Case Study

D365FO Implementation Helps an Investment Company Better Manage its Financials and Ensure Timely Period Closing

D365FO Implementation Helps an Investment Company Better Manage its Financials and Ensure Timely Period Closing

Pages 4 Pages

An investment management firm implementing D365 Finance and Operations wanted to better connect diversified operations in real time and improve process efficiency, with needs including tracking foreign-currency transactions to three decimals, handling a complex security structure, keeping fixed assets managed, and resolving time-consuming GL balance integration. Synoptek installed and configured Dev, Test, and Production environments, implemented core finance capabilities (GL, cash and bank, budgetary control, fixed assets, AP, AR), and set up HR organizational administration and employee record management. Synoptek also delivered about 15 enhancements, including expanding authorized signatory limits from two to seven levels and enabling check re-use localization for Kuwait, plus training

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