Microsoft Dynamics D365 Optimisation

Dynamics D365 Optimisation

Achieve more from your existing Dynamics 365 investment. Move beyond manual workarounds and address the root causes of operational drag with our operator-led advisory.

Our consultants have hands-on experience running Dynamics 365 in complex retail operations.

Trusted by leading retailers

Operating Model Review

Keeping fulfilment and finance aligned

Optimisation engagements start by aligning your Dynamics 365 setup with strategic goals, ensuring every process contributes to operational efficiency and accuracy.

Diagnose

Identify critical bottlenecks and underperforming areas within your Dynamics 365 implementation.

  • Deep dive into current configurations
  • Analyse existing data flows and integrity
  • Review user adoption and process adherence
  • Pinpoint areas of manual intervention

Optimise

Implement targeted improvements to processes, workflows, and system configurations.

  • Refine batch processing schedules
  • Streamline financial reconciliation
  • Enhance inventory accuracy workflows
  • Improve demand forecasting models

Govern

Establish clear governance structures and monitoring protocols to sustain performance gains.

  • Define data ownership and quality rules
  • Implement ongoing performance monitoring
  • Develop lifecycle management for customisations
  • Train internal teams on best practices

Why Cogent2

Why Dynamics D365 teams plateau

Many retailers struggle to evolve their Dynamics 365 setup beyond initial implementation. This often comes down to undetected manual workarounds, gaps in governance or a general drag on reporting.

  • Operator-led approach
  • Deep retail domain knowledge
  • Multi-platform ecosystem view
  • Focus on sustainable change
  • Commercial impact-driven
  • Independent advisory

20+ Years

Retail Operator Experience

Tier 1

Retail Finance Background

Global

Multi-Market Deployments

Operational

Intelligence Focus

Operational Intelligence

CogentAI

Integrating CogentAI with your Dynamics 365 environment provides real-time operational visibility and anomaly detection. Move beyond static reports to proactively manage exceptions and optimise decision-making.

Real-time performance monitoring
Proactive exception alerts
Forecasting and trend analysis
Cost centre optimisation
Automated reconciliation checks

"Most Dynamics 365 users spend too much time on reactive problem-solving. CogentAI helps shift the focus to predictive insights, improving stock turns and reducing reconciliation effort."

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Operational anomaly detection and predictive analytics dashboard.

Capabilities

Enhance your Dynamics 365 operations

We identify and action improvements across your Dynamics 365 environment, targeting areas that deliver tangible commercial outcomes.

Process Improvements

  • Optimising order-to-cash workflows
  • Refining purchase-to-pay cycles
  • Streamlining inventory management processes
  • Enhancing financial closing procedures
  • Improving intercompany transaction handling

Automation Opportunities

  • Automating routine data entry tasks
  • Implementing background batch job optimisations
  • Configuring intelligent workflow approvals
  • Setting up automated reporting distributions
  • Reducing manual reconciliation efforts

Reporting Improvements

  • Modernising financial reporting suites
  • Building custom operational dashboards
  • Integrating Power BI for advanced analytics
  • Enhancing data extraction for external systems
  • Ensuring data consistency across modules

Governance & Control

  • Defining master data management policies
  • Establishing clear security roles and permissions
  • Implementing change control procedures
  • Documenting system configurations and processes
  • Ensuring compliance with audit requirements

Connected Ecosystems

Dynamics 365 Never Operates Alone

Dynamics 365 is the operational backbone for many retailers, but its true power is realised when securely connected to the broader commerce ecosystem.

Commerce & CX

ShopifyAdobe CommerceKlaviyoGorgias

Warehouse & Fulfilment

PeoplevoxSnapFulfilShipStationBlue Yonder

Marketplaces

Amazon FBAAmazon Vendor CentraleBayMarketplacer

Finance & Analytics

Power BIAnaplanTableauLooker

Integration & Intelligence

PatchworksCogent AI

Operational Intelligence

Common Dynamics 365 Inefficiencies

Many retailers encounter similar operational friction points when their Dynamics 365 setup is not optimally configured or governed. We diagnose and resolve these.

Excessive manual intervention

Symptoms

  • Teams routinely copy-pasting data
  • Frequent use of Excel for reconciliation
  • Delayed stock updates needing manual pushes

Root Causes

  • Incomplete workflow automation
  • Lack of integration between modules
  • Poorly defined data ownership
D365 FinanceD365 SCMExcel

Impact: Increased labour costs, higher error rates, and delayed financial closes.

Cogent Approach: We audit current processes to identify manual chokepoints, then advise on targeted automation or process redesign within Dynamics 365 and connected systems.

Underperforming batch jobs

Symptoms

  • Daily batch processes failing or taking too long
  • Reporting jobs running overnight impacting dashboards
  • System performance degradation during peak processing times

Root Causes

  • Suboptimal batch group configuration
  • Database indexing issues
  • Insufficient resource allocation
D365 EnvironmentAzure DBMonitoring Tools

Impact: Delayed business critical operations, outdated reporting, and a poor user experience.

Cogent Approach: Our specialists analyse batch job dependencies and schedules, optimising configurations and advising on system-level improvements to ensure timely and reliable execution.

