Re-keying
The same client, rate or project typed into two or three systems.
Orchestration on Microsoft Dynamics 365 & Dataverse
Headless ERP and CRM.
Orchestrated.
Your people decide.
Vannda_OS is the orchestration layer for Microsoft Dynamics 365. Business Central, Dynamics 365 CE and D365 HR* stay as your systems of record. Vannda_OS runs the work between them, and your people work from one brief and approve what matters, instead of living in ERP and CRM screens.
- Orchestration across Business Central or F&O, Dynamics 365 CE and D365 HR*
- Headless: your systems of record stay put
- Every figure shows its source and owner
Microsoft Solutions Partner250+ projects100+ countries deployed15+ years D365 per expert
Vannda_OSLive · sample data
Finance director
Which approved timesheets haven't been invoiced yet, and why?
Vannda_OS
source · dataverse.timesheets → bc.sales_invoice · owner: Finance
Three projects have approved time waiting. Two need an invoice drafting; one has a rate that doesn't match the contract and is held for you.
D365 HR*Time approved
→
Business CentralDraft invoices
→
HeldRate check
Approve 2 draft invoices?Prepared by Vannda_OS · nothing is sent until you approve
ApproveReview
Built for the people who run the back office
- Finance directors
- Heads of IT
- Agency MDs
- COOs
- Delivery leads
- People teams
Vannda has delivered Dynamics 365 for
- WPP Media
- Scania
- Pinewood Studios
- Costa Coffee
- Hornby Hobbies
- LexisNexis
01 · The problem
Your people are the integration layer. Nobody owns the gaps between the systems.
Every time work moves between sales, delivery, people and finance, someone picks it up by hand: copying data, checking a status, updating the same record in three places. When CRM, ERP and HR come from different vendors, every one of those hand-offs is also an integration to build, run and pay for.
Waiting
A won deal sits until someone sets up the project. Approved time sits until someone raises the invoice.
Chasing
Late timesheets, missing purchase orders, queries about a rate.
Leakage
Unbilled time, wrong rates and scope changes that never reach the invoice, written off later.
None of it shows as one line in the P&L. It shows as slower billing, thinner margin and a back office that grows faster than revenue.
02 · Headless ERP and CRM
Keep Dynamics 365 as the record. Take the work out of the screens.
Headless means the systems stay, but people stop operating them by hand. Dynamics 365 holds the records. Vannda_OS does the work across them. Your people work from one brief, in Teams and Outlook, and step in where a decision is needed.
The head
Vannda Brief, Teams & Outlook
Where people see what matters, ask questions in plain English and approve. Day to day work no longer means logging in to ERP or CRM.
Orchestration
Vannda_OS
Runs each process end to end across ERP, CRM and HR. Knows where every record lives, how each process runs and who has to approve what.
Headless records
Microsoft Dynamics 365
Your systems of record stay in place, with Microsoft security and one audit trail.
Business Central or F&ODynamics 365 CED365 HR*Dataverse
The head, in practice
Vannda Brief
The daily brief we built and run at Vannda. Each morning it pulls Outlook, Teams and Dynamics 365 into one page, so the day starts with decisions, not logins.
- Decisions due, with the email or record behind each one
- Cash, money owed and overdue debtors
- Replies needed and actions to hand off
- Links straight back to the source system
The Vannda Brief, shown with sample data.
03 · Orchestration
Orchestration is what makes headless work.
One brief is only useful if the systems underneath are connected and working together. Vannda_OS runs each process from start to finish across ERP, CRM and HR, and holds anything it isn't sure about for a person.
- Knows where every record lives
- Knows how each process runs and what comes next
- Knows who has to approve what, and waits for them
How Vannda_OS orchestrates
One data view. Orchestrated processes. People on the decisions.
One view, with sources
Ask in plain English and get the answer with the source behind it. If a question can't be answered from governed data, it says so.
What will cash look like on Friday?
Answer drawn from Business Central and open invoices…
definition · source · ownerOrchestration across the stack
Vannda_OS runs the whole process across CE, ERP and HR. It knows what happens next, who needs to approve it and what's stuck.
✓ Customer checked in Business Central
✓ Project set-up drafted
⟳ Onboarding tasks raised in D365 HR*
Human approval at the hand-offs
Vannda_OS prepares. A named person signs off anything touching cash, clients or close. When it isn't sure, it holds and asks rather than guessing.
Credit terms & project budgetApprove
Invoice to clientHeld for Finance
See→Run→DecideThe business runs. You decide.
04 · One Microsoft platform
ERP, CRM and HR on one Dynamics 365 platform, orchestrated from one layer.
