Microsoft Dynamics is one of the popular platforms used by the majority of businesses to deliver progressive business results. With a blend of customer relationship management (CRM) and enterprise resource planning (ERP), Microsoft Dynamics enables businesses to streamline business functions and increase profitability across various business domains such as Finance, Supply chain management, Human Resource, Business Intelligence, etc.

Allianz helps businesses to get the most out of Microsoft Dynamics with new and evolving technology solutions. With in-depth knowledge and extensive experience in Microsoft Dynamics, we add value to support the unique business requirements of our global clients. As a customer preferred partner for Dynamics, we have helped many businesses to speed their digital transformation by developing Dynamics 365 solutions for Finance, Sales and Marketing, and Business central operations.

Dynamics AX - D365 Finance & Operations

Dynamics AX/D365 Finance and Operations elevate financial performance and streamlines operational processes by having global visibility on your enterprise. D365 Finance and Operations/AX will provide more business value at a faster rate, stimulate growth and achieve organizational agility. This can be easily integrated with existing systems and gets adapted to growing business requirements at ease.

Allianz assists in the implementation, maintenance, and customization of Dynamics AX, eliminating the hassle out of managing your finances. Allianz ensures businesses to thoroughly utilize the potential of D365 Finance and Operations by offering the following solutions

  • Business process optimization across the whole organization
  • Dynamics AX customization
  • Better problem resolution by enhancing transparency
  • Supply of extensive support packages
  • Provision of timely implementation
  • Streamlining supply chain
  • Sales cycle management
  • Access to analytics and reporting

Service Offerings

D365 Finance and Operations/AX Consulting

We create business strategies to architect, integrate and manage world-class solutions for our clients. With many years of industry experience in serving global clients across all sectors, we help our client’s business to enhance operational efficiency and surge ahead of competitors

D365 Finance and Operations/AX Development

Allianz Microsoft Dynamic experts are capable of offering end-to-end specialized services including implementation, integration, customization, and support. Our services range from server and client installation, database administration, application administration, etc

D365 Finance and Operations/AX Integration

We can perform seamless integration of various modules with third-party solutions by analyzing your internal business processes for a seamless user experience. Our technical team possesses expertise in offering tailor-made solutions as per the client’s unique business needs.

D365 Finance and Operations/AX Support

We offer prompt responses to your queries and extend the necessary support to ensure business continuity. Mentioned below are our support services

  • 24*7 technical and usability support
  • Application, database and user administration
  • Application integration and upgrade
  • Functional and technical troubleshooting
  • Application audit
  • Documentation and reporting

All-in-one Finanace and Operation Solutions

Business Benefits

  • Reduced operational expenses
  • Decreased global financial capabilities and risk
  • Proactive problem-solving ability
  • Streamlined and automated financial processes
  • Speed-up delivery and product availability
  • Enhanced business procedures
  • Increase the quality of service and customer satisfaction

D365 Finance & Operations Modules

Microsoft Dynamics 365 Finance and Operations, the most robust business solution enables enterprises to manage complex financial and operational processes and also to automate their business process across diverse business locations and sectors. Finance and Operations are packed with in-depth financial management modules to streamline key finance and project-related business processes.

Allianz transforms your business by bringing together a complete set of adaptable modules of Microsoft Dynamics 365 Finance and Operations. We help enterprises to drive digital transformation by integrating D365 Finance and Operations modules with existing systems. As a trusted Dynamics partner we could make informed, real-time business decisions that accelerate your financial performance and optimize productivity with connected operations.

Core Offerings Of Modules

Allianz covers a plethora of modules to offer a complete set of solutions including budgeting, procurement, project management, and accounting, human resource management, payroll, inventory and warehouse management, etc for medium to large international enterprises.

Take a look at the core offerings under each module.

