Latest in the world of Dynamics 365 for Finance & Operations (F&O) – Enterprise Edition

Let us probe in to the world of Dynamics 365 and understand the latest happenings, new capabilities and electrifying new features across F&O and highlight a few Technology Stack Improvements. Dynamics 365 For Operations (Enterprise Edition of D365) and Dynamics 365 for Financials (Business Edition targeted for SMB Clients) are transformed into Dynamics 365 for Finance and Operations – Enterprise Edition for Enterprise Clients and Dynamics 365 For Finance and Operations – Business Edition (Suitable for SMB Customers) respectively.

Here are some of the pulsating changes in Features and Functionalities from the latest update in D365 for Finance and Operations.

Embedded PowerBI and Analytical Workspaces

PowerBI, the backbone of Business Intelligence for D365 which delivers Rich Interactive Dashboards, Reports, Drill-downs and offering various filter options wasn’t embedded in the previous release forcing users to have at-least a free Subscription to mash up data on the workspaces. Worry no more, this has been a thing of the past and now Microsoft offers PowerBI Embedded Services integrated in to the D365 Platform as a Microsoft Azure Service allowing users to embed the dashboards, reports directly into the Operations Workspaces of D365. It is a perfect way of offering near real time data insights, with Direct Query to the Entity Story. Embedded Dashboards are available for all Base License users of D365 for Finance and Operations with no requirement of PowerBI.Com Subscription.


Cash Integration between D365 for Sales and D365 F&O using Common Data Services

With Azure Public Cloud Data Storage Platform, the unification of ERP and CRM worlds is made easier using Common Data Services. This is a huge leap forward eliminating the usage of any 3rd party integration between CRM and ERP. Integration will be supported in the following scenarios:

  • Maintaining Accounts in D365 for Sales and syncing them with Finance and Operations as customers.
  • Maintaining Contacts in D365 for Sales and syncing them with Finance and Operations.
  • Maintaining Products in Finance and Operations and syncing them with Dynamics 365 Sales.
  • Creating Quotes in D365 for Sales and syncing them with Finance and Operations.
  • Generating Sales Orders in D365 for Sales for existing Products and syncing them with Finance and Operations.
  • Generating Invoices in Finance and Operations and syncing them with Dynamics 365 Sales.

Mobile Apps / Workspaces

Project Timesheet Entry and Expense Management App have been revamped with new features with Expense Management Workspace now supports end-to-end Expense Management from Receipt Capture, New Expense Report Creation, Submission, Expense Approvals, and Expense Status Inquiry etc.


  • Exclusive Expense Management Workspace
  • Processing of vendor invoices for different expense lines of an expense report, as opposed to create separate vendor invoices for each expense line, for reimbursement.
  • Ability for the Employees to track payment info for their expense reimbursement

Capturing Vendor Invoices made easy with OCR Interfaces


This is the latest update wherein invoice metadata and invoice scanned attachments is in-built into the Account Payable Process of D365 and 3rd party OCR Service Providers will be able to send Metadata Feed for invoice directly into D365 F&O.

The New Functionality enables:

  • Out of the data entities invoice header, invoice lines, and invoice attachments.
  • A frontend UI for users to make it easy to track failed invoice imports. Exception processing for invoices.
  • A side by side invoice attachment viewer to imported invoices and exceptions.

Financial PowerBI Reporting


With Platform Update 8, power users and BI Report Creators can add Financial Dimensions to the aggregated measurements or custom made in the Entity Store. General Ledger Transactions will be automatically updated when the Entity Store is refreshed. Hence creating Financial Dashboard or Report are made through this updated feature.

Publishing of Financial Reports from D365 to SharePoint

Financial Reports can now be saved in SharePoint Document Library which was not the case with earlier releases. Instead of saving a Financial Report to a local computer, reports can be automatically transferred to your SharePoint Inbox using Microsoft Flow.

New Tools for Upgrade from AX 2012 or AX 2009 to D365


Migration Process from AX 2012 or AX 2009 Code Base to D365 F&O is made easy and upgrades are more predictable reducing the overall cost of the upgrade process. After the completion of the Upgrade Process, an automated validation provides the required Metrics and Statistics on the Success of the Upgrade Process.

