Business Central Integration with QuickBooks and D365 Sales module

Client was using Dynamics CRM for their sales process and Quick Books for financial process thus the business process urgently required a centralized system to mange both on a single platform.
Client was unable to create reports due to distributed software they were using in their business for various processes.
Client was unable to get a solution in Dynamics 365 for their time entry and work sheets and found a need of customization for same..

Phased approach for business migration to new platform
Configured Dynamics 365 for Financials (NAV) and Dynamics 365 for Sales(CRM)for added functionality and seamless data flow between modules
Integrated Dynamics 365 for Financials (NAV) with external systems for better reporting i.e. PowerBI.
Integrated Quick Books to Dynamics 365 for Financials (NAV) added functionality
Setup time entry and integrated payroll application from extension market place

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 .

Technology
Dynamic 365 for Financials (NAV),Dynamics 365 for Sales(CRM),PowerBI
Team Size
4
Duration
2 Month
Industry
Client’s company is a US based managed IT service provider, they provide support services, design, implementation and maintenance.

0 0 votes

Article Rating

Hi! We're here to answer any questions you may have.