Most agent platforms stop at the edge of one vendor's cloud. Vannda_OS starts from the other end: put finance, sales and people on one Microsoft platform with one data model, then orchestrate the hand-offs on top.
OrchestrationVannda_OS
Runs each process end to end across the apps below. Vannda_OS prepares; people approve.
CE → ERPWon deal → project set-up Approve credit terms & budget
HR → ERPApproved time → draft invoice Finance approves
CE → HRNew project → resourcing Team lead confirms
AnalyticsMicrosoft Fabric
One view of margin, utilisation and cash. Every figure linked to its definition, source and owner.
Headless ERP · finance
Business Central or Finance & Operations
- Projects & jobs
- Billing & invoicing
- Ledger & close
Headless CRM · sales & service
Dynamics 365 Customer Engagement
- Accounts & pipeline
- Won deals
- Customer service
HR · people & time
D365 HR* on Dataverse
- Recruiting & onboarding
- People records
- Timesheets & absence
Shared data layerMicrosoft Dataverse & Power Platform
One customer, one set of permissions, one audit trail.
Three vendors, stitched together
- CRM, ERP and HR each keep their own idea of the customer
- Every hand-off is a connector to build, monitor and pay for
- Permissions and audit trails split three ways
- Each vendor's agents only see their own data
Vannda_OS on Dynamics 365
- One customer record across sales, delivery, people and billing
- Joining up three Microsoft apps on one platform, not three clouds
- One set of Microsoft permissions and one audit trail
- The context lives in your own Dataverse, so you own what the agents learn
Plainly put: Dynamics 365 CE and D365 HR* store their data in Dataverse natively. Business Central keeps its own database and connects through Microsoft's Dataverse integration (synchronised records and virtual tables), and that integration still needs designing properly. Joining up apps on one platform is a very different job from joining up three vendors' clouds.
05 · See it run
Five processes. One orchestration layer. Watch them run.
Pick a process on the left, then click through the steps. Each one runs across your Dynamics 365 apps, does the routine work on its own and stops for a person at the decisions that matter.
[Sample client] · Retainer project
Started from a won opportunity in Dynamics 365 CEStep 1 of 4
-
CEBC
Won in CE, set up in Business Central
Vannda_OS checks the customer record coming through to Business Central and drafts the project set-up.
Human decisionAccount owner approves credit terms and the project budget -
HR
Staffed in D365 HR*
Vannda_OS checks availability and raises onboarding tasks for any new starters.
Human decisionTeam lead confirms resourcing -
HR
Time recorded against the project
The team records time in D365 HR*. Vannda_OS flags missing or late entries.
Human decisionTeam lead approves timesheets -
HRBC
Draft invoice in Business Central
Approved time flows into Business Central. Vannda_OS prepares the draft invoice and checks it against the contract.
⚠ Flag: one rate doesn't match the contract. Held until reviewed.Human decisionFinance approves before anything goes to the client
✓ Process complete. Margin by client and project updates in Fabric, each figure linked to its definition, source and owner.
Mock-up for illustration. Names, records and states are sample data, not a customer.
06 · Headless CRM
Headless CRM, working. Try the two apps.
Event Capture and Event Console show headless CRM at a live event. The people in the room log what happened by voice or chat, and leadership watches every lead land in the CRM and get picked up. Nobody opens a CRM screen to do it.
For the people in the room
Event Capture
From the meeting to the pipeline in ninety seconds, by voice or chat. Nothing reaches the CRM until the person presses the button.
Try it → For leadershipEvent Console
Every capture as it lands, where each lead has got to at 30, 60 and 90 days, and a daily digest that a person approves.
Try it →Person says what happened→Vannda_OS fills the record→Person checks and logs it→CRM updated, owner picks it up
07 · How it works
Start with one process. Add the next on the evidence.
Pick one process
The one that costs you time. For most firms that's won deal to first invoice, timesheets to invoice, or month-end.
Map it and count the hand-offs
We look at how it runs today and how often someone re-types the same client, rate or project.
Connect it on Dynamics 365
Connect the apps it touches, with Dataverse as the shared data layer. Nothing is ripped out.
Orchestrate it, with approvals in place
Vannda_OS runs the process with your people on the decisions, on a fixed price build and a flat monthly fee.
08 · Client results
Built by the team that has delivered Dynamics 365 for WPP Media, Scania and Costa Coffee.
Vannda_OS comes out of Vannda's Dynamics 365 practice. These are results from that work.
