Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 1 · Awareness
Dynamics 365 Blueprints
Financial services accounting hub
The core system stays. The books become Dynamics 365.
Who it is for
Banks, lenders and insurers whose operational core is not the ledger.
The problem
A core banking, lending or insurance system that does not talk to the ledger grows a team whose job is to summarise the day into journals. IFRS then lives in a workbook. The blueprint is an accounting hub: sub-ledgers post under rules, every source transaction keeps an audit trail, and payments leave through one gateway.
Inside the PDF
What the hub posts, and what the core system keeps
Rule-based general-ledger posting and the audit trail
Why this buyer belongs on Finance & Operations
Where IFRS 9, IFRS 16 and disbursements sit
How an engagement runs
01
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04
It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.
Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works, run the three-minute readiness score, or book a consultation.