US (470) 948-0356 India +91 70321 51545

Tetra Connects

Microsoft practice

Dynamics 365 and Power Platform consulting

We implement Dynamics 365 ERP and CRM, build on the Power Platform, connect them through Azure, and provide the functional consultants and developers needed to run the program.

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What organizations bring us

Dynamics 365 is several products on a shared platform, and the right architecture depends on what you run today. A company on Dynamics AX or NAV is deciding between Finance and Business Central. A company with Salesforce and SAP is deciding how Dynamics and Power Platform fit around them. A company with spreadsheets and Access databases may only need Power Apps and Dataverse.

We start with the decision, not the product: what must be integrated, what can use standard features and what warrants extension. Then we build with the update model in mind, because Microsoft ships regular service updates and customizations must tolerate them.

What the platform covers

  • Finance and Supply Chain

    Dimensions, legal entities, procurement, inventory, warehouse, production and planning.

  • Business Central

    ERP for small and midsize companies, extended with AL and AppSource.

  • Sales and Customer Service

    Pipeline, cases, knowledge, field service and omnichannel.

  • Power Platform

    Apps, automation, Dataverse, Power BI and governance.

  • Azure integration

    Logic Apps, Service Bus, Functions, API Management and data export to analytics.

  • Migration

    AX, NAV, GP, CRM and other platforms to Dynamics 365.

Area by area

Finance and operations

The ERP side: finance, supply chain, commerce and projects.

FIN Dynamics 365 Finance Legal entities, main accounts, financial dimensions, ledgers, general ledger, accounts payable and receivable, fixed as…
What it covers
Legal entities, main accounts, financial dimensions, ledgers, general ledger, accounts payable and receivable, fixed assets, cash and bank management, budgeting and financial reporting.
What we do on projects
Design the chart of accounts and financial dimensions with finance, configure legal entities and posting profiles, and load opening balances with reconciliation. Set up Financial Reporter or Power BI reports.
Where projects go wrong
Dimensions added as needs arise. Entities set up for each reporting wish. Postings that depend on customization.
Roles we staff
Dynamics 365 Finance functional consultant
SCM Dynamics 365 Supply Chain Management Procurement and sourcing, inventory and warehouse management, production control, master planning, sales order processi…
What it covers
Procurement and sourcing, inventory and warehouse management, production control, master planning, sales order processing, product information management and transportation.
What we do on projects
Design products and dimensions, warehouse and production configuration, planning parameters and integration to finance.
Where projects go wrong
Item setup inconsistent between legal entities. Master planning enabled without cleaning lead times.
Roles we staff
Dynamics 365 Supply Chain functional consultant
COMM Dynamics 365 Commerce Point of sale, e-commerce, call center, channels, assortments, pricing and promotions.
What it covers
Point of sale, e-commerce, call center, channels, assortments, pricing and promotions.
What we do on projects
Configure channels and assortments, connect payments, and test store workflows with store staff.
Where projects go wrong
POS tested only at head office.
Roles we staff
Dynamics 365 Commerce consultant
PROJ Project Operations Project quotes, contracts, resource management, time and expense, project accounting and billing.
What it covers
Project quotes, contracts, resource management, time and expense, project accounting and billing.
What we do on projects
Define project structures and billing rules, and integrate resource and time capture.
Where projects go wrong
Billing methods multiplied per customer.
Roles we staff
Project Operations consultant
XPP X++ development and extensibility Extensions through class extension and event handlers, data entities, SysOperation, workflow, forms, tables and Visual…
What it covers
Extensions through class extension and event handlers, data entities, SysOperation, workflow, forms, tables and Visual Studio with Azure DevOps.
What we do on projects
Build extensions without overlayering, expose data entities, write unit tests and manage code with branches and build pipelines.
Where projects go wrong
Customizations that block one-version service updates. No automated tests.
Roles we staff
Dynamics 365 X++ developer
DMF Data management and integration Data management framework, data entities, import and export projects, dual-write, business events, OData and integratio…
What it covers
Data management framework, data entities, import and export projects, dual-write, business events, OData and integrations with Azure services.
What we do on projects
Plan data migration with entities, choose between dual-write, Dataverse virtual entities and Azure-based integration, and handle failures.
Where projects go wrong
Dual-write chosen without a conflict plan. Integrations without retry or monitoring.
Roles we staff
Dynamics 365 technical consultant, integration developer

Customer engagement and Business Central

CRM, field service, Business Central and moving from older platforms.

