China Finance Localization – 2-Hour Assessment for Dynamics 365

Feel free to contact us for more information or to schedule an assessment. You can reach us at: marketing@huameisoft.com

This 2-hour assessment is designed to give multinational corporations (MNC) fast, practical clarity on what is necessary to localize Dynamics 365 Finance and Operations for China.

Many global templates are not fully aligned with China GAAP, VAT and Golden Tax processes, statutory reporting requirements, or local banking and voucher practices—creating uncertainty about what must be adapted before rollout.

This short but high-impact session helps your team understand the key financial localization factors that will influence your China deployment, the feasibility of using your existing global template, and the considerations you should plan for in terms of scope, risks, timeline, and supporting components.

The goal is simple：Enable you to make informed decisions early — before entering detailed analysis or implementation.

Assessment Agenda：

1. China Localization Overview :Introduce key China finance localization areas and outline how China GAAP, VAT, Golden Tax, and statutory processes may impact the client’s rollout.
2. Business & Template Review:Review the client’s current finance processes and global template setup to understand its baseline readiness for China.
3. Gap & Risk Identification:Highlight potential mismatches, compliance gaps, tax posting issues, and dependencies that may affect the China rollout.
4. Actionable Next Steps:Provide clear, practical recommendations for the next phase—including required preparation, priority areas, and a phased localization path.

Why Choose Us:

1. Bilingual Project Delivery Team Over 40 bilingual consultants experienced in cross-border projects, fluent in English and Chinese, and well-versed in Western business culture.
2. China Localization Experts Extensive hands-on experience delivering China finance localization, including Golden Tax integration, e-invoice, E-Bank connectivity, and other China-specific solutions. Dedicated China financial localization implementation service solutions package available in Microsoft AppSource.
3. As a long-term localization R&D partner , we have been directly involved in the product-level development of China-related localization and rollout features in Dynamics 365. This gives us a deep understanding of what the product can and cannot do in the China context.
4. 7X24 Global Delivery & Support Teams across North Global Delivery & Support Teams across North America, Europe, Asia-Pacific, and Southeast Asia, enabling multilingual collaboration and consistent support throughout global rollout projects.

Assessment Scope & Format Duration: 2 hours (remote or on-site) • Language: English, Chinese, or Japanese • Participants: Finance & IT stakeholders • Output: Assessment Report and Action Plan.