Microsoft Dynamics 365 Finance and Supply Chain

4Sight’s 4AI Innovation leverages Microsoft Dynamics 365 Finance and Supply Chain Management (D365 FSCM)

to deliver an intelligent, cloud-based ERP solution that unifies financial operations and supply chain processes. Built on the Microsoft ecosystem, it combines automation, AI-driven insights, and real-time analytics to help organisations adapt faster, work smarter, and perform better.

Business Value

• Streamline operations across finance, procurement, inventory, and logistics.

• Enhance decision-making with embedded analytics and predictive insights.

• Ensure compliance and scalability for multi-company and global requirements.

• Drive efficiency and resilience, reducing costs and improving agility.

Enhancing Core Microsoft Functionality

4Sight extends Microsoft’s core capabilities by:

• Integrating Power Platform, Azure, and Power BI for advanced reporting and automation.

• Adding AI-powered tools for continuous planning, real-time visibility, and intelligent workflows.

Core Microsoft Functionality

• Finance Management handles general ledger, accounts payable/receivable, budgeting, cash and bank management. Ensures compliance and provides real-time financial insights.

• Supply Chain Management Covers procurement, inventory, warehouse, production, and logistics. Improves visibility and efficiency across the supply chain.

• Sales & Marketing Supports order processing, quotations, and customer relationship management. Helps drive revenue growth and customer engagement.

• Retail & Commerce Provides point-of-sale, e-commerce, and customer experience tools.

• Production Control Manages manufacturing processes, scheduling, and resource allocation. Enhances productivity and reduces waste.

• Human Resources (HR) Manages employee records, recruitment, performance, and payroll. Supports workforce planning and compliance with employment regulations.

• Reporting & Analytics Built-in Power BI integration for dashboards and advanced reporting. Enables data-driven decision-making.

4Sight Innovations

B-BBEE Compliance Automation

Challenge Solved: Manual B-BBEE scorecard tracking and compliance checks create inefficiencies and risk. D365 Finance reduces manual effort, ensures audit readiness, mitigates regulatory risk, and supports strategic procurement decisions

Efficiency & Automation Impact

• Embedded scorecard tracking and compliance checks in D365 workflows.

• Real-time dashboards for supplier performance and spend.

• Eliminates manual data entry and accelerates audit readiness.

Vendor reconciliation and automation

Challenge Solved: Manual vendor reconciliation is error-prone and time-consuming. Delivering real-time visibility into vendor accounts and ensuring complete audit readiness.

Efficiency & Automation Impact

• Automated invoice and statement matching.

• Real-time visibility into vendor accounts.

• Accelerates month-end close and improves cash flow accuracy.

Automated Invoice capturing

Challenge Solved: Manual invoice processing causes delays, errors, and compliance risks. D365 Finance removes bottlenecks, reduces human error, accelerates invoice-to-pay cycles, and ensures compliance with audit-ready digital records

Efficiency & Automation Impact

• AI and OCR-powered invoice data extraction and validation.

• Reduces processing time by up to 70%.

• Ensures compliance with audit-ready digital records.

Benefits

Operational benefits

Streamlined Processes:

• BEE Compliance automates scorecard tracking and integrates compliance checks into procurement workflows, reducing manual effort and complexity.

• Vendor Reconciliation accelerates month-end close by auto-matching invoices and statements, improving visibility and reducing bottlenecks.

• Automated Invoice Capturing eliminates manual data entry, speeding up invoice-to-pay cycles and reducing processing time by up to 70%.

Risk Reduction Compliance

• BEE Compliance ensures adherence to South African

B-BBEE regulations with audit-ready records.

• Vendor Reconciliation and Invoice Capturing maintain complete audit trails, reducing compliance risk.

• Built-in controls and automated reporting in D365 Finance help meet global financial and tax regulations.

• Automated checks prevent duplicate payments and detect irregularities early.

Real-Time Visibility:

• Dashboards provide instant insights into compliance status, vendor accounts, and invoice processing, enabling faster decision-making and proactive issue resolution.

Automation & productivity gains

• Vendor Reconciliation and Invoice Capturing free finance teams from repetitive tasks.

• AI and OCR enable straight-through processing for high-volume transactions.

• BEE Compliance automates reporting and audit preparation, cutting administrative overhead.

• Invoice processing times drop by 50–70%, dramatically improving overall productivity.