KARYA Technologies with its strong prior experience in Microsoft Dynamics Suite and Azure can help you accelerate your migration to D365. For more information on Dynamics 365, please visit our Dynamics 365 Page.

Visualization in Today’s BI Landscape

A reliable Visual BI is easy on the eyes, converts complex data sets into comprehensible insights and serves as a proven & reliable method to track Business. Capturing the data that streams from your organization and applying Analytical Decision Making tools to derive maximum Business Value improves Business Performance and delivers the desired Business Results. A wide variety of Visual Data Representation Aids such as Pie Charts, Line Charts, Graphs, Gauges, Maps, Scatter Plots drives the BI Landscape.

In today’s Hyper-Competitive Business Environment, the IT Industry is flooded with various BI Vendor Products, Visualization Options and Organizations need to focus in choosing the best suited Visual BI Tool for making faster and informed decisions. KARYA offers comprehensive Services in Advising and Developing Visual Dashboards as part of its Business Intelligence Portfolio Offerings.

Top Innovations & Trends

This is a no-brainer. Data Visualization is the most important trend among the BI Spectrum and shapes the future of Business Intelligence according to Industry Experts. Emerging Trends in the Business Intelligence and Data Management Platform include Data Visualization, Self-Service BI and Data Quality / Master Data Management. Data visualization provides insight into information through customized and impactful visuals – graphics and dashboards closely associated with Data Visualization, Self Service, Mobile BI and Cloud BI.

Top Trends in Business Intelligence

Why Visual BI Is important?

Visualization in Business Intelligence enables:

  • Combination of Visual Images, Data & Text to convert Complex Data Sets into comprehensible insights
  • KPIs to be highlighted
  • Visual Presentation of Data Trends from time to time
  • Business Logic Oriented Data Segmentation
  • Comparisons & Analysis: Expected vs. Actuals vs. Desired

Until a few years ago, Dashboards were more of an option than a necessity. Today Most Decision Making Processes involves Visual BI, in-memory computing, BI on the Cloud and Mobile Technologies. The Self Service Capabilities is taking BI closer to the Business Decision Makers.

Interactive BI Dashboards when rendered on Mobile Devices like the Android Tablets, iPad and Smartphones has revolutionized Data Analysis by CXOs / Managers enabling information empowered Decision Making on the go. KARYA delivers wide-ranging services namely Advisory Services, Solution Delivery Services and Production Support Services for Advanced Visualization Solutions such as PowerBI, Tableau, Qlik and Cognos BI helping Enterprises to realize their BI Vision and Analytics Initiatives.

Top Trends in Business Intelligence

Key Aspects of KARYA’s Visual BI Solutions

  • Dashboard Objectives: KARYA clearly Establish the Dashboard Objectives simplifying the task of creating Dashboard. Level of Customization, ability to drill down will determine the design elements of the Visual Dashboard
  • Key Performance Indicators: We will help in defining KPIs precisely.
  • Benchmarking and Variables: KARYA Visual BI Solution meets Industry Benchmarks.
  • Presentation Format: KARYA Visual BI Team uses a combination of Charts, Graphs or even tables to enable better viewer experience.
  • Data Segmentation: KARYA performs Data Segmentation enabling the decision makers to understand Strategies, Resources and other Conditions in Business Environment.
  • Historical Trend Analysis: KARYA’s Historical Trend Analysis quantifies individual data points while displaying ongoing trends.

Sure Benefits of our Visual BI Solutions

  • Our Visual BI Solution will ensure timely Data for better understanding, Collaboration and Decision Making giving you the much needed competitive edge.


There is no need to convince an organization about Visual BI but the need of the hour is implementing the Right Visual BI Solution best suited to the business with the Best Practices. KARYA Technologies helps you in implementing the Best Visual BI Solution tailored to your business. For more information on KARYA’s Visual BI Services, please visit the Power BI Service page.

KARYA’s DevOps Service Offerings – 2017

DevOps mirrors the Customer Digital Needs and provide IT enabled innovations which acts a key differentiator for companies of different size and business requirements. DevOps combines the best of Development and Operations best practices promoting Software Development and Delivery Excellence. KARYA offers end-to-end solutions for your DevOps Ecosystem accelerating your DevOps adoption enabling Continuous Planning, Integration, Testing, Deployment and Monitoring.