Inconsistent data reporting

Symptoms

  • Finance and operations using different versions of 'truth'
  • Reports taking hours to generate with conflicting results
  • Difficulty in combining data from multiple D365 modules

Root Causes

  • Lack of master data governance
  • Custom reports built on unverified data sources
  • Insufficient data quality checks
D365 ReportingPower BIData Lake

Impact: Poor decision-making, reduced trust in financial data, and increased compliance risk.

Cogent Approach: We establish robust data governance frameworks, standardise reporting definitions, and optimise data pipelines to ensure a single, consistent view of operational and financial performance.

Compliance management overhead

Symptoms

  • External auditors finding gaps in system controls
  • Difficulty in tracing transactions end-to-end
  • Manual effort to generate compliance reports

Root Causes

  • Lack of automated audit trails
  • User permissions not aligned with segregation of duties
  • Inadequate documentation of system changes
D365 SecurityAudit logsSharePoint

Impact: Increased audit costs, potential regulatory fines, and reputational damage.

Cogent Approach: Our advisory service focuses on embedding compliance by design within Dynamics 365, automating controls, and implementing robust logging and reporting capabilities to ease audit processes.

Deep Integration Expertise

Accelerating Dynamics 365 Performance

Our operator-led team brings deep, practical expertise in Dynamics 365 optimisation, translating directly into quick wins and a robust longer-term strategy for your retail business.

  • Process re-engineering for D365
  • Financial module optimisation
  • Supply chain workflow enhancement
  • Customisation strategy and governance
  • Data integrity and reporting best practices
  • Performance tuning and troubleshooting

Technical Optimisation

System architecture, database performance, Azure resource management for Dynamics 365.

Functional Optimisation

Order management, inventory control, financial reporting, and operational task automation.

Integrity & Governance

Master data management, user role security, audit trails, and compliance best practices.

Scalable Data Foundation

Adaptive Automation

Predictive Monitoring

Intelligent Decision Support

Future-Ready Operations

Preparing Dynamics 365 for Scale

Optimising your Dynamics 365 environment is not simply about fixing current issues; it's about building a foundation for future growth and resilience. We ensure your system can adapt to evolving retail demands, new market entry, or significant increases in transaction volume.

This involves assessing the scalability of your current configurations, identifying potential bottlenecks proactively, and implementing robust monitoring frameworks. Our goal is to ensure your Dynamics 365 remains a strategic asset, not a constraint.

By focusing on operational intelligence, your Dynamics 365 setup moves from a reactive state to a predictive one, equipped to handle future challenges and opportunities with agility.

Knowledge Base

Frequently Asked Questions

Optimisation Objectives
What is the primary goal of a Dynamics 365 optimisation engagement?
The primary goal is to maximise the efficiency, reliability, and commercial returns from your existing Dynamics 365 investment by addressing process inefficiencies, data quality issues, and system performance bottlenecks.
How does optimisation differ from initial implementation?
Optimisation focuses on refining and enhancing an already operational Dynamics 365 environment, identifying areas for improvement post-go-live, whereas implementation is about setting up the system from scratch.
Can you help if we have significant customisations in Dynamics 365?
Yes, our consultants are experienced in working with heavily customised Dynamics 365 environments. We can help assess the impact of customisations on performance and advise on optimisation strategies that respect your unique business requirements.
Engagement Process
What is the typical first step in a Dynamics 365 optimisation project?
We typically begin with a comprehensive diagnostic audit. This involves reviewing your current Dynamics 365 configuration, processes, user feedback, and integration points to identify key areas for improvement.
How long does a Dynamics 365 optimisation engagement usually take?
The duration varies significantly based on the scope and complexity of the identified optimisation opportunities. We work with you to define a phased roadmap that delivers quick wins while building towards longer-term strategic improvements.
Will this disrupt our day-to-day operations?
Our approach prioritises minimal disruption. We plan optimisations carefully, often testing in non-production environments first and scheduling changes during off-peak hours to ensure continuity of your critical business processes.
Outcomes & Value
What kind of results can we expect from optimising Dynamics 365?
Expected outcomes include reduced operational costs, improved data accuracy and reporting, faster transaction processing, enhanced user satisfaction, and a more scalable, resilient Dynamics 365 environment.
How do you measure the success of an optimisation project?
Success is measured against agreed-upon KPIs, which may include batch job completion times, reduction in manual data entry errors, improvements in report generation speed, or an increase in throughput for specific operational workflows.

Working Together

Engagement Models

Advisory & Strategy

Expert guidance on Dynamics 365 roadmap, best practices, and strategic planning for long-term operational excellence.

Targeted Optimisation

Focused engagements to resolve specific performance bottlenecks or operational inefficiencies within Dynamics 365 modules.

Ongoing Governance

Establishment of robust governance frameworks and continuous monitoring to sustain and evolve your Dynamics 365 performance.

Optimise your Dynamics D365 estate

Ready to get more from your existing Dynamics 365 investment? Our operator-led consultants are here to help you identify quick wins and build a sustainable optimisation roadmap.