- 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 systemClient was using different software’s to manage their various business process which they found difficult to update at various levels on frequent basis.
- 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 QuickBooks to Dynamics BC.
- Integrated Expensify with Business Central.
- Integrated PowerBI reporting.
- 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 Expensify with Dynamics BC.
- 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 downtime and negligible business impact.
Microsoft Power BI