Business Central implementation with ChargeLogic integration for Payment Automated reconciliation - Cynoteck

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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