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Case Studies

D365 CE online - Commodities Trading for a Singapore based client

Company Overview

The company is a leading commodities trading business dealing in purchase and sale of Coal.

Client Requirement

The client’s business involved entering into Purchase and Sales contracts for Coal purchase. These contracts were managed by the traders and the appropriate Sales and Purchase transactions were matched to conclude the transaction. Once the contracts were contended, the entire downstream process of creating Bank Documentation (Import and Export LCs), Shipping and Freight management , Invoicing and payments had to be managed on the platform

Solution Environment

Microsoft Dynamics 365 Customer Engagement / Power Apps

Team Size
  • 7-9
Project Summary

The solution was developed on the D365 CE platform and functionality was built as per specifications. The solution had the following key capabilities

  • Enter Sales, Purchase, and Connected contracts
  • Automatically generate the Bank Import and Export Letter of credit transactions
  • Maker / Checker and approvals at various levels
  • Generation of Shipping and freight documentation
  • Invoice Entry and Payment
  • A centralised repository was created and access to all documentation and transactions
    related to a trade was made available at a click of a button. This was earlier managed on
    several excel sheets
  • An approval mechanism was put in place including
    o Counter Party approval and KYC
    o Connected trade approval
    o Bank limits and utilization summary and approvals
    o Invoice Entry and Payments approval
  • Multiple alerts and notifications ensured that critical events are not missed and processed
    within time limits. These included cascading events