Welcome. If you’re planning Dynamics 365 Finance & Operations, or your project has stalled, you’re in the right place.

Dynamics 365 Finance & Operations implementation and rescue

doKumentive implements Dynamics 365 Finance & Operations for companies and Microsoft partners across Canada and the U.S., and stabilizes implementations that have stalled without starting over. Finance leaders and Microsoft-certified consultants work as one team, across every F&O module.

Implementation

Every Dynamics 365 F&O module, set up around your numbers

We design your chart of accounts, financial dimensions and posting profiles before the modules are configured, so each department gets value and finance gets numbers it can sign off on. We cover every module, including subscription billing, asset management and retail.

Finance

  • General ledger
  • Accounts payable
  • Accounts receivable
  • Subscription billing
  • Cash and bank management
  • Expense management
  • Tax

Supply chain and manufacturing

  • Inventory
  • Procurement and sourcing
  • Sales
  • Warehouse management
  • Transportation management
  • Production control
  • Master planning

Assets

  • Fixed assets
  • Asset management

Retail and commerce

  • Retail and commerce
  • Point of sale
  • E-commerce

Projects

  • Project operations
  • Budgeting

People

  • Human resources
  • Payroll

Reporting

  • Power BI
  • Financial reporting

Rescue and recovery

Stalled F&O implementation? Stabilize it without starting over

Underperforming, misconfigured or stalled deployments rarely need a restart. They need someone to find the root cause.

Quick self-check: tick what sounds familiar

You ticked of 6.

Two or more? It's time to find the root cause before month-end. Request a rescue assessment

How we rescue it


  1. Diagnostic audit

    We review your setup using AI agents and system telemetry.


  2. Root cause analysis

    Finance and ERP specialists find out why the numbers are wrong, not just where.


  3. Targeted fixes

    Reconfiguration and retraining, only where they’re needed.


  4. Stabilize and relaunch

    Your team goes back to work on a system it trusts, with post-rescue support.

Beyond the core

Make F&O smarter with AI, Power Platform and integrations

Once the numbers are right, we automate the repetitive work and connect F&O to the rest of your business.

AI agents and Copilot

  • Diagnostics. AI-powered diagnostics and anomaly detection
  • Forecasting. Predictive analytics for finance and supply chain
  • Guidance. Embedded Copilot agents that help users in context
  • Automation. Approvals, reconciliations and workflows

Power Platform

  • Power Automate. Approvals, notifications and data sync
  • Power Apps. Custom apps for field, finance and operations teams
  • Power BI. Real-time dashboards and financial reports
  • Dataverse. One data model across Dynamics 365 and Power Platform

Integrations

  • Dual-write. Real-time sync with Dataverse
  • Custom APIs. Connections to your external systems
  • OData feeds. Live reporting and analytics
  • Connectors. Power Platform connectors for unified workflows

For Microsoft partners

Extend your F&O delivery team, under your brand

We deliver Dynamics 365 Finance & Operations implementations, module consulting and rescues for Microsoft partners as a white-label extension of your team. You keep the client relationship.

Dynamics 365 delivery for Microsoft partners

  • Your client stays your client

    We never sell to your clients directly. That’s a commitment, not a policy.

  • White-label delivery

    Implementation, module consulting and rescue under your brand, alongside your delivery team.

  • Onshore consultants

    Consultants who live in Canada and the U.S. and know the business culture and time zones your clients work in.

  • Finance expertise built in

    Your client’s finance team works with people who’ve run finance teams.

The CPA difference

We map your finance processes before anyone touches a posting profile.

  • Finance process mapping by people who’ve run finance teams
  • Microsoft-certified F&O consultants
  • AI agents and Copilot-powered diagnostics
  • Advanced automation with Power Platform
Ahmed Hanane, founder of doKumentive

Tell us where your F&O project stands. You'll get an honest view and a clear next step.

Ahmed Hanane, CPA, CMA, MBA, founder of doKumentive

  • Free 30-minute callAn honest view of your plans or your problems.
  • Free AI assessmentWe find automation opportunities in your current processes.

Questions

Dynamics 365 Finance & Operations FAQ

How long does a Dynamics 365 Finance & Operations implementation take?

It depends on your modules, entities, data and integrations. We give you a timeline after a free 30-minute call, once we understand your scope.

Which F&O modules do you cover?

All of them, including general ledger, accounts payable and receivable, subscription billing, fixed assets, asset management, retail and commerce, supply chain, warehouse, transportation, manufacturing, project operations, budgeting, human resources, payroll and Power BI reporting.

Can you fix a failing F&O implementation without starting over?

Usually, yes. We find the root causes in your existing setup, including configuration, data and training, and fix those so you keep the investment you’ve made.

Do you integrate F&O with our CRM and other systems?

Yes. We use dual-write, custom APIs, OData feeds and Power Platform connectors to keep data flowing between F&O, Dataverse and your other systems.

Do you work with Microsoft partners?

Yes. We offer white-label F&O implementation, module consulting and rescue, and we work alongside your delivery team. We never sell to your clients directly.

Where are your consultants based?

In Canada and the U.S. Our consultants live and work here, so they share your time zones and understand how Canadian and U.S. businesses run.

Planning F&O

Get the design right before you build

Book a free 30-minute call with our ERP expert. We’ll look at your modules, your data and your timeline, and tell you honestly what we’d do.

Book a free 30-minute call

Or call us at +1 647-939-2128.

Already live

Find out why it isn’t working

Request a rescue assessment. We’ll find the root causes in your F&O setup and show you how to stabilize it without starting over.

Request a rescue assessment