A faster, safer way to go live with banking and treasury automation. Go live with banking and treasury automation implementation for Microsoft Dynamics 365 quickly, predictably, and with low risk.
The Best Practices Implementation from SKG Services Europe is a fixed-scope, best practices implementation approach built on proven configurations and hands-on experience from many banking and treasury automation implementations.
This offering is designed for organisations that want to realise value fast, without unnecessary complexity, project overruns, or technical risk.
Implementing banking and treasury automation does not need to be complex.
Our banking and treasury automation implementation services are based on a standardised delivery model that ensures faster time-to-value, predictable scope, and controlled outcomes.
By using best practice configurations for Dynamics 365 banking and treasury, customers gain clarity, confidence, and operational readiness from day one.
Faster time-to-value and accelerated ROI
Reduced reliance on external consultants
Predictable scope, timeline, and delivery
Fixed-scope ERP banking implementation with low technical risk
Proven banking and treasury automation best practices
This is a repeatable, low-risk treasury automation implementation, not a custom project.
Faster return on investment
Predictable financial planning
Clear scope and controlled delivery
Standardised D365 banking implementation
Low technical complexity and minimal customisation
Reduced risk to core ERP systems
This approach balances financial predictability with technical safety.
The Best Practices Implementation includes a clearly defined scope to ensure efficiency and avoid scope creep:
This scope enables a fast, stable, and scalable banking and treasury automation for Dynamics 365.
A structured implementation delivered in 3–6 months
The project follows a proven four-phase model, where each phase supports a controlled, low-risk banking and treasury automation implementation.
Project alignment, scope confirmation, and role definition
Configuration of banking, treasury automation within Microsoft Dynamics 365 Finance & Operations using best practices
Train-the-Key-User approach based on the actual customer configuration
Low-risk go-live supported by post-implementation hyper-care
A central element of the Best Practices Implementation is enabling internal teams.
Key users are trained on the configured banking and treasury modules, ensuring:
Faster adoption
Strong internal ownership
Reduced long-term dependency on consultants
Operational readiness is built into the implementation — not added later
After go-live, customers gain access to the SKGSE Best Practices Package, supporting continued optimisation and future rollouts. This includes:
Best practice documentation and configuration guidelines
Templates and training materials
Proven rollout frameworks for additional banks and entities
Access to experienced treasury and banking consultants
This ensures long-term efficiency and scalability of your Dynamics 365 Banking and Treasury Automation solution.
Best Practices Implementation provides a controlled, predictable path to low-risk treasury automation implementation.
Whether you are implementing Banking and TAS for the first time or standardising an existing setup, this approach delivers stability today and scalability tomorrow.
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Want to hear more? Contact us on how our Best Practices implementation can support your banking and treasury automation journey.
It is a fixed-scope Banking and Treasury Automation implementation based on proven best practices, designed to ensure fast time-to-value, low risk, and predictable outcomes.
Banking and Treasury Automation are implemented using a best-practice, fixed-scope approach that includes standard configuration, banking integration for D365 F&O, and key user training to ensure a low-risk banking and treasury automation implementation.
A Best Practices Implementation typically takes between 3 and 6 months, depending on readiness and internal availability.
The scope includes Banking and Treasury Automation Light modules, one legal entity, one primary bank, and standard D365 banking integration using best practices.
Yes. The approach supports both new and existing Banking and Treasury Automation customers seeking a standardised ERP banking implementation.
Customers receive hyper-care support and transition smoothly into ongoing support, with continued access to best practices, documentation, banking and treasury expertise.
Yes. The standardised setup provides a strong foundation for adding more banks, entities, and advanced banking and treasury automation capabilities.