Business Central implementation with ChargeLogic integration for Payment Automated reconciliation
Business Central Implementation with ChargeLogic integration for Payment Automated reconciliation
PROJECT DESCRIPTION
Challenge
Client was using Sage CRM for
their sales process 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 setup.
Integrated ChargeLogic payment services.
Enabled payment outside Business Central.
Enabled Bank reconciliation.
Integrated QuickBooks to Dynamics BC.
Integrated Expensify with Business Central.
Business Value
Better visibility of Sales and Financials data as the Financial data for the Sales data from CRM is visible in NAV.
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
Client’s company is a US based IRS dispute and
controversy resolution consulting company.
Business Central Implementation with ChargeLogic integration for Payment Automated reconciliation
PROJECT DESCRIPTION
Challenge
Client was using Sage CRM for
their sales process 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 setup.
Integrated ChargeLogic payment services.
Enabled payment outside Business Central.
Enabled Bank reconciliation.
Integrated QuickBooks to Dynamics BC.
Integrated Expensify with Business Central.
Business Value
Better visibility of Sales and Financials data as the Financial data for the Sales data from CRM is visible in NAV.
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
Client’s company is a US based IRS dispute and
controversy resolution consulting company.
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