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Build catalogue

Dynamics 365 Finance & Operations Apps

Enterprise Dynamics 365 Finance & Operations apps ECOSIRE builds to order. Browse the capability catalogue, then request a quotation — you receive a written scope and a fixed price before any work starts.

Capabilities catalogued
61
Fulfilment
Built to order
Typical build
1 working week
AP Invoice Capture & Automation
Built to order

AP Invoice Capture & Automation

A build-to-order X++ extension that captures vendor invoices, extracts line data, matches them against purchase orders with tolerance rules and routes exceptions through F&O workflow. ECOSIRE builds it for your entity structure after a fixed quote.

  • Document intake service that accepts vendor invoices from a monitored mailbox, drop folder or direct upload, storing originals via the Document management framework against the staging record
  • Custom X++ staging tables and forms for captured invoice headers and lines, with their own security privileges, duties and roles
From $1499.00Starting point — quoted to your scope
View specification
AX 2012 to F&O Migration Toolkit
Built to order

AX 2012 to F&O Migration Toolkit

A build-to-order migration toolkit that moves an AX 2012 R2 or R3 estate to Dynamics 365 Finance & Operations — data, history, dimensions and customizations — scoped and quoted before we build.

  • Read-only extraction from AX 2012 R2/R3 into a controlled staging database, run against production or a restored copy, with row-level profiling and repeatable re-extraction
  • Dependency-sequenced load into F&O through the data management framework using standard and purpose-extended data entities, with control totals at every step
From $1699.00Starting point — quoted to your scope
View specification
Bank Host-to-Host Connectivity
Built to order

Bank Host-to-Host Connectivity

Secure host-to-host bank file exchange for Dynamics 365 Finance & Operations: outbound payments, positive pay, acknowledgements and statement pickup. Built to order for your specific banks — not a shelf product.

  • Bank channel setup form extending Cash and bank management, with per-channel protocol, host, directory and legal entity assignment
  • SFTP transport with SSH key or password authentication, plus HTTPS with mutual TLS where the bank requires it, using externally held credentials referenced by handle
From $1499.00Starting point — quoted to your scope
View specification
AI Bank Statement Reconciliation
Built to order

AI Bank Statement Reconciliation

An X++ extension that imports bank statements into Dynamics 365 F&O and fuzzy-matches lines against payments, deposits and fees. Built to order for your legal entities after a scoping call and fixed quote.

  • CAMT.053, CAMT.054, MT940 and MT942 statement import through custom Data management framework data entities with staging and error review
  • Bank-specific CSV and fixed-width parsers registered against the Cash and bank management statement import framework
From $1499.00Starting point — quoted to your scope
View specification
Brazil NF-e Fiscal Document Compliance
Built to order

Brazil NF-e Fiscal Document Compliance

A build-to-order X++ extension covering NF-e, NFS-e and CT-e in Dynamics 365 Finance & Operations: SEFAZ authorisation, contingency, DANFE output and SPED-ready fiscal books data.

  • NF-e XML generation from sales invoices, transfer orders and returns with per-line CFOP, CST/CSOSN and NCM
  • ICMS, ICMS-ST, IPI, PIS and COFINS groups populated from F&O tax setup rather than a parallel engine
From $1599.00Starting point — quoted to your scope
View specification
Budget Planning & Forecast Workbench
Built to order

Budget Planning & Forecast Workbench

A driver-based budgeting and rolling-forecast workbench for Dynamics 365 Finance & Operations, with versioned scenarios and workflow-approved submissions. Built to order after a fixed quotation.

  • Driver model with named quantities and time series (headcount, units, hours, rate cards) owned per department and entered once
  • Template engine converting drivers to amounts by rate, seasonality profile, percentage-of-line, fixed spread or growth curve, writing to budget plan lines
From $1499.00Starting point — quoted to your scope
View specification
AI Cash Flow Forecasting — A behaviour-aware treasury forecasting app for Dynamics 365 Finance & Operations
Built to order

AI Cash Flow Forecasting

A behaviour-aware treasury forecasting app for Dynamics 365 Finance & Operations. Built to order as an X++ extension after a scoping call and a fixed quote — nothing is pre-built or downloadable today.

  • Payment-behaviour scoring per customer built from CustTrans and CustSettlement history — days-beyond-terms distribution, partial-settlement pattern and dispute frequency — refreshed by a SysOperation batch job
  • Probabilistic receipt dating on every CustTransOpen row: expected settlement date plus confidence band alongside the contractual PaymTerm due date
From $1499.00Starting point — quoted to your scope
View specification
Copilot & AI Agent Toolkit
Built to order

Copilot & AI Agent Toolkit

A governed agent layer for Dynamics 365 Finance & Operations — agents read F&O data and propose transactions through approval gates, risk ceilings and a full action ledger. Built to order.

