Financial Services
Confident financial operations with Dynamics 365
XPLUS helps financial services organizations keep their Dynamics 365 environments compliant, stable, and audit-ready. With purpose-built solutions for testing, security governance, and process visibility, we reduce risk while keeping costs under control.
The challenge
Complex systems. Constant scrutiny.
Financial services organizations operate under constant regulatory scrutiny, with strict requirements around access, auditability, and control. At the same time, environments are often complex, combining Dynamics 365 with custom-built and third-party applications. Without clear visibility into system activity and process execution, audits become harder, testing takes longer, and risk increases. In this context, even small failures can have serious consequences.
Solutions
Our solutions strengthen your Dynamics 365 environment, helping you stay compliant, reduce risk, and maintain stability across complex financial systems.
Stay audit-ready at all times
Maintain clear access controls and traceable system activity to support SOX and other regulatory audits. Reduce manual effort and respond to audit requests with confidence.
Protect systems through every update
Automated testing helps you validate critical processes before and after changes. Reduce disruption across Dynamics 365, custom solutions, and third-party applications.
Gain clarity across your environment
Understand workflow activity patterns and execution data across your systems. Identify issues early and maintain control as environments grow more complex.
Control licenses and reduce risk
Assign access and licenses based on actual system usage patterns. Reduce unnecessary spend while supporting secure, compliant operations.
Why XPLUS?
Experience you can rely on
Financial services environments demand accuracy, control, and consistency. XPLUS brings the experience and discipline needed to keep Dynamics 365 environments compliant, stable, and fit for scrutiny.
Deep regulatory awareness
We understand the regulatory landscape financial services teams operate in, including SOX-driven audit requirements. Our approach is designed to support control, traceability, and confidence.
Built for complex environments
We regularly work across Dynamics 365, custom solutions, and third-party platforms. That experience helps us reduce risk as systems change or scale.
Focused on control and stability
We help establish clear access, reliable processes, and predictable outcomes. That means fewer surprises during audits and smoother day-to-day operations.
A reliable partner
Our teams are responsive, direct, and used to working under pressure. Clients trust us to deliver calmly and consistently in high-stakes environments.
Solutions
Solutions for compliance, stability, and control
Our solutions extend Microsoft Dynamics 365 to help financial services organizations stay audit-ready, reduce operational risk, and maintain stability across complex environments.
Testing by XPLUS
Test updates before they cause delays
With complex customizations and critical integrations, updates to Dynamics 365 can break the processes you rely on. Testing by XPLUS automates regression testing to help you stay ahead of issues.
Protect billing, procurement, and reporting processes
Catch errors before they affect projects
Reduce manual testing effort
Keep systems stable as you scale
Discovery by XPLUS
See how your systems and processes really perform
Discovery by XPLUS helps you understand where time, cost, and effort are being lost across your business. Get visibility into real execution patterns and fix inefficiencies in key processes like procurement, billing, and project delivery.
Analyze execution across construction-specific workflows
Identify delays, constraints, and rework across project workflows
Understand where resource and effort are being wasted
Prioritize improvements based on actual system usage
User Security Governance by XPLUS
Stay secure and cut license waste
USG by XPLUS gives you control over roles, access, and licensing. Apply the principle of least privilege, prevent conflicts, and assign licenses based on actual system usage patterns, not assumptions.
Build audit-ready roles for field and office teams
Reduce overspend with license usage insight
Spot access risks and SoD conflicts
Apply clear access rules across projects and teams
Resource
What Are Financial Dimensions in Dynamics 365
Testimonials
"We were impressed with the technology from XPLUS SA and excited to incorporate it within the ERP portfolio of Microsoft Dynamics 365 to deliver robust governance, efficient user management, and cost-effective licensing strategies for our customers."
Contact us
Your partner in all things Dynamics 365
XPLUS is the only organization to combine hands-on Dynamics 365 implementation projects with automated tools for testing, security, and observability. Contact our team to find out what we can do for you.
