อุตสาหกรรม
Microsoft Dynamics 365 for Financial Services
As an implementation partner for Microsoft Dynamics 365, we serve financial services organisations across Asia-Pacific and beyond, from foundations and endowments to insurance brokers and corporate finance teams. One platform brings finance, governance and reporting together.
Microsoft Dynamics 365 Finance · Microsoft Dynamics 365 Business Central · Microsoft Power BI
What We Implement for Financial Services Organisations
We configure Microsoft Dynamics 365 around your reporting and control needs.
Grants and Fund Tracking
Track grants, programmes and fund disbursement. Budget controls and donor reporting sit in the same system.
Multi-Entity Consolidation
Consolidate across entities and currencies. Recurring transactions post automatically.
Audit Trails and Controls
Record who approved what, and when. Automated controls support compliance and governance reviews.
Approval Workflows
Route approvals through set workflows, so books close sooner.
Regulatory Reporting and E-Invoicing
Align reports to local rules, such as labour law and e-invoicing.
Project and Programme Costing
Track costs against project lines. Power BI dashboards show spend as it happens.
Which Dynamics 365 Product Fits Your Organisation
We implement two Dynamics 365 products for financial services organisations.
Foundations, endowments and groups with many entities
Single entities, joint ventures and member bodies
Multi-entity reporting and grant management
Consolidation across entities and currencies
Costs across many entities, with Microsoft Power BI and Microsoft Fabric reporting
Cost and margin by fleet, contract, job and project
Audit trails, budget controls and donor reporting
Automated approvals and controls
Fund allocation across programmes
Programme funds and project costs by WBS line
A philanthropic endowment
An insurance brokerage, an employers federation, a foundation and a city development
For a small organisation that wants a fixed-scope Business Central, see จัมพ์สตาร์ท ERP.
Best for
Single entities, joint ventures and member bodies
Entities and reporting
Consolidation across entities and currencies
Audit and governance
Automated approvals and controls
Funds and projects
Programme funds and project costs by WBS line
Where we have implemented it
An insurance brokerage, an employers federation, a foundation and a city development
Best for
Foundations, endowments and groups with many entities
Entities and reporting
Multi-entity reporting and grant management
Audit and governance
Audit trails, budget controls and donor reporting
Funds and projects
Fund allocation across programmes
Where we have implemented it
A philanthropic endowment
เรื่องราวจากลูกค้าเด่นประจำสัปดาห์
Singapore · Philanthropy and Endowments
เทมาเส็ก ทรัสต์
Every grant traceable, every report audit-ready
Dynamics 365 Finance · Not-for-profit licensing model
A Singapore-based steward of philanthropic endowments and impact-driven investments across Asia and beyond.
GOAL
Clear visibility of fund allocation and governance across several entities, in a secure solution built for the not-for-profit environment.
What We Delivered
We implemented Dynamics 365 Finance under the not-for-profit licensing model. Finance, grant management and multi-entity reporting are now digital, with audit trails, budget controls and donor reporting.
RESULT
Better financial transparency and accountability. Fund tracking, budget control and compliance run more smoothly. Philanthropic operations scale digitally.
Malaysia · Employers Federation
MEF
A modern, AI-driven ERP for the Malaysian Employers Federation
ไดนามิกส์ 365 บิสซิเนส เซ็นทรัล
he Malaysian Employers Federation set out to modernise its operations and better support its members. The project took place in Kuala Lumpur.
GOAL
Replace a legacy ERP and manual processes. Speed up labour law compliance and regulatory reporting.
What We Delivered
We implemented an AI-driven ERP tailored to local and organisational needs. Financial and workforce operations are automated end to end.
RESULT
MEF can now lead digital transformation for its members. Real-time analytics and simpler regulatory reporting aligned with labour laws.
More From Our Customers
Singapore · Non-Profit Foundation:
Programme funds are tracked as they are spent.
Bhutan · City Development
Project costs report faster through Business Central and Power BI.
