Microsoft Dynamics 365 Finance

Automate financial processes and gain real-time insight into the company's health with AI-based analytics.

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Microsoft Dynamics 365 Supply Chain Management

Optimise production, inventory, and logistics with real-time visibility and AI-based forecasts.

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Microsoft Dynamics 365

Connect CRM and ERP processes in one business platform to streamline how the whole organisation runs.

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Microsoft Dynamics 365 Commerce

Deliver a consistent shopping experience across every sales channel, connecting physical stores, online stores, and customer service.

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Microsoft AI Builder

Microsoft AI Builder

Create and deploy AI models without writing code, to automate processes and make better decisions in Power Platform.

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Microsoft Copilot Studio

Microsoft Copilot Studio

Design your own AI assistants and copilots to automate conversations and streamline your teams' daily work.

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Microsoft Power BI

Turn data into interactive reports and dashboards to make decisions based on current information.

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Microsoft Power Platform

Build applications, automate processes, and analyse data in a low-code environment to turn ideas into reality faster.

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Microsoft Fabric

Unify your teams and data on a single, comprehensive data platform to accelerate the development of AI-driven solutions.

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Microsoft Dynamics 365 Project Operations

Connect project sales, planning, and delivery to increase profitability and control over every stage of the work.

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OPAA - On-Premises ANEGIS App

Data that exists outside Dynamics 365, in network files, on FTP, in SQL databases, or on an ESB bus, reaches the system without building a separate connection for each source. OPAA retrieves it, sends it to the cloud, and validates it in Dynamics 365, with full confirmation of what succeeded and what did not.

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What is currently complicating your company's Dynamics 365 data integration?

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A separate connection for every source

Every data source outside Dynamics 365 - a network file, FTP, a SQL database or an ESB bus - needs its own connection and its own import function. Every new integration is a separate project, with its own code to maintain.
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Sent doesn't mean processed

After you send data to the system, there's no certainty it arrived in full and was processed correctly. The lack of confirmation only shows when Dynamics is missing documents everyone was sure of.
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One error blocks the whole batch

One invalid document in a large data batch can block the rest from being processed. The import stops, and with it the processes waiting on that data.
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Hunting the error in logs

When a transmission fails, it's hard to tell which data the error concerns and what exactly went wrong. Diagnosis starts with searching logs and ends with resending everything.
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Splitting into batches by hand

A large number of documents, invoices for instance, has to be split into smaller batches by hand for the transmission to succeed. Someone minds the batch sizes instead of working, and even so one fails now and then.
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Worry about data in transit

Moving data through an extra tool raises the worry that something gets changed or lost along the way. Without an integrity guarantee, every difference between systems raises the question of who to believe.

Data integration from multiple sources

One mechanism for many sources

OPAA pulls data from network locations, web services, the FTP, SFTP and FTPS protocols, SQL databases and ESB data buses, then sends it from your infrastructure to the cloud and validates it in Dynamics 365. A new source is a configuration entry, not a separate integration project.

Confirmation on two levels

The module confirms both that the dataset was sent correctly and that it was processed in Dynamics 365. You know not only that the data arrived, but that the target system accepted it.

Integrity under control

You set whether the dataset must pass as a whole or the correct documents are enough, and records with errors are flagged separately. You can also require all of a document's lines to pass together before the header is treated as processed.

Errors with a code, not a puzzle

OPAA points to specific send or processing errors with a message and returns an error code the source system can base further logic on. You fix the flagged records without resending everything.

Batches set once

You set the size of the data batches - the number of invoices sent at once, for instance - and how they're packaged once, in configuration. Before sending, the data is technically optimised into .zip format, and the import runs from the Windows Task Scheduler, the console or an .exe file.

Transport without touching the data

OPAA doesn't touch the data it sends or processes, because its role is transport and validation, not modification. Communication happens outside the main Dynamics 365 database, so the import doesn't strain the system's performance.

Are you already working with Dynamics 365 or AX?

The same OPAA mechanism routes KSeF traffic to the Ministry of Finance within the ANEGIS KSeF solution, intentionally keeping it outside of Dynamics to avoid impacting system performance. Let’s identify which of your data sources can be integrated using a single mechanism. Get a concrete recommendation before committing your budget.
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The value OPAA provides

A new source without a new project

You plug the next data source into the existing mechanism instead of building a separate connection. The list of integrations grows; the amount of code to maintain doesn't.

Certainty instead of guesswork

The two-level confirmation tells you the data arrived and was processed. Differences between systems stop being a matter of faith.

