Can Dynamics 365 Finance and Operations support non-profit operations?

Dynamics 365 Finance and Operations can be configured to support non-profit operations. AXSource can deploy it along with Microsoft’s industry Cloud for Nonprofit solution that provides key functionality including donor and donations management, membership management, and volunteer engagement. AXSource extend Microsoft’s Cloud to deliver an end-to-end solution for the Nonprofit industry.

Can Dynamics 365 Finance and Operations support construction operations?

While Dynamics 365 Finance and Operations doesn’t natively include construction-related data models, it can be (and is often) customized to support construction operations, leveraging the robust project management, cost management, and contract management functionalities within the product.

Can I access Dynamics 365 Finance and Operations on mobile devices?

Yes, Dynamics 365 Finance and Operations is accessible on mobile devices, Tablet or iPad allowing you to manage your business processes on the go using multiple options.

Can Dynamics 365 Finance and Operations handle asset management?

Yes, Dynamics 365 Finance and Operations provides robust finance module which includes asset management capabilities, allowing you to track and manage your assets effectively.

What is cost management in Dynamics 365 Finance and Operations?

Cost management in Dynamics 365 Finance and Operations is a comprehensive toolset that helps organizations track, analyse, and control costs across various business processes. It encompasses features for standard costing, product costing, overhead allocation, inventory valuation, and cost accounting.

How does inventory valuation work in Dynamics 365?

Dynamics 365 supports various inventory valuation methods, such as FIFO, LIFO, average cost, and standard cost. The chosen method impacts the cost of goods sold and inventory value on the balance sheet. D365 also supports various Inventory accounting i.e. Raw material, Finished goods, SubWIP or WIP products & service or Non-stock Items.

How can I analyse product profitability using Dynamics 365?

Dynamics 365 provides tools for product profitability analysis, including margin analysis, cost-volume-profit (CVP) analysis, and contribution margin reporting. These insights help identify profitable products and areas for cost reduction.

What are the key benefits of using asset leasing in Dynamics 365?

- Improved lease visibility and control - Enhanced financial reporting and analysis - Compliance with complex lease accounting standards - Automated lease accounting processes - Reduced manual effort and errors

What is lease management in Dynamics 365 Finance and Operations?

Lease management in Dynamics 365 Finance and Operations is a comprehensive solution designed to streamline the entire lease lifecycle, from creation to termination. It covers lease contract management, accounting, payment processing, and reporting, ensuring compliance with accounting standards like ASC 842 and IFRS 16.

What are the key features of accounts receivable and payable?

Dynamics 365 provides comprehensive AR and AP functionalities, including invoice processing, customer and vendor management, cash application, and dispute resolution. The AP and AR modules integrates with Procurement, Sales and expense management module to help organization to seamlessly track & manage the books.

What reporting tools are available in Dynamics 365 Finance?

Dynamics 365 offers built-in reporting tools, as well as integration with Power BI for advanced analytics and visualizations.

What kind of audit information does Dynamics 365 capture?

Dynamics 365 captures a wide range of audit information, including user actions, data changes, system modifications, and transaction details.

Microsoft D365 F&O for Medical Devices

UDI Compliance, Quality Excellence, and Global Scale

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Overview

Transforming Medical Device Production with D365 F&O

Microsoft D365 Finance and Operations (D365 F&O) is an impactful cloud or hybrid-based Microsoft ERP solution that enables businesses to manage their finances and operations with ease and efficiency. In the ever-evolving manufacturing landscape, staying ahead of the competition requires agility, efficiency, and innovation. As a trusted Microsoft partner, we specialize in delivering comprehensive solutions powered by Dynamics 365 Finance & Operations (D365 F&O) to help manufacturers streamline their operations, enhance productivity, and drive growth.

Medical device manufacturers and distributors operate under strict regulatory frameworks while innovating rapidly. UDI data integrity, device history record (DHR) completeness, complaint handling, and field service coordination are mission-critical. D365 F&O provides serialized traceability, integrated quality and CAPA, engineering change management, and global financial control within one platform. AXSource implements D365 F&O with UDI-ready data models, quality workflows, and service parts planning that align design-to-manufacture-to-service processes for faster, safer growth.

Core Medical Device Capabilities

UDI & Labelling

Data governance, multi-region labeling, serialization.

Quality and DHR

Inspections, deviations, CAPA, complaint handling, e-records.

Enhanced Manufacturing

BOM variants, routings, effectivity, yield tracking.

Agile Service

Contracts, warranties, installed base, parts planning, returns.

Financial Excellence

GL/AP/AR, cost accounting, project accounting, consolidation.

Advanced Analytics

Defect trends, service response, supplier scorecards, margin analytics.