SALES Dynamics 365 Sales Leads, opportunities, accounts, products, quotes, sales processes, forecasting and Copilot features where licensed.
What it covers
Leads, opportunities, accounts, products, quotes, sales processes, forecasting and Copilot features where licensed.
What we do on projects
Configure the sales process and security roles, integrate with Outlook and ERP data, and migrate CRM data with reconciliation.
Where projects go wrong
Customizing the form for each team. Business units designed without a reporting need.
Roles we staff
Dynamics 365 Sales consultant
CS Customer Service and Field Service Case management, queues, knowledge, entitlements, omnichannel, work orders, scheduling and mobile field apps.
What it covers
Case management, queues, knowledge, entitlements, omnichannel, work orders, scheduling and mobile field apps.
What we do on projects
Configure routing and SLAs, set up scheduling and technician apps, and integrate with finance for billing.
Where projects go wrong
Routing and scheduling rules not tested at real volumes.
Roles we staff
Dynamics 365 Customer Service or Field Service consultant
BC Dynamics 365 Business Central Financials, sales and purchasing, inventory, light manufacturing, warehouse, AL extensions, AppSource apps and environm…
What it covers
Financials, sales and purchasing, inventory, light manufacturing, warehouse, AL extensions, AppSource apps and environments.
What we do on projects
Implement for small and midsize companies, extend through AL and AppSource, and migrate from older Dynamics products or other accounting systems.
Where projects go wrong
Heavy customization where an AppSource app exists. Weak data cleansing.
Roles we staff
Business Central consultant, AL developer
MIGR Migration from legacy Dynamics and other ERP/CRM Dynamics AX, NAV, GP, CRM on-premises, and other platforms to Finance, Supply Chain, Business Central or Dataverse-base…
What it covers
Dynamics AX, NAV, GP, CRM on-premises, and other platforms to Finance, Supply Chain, Business Central or Dataverse-based apps.
What we do on projects
Assess what to move, redesign what does not fit, and load with entity-based tools and reconciliation.
Where projects go wrong
Reimplementing old customizations. No decision on history.
Roles we staff
Dynamics 365 migration lead, data migration consultant

Power Platform and Azure

Low-code apps, automation, analytics and integration, with governance.

APPS Power Apps Canvas and model-driven apps, component libraries, environments, solutions and application lifecycle.
What it covers
Canvas and model-driven apps, component libraries, environments, solutions and application lifecycle.
What we do on projects
Build apps on Dataverse, choose canvas or model-driven by use case, and package changes as solutions promoted between environments.
Where projects go wrong
Apps created by makers with no owner. Production apps in the default environment.
Roles we staff
Power Platform developer
AUTO Power Automate Cloud flows, desktop flows, approvals, connectors and process mining.
What it covers
Cloud flows, desktop flows, approvals, connectors and process mining.
What we do on projects
Automate approvals and integrations, use connection references and service principals, and set error handling and monitoring.
Where projects go wrong
Flows running under personal accounts. No limits on connectors.
Roles we staff
Power Automate developer
DV Dataverse Tables, columns, relationships, business rules, security roles, row-level security, business units and auditing.
What it covers
Tables, columns, relationships, business rules, security roles, row-level security, business units and auditing.
What we do on projects
Design a clean model, set the security approach early and plan for growth.
Where projects go wrong
Security added after apps are built.
Roles we staff
Dataverse architect
BI Power BI Datasets, models, DAX, reports, workspaces, row-level security, gateways and Fabric.
What it covers
Datasets, models, DAX, reports, workspaces, row-level security, gateways and Fabric.
What we do on projects
Build certified datasets, apply row-level security and manage workspaces and refresh.
Where projects go wrong
Many private copies of the same dataset.
Roles we staff
Power BI developer
GOV Environments and governance Environment strategy, data loss prevention policies, Center of Excellence, ALM with pipelines and monitoring.
What it covers
Environment strategy, data loss prevention policies, Center of Excellence, ALM with pipelines and monitoring.
What we do on projects
Define environments per stage, set data policies, and build a governance process that does not block makers.
Where projects go wrong
Either no governance or so much that nothing gets built.
Roles we staff
Power Platform architect, Power Platform administrator
AZ Azure integration Logic Apps, Service Bus, Azure Functions, API Management, Synapse Link or Fabric Link to analytics, and identity with E…
What it covers
Logic Apps, Service Bus, Azure Functions, API Management, Synapse Link or Fabric Link to analytics, and identity with Entra ID.
What we do on projects
Choose messaging and API patterns, set up secure connectivity and monitor.
Where projects go wrong
Point-to-point connections.
Roles we staff
Azure integration developer

Implementation and migration services

  • ERP implementation

    Finance, Supply Chain Management or Business Central, from design through hypercare.

