How FlairsTech Optimized Dynamics 365 F&O for a Global Transit Operations Leader

About the client:

A global transportation technology company that manages a vast inventory of serialized transportation cards used across transit systems. The company leverages Microsoft Dynamics 365 Finance & Operations (F&O) as a backend system, integrated with several external platforms, to streamline inventory tracking, sales operations, and reporting.

Challenges:

The client faced several operational and performance-related issues:

• Inefficient Tracking Dimensions: The company was using an incorrect tracking dimension setup, making it difficult to identify key details such as the sales representative handling each transaction or the origin of stock movements.
• Performance Bottlenecks: The system was importing up to 30,000 transportation cards per day, which caused significant performance degradation—especially in API response times and batch job processing.
• Inaccurate Inventory Structure: Existing inventory items with wrong tracking configurations created reporting inconsistencies and operational confusion.
• Integration Complexity: Integration with external systems was slow and lacked automation, leading to user friction and increased manual effort.

Solutions

FlairsTech’s Microsoft Dynamics team delivered a tailored Tracking Dimension Solution to address the client’s challenges with precision: 

Item Data Correction & Migration: 

• Deactivated items with incorrect tracking dimensions. 

• Created new items with proper tracking settings and migrated existing stock. 

• Renamed and updated all historical transactions to preserve traceability. 

Enhanced Performance & Batch Processing:

• Refactored legacy batch jobs into multithreaded processes aligned with available batch servers. 

• Significantly improved API performance, ensuring seamless data integration. 

Improved System Integration: 

• Built efficient integration layers with external systems. 

• Automated manual steps to streamline operations and reduce human error. 

Functional Additions: 

• Implemented new features enabling active tracking of items, allowing the client to monitor who processed each transaction, enhancing accountability and operational insights. 

Impact:

• Improved inventory visibility through correct tracking dimensions, enabling identification of sales reps and responsible employees. 

• Cleaned and restructured item data, replacing incorrectly tracked items without disrupting operations. 

• Enhanced system performance by optimizing code and converting slow batch jobs into multithreaded processes, ensuring smooth handling of daily imports. 

• Faster API response times and more reliable integration with external systems. 

• Streamlined user workflows through automation, reducing manual steps and improving efficiency.