Financial benefits

• Cost Savings: Automation reduces labour costs and prevents overpayments through accurate matching.

• Improved Cash Flow: Faster processing and accurate reconciliation ensure timely payments and better liquidity management.

Microsoft HR

At 4Sight, People are part of our DNA. We innovate across the Microsoft ecosystem to transform how organisations manage, engage, and empower their workforce.

Our solutions extend Microsoft Dynamics 365 Human Resources, HR & Payroll, and related Microsoft platforms to streamline processes, strengthen employee connection, and improve operational efficiency.

We help HR and business leaders modernise their digital workforce experience through intelligent, intuitive, and future-ready tools that:

• Build richer employee profiles with skills, certifications, and achievements.

• Enable self-service for leave, training, and performance management.

• Equip managers with real-time team insights to make faster, better decisions.

• Support employee growth with integrated learning and certification solutions.

We’re ready for the future of digital HR. Are you?

4Sight specializations on Microsoft Core Functionality

• Employee Experience (AI-Driven): Intelligent Records Management, Predictive Self-Service, Automated Leave & Absence Orchestration.

• Performance & Growth (AI-Powered): Adaptive Goal Tracking, Automated Onboarding Journeys, Personalised Learning Paths, Intelligent Compensation Insights.

• Analytics & Compliance (AI-First): Real-Time Workforce Intelligence, Automated Policy Governance, Predictive Compliance & Risk Monitoring.

Microsoft Dynamics 365 CE

4Sight’s 4AI Solution for Microsoft Dynamics 365 CE transforms customer engagement by combining Sales, Customer Service, Field Service, and Omnichannel capabilities with AI-driven automation and analytics. Built on Microsoft’s ecosystem, it enables organisations to deliver personalised experiences, streamline operations, and improve decision-making through real-time insights and intelligent workflows.

4Sight Specializations on Microsoft Core Functionality

1. Sales: Sales management, forecasting, and pipeline visibility.

2. Customer Service: Omnichannel case management.

3. Customer Insights – Journeys: Campaign management, customer segmentation, and event management.

4. Field Service: Optimises scheduling, dispatching, resource allocation, and IoT integration. Mobile ready.

5. Omnichannel Engagement: Connects customer interactions across multiple channels, ensuring consistent communication and service.

6. Customer Insights – Data: Unified view with AI-driven analytics.

7. Project Service Automation (PSA): Project planning, scheduling, time tracking, and billing.

Product Visual

4Sight Innovations

Efficiency & Automation Impact

• Built new Power Pages portal integrated with CE and Xero.

• Real-time analytics and seamless application approval process.

IRO Inventory replenishment order with Power Apps

Challenge Solved: Operations managers lacked mobile access and budget controls for recurring orders, causing inefficiencies and delays. Our mobile app introduced real-time ordering with automated budget checks, improving compliance and speed.

Vendor Recon with copilot

Challenge Solved: Manual vendor statement reviews and invoice reconciliation were time-consuming. By automating these processes, Bidvest Prestige achieved faster, more accurate reconciliations, improving operational efficiency.

Efficiency & Automation Impact

• AI Builder + Power Automate data extraction and reconciliation.

• Reduced processing time for 200 statements from 1,800 minutes to 90 minutes.

• Real-time updates in Dataverse for accurate reporting.

Power Pages Automation - Student registration, course application process & approval

Challenge Solved: CTU’s old student portal lacked integration with D365 CE and was manual and error-prone. Our new Power Pages portal streamlined registration and approvals, enabling real-time analytics and reducing duplication.

Efficiency & Automation Impact

• Mobile apps enable real-time ordering with budget checks.

• Automated approvals and integration with Finance & Operations.

Benefits

• Operational: Streamlined processes, real-time visibility, reduced manual effort.

• Financial: Lower admin costs, improved cash flow, accurate reconciliation.

• Automation: Faster processing cycles, AI-driven workflows, mobile-enabled operations.

• Compliance: Audit-ready records, built-in controls, fraud prevention.

Why 4Sight?

Choosing 4Sight means partnering with a certified Microsoft leader in ERP, HR and Payroll, CRM and AI-driven transformation. We deliver proven deployments across education, finance, and enterprise sectors, backed by certified Microsoft Solutions Partner capabilities. Our industry-specific IP for automation and analytics ensures tailored solutions, while our strong support and adoption services guarantee measurable success.