Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
Industry
One Invoice. Three Partners. No Spreadsheet.
A drilling bill for a three-partner well posts whole until someone splits it by hand. The same meter reading is two financial values until temperature, pressure and BS&W are applied. Owner payments that do not tie to a decimal interest arrive back as disputes.
How we solve it
Finance & Operations with EnergyFlow 365: JIB splits joint costs from the current interest deck under COPAS; Flow corrects production to API MPMS and posts valued volume; Land & Royalty pays every owner from the DOI deck with suspense, severance tax and 1099s. A unit of production moves from the meter to the partner bill to the owner payment without re-entry.
What you get
Joint interest billing with AFE approval and COPAS overhead
API MPMS-corrected production valuation, gain/loss flagged before the books
DOI decks, suspense with aging, severance tax and 1099 per owner
Partner AR reconciles to the source invoice to the cent
Oil and gas: one invoice, three partners, no spreadsheet
From the field to the partner statement and the owner cheque, on one financial core.
Dynamics 365
Finance, joint interest billing and land
Azure
SCADA and field data integration
Power Platform
Approvals for AFEs and partner disputes
Power BI & Fabric
Production, cost and partner reporting
Copilot & agents
Assistance for revenue accounting
Microsoft 365 & Teams
Approvals in Teams
Start Field production, joint-venture costs and owner interests
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Field Ingest production data SCADA data is ingested and corrected to API MPMS, with gains or losses flagged before the books. Azure Dynamics 365 EnergyFlow 365 Integration SCADA through Azure
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Authorise Approve the AFE Authorisations for expenditure route for multi-partner approval. Dynamics 365 Power Platform Microsoft 365 & Teams EnergyFlow 365 Control point
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Split Split joint costs Posted vendor invoices split to partner receivables from effective-dated interest decks. Dynamics 365 EnergyFlow 365
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Bill Apply COPAS and issue statements Overhead is applied and monthly statements are produced with drill-back. Dynamics 365 EnergyFlow 365
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Pay owners Pay from the division-of-interest deck Owners are paid with suspense, severance tax and 1099 reporting. Dynamics 365 EnergyFlow 365 DisbursementFlow 365 Integration Cheque or ACH files
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Lease Account for leases Leases are scheduled and posted in the ledger. Dynamics 365 LeasingFlow 365
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Report Reconcile and report Partner receivables reconcile to the source and production reporting comes from live data. Power BI & Fabric Copilot & agents
Result Partner statements, valued production and owner payments
This is the standard pattern we implement. The exact scope, systems and integrations are confirmed with you in a discovery workshop.
Our approach
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02
03
04
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
Oil & Gas programmes typically run on Dynamics 365 Finance & Operations, Azure, Data & Integration, Power Platform & Power BI, with EnergyFlow 365, LeasingFlow 365, DisbursementFlow 365, PayrollFlow 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 Oil & Gas?
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 Oil & Gas?
EnergyFlow 365, LeasingFlow 365, DisbursementFlow 365, PayrollFlow 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.