- The client was using LeafLink CRM for sales, Expensify for expense management, and QuickBooks for financial operations.
- Disconnected systems led to manual data management, duplication, and reporting delays.
- Business reporting was consuming ample time and lacking real-time accuracy.
- Management faced challenges in gaining a unified view of business operations and decision-making.
- A centralized solution was urgently required to simplify business processes and improve data visibility.
We developed Dynamics 365 Business Central (Essential and Premium) to centralize sales, finance, and expense operations.
Implemented a custom extension in Business Central to integrate LeafLink and Metric systems.
Managed bi-directional data synchronization between LeafLink and Business Central for seamless sales process integration.
Integrated QuickBooks and Expensify with Business Central to unify financial and expense data.
Configured Power BI to facilitate real-time visibility into expenses and revenue through dynamic reports.
Real-Time Sales and Financial Data Integration
Instant data flows across environments, delivering real-time sales and financial insights directly within NAV.
Simplified Processes with Increased Productivity
Enhanced visibility, simplified workflows processes and boost productivity across teams.
Smooth, Scalable Transition with Zero Downtime
Seamless migration to the new integrated environment with absolutely zero downtime and minimal business impact.