Finance and Accounts

  • Configurable
    • Chart of accounts
    • Financial dimensions like department, cost centre, business units etc
    • Fiscal calendars
  • Multiple Support
    • Legal entities
    • Country
    • Currency
  • Budget
    • Configure budget for chart of accounts
    • Configure budget for chart of accounts and financial dimensions like department, cost centre etc
    • Budget planning and controlling
    • Actuals vs Budgets
  • Taxations – VAT, Sales tax and other country specific taxes
  • Supports country specific legal requirements like GDPR
  • Periodic activities
    • Month end closing
    • Year end closing
    • Accruals
    • Expense allocations with business units or departments
  • Financial consolidation in case of multiple legal entities
  • Cash and bank management
    • Configure multiple bank accounts
    • Multiple currency
    • Bank reconciliation
      • Manual
      • Automatic
  • Financial reporting using management reporter
    • Trial balance
    • Balance sheet
    • Profit and loss
    • Cash flow statements
  • Periodic activities
    • Month end closing
    • Year end closing
    • Accruals
    • Expense allocations within business units or departments

Finance & Accounts – Budget planning

  • Single-year and multi-year planning
  • Operational and CAPEX budgeting
  • Rolling forecasts
  • Multiple scenarios
  • Configurable layouts
  • Budget entry and viewing through Excel
  • Workflow enabled
  • Automated and manual allocations
  • Integrated throughout Operations
  • General ledger
  • Human resources
  • Project
  • Supply & Demand Forecast

Fixed assets

  • Configurable
    • Fixed asset groups
    • Fixed asset number sequence based upon fixed asset groups
  • Supports different depreciation methods
    • Straight line service life
    • Reducing balance
    • Manuals
    • Factors
  • Fixed asset acquisitions using
    • Purchase order process
    • Inventory to fixed asset conversion
    • Project accounting – investment projects
    • Fixed asset financial journals
  • Fixed asset budgets
  • Fixed asset disposal
  • Fixed asset sales


  • Vendor management
  • Purchase requisition
    • Configurable workflow for approvals
  • Request for Quotation (RFQ)
  • Purchase order
    • Configurable workflow for approvals
    • Product receipt
    • Purchase invoice process
  • Vendor invoice other than PO’s
  • Freight charges
  • Rebate management
  • Trade agreements for prices and discounts with vendors
  • Consignment inventory
  • Intercompany procurement
  • Direct delivery

Inventory and warehouse management

  • Inventory management
    • Multiple inventory groups
    • Multiple product dimensions like size, colour, style, batch and serial
    • Inventory storage using site and warehouse
  • Multiple inventory costing method
    • FIFO
    • LIFO
    • Standard costing
    • Weighted average
  • Quality management
  • Bill of materials
  • Load and shipment management
  • Stock transfer between warehouse
  • Trade agreements with customers and vendors
  • Inventory closing
  • ABC classification of inventory items
  • Forecast
    • Supplier forecast
    • Sales forecast
  • Material requirement planning
    • Min-max methods
    • Requirement analysis
    • Manual
    • Pre-defined periods

Project Management and Accounting

  • Multiple project types
    • Time and materials
    • Fixed price
    • Investment projects
  • Project quotations
  • Work breakdown structure
  • Project planning
  • Project budgets
    • Budget planning
    • Actual vs budgets
  • Project execution
    • Material procurement
    • Expense management
    • Timesheet management
    • Sub contracting
  • Invoicing
    • Milestone based
    • Time and materials
    • Per unit sold
    • Credit invoice if required

Human Resource Management

  • Employee management
    • Hire to retire process
    • Employee positions
    • Employee benefits
    • Employee experience and skills
  • Absence management
  • Recruitment
    • Applicants
    • Interviews
    • Appointments
    • Skill gap analysis
  • Training
  • Employee competencies
  • Performance appraisals
    • Set employee goals
    • Review management
  • Timesheet management
    • Configure daily, weekly timesheet


  • Loan management
  • Attendance management
  • End of service administration
  • Leave management
  • Claim management
  • Payroll disbursement
  • Financial integration
  • Social insurance
  • Gratuity
  • Allowance management
  • OT
  • Salary plans
  • Grade setup
  • Flexible pay code
  • Build, calculate, approve and post payroll
    • Flexible formula designer
    • Setup unlimited pay items and deduction
    • Employee policy
    • Benefits in accordance with labour laws
    • Loan management
    • Travel and expenses claim approval and processing
    • Payroll processing as per organisation structure
    • Employee final settlement

