ERP & Operations

Dynamics 365 ERP & Reporting Foundation

Implementing Dynamics 365 with its reporting foundation — financial and operational visibility across a Mexico warehouse and U.S. headquarters.

Case study
  • Dynamics 365
  • Power BI
  • Azure
  • OneLake
  • SQL

The business challenge

The client needed a new Dynamics 365 environment capable of supporting business operations and reporting. Rather than inheriting an established reporting ecosystem, the project meant implementing and configuring the environment while establishing the reporting foundation around it.

The solution

Z&C supported the Dynamics 365 implementation from the ground up, including the reporting architecture — with coordination between the Mexico warehouse and U.S. headquarters throughout.

Implementation

How the system was built, step by step.

1

Dynamics 365 implementation

The ERP was implemented and configured for business operations.

2

Reporting foundation

Power BI and paginated reports built for financial and operational visibility.

3

SQL validation

Reported numbers validated against the system of record.

4

Data foundation

Azure automation and OneLake support the data platform.

5

Cross-location reporting

Supply-chain reporting spans the Mexico warehouse and U.S. headquarters.

Business results

What changed for the business once the system was live.

Connected foundation

Business management and reporting built together from day one.

Financial clarity

Validated financial reporting on top of the new ERP.

Supply-chain visibility

Operational reporting across locations, with governance built in.

Case positioning

ERP and BI delivered as one connected environment, not two projects — a foundation for financial reporting, supply-chain visibility, data validation and cross-location coordination from a single implementation.