does Nearsure perform Dynamics 365 Finance & Operations system health checks and optimization?

Nearsure conducts comprehensive audits of your Dynamics 365 system to identify performance bottlenecks, configuration issues, and security risks. We deliver actionable recommendations and implement improvements to ensure operational stability and compliance. Get a detailed health check of your system.

Request an audit 

What post-implementation support and managed services does Nearsure offer for Dynamics 365?

Nearsure provides ongoing expert support with certified Dynamics 365 F&O consultants. Our services include troubleshooting, workflow optimization, upgrade management, and ongoing enhancements to adapt your Dynamics 365 F&O environment to evolving business needs. 

Ready to optimize your financial operations?