Business Central implementation and LeafLink Cannabis CRM integration
Business Central implementation and LeafLink Cannabis CRM integration
PROJECT DESCRIPTION
Challenge
Client was using LeafLink CRM for their sales process, Expensify for expense management and
QuickBooks for financial process thus the business process urgently required a centralized system to mange all processes on a single platform.
.
Lack of centralized system-Client was using different
software's to manage their
various business process which
they found difficult to update at
various levels on frequent basis
Solution Delivered
Phased approach for business migration to
new platform.
Configured Dynamics Business Central
essential and premium setups.
Integrated Dynamics Business Central with
LeafLink via a customized solution.
Created LeafLink and Metric dependency via
BC extension.
Managed Bi-Directional data flow between
LeafLink and Business Central.
Integrated Expensify with Business Central.
Integrated PowerBI reporting.
Business Value
Better visibility of Sales and Financials data as the Financial data for the Sales data from CRM is visible in Business Central.
Real-time information regarding expenses and revenue via reports by integrating Power BI with Dynamics 365.
Better visibility of business processes.
Simplified work processes and increased user productivity.
Highly scalable to support future business growth .
Smooth business transition to new system with zero down time and negligible business impact .
Business Central implementation and LeafLink Cannabis CRM integration
PROJECT DESCRIPTION
Challenge
Client was using LeafLink CRM for their sales process, Expensify for expense management and
QuickBooks for financial process thus the business process urgently required a centralized system to mange all processes on a single platform.
.
Lack of centralized system-Client was using different
software’s to manage their
various business process which
they found difficult to update at
various levels on frequent basis
Solution Delivered
Phased approach for business migration to
new platform.
Configured Dynamics Business Central
essential and premium setups.
Integrated Dynamics Business Central with
LeafLink via a customized solution.
Created LeafLink and Metric dependency via
BC extension.
Managed Bi-Directional data flow between
LeafLink and Business Central.
Integrated Expensify with Business Central.
Integrated PowerBI reporting.
Business Value
Better visibility of Sales and Financials data as the Financial data for the Sales data from CRM is visible in Business Central.
Real-time information regarding expenses and revenue via reports by integrating Power BI with Dynamics 365.
Better visibility of business processes.
Simplified work processes and increased user productivity.
Highly scalable to support future business growth .
Smooth business transition to new system with zero down time and negligible business impact .
Project Details
Technology
Dynamic Business Central
Team Size
4
Duration
4 Month
Industry
Technology
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