Best practices for Dynamics 365 Polish Rollout
Part 1. Good analysis is the key to success
Rolling out an ERP system such as Microsoft Dynamics 365 inside an international group is demanding. In Poland, success depends on capturing local requirements early in the analysis stage. Remember: analysis is not wasted time – it is an investment that pays back many times later in the project.
1. Give the central team complete information
Make sure the central rollout team gets a full list of Polish localization needs. Don’t assume anything is “obvious.” What is routine for a Polish team may be unknown to colleagues abroad.
Example — sales invoices and their corrections
Prepare a list of all invoice types now used, with sample source documents:
- sales invoices
- corrective sales invoices and corrections of corrections
- advance and final invoices and their corrections
- sale of fixed assets
- accounting notes
- any other types not listed above
2. Include rare and low-value transactions
The ERP system must cover every business scenario, even ones that happen only occasionally. Rare cases still carry accounting and tax obligations.
Example: A transaction that changes VAT because of an adjustment to input tax on goods and services recorded as fixed assets.
3. Check formal requirements early
Confirm, during analysis, the needs for:
- printouts (e.g., VAT invoices, transaction confirmations)
- future integrations (e.g., with KSeF — the National e-Invoice System)
- tax returns and reports (JPK, VAT-EU, CIT-8, etc.)
4. What we often forget
Elements most often skipped or underestimated:
- unusual corrections (e.g., correcting a correction or an advance invoice)
- purchases from one-time suppliers
- opening balances for specific functions, such as bad-debt relief, year-end valuation of foreign-currency transactions, or split payments
- settlements with employees for travel expenses, advances, and credit cards
- formats for tax transfers
Summary
The sooner you spot gaps between group rules and Polish law, the easier it is to plan the needed adjustments. The implementation team must understand the specifics of the Polish localization and be ready to compromise or revise group rules when necessary.
Edyta Polańska
D365 F&O Senior Consultant
Aleksandra Stasiak
D365 F&O Consultant
