Dynamics 365 Implementation For Manufacturing Company

Customer Profile

Customer is a leading Manufacturer of electrical switches and sensors based in Ohio, USA. They specialize in manufacturing Reed switches, Reed sensors & Proximity sensors.

Customer Situation

  • Client was using multiple business systems, including discrete systems for ERP, Payroll, CRM, MRP & WMS. Excel spread sheet usage was an issue
  • Due to growth & expansion of the business, the client wanted a modern and unified business platform that was affordable, scalable & cloud architecture compliant

Congruent's Solution

Congruent helped the client by implementing Dynamics 365. The implemented Dynamics 365 modules include:

  • Financials - General Ledger, Accounts Payable, Accounts Receivable, Cash/Bank Management
  • Operations - Product Information management, Master Planning, Production Control, Warehouse Management, Sales & Marketing, Procurement and sourcing
  • Administration - Organization Administration & System Administration

Execution Methodology

The entire implementation was executed following the Sure Step Methodology. Given below are the details.

  • Functional Requirements Document (FRD) preparation & Sign-off
  • Fit Gap analysis and documentation to identify the customizations
  • Functional specifications preparation as per the FRD & Sign-Off
  • Design document preparation for the customizations of screens / reports
  • Templates creation for staging data load
  • Configuring D365 Financials & Operations in staging
  • User Training in the staging server
  • User Acceptance Testing (UAT) and confirmation from the user
  • UAT support & fixes
  • Configuring D365 Financials & Operations in production
  • Balance load & Go-Live
  • Post implementation support


  • Enhanced coordination between employees & processes of sales, operations, finance etc.
  • Effective cost management & tracking
  • Real-time inventory visibility across the supply chain
  • Enhanced accuracy in determining material requirements & sourcing
  • Audit of the Engineering changes in the BOM to track engineer performance
  • Master planning process in place for improved production & procurement
  • Enhanced shop-floor management and integrated WMS
  • Improved production control for the Production Managers
  • Increased agility to address the changing market, user or regulatory requirement
  • Increased production efficiency without compromise on quality
  • Continuously drive platform ROI as the system grows within the business

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