Scalable Solutions

Whether you are a small manufacturer or a large enterprise, our solutions are scalable to meet your unique needs. As your business grows, D365 F&O grows with you, providing the flexibility to expand and adapt.

6 Reasons Why D365 F&O is the Best ERP for Medical Devices

UDI Data Management and Serialized Traceability

Microsoft Dynamics 365 Finance and Operations (D365 F&O) maintains accurate UDI attributes, serialize at item-pack levels, and track genealogy across manufacturing and distribution. This ensures compliant labeling, inventory control, and recall readiness.

Integrate Quality, DHR, and CAPA

Capture inspection results, deviations, and non-conformances linked to lots and serials. Structured CAPA workflows drive root-cause analysis and corrective actions. DHR completeness is supported by electronic records.

Design-to-Manufacture Alignment with Engineering Change

Synchronize engineering change orders with BOMs and production routings. Control effectivity dates and component substitutions. This minimizes rework and supports regulatory documentation

Field Service and Spare Parts Planning

Coordinate service schedules, warranty claims, and parts availability. Align service contracts with inventory planning to keep devices operational and compliant.

Supplier Quality and Audits

Score suppliers on quality, delivery, and compliance. Manage incoming inspections and approvals. Visibility into supplier performance reduces defects and risk.

Global Financial Control and Scalability

Consolidate multi-entity operations, standardize cost accounting, and manage intercompany flows. Scale to new regions and product lines with consistent controls and reporting.

General FAQs for Microsoft D365 Finance and Operations (D365 F&O) in Medical Devices Manufacturing

1. How does D365 F&O manage UDI data for medical devices?

Microsoft Dynamics 365 Finance & Operations (D365 F&O) maintains structured fields for UDI attributes and links them to items and labels. Serialization ties UDI to individual units for traceability. This ensures accurate labeling and supports regulatory submissions and audits.

2. Can D365 F&O maintain complete Device History Records (DHR)?

Yes—manufacturing records, inspections, deviations, and approvals are captured electronically. Batch and serial histories create complete DHRs for each device unit. This accelerates investigations and audit preparations.

3. How are CAPA workflows implemented in D365 F&O?

Non-conformances and complaints trigger CAPA with root-cause, action plans, and effectiveness checks. Workflows ensure timely resolution and documentation. Analytics highlight recurring issues and preventive opportunities.

4. Does D365 F&O support engineering change with effectivity control?

Engineering changes can update BOMs, routings, and specifications with effectivity dates. This controls when new configurations become active and prevents mixed builds. It reduces rework and ensures compliant documentation.

5. How does D365 F&O coordinate field service and parts availability?

Service contracts and schedules integrate with inventory planning and reservations. Parts lists and kits are aligned to common service tasks to minimize downtime. Warranty claims and returns feed back into quality analytics.

6. What supplier quality capabilities exist in D365 F&O?

You can score suppliers, record audits, and enforce incoming inspections. Vendor performance is visible across defect rates, delivery reliability, and compliance. These insights drive continuous improvement and sourcing decisions.

7. How does D365 F&O support global medical device operations?

Multi-company, multi-currency, and tax localization features enable global scale. Standard controls and reporting provide governance across regions. This architecture supports compliant growth.

8. Can D365 F&O integrate with PLM or QMS systems?

Yes—integrations synchronize engineering data and quality events. This maintains a single source of truth from design through manufacturing and service. It reduces manual reconciliation and errors.

9. How does D365 F&O help with complaint handling and post-market surveillance?

Complaints are recorded against serials, with workflows for investigation and CAPA. Analytics reveal trends and risk areas for targeted improvements. This supports regulatory expectations for post-market vigilance.

10. What does a medical device ERP implementation look like?

AXSource conducts discovery with quality, manufacturing, and service teams, then configures UDI, DHR, and CAPA workflows. We align engineering change and service parts planning, validate processes, and train users. Phased rollout ensures compliance and adoption.

11. What kind of reporting and analytics does D365 F&O offer for manufacturing?

D365 F&O provides robust reporting and analytics capabilities, including real-time dashboards, financial reporting, and predictive analytics. These tools help manufacturers make data-driven decisions and improve operational performance.

12. How does Dynamics 365 support budgeting and forecasting?

Dynamics 365 Finance and Operations offers robust tools to support budgeting and forecasting, enabling organizations to plan for the future and make informed decisions. Few of the Benefits of Budgeting and Forecasting in Dynamics 365 are
– Improved Financial Control: Gain better visibility into financial performance and identify potential issues early on.
– Enhanced Decision Making: Support strategic planning and resource allocation based on accurate forecasts.
– Increased Efficiency: Automate budgeting and forecasting processes to save time and reduce errors.
– Improved Collaboration: Facilitate collaboration among departments and stakeholders.
– Compliance: Ensure compliance with financial regulations and reporting requirements.