CUSTOMER ANALYTICS IN Microsoft D365

Customer Analytics has 10+ years of experience in all aspects of D365 – from Design, Development, Integration, Deployment, Migration, QA, Data Extraction and Reporting through post-deployment Support, and Monitoring. We don’t just deploy D365 and expect the business to adapt to it – instead we adapt the tools and systems to meet business needs.

In addition to core D365 solutioning and development expertise, we offer strong integration capabilities and understanding of business requirements across systems and the ability to grasp data and information flow across multiple systems. This calls for capabilities beyond D365 development and needs cross functional skills and breadth of knowledge which we offer at Customer Analytics.

We also have extensive experience in supporting 24x7 mission critical operations running on D365 Front Office and in providing real-time analysis and incident resolution, problem identification and fixing.

Key Functional Areas

Financial Management and Reporting
Handle General Ledger
Fulfillment
Vendor Collaboration
Revenue Share
Cancellations & Discounts
Settlements & Reconciliations
Vendor Setup
EDI
Retail And Commerce
POS
Third-party Payment Integration
Supply Chain Management
Power Apps Integration
Procurement and Sourcing
Product Information Management
Back Order
Project Management and Accounting
Human Capital Management
Assortment & Catalog
Pricing - Retail & Wholesale
Production Support

Scope of Services

D365 FO Development and Deployment

  • Extensive experience creating and implementing large scale technical solutions to facilitate new business functions

Production Support

  • Monitoring critical integration jobs and schedulers
  • System support: Handling user issues, D365 performance, real-time analysis and incident resolution, and problem identification and fixing
  • Working with Microsoft to resolve issues
  • Pricing and Products imports into D365
  • Managing Sales and Purchase order postings
  • Managing order flow (between one system to another) and handling failed transactions

Integration with External Systems

  • Salesforce commerce cloud
  • EDI, IBM AS400
  • Azure Data Services, Business Intelligence
  • Vendor Systems
  • Payment Gateway
  • PIM
  • Bank Settlement & Reconciliation

Payment Integration

  • Authorization capture & refund request to many payment gateways like Converge, Paypal
  • Support for 3rd party payment processors like Synchrony, Genesis ACIMA, Caddi and Progressive
  • Daily reconciliation of financial records
  • Re-submit authorization to banks in case of expiration

Retail Support

  • Load products from PIM
  • Load wholesale prices asynchronously
  • Maintain category hierarchy, assortment and catalog
  • Import retail prices synchronously

QA Automation

  • Expertise in end-to-end testing of D365 ecosystem
  • QA Automation for core and data flow testing across systems

Fulfillment

  • Creation of Sales and Purchase orders received through online channels and mode of delivery
  • Fulfill orders using product receipts and invoice, synchronous and asynchronous
  • Invoice sales order up on merchandise delivery to customer

Data Extraction & Reporting

  • Extensive experience in extracting data out of D365 and on to Azure Data Lake or via BYOD
  • Developing live dashboards and reports from D365 data using Power BI

Our Team

Examples of what we do

D365 Upgrade and Migration
New D365 Implementation
Financial Management
  • E-commerce integration with D365 (SFCC-Salesforce Commerce Cloud)
  • Back-order processing (return, replacement, exchange)
  • Customizations on Credit card processing - including many payment systems such as Synchrony, Genesi and Caddi
  • Vendor Portal for licensees to log into D365, view their orders and process invoices etc.
  • General Ledger set up
  • Cash & Bank management
  • Accounts Receivable & Accounts Payable set up
  • Fixed Assets set up
  • Project Management and Accounting, including timesheet and expense processes
Supply Chain Management
  • Procurement and Sourcing
  • Sales and Marketing
  • Product Information Management
  • Inventory Management
Human Resources
  • Leave Request and Attendance - customization and workflow changes