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Digitally Transform Your Business with Microsoft Dynamics 365 Finance & Operations (F&O)

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    Integrated Financial and Supply Chain Management—Implemented by EDM

    In an era where agility and visibility are key, Microsoft Dynamics 365 Finance & Operations (F&O) empowers businesses to make faster, smarter decisions by unifying their financials, supply chain, and operations in a single, intelligent platform.


    At EDM, we help businesses leverage F&O to gain control, automate complexity, and scale efficiently—whether they’re managing finances across global entities or coordinating logistics across multiple warehouses.

      A Unified Platform for Finance and Operations

      Microsoft F&O brings together the critical functions your business relies on—finance, procurement, inventory, and manufacturing—into one connected system. This means less time toggling between systems and more time focusing on strategy and growth.

      Whether planning a new budget cycle or managing complex manufacturing workflows, F&O keeps your teams aligned and your data in sync.

      Key capabilities include:

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        Accounts Payable & Receivable:

        Automate invoice matching, manage settlements, and maintain strong vendor and customer relationships.

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        Inventory & Warehouse Management:

        Track stock levels in real time, configure warehouses, and automate replenishment.

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        Production & Manufacturing:

        Support discrete, process, or lean manufacturing with BOMs, routing, and shop floor controls.

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        Budgeting & Fixed Assets:

        Enforce financial discipline, manage depreciation, and align spending with your long-term strategy.

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      Smarter Planning, Faster Execution

      F&O goes beyond traditional ERP systems by embedding intelligence directly into your daily workflows. With features like Master Planning and Planning Optimization, businesses can:

      • Forecast demand with precision
      • Balance supply and capacity
      • Detect inventory shortages early
      • Adjust plans dynamically—without waiting for nightly batch runs

      This real-time agility helps your business respond proactively to changes in demand, supply chain disruptions, or shifting market conditions.
       

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        Expand Your Capabilities Beyond Core ERP

        While Finance and Supply Chain are at the heart of Microsoft Dynamics 365 Finance & Operations, the solution extends even further when integrated with:

        • Project Operations – Plan, execute, and track projects from quotation to billing. Perfect for consulting, engineering, and service-driven businesses.
        • Human Resources – Manage the full employee lifecycle with tools for recruiting, onboarding, performance, benefits, and compliance.
        • Retail & Commerce – Unified commerce across physical and digital channels, including POS, inventory, loyalty programs, and order fulfillment.

        This flexibility ensures your business has one connected platform—from back office to customer experience.
         

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          Clarity Through Connected Insights

          Finance and operations generate massive amounts of data. F&O turns that data into action with built-in analytics powered by Power BI. Users can:

          • View interactive dashboards within workspaces
          • Analyze trends in revenue, expenses, and inventory
          • Monitor KPIs across departments and entities
          • Export and edit reports directly in Excel with live data connections

          By bringing reporting, forecasting, and decision-making into one interface, F&O enables leaders to act confidently and quickly.
           

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            Work Smarter with AI Copilot

            Microsoft Dynamics 365 F&O now includes AI Copilot, an intelligent assistant embedded directly in the platform.

            Whether you’re analyzing financial data, reviewing supply chain bottlenecks, or generating reports, Copilot helps you:

            • Chat directly within the system to ask questions and receive contextual suggestions
            • Generate summaries, draft emails, and review records
            • Automate repetitive tasks and speed up workflows

            Even better, EDM can help you extend this power using Microsoft Copilot Studio and Power Platform, enabling tailored AI experiences, custom workflows, and intelligent approvals specific to your business needs.

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              Finance That’s Built for Global Business

              For organizations managing multiple legal entities or operating across borders, F&O simplifies the complexity. With features like:

              • Multi-currency and multi-language support
              • Localized tax compliance and statutory reporting
              • Centralized budgeting and financial consolidation
              • Legal entity and organizational hierarchy management

              …you can stay compliant, organized, and audit-ready—without adding unnecessary manual effort.

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                Fully Compliant with Saudi Arabia's ZATCA Regulations

                If you’re operating in Saudi Arabia, EDM ensures full compliance with ZATCA Phase 1 and 2 (Fatoora) e-invoicing requirements.

                We offer:

                • Microsoft Standard ZATCA Integration – Certified and regularly updated by Microsoft for all Dynamics 365 F&O implementations.
                • EDM Custom ZATCA Enhancements – Tailored features for invoice formatting, archiving, QR code printing, and XML/UBL transformation—ready for audit or submission.

                Our team works closely with your finance department to make sure every invoice meets legal, technical, and operational expectations in the Kingdom.
                 

                  Seamless Integration Across the Microsoft Ecosystem

                  F&O works naturally with tools your team already uses:

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                    Excel & Outlook

                    Create, view, and update ERP data directly from Office apps

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                    Power Platform

                    Automate approvals, integrate with custom apps, and surface insights instantly

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                    SharePoint & Teams

                    Collaborate on documents and decisions in real time

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                    Azure AI & Machine Learning

                    Enhance forecasting, detect anomalies, and make data-driven recommendations

                  Why Choose EDM as Your Microsoft F&O Partner?

                  As a Microsoft Gold Partner, EDM brings more than technology—we bring insight, industry knowledge, and proven success across the MENA region. Our tailored implementations focus on:

                  • Minimizing disruption during rollout

                  • Aligning F&O with your workflows

                  • Providing training and post-go-live support

                  • Ensuring long-term system adoption and value

                    Industries We Serve

                    No matter your sector, EDM adapts Microsoft Dynamics 365 F&O to your unique processes and compliance needs. Whether you're scaling operations or modernizing legacy systems, we’ve likely solved a similar challenge before. We’ve delivered ERP success for clients in:

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                      Manufacturing

                      Streamline production, resource planning, and inventory.

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                      Retail & Distribution

                      Control stock across channels, improve order fulfillment, and drive loyalty.

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                      Professional Services

                      Manage projects, billing, and resource utilization from a single view.

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                      Construction

                      Track job costs, manage subcontractors, and automate procurement.

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                      Public Sector

                      Deliver transparency, control public budgets, and align with regulations.

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                      Healthcare

                      Manage procurement, operations, and compliance—all while protecting sensitive data.

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                    Let’s Build the Future of Your Business Together

                    Whether you're upgrading from a legacy ERP system or launching a digital transformation initiative, EDM helps you make the most of Microsoft Dynamics 365 Finance & Operations.

                    Contact us today to book a demo or consultation.

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