The client is a licensed manufacturer of Cannabis devices and edible products in the United States of America. 

Project Brief

The client used LeafLink CRM for its sales process, Expensify for expense management and QuickBooks for financial functions, making business reporting and management a nightmare. As a result, the client urgently required a solution to centralize the processes.

Solution Delivered

Following a phased approach for migration to a new platform, the team integrated LeafLink via a customized solution with Microsoft Dynamics Business Central (DBC).  

Configured Dynamics Business Central Essential and Premium setups.

Created LeafLink and Metric dependency via DBC extension.

Managed Bi-Directional data flow between LeafLink and DBC.

Integrated QuickBooks and Expensify to DBC, and configured Power BI to facilitate real-time expenses and revenue information through reports.

Value Delivered

Swift data flow among various environments, ensuring real-time sales and financial data visibility in NAV

Better visibility, simplified work processes and increased productivity

Smooth transition to the new environment with zero downtime and negligible business impact

Highly scalable to support future business growth

Technology Stack

• Dynamics Business Central