  • CRM implementation and migration

    Sales or Customer Service implemented, or migrated from older Dynamics CRM or other platforms.

  • Power Platform solutions

    Apps, flows and Power BI built on Dataverse with a governance model.

  • Integration

    Dual-write, data entities, Logic Apps and Service Bus for connecting Dynamics to other systems.

  • Upgrade and re-implementation

    Move from AX, NAV or GP with assessment of what to redesign.

  • Support and enhancement

    Service update readiness, incidents and enhancements.

Common use cases

  • Replacing Dynamics AX or NAV

    Master data and balances move to Finance or Business Central, with customizations rationalized.

  • Unified customer and order data

    Sales, Customer Service and ERP share customers and orders using dual-write or integration.

  • Departmental apps on Dataverse

    Teams replace spreadsheets with governed Power Apps and Power Automate flows.

  • Finance analytics

    Power BI datasets over Finance data, with row-level security.

Delivery approach

  1. 1

    Discover

    Processes, current systems, integrations and constraints.

  2. 2

    Design

    Architecture, data model, security and integration patterns.

  3. 3

    Build

    Configuration and extension in iterative sprints.

  4. 4

    Migrate

    Data cycles with reconciliation.

  5. 5

    Test

    System, integration, performance and user acceptance testing.

  6. 6

    Deploy and support

    Cutover and post-go-live support through the first closes and update.

What you receive

  • Solution design
  • Configured environments
  • Extensions with tests
  • Integration designs and code
  • Data migration plans and reconciliations
  • Governance model for Power Platform
  • Training materials

Consultants we place

Staffing is a separate engagement from project delivery. You can use either, or both.

  • Dynamics 365 Finance functional consultant

    Configures finance and leads design.

    • GL
    • dimensions
    • AP
    • AR
    • fixed assets
    • cash

  • Dynamics 365 Supply Chain functional consultant

    Configures procurement, inventory, warehouse and production.

    • SCM
    • WMS
    • master planning

  • Dynamics 365 X++ developer

    Builds extensions and integrations.

    • X++
    • data entities
    • Azure DevOps

  • Business Central consultant and AL developer

    Implements and extends Business Central.

    • Financials
    • AL
    • AppSource

  • Power Platform developer

    Builds apps, flows and models.

    • Power Apps
    • Power Automate
    • Dataverse

  • Azure integration developer

    Builds integrations on Azure.

    • Logic Apps
    • Service Bus
    • Functions
Hire Dynamics 365 consultantsStart a project

Managed support options

  • Service update review and testing
  • Incident and request handling
  • Enhancement backlog
  • Power Platform governance support
  • Integration monitoring
  • Financial period-end support

Related technology

Microsoft

  • Dynamics 365 Finance
  • Supply Chain Management
  • Business Central
  • Sales
  • Customer Service
  • Power Platform
  • Azure
  • Microsoft Fabric

Integrated systems

  • Salesforce
  • SAP
  • Oracle
  • Entra ID
  • Banks
  • Tax engines

Listed as technologies we work with, not as vendor partnerships or certifications.

Questions people ask

Finance or Business Central?

Business Central suits smaller or simpler organizations with fewer legal entities. Finance and Supply Chain suit larger, multi-entity, multi-currency organizations. We recommend after understanding scale, entities and growth plans.

What is dual-write?

A feature that keeps data in sync between Finance and Supply Chain apps and Dataverse-based customer engagement apps. It suits some cases. Others need event-driven or batch integration.

Will customizations break service updates?

Not if they use extensions rather than overlayering, and if automated tests run before each update.

Related

  • Salesforce

    Sales, Service, Experience and Marketing clouds, Apex and Lightning development, Flow, MuleSoft and Data Cloud, with implementation, migration, administration and staffing.

  • SAP

    S/4HANA implementation and migration, Finance and Supply Chain modules, Fiori, BTP and integration, plus the architects, functional consultants, developers and Basis engineers who do the work.

  • Cloud

    Cloud strategy, readiness assessments, migration, landing zones, governance, FinOps and operations on AWS, Azure and Google Cloud.

  • Data and AI

    Data engineering, data modernization, business intelligence, machine learning and generative AI delivered as separate, scoped offerings.

Have a technology challenge? Let’s work out the approach.

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Phone, United States (470) 948-0356 Phone, India +91 70321 51545 Email info@tetraconnects.com