Phase 2 · Evaluate Finance & Operations · ISV

EnergyFlow 365

Joint interest billing, production valuation and land & royalty inside F&O. One invoice, three partners, no spreadsheet.

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What it does

Upstream oil and gas on Dynamics 365 F&O: three licensable engines on one shared Foundation of wells, leases, partners and owners. JIB holds the JOA per well, routes AFEs for multi-partner approval, splits posted vendor invoices to partner AR from effective-dated interest decks and applies COPAS overhead. Flow ingests SCADA and meter readings, corrects to API MPMS, deducts BS&W and reconciles field against sales volume. Land & Royalty keeps lease and tract masters with GIS coordinates, DOI decks per owner, suspense with aging, severance tax withholding and 1099s. Built as a certified extension with no overlayering, so platform updates do not put it at risk.

Highlights
JIB: JOA per well, AFE approval, COPAS overhead, monthly statements with drill-back
Flow: SCADA ingest, API MPMS correction, BS&W, gain/loss flagged before the books
Land & Royalty: GIS-linked leases, DOI decks, suspense, severance tax, 1099, cheque or ACH
Cash calls, non-consent billing, partner disputes, tank sub-ledger, delay rental alerts
Posted history never overwritten: reverse-and-replace with a dated adjusting entry
Screens
Role centre / workspace
Main transaction form
Approval workflow
Report or dashboard
Feature table
Capability Standard Dynamics 365 With this ISV
Joint costs One invoice, one vendor Split to partner AR from the interest deck, COPAS overhead
Production valuation Inventory quantity API MPMS corrected, BS&W deducted, gain/loss flagged
Royalty owners Generic payables DOI decks, suspense with aging, severance tax, 1099
Restatement Overwrite Reverse-and-replace, posted history kept
Licensing & release
Licence model Per tenant, annual
Trial 30-day sandbox on request
Current release Release notes in Client Portal
AppSource Listing link pending

Delivery and support

EnergyFlow 365 is implemented by Software Dynamics on Finance & Operations, alongside the standard product, and supported through the Client Portal under a support tier. Release timing is aligned to Microsoft's release waves so the product and the platform stay in step.

Frequently asked questions

Which platforms does EnergyFlow 365 run on?

Finance & Operations. The listing on this page shows the platform, status and licensing.

How is EnergyFlow 365 implemented?

As part of a Dynamics 365 programme or as an add-on to a system you already run. We scope it with you in a discovery workshop and configure it to your processes.

How do we start?

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.

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