Business Benefits

  • Enhanced Financial Visibility
  • Gain visibility into every area of your operations with real-time reporting
  • Actionable insights
  • Identify patterns and gain a complete view of your business with in-depth analysis and unlimited dimensions
  • Maximize your business profitability
  • Automated tasks and workflows enhance profitability and efficiency
  • Enhanced Customer Service
  • Business Central provides a comprehensive overview of customer interactions, hence businesses can focus on sales opportunities
  • Optimized Operations
  • Streamlined operations to enhance production schedules and cater to customer demands

Dynamics NAV – D365 Business Central

D365 Business Central/NAV offers a comprehensive business management solution that helps in streamlining processes and accelerating growth for small to medium-sized businesses. It consists of a wide range of business functionalities including accounting and financial management, project management, supply chain, inventory, and operations management. Allianz enables your organization to meet the changing business needs and discover potential opportunities with Microsoft Dynamics NAV. Our end-to-end solution gives users a fresh, modern experience that is designed to optimize business processes and maximize productivity.

Business Central Benefits

  • Enhanced Financial Visibility
  • Gain visibility into every area of your operations with real-time reporting
  • Actionable insights
  • Identify patterns and gain a complete view of your business with in-depth analysis and unlimited dimensions
  • Maximize your business profitability
  • Automated tasks and workflows enhance profitability and efficiency
  • Enhanced Customer Service
  • Business Central provides a comprehensive overview of customer interactions, hence businesses can focus on sales opportunities
  • Optimized Operations
  • Streamlined operations to enhance production schedules and cater to customer demands

Our Services

Having worked with multiple small and medium enterprises on a variety of enterprise application packages, YASH leverages this rich experience to ensure rapid deployment, mission-critical maintenance services and process streamlining.

Our Competencies

Allianz functional and technical competencies provide endless possibilities for enhancement of performance. With the right customization, integration, automation, and enhancements, Allianz effectively manages the following areas

Why Allianz For Microsoft Dynamics NAV?

Dynamics NAV Core Modules

Microsoft Dynamics NAV, a proven ERP solution for your business, streamlines your business by automating and optimizing operational core functions. Dynamics NAV is packed with a wide range of modules and parts of the modules can be acquired and customized according to business requirements. Allianz core team of certified professionals has been working on Dynamics right from the launch and we have implemented and integrated Dynamics NAV Core modules to a diverse range of businesses, irrespective of the size and domain. The solutions are extremely flexible such that the functionalities can be added to the ERP system as and when business needs it.

Modules Covered

The solutions we implement are tailored to the individual needs of our client’s business. The following are the integrated modules our client can choose from.

Key Features

Take a look at the key features of each module that allows you to control and optimise your core business processes.

Business Benefits

Dynamics NAV modules will be offering the following advantages to healthcare organizations

  • Enhanced financial visibility
  • Real-time reporting with actionable insights
  • Enhanced profitability and efficiency with automated tasks and workflows
  • Enhanced Customer Service and cater to customer demands
  • A Comprehensive overview of customer interactions facilitates businesses to focus on sales opportunities
  • Optimized and streamlined operations enhance production schedules

Dynamics CRM – D365 Sales and Marketing

Dynamics 365 Marketing offers an integrated marketing platform to transform prospects into business relationships. The application works have built-in business intelligence and work in alignment with the sales and marketing team in terms of objectives, goals, processes, and technology. This CRM marketing module allows you to systematically measure sales and marketing performance as well as reduce campaign costs. As sales and marketing operations are built on the same platform, sales and marketing teams use common customer data and connected processes to engage, nurture, and convert more leads.

Allianz sales and marketing team assists you in targeting the right audience and prioritizing the critical leads. Our Sales team can manage customers, contacts, current orders, services, existing issues, and resolutions. We also hold a pool of marketing experts who assists in retaining existing customers, attracting new customers and expanding the business. Our goal is to help companies turnaround their non-profitable ventures into something that benefits them.

D365 Sales and Marketing Benefits

  • A profound understanding of your business market with a 360-degree view of every lead and customer.
  • Brings together sales and marketing results to track and increase their impact on your business.
  • Actionable insights to understand individual customer needs and expectations so you can grow relationships and revenue.
  • Can focus on specific customer segmentation according to the customer needs and interests

Our Capabilities