Dynamics 365 China Rollout Pre-Assessment 5 Hours

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This is a focused 5-hour, consultant-led assessment designed for global companies that are expanding their business in China and plan to use Dynamics 365 as a core management platform, or to connect China operations with existing headquarters systems.

When your business enters or grows in China, you typically face two major areas of challenge:

• Finance and Golden Tax: How to build a finance model that complies with China GAAP, VAT and invoicing rules, Golden Tax supervision, local reporting and audit requirements, bank connectivity and cash management—while still supporting business growth and aligning with your headquarter finance and consolidation setup.
• Manufacturing and Supply Chain: How to support production planning, costing, inventory and logistics in your China plants, warehouses, procurement and sales operations, and how to make sure these core operational data points flow back into Dynamics 365 or other headquarter systems to enable a single view of operations and better global planning and decision-making.

If these topics are not understood and aligned early, they often turn into scope changes, timeline delays, poor process fit after go-live, and compliance risks during the project.

The goal of this Rollout to China Pre-Assessment is to bring key stakeholders together before detailed design and implementation, to build a clear picture of the critical China-related topics across finance, tax, manufacturing and operations, and to connect them with your existing system landscape: 1.How finance and production-related processes and data should be designed in China so that they connect properly with your headquarter systems. 2.Which finance, tax, operational, integration, data and governance points in China require special attention, and what these mean for your project plan and execution. 3.Which strategic and tactical decisions should be made before you move into detailed analysis or implementation, so the rest of the project can run in a more controlled way.

In the end, you will leave with a China rollout concept that is aligned to your real business needs—reducing uncertainty, identifying key risks earlier, and giving your headquarter and China teams a shared basis and language for planning the next steps.

5-hour China Rollout Pre-Assessment Agenda

1. Align Headquarters Template and Expectation
2. Understand China Entity Local Requirement
3. Gap Analysis Business & System Review
4. Rollout Proposal and Project Solution Plan

Why Choose Us 1.Bilingual Project Delivery Team We have a team of 40+ multilingual consultants with cross-border project experience. They are fluent in both English,Chinese and Japanese are familiar with Western business culture, enabling smooth communication between headquarters and China teams. 2.China Localization Experts We have extensive hands-on experience with Dynamics 365 localization for China across finance, tax and operations, including Golden Tax, e-invoicing and bank connectivity. Several China-focused consulting and implementation offerings are already available on Microsoft Marketplace to support different rollout stages. 3.Proven Microsoft Development Capability As a long-term Microsoft-trusted 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. 4.24×7 Global Delivery & Support Our teams in North America, Europe, Asia-Pacific and Southeast Asia provide multilingual collaboration and ongoing support across the full lifecycle of global rollout projects—from early assessment through deployment and continuous optimization.

Assessment Scope & Format Duration: 5-hour (remote or on-site) Language: English and/or Chinese Participants: Key stakeholders from Finance, IT, Operations, Manufacturing involving both the headquarters and the local China team, as needed. Deliverables: A structured assessment summary and next-step recommendations to guide the overall planning and internal decision-making for your Dynamics 365 rollout in China.