Scaling for Success: Building a Future-Ready Software & Infrastructure Footprint for Growth Through Acquisition
Session Overview: As organizations grow through acquisition, maintaining operational efficiency while preserving necessary company separations can be a complex challenge. This session explores how multi-company organizations can strategically leverage a single instance of Microsoft Dynamics 365 Finance & Operations (D365FO) and Customer Engagement (D365CE), along with ISV solutions, to streamline operations while ensuring compliance, data integrity, and organizational autonomy.
Join us to uncover best practices, architectural considerations, and real-world strategies for structuring a scalable ERP and CRM ecosystem that supports acquisition-driven growth. We’ll discuss how to navigate common pitfalls, optimize security and access controls, and implement flexible configurations that balance standardization with business unit independence.
Whether you’re an IT leader, solution architect, or business strategist, this session will equip you with actionable insights to future-proof your D365 environment for sustainable expansion.
Learning Objectives:
- Understand Architectural Strategies for Multi-Company Growth – Learn how to design and implement a scalable D365FO and D365CE architecture that supports acquisitions while maintaining necessary separation between business entities.
- Leverage ISV Solutions & Built-in D365 Capabilities – Explore how third-party ISV solutions and native D365 features can help enforce security, streamline data management, and optimize workflows across multiple companies within a single instance.
- Balance Standardization with Business Unit Autonomy – Discover best practices for maintaining operational consistency while allowing acquired companies to retain critical processes, compliance requirements, and data integrity within the shared system.
Speakers: Nicolette Richards
Recorded at: Community Summit NA 2025
Type: Breakout Session
Ability Level: 201 – Intermediate
Primary Product: Dynamics 365 F/SCM (FO)
Tracks: Automation, Finance, Operations
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