500+Years of Dynamics and ERP experience across the team
250+Projects delivered
100+Countries deployed
15+Years of hands-on D365 experience for every Vannda expert
“ERP projects have a reputation for being expensive, disruptive and, too often, unsuccessful. What stood out about Vannda was their ability to combine deep expertise with a relentless focus on delivery. They have consistently delivered for us, on time, and with the confidence that the business is ready.”
Andy Tennant · CIO, WPP Media
11 months
To take WPP Media's US finance platform live on Dynamics 365 Finance & Operations.
Global blueprint
A legacy finance platform replaced with Dynamics 365 Finance & Operations, built once in the US and now rolling out to Canada, Ireland, France and the UK.
- Supports tens of billions in annual advertising transactions
- SOX controls and audit readiness built into day to day work
- Spreadsheet reconciliation replaced with automated workflows
- Integrated with Mediaocean, with central master data governance
77%
Improvement in efficiency.
7x
Faster than before speaking to Vannda.
Since our Dynamics overhaul we have never been faster, or more flexible.
Vannda have allowed us to deliver on relevant projects on time and strengthened our team.
Microsoft Solutions Partner
Offices in London, Atlanta, Singapore and Mérida
Partners: Exflow, Insight Software, AMC Banking, Executive Automats
Client results from Vannda Dynamics 365 programmes, as published at vannda.com/clients.
09 · Processes
The processes Vannda_OS orchestrates.
Each one runs end to end across finance, sales and people, with a person at the decisions that matter.
Quote-to-cash
From accepted quote in CRM to invoice in ERP to cash in the bank.
See won deal to first invoice →Bank reconciliation
Transactions matched, the leftovers put in front of a person.
Board pack
Built from the ledger, and agreeing with it before anyone sees it.
Plain-English questions
"What will cash look like on Friday?" answered with the source behind it.
10 · Use cases
One platform. Every team that touches the hand-off.
Bill sooner. Close with fewer surprises.
Approved time becomes draft invoices in Business Central, checked against the contract. Unbilled time and rate mismatches are flagged before the invoice, not found at month end.
SeeMargin by client and project in one view, every figure with its source.
RunAccruals drafted, the close checklist tracked.
DecidePosting, payments and filings always stop for you.
One Microsoft platform to secure and support.
Finance, CRM and HR on Dynamics 365 and Power Platform, with Dataverse underneath. One identity, one permission model, one audit trail, instead of a web of connectors between vendors.
SeeWhere every number came from and who owns it.
RunProcesses orchestrated over your existing systems of record.
DecideMicrosoft Entra ID sign-in and Dataverse role-based security.
Protect the back-office margin as you grow.
More work handled per person, so growth needn't mean hiring people to move data. A firm with fewer hand-offs bills sooner, collects sooner and can quote more keenly while holding margin.
SeeFriction and exceptions in one queue with a named owner.
RunWon deal to first invoice without the re-keying.
DecideAnything touching clients stops for a person.
Staff projects and approve time in one place.
A won deal in CE raises resourcing and onboarding in D365 HR*. Timesheets recorded against the project flow straight through to billing.
SeeAvailability and project time on the same customer record.
RunOnboarding tasks raised for new starters.
DecideTeam leads confirm resourcing and approve timesheets.
11 · Why it's safe
Vannda_OS prepares. People decide. Records stay put.
Vannda_OS recommends→Person approves→System acts→Logged in the audit trail
People decide
A named person signs off anything touching cash, clients or close. Posting, payments, filings and client-facing changes are never done by an agent alone.
Records stay put
Business Central, Dynamics 365 CE and D365 HR* remain the systems of record. Vannda_OS orchestrates across them; it doesn't move your data into something new.
A source for every figure
Anyone can see where a number came from, how it is defined and who owns it.
Microsoft security underneath
The platform keeps Microsoft's own controls, including Microsoft Entra ID sign-in and Dataverse role-based security.
Teams should be able to tell “what AI recommends, what a user approves, and what it actually changes”.
12 · Not another tool
Not a sixth tool. Not a two-year ERP project.
Salesforce put the industry problem in one line: agent platforms “have started to provide memory and learning, but they stop at the platform boundary.” (Salesforce, 20 Oct 2026)
Add another tool
Fixes one step and adds another hand-off.
Big-bang ERP programme
Months of disruption before anything improves.
Automate the pieces
Useful, but often just moves the bottleneck to the next hand-off.
Vannda_OS
Headless ERP and CRM on Dynamics 365, with each process orchestrated end to end and people on the decisions.
13 · Pricing
Fixed price builds. One monthly fee to orchestrate them.
Three tiers by team size. Each Dynamics 365 app is a fixed price standard build, and Vannda_OS Orchestration runs the processes between them.
