ERP Automation and Supply Chain Optimization with Microsoft Dynamics 365 F&O

Modern manufacturing organizations are under constant pressure to move faster, operate smarter, and maintain complete visibility across their supply chains. Many still rely on disconnected systems and manual processes that slow decision-making and create compliance risks.

To address these challenges, DAX Software Solutions partnered with a leading global food enterprise to modernize its operations on Microsoft Dynamics 365 Finance and Operations (F&O). The engagement focused on ERP automation, supply chain optimization, and data intelligence, all within a unified digital ecosystem.

The Challenge: Complex Processes and Limited Visibility

The client managed a high-volume production and distribution network where accuracy and speed were critical. However, its existing processes involved manual data entry, time-consuming reporting, and paper-based documentation.

Finance teams struggled with slow invoice approvals, warehouse operations lacked real-time accuracy, and compliance reports required extensive manual preparation. The need for a scalable, automated, and integrated ERP system became essential to sustain growth and maintain quality across multiple facilities.

The Solution: Automation and Intelligence with Dynamics 365

1. ERP Performance Optimization

DAX redesigned key workflows inside Dynamics 365 F&O to reduce manual effort and enhance system responsiveness. By re-architecting data flows and automating batch processes, the organization achieved a 60% faster inventory trace report and full lot of traceability in under five seconds. This improvement gave the supply chain team real-time control and compliance confidence.

2. Warehouse Automation with Power Apps

To bring mobility and accuracy to warehouse operations, DAX implemented a Power Apps-based mobile solution integrated with Dynamics 365. The app supports barcode and RFID scanning, real-time validations, and live dashboards. This upgrade improved picking accuracy by 30%, reduced paper usage, and ensured that every movement of goods was recorded instantly.

3. Accounts Payable Automation with OCR Integration

DAX introduced a secure OCR-based invoice automation system connected to Dynamics 365. The solution captures both PO and non-PO invoices, validates them automatically, and pushes the data into the ERP for review. The process achieved a 60% reduction in manual entry and shortened the invoice turnaround time from seven days to three, increasing accuracy and freeing up valuable staff time.

4. Reporting, Compliance, and Analytics

To strengthen decision-making and compliance visibility, DAX integrated Docentric ISV, Power BI dashboards, and Azure Synapse Analytics. These tools provided real-time financial reporting, automated document generation, and consolidated data analytics. Business leaders can now access critical insights across finance, inventory, and production instantly.

The Results: Faster, Smarter, and More Connected Operations

The transformation delivered measurable benefits across every function:

• 60% improvement in inventory trace speed with real-time lot tracking.
• 30% higher warehouse accuracy with barcode and RFID automation.
• 60% less manual effort in Accounts Payable and faster invoice processing.
• Improved compliance and audit readiness through automated reporting.
• Unified Power BI and Azure Synapse dashboards for enterprise-wide visibility.

By aligning technology and process excellence, the company now operates as a connected, data-driven enterprise capable of scaling efficiently.

Behind the Solution

The automation framework was engineered by DAX Software Solutions using a secure integration layer that connects Dynamics 365 F&O with OCR, Power Apps, and analytics services. The system handles high-volume data exchange between finance, supply chain, and warehouse modules with full transaction transparency.

Custom logging, exception handling, and monitoring tools ensure that every process remains accurate, traceable, and compliant. This architecture supports thousands of invoices and transactions monthly while maintaining scalability and performance.

Conclusion: Digital Transformation with DAX

This project demonstrates how DAX Software Solutions enables organizations to achieve ERP automation, paperless operations, and real-time supply chain visibility using Microsoft Dynamics 365.

By integrating technologies such as Power Apps, OCR automation, Power BI, and Azure Synapse, DAX helps enterprises move from manual workflows to intelligent, connected operations that deliver measurable efficiency and sustainable growth.