KARYA’s versatile team of DevOps Professionals include Best Talents drawn from various IT specialties comprising majorly of DevOps Architects, Automation & Integration Consultants, Application Architects, Open Source Technocrats, Cloud Orchestrators, DBAs, QA Professionals, and Delivery Managers.

DevOps Advisory: We provide Assessments & Readiness Analysis for DevOps. We recommend the right Organization Structure, People, Processes & Tools to increase the success, sustenance and Continuous Improvement of DevOps.

DevOps Delivery: We help in Setting Up, Configuring and Operating Continuous Integration, Continuous Delivery, Continuous Testing, Continuous Monitoring, Provisioning and Automations.

DevOps Support: We assist in maintaining a stable 24×7 DevOps Environment.

Our DevOps Technology Stack: We recommend and implement the best of the breed Tools & Technologies for DevOps based on your IT Infrastructure and Application Portfolio.


Why KARYA for DevOps?

  • KARYA Technologies is ranked among the Top 15 DevOps Solution Provider in the world
  • KARYA is very sound in basics
    • Broad Application Development Experience across various application patterns such as Package Software, Custom Web & Mobile Applications, Data & Application Integration and Legacy Systems.
    • Deep Infrastructure experience in installing and maintaining all components including Hardware, Operating System, Software, Network, Virtualization and Cloud.
  • Ability to support Full Life Cycle Management – Design, Build, Test, Deploy and Maintain
  • Strong abilities in Setting Up Processes with Automation and Reusability.
  • Top-notch problem solving skills in Diagnosis and Remediation.
  • Advanced Competencies in System Integration, Open Source Technologies and Cloud.
  • We have an efficient Global Delivery Model. We provide 24x7x365 Support for your DevOps Environment.

To learn more about KARYA Technologies’ DevOps Service, please contact

DevOps – 2017

DevOps may be the way forward for Agile Software Delivery but the road to Development and Operational Excellence could get bumpy if not handled properly. DevOps is a Software Development Methodology that necessitates changes in the Organizational Structure, Collaborative Mindset, and requires New Metrics, New Skills and New Tools in place. DevOps has always taken a holistic view of the system than any other traditional Software Development Methodologies. DevOps Approach is based on the Agile and Lean Principles and it boosts Software Delivery in continuous stable manner collaborating extensively with various teams including Business Owners, Development, Quality Assurance, Deployment and Operations. DevOps helps in breaking Traditional Barriers, Boosting Innovation and Faster Deployment without compromising on the quality of the Deliverables.

KARYA’s comprehensive DevOps Services drives Transformation and enables IT Agility quickly meeting customer expectations.

devops 2017

Why DevOps?

DevOps is way of thinking and it eliminates the blockade between Development, Quality Assurance and Operation Team thereby enabling better, faster and custom outcomes as desired by the customer.

Factors that drive the need for DevOps:

  • Pressures from the Business to release Applications more quickly to meet customer demand or enter new markets
  • Complex IT Infrastructure with a mix of Data Center and Cloud
  • Increasing need to develop or deploy Cloud-based Applications
  • Simultaneous Deployment across Different Platforms
  • Increasing use of Mobile Devices (Smartphones/Tablets)
  • To reduce IT costs and enhance optimization
  • Pressures from the Business to release Applications more quickly to meet customer demand or enter new markets

Benefits of DevOps

  • Collaborative Environment: DevOps establishes a culture of Collaboration, eliminates working in silos and boost Faster Deployment meeting the customer Agile Requirements
  • Room to Experiment: Institutionalize the idea of Fail Fast
  • Automation: Automate traditional Development and Operational Responsibilities
  • Reduce Cost/Time to Deliver: Deploy Faster with repeatable and reliable processes and guidelines.
  • Minimizes Rollbacks: With clarity of customer expectations, rollbacks can be averted.


DevOps is enabling companies move successfully from Agile Development to Agile Delivery. It encourages a One Team Culture leading to greater Collaboration and Visibility with all Major Stakeholders. It promotes quick corrections and adjustments to drive continuous and improved delivery. Today DevOps is no longer an option but it is an essential aspect of IT Infrastructure and Application Management for companies to remain agile and responsive.

