Microsoft Dynamics 365 — End-to-End Deployment

@simplifitax

With my 9 years of experience and being a Chartered Accountant with ACA qualifications, I confidently express my capability to deliver on your project requirements. My skillset spans across the domains of accounting, finance, and financial consulting, making me not just knowledgeable in ERP, but also well-equipped in managing multi-asset portfolios, investment accounting, and handling investor structures. In my past engagements, I have successfully deployed Microsoft Dynamics 365 F&O projects from end-to-end as both a lead and senior consultant. I have helped organizations redesign charts of accounts, develop trading workflows, handle valuations & accruals, and manage all aspects of financial reporting. Notably, I have worked extensively with GL functions, multi-currency frameworks as well as workflows - key components that your project demands.

@Solutionzhere

With a rich blend of experience in both technology and finance, I'm well-equipped to tackle your demanding project with Microsoft Dynamics 365. My expertise spans multiple dimensions, including GL, multi-currency frameworks, workflows, financial reporting, and investment management domains. Having led several end-to-end Dynamics 365 deployments for prominent investment management firms like yours, I understand the intricate nature of portfolio holdings, P&Ls, and performant tracking that you're aiming for. In addition to powering your business with Dynamics 365, my teams utilise the capabilities of Copilot AI, which brings intelligent analytics and decision support to your fingertips. With this AI-driven toolset combined with my hands-on experience in handling multi-asset portfolios across different asset classes with precision including fixed income & equities paired with dual-currency dynamics coupled with my collaborative nature which involves owning full project life cycles from conception to completion and beyond go-live and post-live support phase; I'm confident of exceeding your expectations in designing robust systems for trading workflows, valuation & accruals, investor management, and comprehensive reporting. Lets connect to discuss further. Thanks

@Appworldz

Hi, This is one of the few Dynamics 365 projects where deep investment accounting knowledge matters as much as ERP expertise. I've led Dynamics 365 F&O implementations for investment managers, family offices, and financial services firms covering multi currency accounting, trade lifecycle processing, MTM valuation, accruals, FX revaluation, investor allocations, management/performance fees, NAV reporting, and consolidated financials. Rather than forcing fund operations into standard ERP workflows, I focus on designing a scalable operating model that aligns accounting, portfolio management, and investor reporting. Your stated budget is significantly below market. A realistic engagement for this scope is $12,000 to $25,000 over 8 to 12 weeks. Sahanaj

@emilesd617

Hi, I am a full-stack AI developer with 8 years of rich experience with a background in enterprise software, financial systems, and data platforms. I am familiar with Microsoft Dynamics 365, Power BI, accounting workflows, API integration, and financial reporting. For this project, the most important part is designing a reliable multi-entity, multi-currency foundation while ensuring investment workflows and reporting remain accurate and scalable. I can work on Dynamics 365 configuration, reporting, integrations, and process automation, collaborate closely with finance stakeholders, and help deliver a clean, maintainable solution that supports portfolio management and investor reporting requirements. I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.

@mobasherreza10

As a professional freelancer, I understand that my earlier mentioned skills may not align perfectly with your current project, but I am confident that my adaptability and ability to learn quickly would enable me to contribute meaningfully to your Microsoft Dynamics 365 and investment management needs. My proficiency in data analysis, Power BI, bookkeeping, and experience in dealing with CRM systems could aid in the meticulous scope of setup, workflows, valuations, and reporting you require. My diverse background also extends to end-to-end deployment strategies where DevOps frameworks play a vital role. I have gained solid experience working on complex projects with multiple moving parts and delivering consistent results thanks to efficient planning and organization. Furthermore, since my career has exposed me to different sectors, I know firsthand how vital it is for a consultant to have domain-specific knowledge.

@SkillCrafts

I understand you're looking for a Microsoft Dynamics 365 deployment for an investment management firm, similar to the complex, multi-currency, multi-investor setups I've successfully delivered for other financial institutions, ensuring granular reporting across diverse dimensions. My approach involves a phased implementation leveraging Dynamics 365 Finance and Operations. We'll begin with a detailed requirements gathering for the chart of accounts, entity structures, and complex reporting needs. Then, I'll configure core modules, focusing on robust general ledger, accounts payable/receivable, and fixed asset management. Customizations will be minimal, favoring extensions and Power Automate for workflow automation and integration where necessary, ensuring scalability and maintainability. I'll also build out the necessary reporting structures using Power BI, directly connected to D365, to meet your segregated and consolidated reporting requirements. Given the extensive reporting requirements (portfolio, asset class, currency, geography, etc.), how are you currently generating these reports, and what are the key pain points you aim to solve with D365? Additionally, what is your target go-live date for this implementation? I'm available for a brief call to discuss how my technical expertise can translate into a seamless deployment for your firm.