  • Agent accounts as first-class F&O records with a tool allowlist, risk ceiling, rate limit and suspend switch, all checked at the policy gate
  • Tool registry of X++ classes with declared names, typed input contracts and design-time risk levels the model cannot alter
From $1499.00Starting point — quoted to your scope
View specification
Credit & Collections Automation
Built to order

Credit & Collections Automation

An X++ extension that turns Dynamics 365 F&O credit management into a working collections cockpit: risk-scored worklists, automated dunning, promise-to-pay and dispute handling. Built to order after a scoping call and fixed quote.

  • Configurable collection scoring model over exposure, weighted days overdue, promise-keeping history, credit limit utilisation and open dispute value
  • Collector worklists assigned by collector, customer group, sales territory or legal entity, built on the standard Collections page and customer aging snapshots
From $1499.00Starting point — quoted to your scope
View specification
Customer Payment & Statement Portal
Built to order

Customer Payment & Statement Portal

A build-to-order self-service portal for Dynamics 365 Finance & Operations customers to view open invoices, download AR statements and pay online. ECOSIRE builds it for your environment after a fixed quotation.

  • Customer-scoped open transaction list built on custom data entities over CustTrans, exposed via OData with row-level filtering to the authenticated customer account
  • On-demand account statement generation from the standard customer account statement report, delivered as a downloadable PDF
From $999.00Starting point — quoted to your scope
View specification
Customer Self-Service Portal
Built to order

Customer Self-Service Portal

A B2B customer portal built on top of your Dynamics 365 Finance & Operations data — reorders, order and shipment tracking, contract pricing and returns. Built to order for your environment, not a pre-packaged download.

  • Portal reorder flow that creates SalesTable/SalesLine records via a custom X++ service group rather than staging spreadsheets
  • Contract pricing resolved through the native trade agreement engine (PriceDisc), including customer price lists, quantity breaks and multiline discounts
From $1499.00Starting point — quoted to your scope
View specification
Data Migration Workbench
Built to order

Data Migration Workbench

A migration control layer over the Dynamics 365 Finance & Operations data management framework: templates, dependency ordering, dry-run validation and reconciliation. Built to order for your cutover.

  • Migration wave records defining legal entities, entity scope, cutover window and owner, with rehearsal and production runs tracked separately against the same plan
  • Dependency graph over data entities that generates DMF execution units, levels and sequences automatically so masters load before transactions
From $1499.00Starting point — quoted to your scope
View specification
AI Demand Forecasting & Planning
Built to order

AI Demand Forecasting & Planning

A built-to-order forecasting and planning layer for Dynamics 365 Finance & Operations, with external demand signals, explainable forecasts and scenario comparison. Scoped and built by ECOSIRE after a fixed quote.

  • Demand forecast generation written directly into Dynamics 365 Finance & Operations demand forecast lines so master planning and planned order creation work unchanged
  • Item segmentation across fast-moving, seasonal, intermittent and new-product categories, with model selection per segment chosen by held-out backtest rather than preference
From $1499.00Starting point — quoted to your scope
View specification
Direct Debit, SEPA & ACH Processing — Mandate management, pre-notification, SEPA pain
Built to order

Direct Debit, SEPA & ACH Processing

Mandate management, pre-notification, SEPA pain.008 and ACH NACHA file generation and return handling for Dynamics 365 Finance & Operations. Built to order for your banks after a fixed quotation.

  • Mandate register with unique reference, creditor identifier, scheme, sequence type and full status lifecycle (draft, active, suspended, expired, cancelled, revoked)
  • Automatic first-to-recurring sequence transition once a collection settles, and dormancy flagging before a mandate lapses
From $999.00Starting point — quoted to your scope
View specification
Document OCR & Data Extraction Engine
Built to order

Document OCR & Data Extraction Engine

An X++ extension that reads inbound business documents and writes structured, confidence-scored records into Dynamics 365 Finance & Operations. Built to order for your document set — not an off-the-shelf download.

  • X++ extension package with no overlayering — extension classes, chain-of-command, table and form extensions in your own model
  • Document ingestion from monitored mailbox, drop folder, F&O Attachments pane, or REST endpoint into a staging table
From $1499.00Starting point — quoted to your scope
View specification
Document Output & Print Designer
Built to order

Document Output & Print Designer

An X++ and SSRS extension for Dynamics 365 Finance & Operations that gives you branded, multilingual business documents plus rules-driven distribution by print, email and archive. Built to order after a fixed quotation.

