Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
Industry
Meter to Money, Without the Middle.
Generation, distribution and retail sit on separate systems. Meter data arrives in files, billing runs on a legacy engine, and finance consolidates by hand. Regulatory returns are rebuilt every quarter.
How we solve it
Finance & Operations as the core ledger, with asset management for plant and network, project accounting for capital works, and integration to metering and billing. Power BI for load, revenue and loss reporting; DisbursementFlow 365 for supplier and contractor payments under maker-checker control.
What you get
Asset management for plant, network and fleet
Capital project accounting and grant tracking
Metering and billing integration
Regulatory and loss reporting in Power BI
Energy and utilities: from meter to money
Generation, network and retail on one financial core, with metering and billing integrated rather than re-keyed.
Dynamics 365
Ledger, capital projects, assets and procurement
Azure
Metering, billing and SCADA integration
Power Platform
Field and inspection apps, workflow
Power BI & Fabric
Load, revenue and loss reporting
Copilot & agents
Assistance for operations and finance
Microsoft 365 & Teams
Approvals and reporting in Teams and Excel
Start Meter and plant data
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Measure Ingest meter and plant data Metering and plant data arrives from field systems. Azure Integration Metering and SCADA through Azure integration
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Bill Post billing to the ledger Billing runs in the billing engine and posts to Dynamics 365 by rule. Dynamics 365 AccountingFlow 365 Integration Billing platform integration Control point
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Maintain Maintain plant and network Asset management and work orders keep plant available. Dynamics 365 Power Platform AssetFlow 365 EnergyFlow 365
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Build Account for capital projects Capital works, grants and project costs are tracked. Dynamics 365
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Buy Procure and pay suppliers Procurement and supplier payments run under approval. Dynamics 365 Microsoft 365 & Teams DisbursementFlow 365 Control point
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Staff Run payroll and rentals Payroll and equipment rentals post to the ledger by dimension. Dynamics 365 PayrollFlow 365 RentalFlow 365
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Report Report to the regulator and board Loss, revenue and load reporting come from the same data. Power BI & Fabric Copilot & agents Integration Regulatory reporting on Power BI
Result Billed revenue, maintained assets and regulatory reports
This is the standard pattern we implement. The exact scope, systems and integrations are confirmed with you in a discovery workshop.
Our approach
01
02
03
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Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
Platform and products for this sector
Energy & Utilities programmes typically run on Dynamics 365 Finance & Operations, Azure, Data & Integration, Power Platform & Power BI, with EnergyFlow 365, DisbursementFlow 365, PayrollFlow 365, RentalFlow 365, AssetFlow 365 covering the sector-specific gaps. Which combination applies depends on entity count, integration load and the reporting you must produce from the ledger.
How a programme runs
We start with the process that hurts most in the sector, not with the whole ERP. Discovery and fit-gap on your own processes, a design signed off by finance and operations, a pilot on real documents, then roll-out in phases with hypercare after go-live.
Discover: workshops, data audit and written fit-gap
Design: blueprint, integrations and the extensions that are justified
Deploy: configuration, migration rehearsals, training and cutover
Support: hypercare, managed services and optimisation reviews
Frequently asked questions
Which Dynamics 365 platform suits Energy & Utilities?
Dynamics 365 Finance & Operations, Azure, Data & Integration, Power Platform & Power BI. Entity count, integration load and regulatory reporting decide between them, not headcount.
Which Software Dynamics products apply to Energy & Utilities?
EnergyFlow 365, DisbursementFlow 365, PayrollFlow 365, RentalFlow 365, AssetFlow 365. Each product page lists the platform it runs on and what it adds to the standard product.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.