@mubeenm5026

Having read the requirements, it's crystal clear my team and I at Web Crest are not just qualified but perfectly suited for your Microsoft Dynamics 365 - End-to-End Deployment project. With a decade-plus successful track record delivering intelligent, scalable solutions to numerous businesses, we've gained a deep understanding of how technology can revolutionize investment management. Our proficiency in MS Dynamics 365 F&O is unparalleled. From GL and multi-currency functionalities to workflows and financial reporting, we've taken lead roles in designing and implementing these solutions. More importantly, we deeply understand the investment management domain having worked with investment managers, asset managers, funds, and family offices on projects incorporating various asset classes like fixed income & equities; currencies such as USD, EUR, HKD, CHF; multiple brokers, custodians and investors; balanced reporting — P&L to Financial Reports.

@nidhip091

Hi, Thank you for sharing the detailed requirements. I understand you are looking for a consultant with expertise in Microsoft Dynamics 365 Finance & Operations and investment management processes to support a greenfield implementation for a multi-entity, multi-currency investment management environment. I can assist with Dynamics 365 implementation, including: • Multi-entity and multi-currency setup • Chart of Accounts and financial dimensions design • Financial reporting, workflows, and accounting processes • Integration, automation, and reporting solutions • User training, testing, and go-live support I have experience working with Dynamics 365, Power Platform, financial reporting, workflow automation, and business process optimization. I can collaborate closely with your team to understand business requirements and help deliver a scalable and well-structured solution. I would be happy to review the detailed scope, discuss the investment management requirements, and determine the best implementation approach for your environment. Looking forward to discussing the project further. Best regards, Nidhi

@mayankinnovative

Hello, I reviewed your Microsoft Dynamics 365 deployment project and can help implement, configure, and optimize the platform based on your business requirements. My experience includes Dynamics 365 setup, CRM/ERP customization, workflow automation, user management, data migration, reporting, integrations, and post-deployment support. I can assist with: • Dynamics 365 setup and configuration • CRM/ERP module implementation • User roles and permissions • Data migration and validation • Workflow automation • Dashboard and reporting setup • Third-party integrations • User training and documentation • Testing and deployment support My approach: • Review business processes and requirements • Configure Dynamics 365 environment • Customize modules and workflows • Migrate and validate data • Perform testing and optimization • Provide training and handover support A few questions: • Which Dynamics 365 modules are required? • Is this a new implementation or migration? • How many users will be using the system? • Are any external integrations needed? I am available to start immediately and would be happy to discuss your requirements in detail. Thanks

@usamaansari786

As an experienced and certified Full Stack developer, my ability to adapt and excel in diverse technical environments is complemented by my proven expertise with CRM systems. Specifically, I am well-versed in the complexities of Microsoft Dynamics 365 F&O, having led and supported numerous end-to-end deployments that align closely with your project's objectives. From establishing chart of accounts and financial dimensions to configuring workflows and enabling comprehensive reporting, I have consistently delivered value-driven solutions on time and within budget. Lets have a chat warm regards Usama Ansari

@markupdudes

Hello, This project’s comprehensive end-to-end deployment of Microsoft Dynamics 365 F&O for investment management aligns perfectly with my strong experience in Power BI along with Microsoft platforms and finance domains. Having worked extensively with financial reporting, multi-currency frameworks, and investment accounting, I am confident in delivering precise setup from chart of accounts to investor-level reporting. I will ensure your valuation, accruals, and trading workflows integrate seamlessly, supporting detailed performance and P&L reports. Let’s discuss your timeline and key priorities to initiate a tailored implementation plan that fits your greenfield environment. I look forward to collaborating with your team to achieve a smooth go-live and post-live support phase. Can you specify any particular customization or integration requirements for Dynamics 365 beyond standard deployment? Thanks,

@joaov210

Hello, Thank you for sharing the detailed scope. This is a sophisticated investment-management implementation that requires expertise in both Dynamics 365 Finance & Operations and investment accounting workflows, including multi-currency portfolios, MTM valuation, accruals, corporate actions, investor accounting, NAV calculations, and consolidated reporting. That said, I am comfortable supporting projects involving complex financial reporting, multi-entity architectures, investment data integrations, portfolio reporting, investor portals, automation, API development, Power BI dashboards, data migration, and custom extensions around ERP platforms. Before proceeding, I would be interested in understanding: • Whether you require a dedicated D365 F&O functional consultant or a technical implementation/development partner. • Any third-party investment accounting platforms being considered alongside D365. • Expected deployment timeline and implementation phases. • Scope of custom reporting, investor portals, and integrations. If your requirement includes strong technical delivery alongside the functional investment-accounting workstream, I would be happy to discuss how I can contribute and review the detailed architecture. Best regards

