×

JOIN US

Case Studies

Home » Case Studies

Migration from SAGE to Microsoft Dynamics Business Central for a IRS Dispute Consulting Firm

The client is a US-based IRS dispute and a controversy resolution consulting company

Project Brief

SCLTaxLaw wanted a single system to manage its business processes. It used SAGE CRM for its sales process and QuickBooks for its financial operations. Hence, the lack of a centralized system made it difficult for the client to operate and update processes at various levels frequently.

Solution Delivered

Cynoteck adopted a phased approach to migrate processes to Microsoft Dynamics Business Central.  

Configured Dynamics Business Central Essential setups

Integrated ChargeLogic payment services

Enabled bank reconciliation and payments outside Business Central

Integrated QuickBooks and Expensify to Dynamics Business Central

Value Delivered

Better sales and financial data visibility in NAV

Better visibility and real-time information about expenses and revenues

Smooth transition with zero downtime and negligible business impact

Highly scalable to support future business growth

Technology Stack