TierUp to 10 users
£55,000
All three apps, one-off build
+ £2,000a month for Vannda_OS Orchestration
- D365 Business Central £20,000
- D365 CE £15,000
- D365 HR* £20,000
- Vannda_OS Orchestration £2,000 / month
- Headless ERP app for Business Central
- Headless CRM app for Dynamics 365 CE
- Headless HR app for D365 HR*
- Up to 10 users, any mix of Standard, Advanced and Team
TierUp to 20 users
£82,500
All three apps, one-off build
+ £4,000a month for Vannda_OS Orchestration
- D365 Business Central £30,000
- D365 CE £22,500
- D365 HR* £30,000
- Vannda_OS Orchestration £4,000 / month
- Headless ERP app for Business Central
- Headless CRM app for Dynamics 365 CE
- Headless HR app for D365 HR*
- Up to 20 users, any mix of Standard, Advanced and Team
TierUp to 30 users
£110,000
All three apps, one-off build
+ £6,000a month for Vannda_OS Orchestration
- D365 Business Central £40,000
- D365 CE £30,000
- D365 HR* £40,000
- Vannda_OS Orchestration £6,000 / month
- Headless ERP app for Business Central
- Headless CRM app for Dynamics 365 CE
- Headless HR app for D365 HR*
- Up to 30 users, any mix of Standard, Advanced and Team
Pick the apps you need; each is priced on its own. Prices exclude VAT and Microsoft licences. More than 30 users, or running Finance & Operations? We price it on scope.
Full pricing
14 · FAQ
Questions, answered.
What finance and IT leaders ask before bringing Vannda_OS in.
What does headless ERP and CRM mean?
Your ERP and CRM stay as the systems of record, but people stop operating them by hand for day to day work. Vannda_OS orchestrates the processes across them, and people see what matters and approve it from one brief, in Teams and Outlook. The systems stay; the way people work with them changes.
Can we see a headless app working?
Yes. Event Capture and Event Console run in your browser on the Headless CRM page, with sample data. People log a meeting by voice or chat, check a recap and log it; leadership sees every lead land and get picked up. Open either one full screen to try it properly.
Why does running everything on Dynamics 365 matter?
Because the cost sits in the hand-offs. When CRM, ERP and HR come from three vendors, every hand-off is a connector between clouds, with three versions of the customer and three permission models. On one Microsoft platform with Dataverse underneath, sales, delivery, people and billing share one customer record, one set of permissions and one audit trail.
Do we have to replace our systems?
No. Business Central, Dynamics 365 CE and D365 HR* remain the systems of record. Vannda_OS orchestrates across them; it doesn't replace them or move your data into something new.
Is Business Central really in Dataverse?
Not natively. Dynamics 365 CE and D365 HR* store their data in Dataverse. Business Central keeps its own database and connects through Microsoft's Dataverse integration (synchronised records and virtual tables). That integration needs designing properly, and we do that as part of the work.
What does a person approve?
Anything touching cash, clients or close. Posting, payments, filings and client-facing changes always stop for a named person. When Vannda_OS isn't sure, it holds and asks rather than guessing.
Where does our data live?
In your own Microsoft environment. When the context lives in your own Dataverse, you own what the agents learn, which matters the day you change partner or change agent.
What does it cost?
For up to 10 users: £20,000 for Business Central, £15,000 for Dynamics 365 CE and £20,000 for D365 HR*, plus £2,000 a month for Vannda_OS Orchestration. Up to 20 users: £30,000, £22,500 and £30,000, plus £4,000 a month. Up to 30 users: £40,000, £30,000 and £40,000, plus £6,000 a month. Prices exclude VAT and Microsoft licences. Each tier counts users of any type: Standard, Advanced or Team. Every build includes a headless app for ERP, CRM or HR, so people can do the day to day work from Teams and Outlook. See the pricing page.
Who is it for?
Agencies, professional services firms and SMEs of roughly 10 to 250 people who run on Microsoft Dynamics 365, or plan to, and want fewer manual hand-offs between sales, delivery, people and finance.
Who is Vannda?
A UK Microsoft Dynamics 365 partner founded in 2020 and a Microsoft Solutions Partner, with offices in London, Atlanta, Singapore and Mérida. Every Vannda expert brings 15+ years of hands-on Dynamics 365 experience, and clients include WPP Media, Scania, Pinewood Studios, Costa Coffee, Hornby Hobbies and LexisNexis.
Headless ERP and CRM.
The business runs. You decide.
Tell us the process that's eating your team's week. We'll come back with a worked example and a fixed price to orchestrate it.