  • SSRS report designs rebuilt per document type, extending the standard report data provider classes and data contracts rather than replacing posting logic
  • Configuration tables per legal entity and document type for logo, letterhead, bank details, registration numbers, signature blocks and footer text
From $999.00Starting point — quoted to your scope
View specification
Egypt ETA E-Invoicing Compliance
Built to order

Egypt ETA E-Invoicing Compliance

An X++ extension that submits signed JSON e-invoices and e-receipts from Dynamics 365 F&O to Egypt's ETA platform, with EGS/GS1 item coding and full clearance status tracking. Built to order after scoping and a fixed quote.

  • ETA JSON document assembly for customer invoices, free text invoices, project invoices, credit notes and debit notes, with canonical serialization for signature validation
  • Certificate-based signing of invoice and receipt documents before submission, configured per legal entity
From $1499.00Starting point — quoted to your scope
View specification
Employee Self-Service Mobile App
Built to order

Employee Self-Service Mobile App

A phone-first self-service app for leave, payslips, timesheets and approvals, built to order against your Dynamics 365 Finance & Operations data through secured OData entities.

  • Leave request submission and cancellation writing to F&O, entering the standard workflow framework as the same work item a browser request creates
  • Live leave balance and accrual display read from F&O leave types and leave enrolment, filtered to the signed-in Worker
From $999.00Starting point — quoted to your scope
View specification
EU VAT OSS & Intrastat Reporting
Built to order

EU VAT OSS & Intrastat Reporting

A build-to-order Dynamics 365 Finance & Operations extension that turns posted cross-border transactions into OSS VAT returns, EC Sales Lists and per-member-state Intrastat files. Built for your entities after a scoping call.

  • Registration register per legal entity holding member states, scheme, filing frequency, thresholds and due-date calendar
  • OSS return generation from posted CustInvoiceJour, credit notes and free text invoices, grouped by member state of consumption and VAT rate
From $1499.00Starting point — quoted to your scope
View specification
Excel Reporting & Write-Back Add-in
Built to order

Excel Reporting & Write-Back Add-in

A build-to-order Excel add-in for Dynamics 365 Finance & Operations giving finance refreshable entity-backed queries and validated write-back for journals, budgets and price updates. Built for you after a fixed quote.

  • Excel task pane add-in authenticating against your tenant with Microsoft Entra ID, honouring the signed-in user's F&O security roles on every read and write
  • Worksheet ranges bound to data entity queries over OData, refreshing in place without disturbing surrounding formulas or formatting
From $999.00Starting point — quoted to your scope
View specification
Executive KPI Cockpit
Built to order

Executive KPI Cockpit

A single cross-module executive cockpit for Dynamics 365 Finance & Operations, with targets, trend alerts and drill-through. Built to order after a scoping call and a fixed quote — not an instant download.

  • KPI definition table holding owner, written definition, unit, direction of good, target and threshold for every metric, so a figure is defined once and consumed everywhere
  • Finance measures built from GeneralJournalAccountEntry and GeneralJournalEntry against your main accounts and financial dimension sets, including revenue, margin and cost by dimension
From $999.00Starting point — quoted to your scope
View specification
Expense Management with Receipt OCR
Built to order

Expense Management with Receipt OCR

Receipt OCR, card-feed matching, per diem and mileage policy checks layered onto expense management in Dynamics 365 Finance & Operations. Built to order after a scoping call and fixed quote.

  • Power Apps canvas app on Dataverse via dual-write for phone capture, plus a monitored mailbox lane and PDF drop for desktop users
  • Receipt images stored as document management attachments against the expense line, visible to approvers and auditors
From $1499.00Starting point — quoted to your scope
View specification
Fabric & Data Lake Export Pipeline
Built to order

Fabric & Data Lake Export Pipeline

A built-to-order pipeline that lands Dynamics 365 Finance & Operations data into Fabric or an Azure Data Lake with curated models. ECOSIRE scopes, builds and deploys it — no pre-packaged download.

  • Curated selection of Dynamics 365 Finance & Operations tables and data entities driven by your actual reporting requirements, each documented with grain, keys and dependent reports
  • Bronze, silver and gold layering: raw landing, cleansed and conformed, then star schemas ready for reporting
From $1499.00Starting point — quoted to your scope
View specification
Financial Reporting Dashboard Pack
Built to order

Financial Reporting Dashboard Pack

A build-to-order reporting pack for Dynamics 365 Finance & Operations delivering P&L, balance sheet, cash flow, AR/AP ageing and budget variance dashboards over your own ledger and dimensions. Built for you after a fixed quote.

  • Ledger aggregation from GeneralJournalAccountEntry and GeneralJournalEntry resolved through DimensionAttributeValueCombination so every figure carries your full financial dimension set
  • Profit and loss workspace driven by MainAccountCategory with period, quarter, year-to-date and prior-year comparative columns
From $1499.00Starting point — quoted to your scope
View specification

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