@riyaazt

Hi there. After reviewing your project, I can already see what success looks like here, and I have a clear approach to help move this forward efficiently. Understanding the project's objective for Microsoft Dynamics 365 end-to-end deployment is crucial, especially in managing investment entities across asset classes and currencies. One practical consideration is ensuring seamless integration of trading workflows and accurate valuation processes. As an experienced freelance proposal writer specializing in project bids, I have successfully assisted various clients in navigating complex deployment requirements. My question to advance the project is: How do you envision balancing the need for detailed reporting with the system's scalability for future growth? Regards, Riyaaz

@gigatorb

Hi,I have extensive experience with Microsoft Dynamics 365 ERP implementations, including multi-entity structures, multi-currency accounting, financial reporting, workflow automation, Power BI dashboards, and business process automation. I have led end-to-end Dynamics projects covering finance, reporting, integrations, data migration, and governance. I would be happy to discuss your requirements and share relevant project experience. Best Regards, Lav

@omard211

You're looking for a consultant who can own a greenfield Dynamics 365 F&O build for a multi asset, multi currency investment manager. The foundation comes first. Chart of accounts, financial dimensions, the multi entity structure, and the USD, EUR, HKD, and CHF framework. From there I set trading workflows for buy and sell, corporate actions, settlement, and the matching accounting entries. Valuation follows with mark to market, interest and dividend accruals, plus FX revaluation across your currencies. Investor side covers capital accounts, fee calculations, P&L allocations, and distributions per contributor. Reporting is built across every dimension you listed, both segregated and consolidated. With no legacy data, we design it clean and right from day one, through go live and post live support. I will share my profile with Dynamics deployments and investment management engagements clearly identified, plus redacted deliverables and references.

@jvy7802

Hi, This is Jorge from IT GLOBAL SOLUTION LLC, based in the FL, United States. Your Dynamics 365 F&O greenfield deployment for an investment management entity is exactly the kind of structured, end-to-end engagement we handle well. I understand you need more than general ERP work, this requires investment accounting depth alongside D365 configuration. For system setup, I would design the chart of accounts with financial dimensions mapped to portfolio, asset class, currency, geography, broker, custodian, and investor so both segregated and consolidated reporting flow naturally. The multi-currency framework would cover USD, EUR, HKD, and CHF with FX revaluation logic. On the trading side, I would build buy/sell workflows, corporate actions handling, settlement entries, mark-to-market valuation, and interest, dividend, and expense accruals. For investor management, I would structure capital account tracking, fee calculations, P&L allocations, NAV computation, and distributions with investor-level reporting. Reporting would deliver Balance Sheet, P&L, portfolio holdings, and performance across every dimension you listed. I can own scoping through go-live and post-live support, and I will share relevant deployment profiles and redacted deliverables for review. Let's connect and go over the details. Best, Jorge

@samritig2601

Hello, I hope you are doing well. I am a professional accountant with over 5 years of experience in bookkeeping and financial management. I specialize in maintaining accurate financial records and helping businesses stay organized and compliant. I can assist you with: • Bookkeeping (daily, weekly, or monthly) • Bank & credit card reconciliation • Preparation of monthly financial statements • Accounts payable & receivable management • Payroll processing • Month-end and year-end closing entries • Expertise in QuickBooks and NetSuite I focus on accuracy, timely delivery, and clear communication to ensure your financial data is always up to date and reliable. I would love to discuss your requirements in detail and understand how I can add value to your business. Looking forward to working with you. Best regards, Samriti G.

@hugog17

Hi, Your project requires deep expertise in both Microsoft Dynamics 365 F&O and investment management operations, particularly around multi-currency accounting, trade lifecycle management, MTM valuation, investor allocations, and consolidated financial reporting. My experience includes enterprise financial systems, reporting platforms, workflow automation, and multi-entity business applications, with a strong focus on accuracy, scalability, and auditability. I'd be happy to discuss your reporting requirements, operational workflows, and implementation roadmap to ensure the solution is designed correctly from day one.

@warrick1718

This aligns perfectly with my skill set. I understand the need for a clean, professional, and seamless Microsoft Dynamics 365 deployment for investment management, covering fixed income, equities, multiple currencies, and counterparties. While I am new to Freelancer, I have tons of experience and have completed numerous similar projects off-site. I would love to chat more about your project! Regards, Warrick Van Eeden