Choose KARYA Technologies (ranked among the TOP 15 DevOps Solution Provider in the world) as your DevOps Partner to help you implement and sustain DevOps. For more information on our DevOps Services, please visit us at Karya DevOps Services page. or email us at:

Cloud ERP Solutions

Ever since the introduction of full scale-ERP Systems in the 1990s, companies have faced high costs of implementing proprietary IT Server Infrastructure and Systems. Cloud ERP Solutions help organizations to improve productivity and reap faster ROI, integrating essential business functions like Accounting, Finance, Procurement, Human Resources, Customer Relationship Management etc. with an internet connection allowing greater collaboration among departments. The late 2000s saw the arrival of Cloud Solutions where the ERP system is distributed from the Cloud and accessed by end-users via Web Browsers. Cloud offerings can provide substantial benefits including reduced CAPEX investments, rapid deployment, and lower TCO.


Evaluation Framework

Given the advantages and disadvantage of Cloud ERP Solutions, Companies need to carefully evaluate various options before they zero in on Cloud ERP. It also depends on whether the company is implementing an ERP Solution for the first time or migrating from its current ERP System or extending the system capability to include additional functionality.

Implementation Size and System Complexity are the two major evaluation factors for choosing Cloud ERP Solution.

Implementation Size

Cloud ERP Solutions are typically suited for small to medium companies since the implementation and support costs are relatively low. Large scale Industries might not find Cloud ERPs meeting their Enterprise Requirements.

System Complexity

A large complex SCM Company may find a Cloud ERP system as an unviable solution mainly because of the fact that their complex customized SCM functionalities will be hard to replicate in the cloud. In this case, a business with multiple subsidiaries might keep a centralized, hosted ERP solution to run the enterprise while providing its subsidiaries with a cost efficient cloud-based solution to run their local operations.

Other factors that need to be considered while moving to Cloud ERP are,

  • Delivery model flexibility
  • Ability to use the application on trial
  • Integration with other applications
  • Business process remodeling
  • Security
  • Platform/mobile compatibility
  • Backups and Recovery
  • Upgrades
  • Service level agreements
  • Training and Support
  • Scalability
  • Reference checks with existing customers
  • Vendor viability

Benefits of Cloud ERP Solutions

Cost: The pay-per-use subscription based pricing model is an attractive option for Industries who cannot afford the initial capital expenditure for IT Infrastructure

Scalability: Cloud based providers can scale up their offerings and Cloud partners are responsible for maintaining both the hardware and software which includes upgrades, patches and refreshes.

Flexibility: SaaS based application like Salesforce offer Bolt-on applications for Advanced Analytics, Collaboration, Finance Management Etc.

Rapid Deployment: Cloud based ERP solutions take very minimal time to implement compared to traditional On-premise ERP Systems

Rapid Updates & Upgrades: Cloud based ERP Systems usually get quicker updates than On-premise Systems

Multiple Languages and Currency Support: Cloud ERP Systems let companies expand internationally, something which legacy systems were not built into.

Limitation of Cloud ERP Solutions

Limited Product Suites, Functionality and Availability: So far Cloud ERP systems are engrossed in providing core ERP functionality and they are yet to catch up with the Advanced Custom Functionalities offered by On-premise Solutions.

Security and Data Risks: The risk of sharing Business Critical Data such as company’s financial information and other related data on the cloud poses potential security threats to organizations. Though Cloud Providers like Microsoft, Oracle, SAP have invested heavily on state-of-the-art security, the perceived data risk still looms large in the minds of the decision makers.

Security and Data Risks: The risk of sharing Business Critical Data such as company’s financial information and other related data on the cloud poses potential security threats to organizations. Though Cloud Providers like Microsoft, Oracle, SAP have invested heavily on state-of-the-art security, the perceived data risk still looms large in the minds of the decision makers.