Vietnam · Digital Marketing and Data Group
Month-end close is faster across every entity, with Vietnam e-invoicing.
Malaysia and India · Customer Experience Provider
One cloud database replaces departmental spreadsheets. E-invoicing meets local rules.
How We Set Up Controls and Audit Trails
We build the controls into the system before go-live.
Map Entities and Reporting Needs
We list your entities, currencies and reports before we configure anything.
Build Controls Into Workflows
We set approvals, budget controls and audit trails in the workflows your teams already use.
Report as Spend Happens
We connect Microsoft Power BI so reports follow live data. We stay on after go-live.
Why Financial Services Organisations Choose 9 Dots Consulting
We run multi-entity ERP rollouts across borders and time zones. Our teams work in 11 countries. We are a Microsoft Managed Partner in APAC, a Tier-1 Cloud Solution Provider, a Solutions Partner for Business Applications and an ECIF Green Partner.
สมาชิกทีม
Projects Delivered Across All Industries
Years of Experience
Countries With Our Customers
Microsoft Managed Partner (APAC)
Microsoft gives us direct access to its experts. We bring their resources into your project.
Microsoft Tier-1 Cloud Solution Provider
We buy licences direct from Microsoft through CSP Direct. We manage your subscriptions and ongoing support.
Microsoft Solutions Partner for AI Business Solutions
Microsoft has verified our skills and our customer projects. We hold the Business Applications and Modern Work designations.
ไมโครซอฟท์ ECIF กรีนพาร์ทเนอร์
Microsoft co-funds eligible projects through End Customer Investment Funds (ECIF). We can check whether you qualify.
Questions About Microsoft Dynamics 365 for Financial Services
What is the best ERP for a financial services organisation?
Microsoft Dynamics 365 suits financial services organisations that need finance, governance and reporting on one platform. Dynamics 365 Finance fits foundations, endowments and multi-entity groups. Business Central fits single entities and joint ventures. Dynamics 365 does not replace a core banking or policy administration system. We confirm the fit in a process review.
Which Dynamics 365 product suits an investment group, foundation or insurance broker?
A foundation or endowment with many entities and grants suits Dynamics 365 Finance. We implemented it for a Singapore philanthropic endowment. An insurance brokerage, a foundation with a single entity or an employers federation suits Business Central. We implemented it for all three.
Can Dynamics 365 manage grants and funds?
Yes. Dynamics 365 tracks grants, programmes and fund disbursement, with budget controls and donor reporting. We implemented Dynamics 365 Finance under the not-for-profit licensing model for a Singapore philanthropic endowment. We also track programme funds in Business Central for a Singapore foundation.
Can Dynamics 365 consolidate many entities and currencies?
Yes. Dynamics 365 consolidates across entities and currencies and automates recurring transactions. For a Singapore insurance brokerage joint venture we implemented Business Central for finance, accounting and reporting. Books now close faster, with consolidation in one place.
Can Dynamics 365 provide audit trails and approval controls?
Yes. Dynamics 365 records audit trails, applies budget controls and routes approvals through automated workflows. Auditors see who approved what, and when. These controls support compliance and governance reviews.
Can Dynamics 365 support local regulatory reporting and e-invoicing?
Yes. We tailored an AI-driven ERP for the Malaysian Employers Federation, with regulatory reporting aligned to labour laws. We also set up e-invoicing for finance teams in Vietnam, Malaysia and India. We localise each rollout to the rules of the country.
Can Power BI report on project spend and funds?
Yes. Microsoft Power BI reads Dynamics 365 data and shows project spend as it happens. For a city development in Bhutan we centralised project costs in Business Central and built Power BI dashboards on spend.
In which countries do you implement Dynamics 365 for financial services?
Our projects cover Asia-Pacific and reach beyond it, including the USA and Europe. In financial services we work with organisations in Singapore, Malaysia, Vietnam, India and Bhutan.
Talk to Us About Your Financial Services ERP
Fill in the form or email us to book a free consultation. We reply within one business day.