Correct records don't wait on faulty ones

A thousand good documents pass, while the odd faulty one is flagged separately. Processes get their data on time, despite the occasional error.

The fix pointed out

The error code and message say exactly which record didn't pass and why. You fix and resend the missing ones instead of searching logs and resending everything.

Volume without manual handling

Large data batches pass by the configuration settings, without splitting them every time. The invoice import has no full-time minder.

Data untouched in transit

Data reaches Dynamics 365 exactly as it left the source. Transport and validation don't change a single field.

Learn more about OPAA - On-Premises ANEGIS App

Importing data from many sources and repositories

OPAA retrieves data from network locations, web services, the FTP, SFTP, and FTPS protocols, SQL databases, and ESB data buses, transferring it from the client's infrastructure to the cloud and validating it in Dynamics 365. You do not build a separate system connection for every new source.

Confirmations and handling of transmission errors

The module confirms both the correct transfer of the data set between the source system and Dynamics 365 and its processing in the target system. When something goes wrong, it points to specific transmission or processing errors with a message and sends an error code you can base further logic on in the source system, without resending all the data.

Configuring package size and data integrity

You set the size of the data packages sent, for example the number of invoices sent at once, and the integrity level for compound data, so that, for example, all the lines of a document must pass together before the header is considered correctly processed. Separately, you decide whether the data set must pass in full or whether the correct documents are enough, which is especially useful for large volumes with individual errors.

Automated launching and transmission security

The module launches automatically on the Windows Task Scheduler, through the console, or an .exe file, depending on your needs. OPAA does not interfere with the data transmitted or processed, and before sending it optimises it technically, packing it into a .zip format.

Products that help us drive change

We don't just deploy standalone applications; we implement a cohesive suite of Microsoft solutions—from Dynamics 365 and the Power Platform to advanced analytics and AI—tailored to your specific goals. Everything runs on a unified data foundation, meaning information entered once works across your entire organization, while AI supports your processes exactly where the work happens.

A clear, structured path for change in your company

Switching systems doesn't have to mean chaos. We guide you through four simple steps, ensuring that at every stage, you know exactly what is happening, why it’s happening, and what comes next.

Needs analysis

We get to know your situation, processes, and goals. Together, we determine what needs to change and how we will measure the success of that change.

Choosing the right solutions

We recommend the scope, path, and variant, always starting with standard options. You make your decisions based on facts, not assumptions.

Roadmap

Schedule, budget, roles, and decision gates. Everyone knows who is responsible for what and when decisions are made.

Implementation and monitoring

We implement in stages, incorporating testing and risk management, and once live, we stabilize the system and transition to ongoing support.

Wondering whether this would work for you?

The best proof is in the results. We have compiled case studies where Dynamics 365 has genuinely transformed how companies plan, manage billing, and serve their customers.

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Finance and compliance
Production and supply chain

Becker Manufacturing: ERP transformation

Finance and compliance
Production and supply chain

How a manufacturer of industrial components automated its finance and warehouse processes with Microsoft Dynamics 365 Business Central

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Finance and compliance
Production and supply chain

BUUK Infrastructure: migration to Microsoft Dynamics 365

Migration from Microsoft Dynamics AX to Dynamics 365 streamlined project, finance, purchasing, and sales management and prepared the organisation for further growth.

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Production and supply chain

Microsoft Dynamics 365 Finance development for Eton Shirts

Extending Microsoft Dynamics 365 Finance improved integrations, warehouse processes, and data and reporting management across Eton Shirts' global organisation.

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AI, data and analytics

A central Microsoft Fabric analytics platform for CTDI

Implementing Microsoft Fabric let CTDI unify reporting, automate price and sales forecasting, and use artificial intelligence to make better business decisions.

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An outdoor advertising management system for Exterion Media

Implementing Microsoft Dynamics AX with a dedicated media management module improved campaign planning, asset management, and integration with external systems.

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Microsoft Dynamics 365 Sales implementation for Georg UTZ

Implementing Microsoft Dynamics 365 Sales let Georg UTZ digitise its sales processes, improved customer relationship management, and increased the sales team's efficiency.

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AI, data and analytics

A Microsoft Dynamics implementation for one of the world's largest marketing communications groups, covering finance, budgeting, invoicing, and advanced reporting.

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A full Microsoft Dynamics AX implementation together with dedicated modules supporting commercial real estate management and investment processes.

