Forum Replies Created

  • Gautham Heliosz

    Member
    August 21, 2025 at 7:28 am in reply to: Microsoft Dynamics 365 F&O contribution to effective procurement management
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    Q1: Effective procurement management is acquiring the right goods and services at the right time, price, and quality, while maximizing value for the organization. It’s not just about cost savings; it also includes maintaining positive supplier relationships, ensuring compliance, supporting organizational goals.

    Q2: Essential ERP features for procurement include:

    • Vendor management (tracking supplier information and performance)

    • Purchase requisition and approval workflows

    • Request for quotation (RFQ) management

    • Automated purchase orders and contract management

    • 3-way matching (PO, receipt, and invoice) for controlling spend and preventing fraud

    • Supplier collaboration portals for communication and document sharing

    Q3: Frequently used Dynamics 365 Finance & Operations procurement features include:

  • Vendor management: For onboarding, evaluating, and maintaining suppliers.

  • Purchase requisitions: To initiate purchases and enforce internal controls.

  • RFQ (Request for Quotation): To solicit and compare supplier bids for best value.

  • Purchase orders: To formalize transactions and track procurements to completion.

  • Product receipt and invoice matching: For accurate goods receipt and financial control.

  • Vendor collaboration portal: To streamline communications and improve supplier engagement.

  • Embedded analytics: For tracking spend, supplier performance, and purchase trends.

    • Q4: While Dynamics 365 F&O covers most procurement needs, some improvements I would like to suggest are:

    • Automating exception handling

    • Enhanced customization of workflow approvals and notifications.

    • More robust integration with third-party procurement and sourcing platforms.

    • Improved user experience for supplier self-service and mobile access

    Hope this is helpful!

  • Gautham Heliosz

    Member
    August 6, 2025 at 2:12 pm in reply to: Looking for Dynamics 365 BC Healthcare Users in BC, Canada (Vancouver Area)
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    Hi Richard,

    Great to see your initiative! I’m with Heliosz (part of Srinsoft Inc), and we’ve worked on several Dynamics 365 Business Central implementations for healthcare organizations prominently in the U.S. and across Canada as well.

    Would be happy to share insights or participate in a product demo or knowledge exchange. Feel free to reach out at <strong data-start=”413″ data-end=”441″>gautham@srinsofttech.com, and we can continue the conversation over email.

    Looking forward to connecting!

    Best regards,<br data-start=”538″ data-end=”541″> Gautham

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