Organization Resistance: Moving ERP to the Cloud will create significant organization disruptions

KARYA Cloud Services

cloud - karya

While a lot of end-users have been expressing concerns over the reliability and security of Cloud Computing, it is hard to ignore the fact that such concerns are getting diluted and every major Enterprise is starting to think Cloud either completely for their IT infrastructure or at least as an important component in their hybrid model. Realizing this the likes of Microsoft, Oracle, IBM, and SAP are rapidly orienting themselves in the direction of the Cloud Wave by offering Businesses with unprecedented scalability, flexibility and affordability. Cloud delivers a new model, subscription based, pay per use Cloud Software which includes all hardware, software, maintenance, data and system redundancy.

cloud advisory - karya

KARYA can help you with your Cloud needs, maximizing your Cloud Investments and make data driven Business Decisions. Whether you are a new to Cloud, Partially Implemented Cloud, or Fully Implemented, we can help and offer you with the right services in a seamless way that will boost your Customer Experience, Business Agility, Cost Optimization, and attain Operational Excellence. With over 8 years of experience in the Cloud arena delivering value added Public and Private Cloud Services, KARYA is well positioned to handle the Strategy, Migrations and Cloud Operations Support with enhanced security and control.

cloud services - karya technologies

KARYA Cloud Services Include

Cloud Advisory: Assessments & Recommendations, Architecture, Planning & Roadmap

Cloud Delivery Services: Assessments & Recommendations, Architecture, Planning & Roadmap

24×7 Cloud Operations Support

Cloud Platforms we serve: Azure, Amazon Web Services, Oracle Cloud, Google Cloud, RackSpace and Cloud are some of the Cloud Platforms we serve.

Cloud-based Business Applications: We also implement, migrate, customize, integrate and maintain Cloud-based Business Application Software such as Dynamics 365, Oracle Fusion Cloud Application and

Other Associated Technologies: We are strong in other associated technologies such as Hypervisors (VMWare, Citrix), DevOps Tools & Automation Tools, Open Source Frameworks/Tools, System Administrators, Programming Languages.

cloud solutions - karya technologies

KARYA Technologies' Service Offerings for Cloud Services

For more information on our Cloud Services, please contact us at

Oracle Process Manufacturing (OPM) – Best Practices

This article Summarizes the Best Practices in a Process Manufacturing Industry, which can be achieved by implementing Oracle Process Manufacturing (OPM) Solution. OPM is part of Oracle E-Business Suite of Applications

Business Challenges in a Process Industry


The following two critical Challenges faced by a Process manufacturing organization and the ways to address them using OPM are dealt with.

  • Regulatory requirements
  • Operational excellence

How to address Regulatory requirements

Regulatory requirements in a Process manufacturing industry can be achieved by implementing the following best practices.

Track your Materials efficiently so that they can be recalled at any point in time during the manufacturing process. This can be achieved by leveraging OPM features shown in the figure below. These features not only enable your organization to track your Materials but also address your Regulatory and Compliance requirements.


Material Traceability


Create precise control over the Inventory and Manufacturing Process

Achieve precise control over your Inventory and Manufacturing process by

  • Tracking the movement of the materials between your Inventory warehouse and your shop floor
  • Scale production batches up or down to meet the changing demand.
  • Update production raw material issue and inventory receipts in real time and track Inventory items precisely

Implement Detailed Classification of Item & location


Enable Lot Control on an Item for easy traceability


Enhance Real Time Data collection

Enhance your data collection on the formulations and recipes by adopting real time data collection thru RF hand held devices which can push data into your OPM system while you are

  • On the Shop floor
  • In the Warehouse
  • In the Loading Dock

Leverage Oracle Built-in Device capability and Operators Workbench

OPM Built-in Mobile Interface


Manage Product consistency

Any Process manufacturer has to ensure that the product that is developed is consistent over its entire life cycle to meet Customer satisfaction. Any deviation in this will not only lead to customer complaints bus also compliance violations. Strict compliance requirements of products can be addressed by enhancing the quality monitoring procedures of your Product development. The following features (shown in the table below) of OPM solution can help you control the quality of Products manufactured by your organization and also meet your compliance requirements.


Leverage OPM’s Integrated Quality Management

Integrate quality checks in production process using Automated sampling and approval workflow


How to Achieve Operational excellence

Achieve Operational excellence by maximizing Production efficiency

Use following OPM Process Execution and OPM Production Scheduler features (show in table below) to increase your Operations efficiency



Optimize Cost & improve margin by using following OPM Cost management features


  • Capture precise product costs and monitor actual product costs
  • Optimize product cost structure by minimizing ingredient costs
  • Use Multiple cost methods and improve inventory valuation
  • Conduct detailed cost analyses for current and historical purchased material costs, applied resource costs and batch costs

Compliances for Process Manufacturing Industry