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A Microsoft Dynamics 365 Finance implementation for the owner of the Media Expert chain, covering finance, warehouse finance, and integration with existing business systems.

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Production and supply chain

A Microsoft Dynamics 365 implementation supporting finance, production, and logistics management at a company specialising in structural and infrastructure reinforcement systems.

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Production and supply chain

A Microsoft Dynamics 365 Finance implementation and long-term support for the development of the ERP system for a commercial real estate group in Poland.

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Production and supply chain

A Microsoft Dynamics AX implementation with integration of production, logistics, and EDI systems for an international manufacturer of stainless steel pipes.

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Production and supply chain
Finance and compliance

A Microsoft Dynamics 365 Finance implementation for a manufacturer of household and cleaning products, covering finance, production, warehouses, logistics, and sales.

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Production and supply chain
Finance and compliance

Our go-live was a success! Thank you all. Let me repeat that I am very grateful!

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Finance and compliance
Production and supply chain

ANEGIS implemented Microsoft Dynamics 365 Finance for NCC, automating financial and logistics processes and integrating with the systems used by the international construction company.

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Finance and compliance

Microsoft Dynamics 365 modernisation for a global advertising holding

Modernising Microsoft Dynamics 365 streamlined financial processes, increased the security of bank payments, and ensured SOX compliance in an international organisation.

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Zobacz wszystkie case studies

Let's see how Dynamics 365 can transform your business

We implement, develop, and maintain Microsoft systems: from finance and operations to data and AI. Let’s start with a free consultation about your current situation.

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See other proprietary solutions

ADF - ANEGIS  Document Flow

ADF - ANEGIS Document Flow

Gather invoices, contracts, and shipments from email, KSeF, and EDI in one system, where AI and OCR read them automatically and route them for approval.

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ANEGIS JPK

Generate JPK_KR_PD and JPK_ST_KR files directly from the Dynamics 365 general ledger, in line with Ministry of Finance guidance.

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AHH Banking

Make transfers and import MT940 statements without logging into online banking, with automatic transaction matching in Dynamics 365.

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AMS - ANEGIS Monitoring Services

Monitor the availability, performance, and data consistency of Dynamics 365 and respond to problems before they halt the system.

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ANEGIS StorageTrim

Remove redundant data, unused indexes, and excess on sandboxes to bring F&O database consumption down to a safe threshold, instead of buying capacity.

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Polish Localisation Pack

Polish Localisation Pack

Download NBP exchange rates, counterparty data from GUS, and VAT status from the Ministry of Finance and VIES automatically, straight into the system where you post.

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ANEGIS KSeF

Send and retrieve KSeF invoices straight from Dynamics 365 or AX, with validation and a full confirmation cycle in one system.

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AGA - ANEGIS Generative Assistant

AGA - ANEGIS Generative Assistant

Turn quote requests from any channel and format into ready quotes, created automatically from the data in your systems.

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Cost Allocation and Settlement

Generate and post indirect-cost allocations straight to the general ledger and project transactions, by your own algorithms and keys.

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ANEGIS Workforce Management

AWM - ANEGIS Workforce Management

Guide an employee from recruitment, through onboarding and development, to offboarding, with the stages visible to HR, the manager, and the employee.

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AMOS - ANEGIS Motivation System

AMOS - ANEGIS Motivation System

Translate company goals into concrete metrics for departments, teams, and employees, so everyone knows exactly what they are rewarded for.

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FAQs

Does OPAA put load on Dynamics 365 during an import?

No, the communication happens outside the main Dynamics 365 database. The module acts as an intermediary that transfers and validates data before it reaches the target system. The same mechanism powers, among other things, the ANEGIS KSeF integration, where we deliberately route traffic to the Ministry of Finance outside Dynamics 365, so as not to affect its performance.

Which data sources can OPAA retrieve data from?

From network locations, web services, the FTP, SFTP, and FTPS protocols, SQL databases, and ESB data buses.

What happens when part of the data in a large batch is invalid?

You configure whether the set has to pass in full or whether processing the correct documents is enough. The second option is especially useful for large data volumes where only individual records are wrong.

How is a data import started?

Automatically, on the Windows Task Scheduler, or on demand, through the console or an .exe file.

Does OPAA modify data during transmission?

No. The module does not interfere with the data being transmitted or processed. Its role is limited to transport, validation, and confirming that processing was correct.

Let's talk about your project

Let us know what you need: implementation, migration, system development, or a question you’re looking to have answered. We’ll get back to you with a concrete proposal for the next step - not a sales pitch.

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