QuickBooks & Dynamics 365 Integration
Project Overview
The client is a managed IT services firm providing support, design, implementation, and maintenance services to around 170 companies across the United States of America.
Challenge
- Client struggled with managing two separate software environments for sales and financial operations.
- Multiple reports from Dynamics 365 and QuickBooks created confusion and operational inefficiencies for management.
- They urgently wanted to centralize both sales and financial functions onto a single integrated platform.
- Dynamics 365 lacked adequate solutions for their specific time entry and worksheet management requirements.
Our Solution
Configured Dynamics 365 for Financials (NAV) and Dynamics 365 for Sales (CRM) for added functionality and seamless dataflow between modules.
Integrated QuickBooks to Dynamics 365 Financial Solution for added functionality.
Integrated Dynamics 365 Finance with external systems for better reporting through Power BI.
Time entry and integrated payroll application were set up from the extension marketplace.
Impact/Outcome
CRM and NAV Data Management Integration
We provide the features that would enable users to manage their Sales and Financial data from CRM in NAV
Power BI Integration with Dynamics 365
Can create real-time reports on expenses and revenue by integrating Power BI with Dynamics 365.
Zero Downtime
Ensure a smooth business transition with no downtime and minimal impact on operations.
91+ Projects
67+ Customers/ Partners
78% Repeat Business
