Implementing Microsoft Dynamics 365 Finance & Operations to standardize financial and supply chain processes while establishing an integrated foundation for specialized farm operations through AgriERP.
TECHNOLOGY USED
The client is a large almond farm operating in the United States, focused on sustainable and efficient farming. Alongside core agricultural operations, the organization manages multiple related business entities, including export partnerships, tax-related entities, and real estate operations.
This multi-entity structure required centralized financial and supply chain control, consistent reporting, and scalable systems capable of supporting both farming and non-farming operations. To address these needs, the organization initiated a digital transformation to modernize core finance and supply chain processes and establish a foundation for integrated farm operations.
Fragmented legacy systems and manual workflows across finance, procurement, inventory, and sales created data silos, reconciliation challenges, and limited visibility across supply chain and operational processes.
A centralized ERP platform to standardize and automate financial and supply chain operations across entities, strengthen governance, and enable integrated operational and financial reporting.
Microsoft Dynamics 365 Finance & Operations was implemented as the ERP backbone for finance and supply chain management, with AgriERP introduced as a specialized farm operations layer designed to integrate with the D365 foundation.
The almond farm was operating with fragmented legacy systems that forced finance, supply chain, sales, and farm operations to function in silos. Core financial activities—including accruals, allocations, bank reconciliation, and month-end COGS—relied heavily on manual journal entries, increasing effort and risk. Procurement and supply chain processes lacked structured approvals, invoice matching, vendor controls, and automated payment handling, limiting operational efficiency. Inventory management suffered from inconsistent item master usage and insufficient tracking. On the operational side, sales and receivables required manual payment recording, while farm planning, harvest tracking, and work execution depended on spreadsheets, PDFs, and informal communication. As a result, data remained scattered across systems, preventing a centralized source of truth and real-time visibility.
Folio3 implemented Microsoft Dynamics 365 Finance & Operations as the centralized ERP platform to standardize financial, procurement, inventory, sales, and inter-company processes across entities. The approach focused on replacing manual handling with structured workflows, improving data consistency, and enabling automation where required.
In parallel, the foundation was established for AgriERP to integrate farm operations data with D365, ensuring supply chain and financial processes could ultimately reflect real-world farm execution.
The solution established Microsoft Dynamics 365 Finance & Operations as the system of record for finance and supply chain management, including general ledger, procurement, inventory, sales, fixed assets, taxation, reporting, inter-company transactions, and payroll transaction integration. AgriERP was designed as a custom farm operations solution integrating with the D365 foundation to support specialized farming workflows.
The transformation replaced fragmented tools with a centralized ERP backbone supporting both financial and supply chain operations across multiple entities. Delivered capabilities include:
Discover how a purpose-built Row Crop ERP helps your farm reduce input waste, strengthen decisions, and protect per-acre margins from planning to settlement.
The farm needed a centralized ERP to replace fragmented systems, automate finance and supply chain processes, and support multi-entity operations with stronger controls and reporting.
Manual accruals, allocations, bank reconciliation, month-end COGS entries, and limited financial visibility were replaced with standardized, automated financial processes.
The implementation introduced structured procurement workflows, approval controls, invoice matching, vendor payment processing, and standardized inventory and item master management.
Sales orders were standardized with system-generated invoices, while receivables processes improved through better controls and automated customer reminder capabilities.
AgriERP provides a specialized farm operations layer designed to integrate with Dynamics 365, enabling structured capture of farm execution data aligned with financial and supply chain processes.
Yes. The ERP foundation supports multiple legal entities, intercompany transactions, and standardized reporting, making it suitable for complex agricultural business structures.
