Business Process Transformation with Microsoft Dynamics 365 Business Central
Case Study: Tech Sales
Industry: IT
As the client’s business scaled, their disconnected legacy systems posed multiple challenges:
The Challenge
- Manual data entry and siloed systems led to inefficiencies and delayed decision-making.
- Inventory, sales, and financial data were often out of sync, making real-time reporting difficult.
- The lack of integration between ERP and CRM systems hindered unified customer engagement.
- Business users faced difficulty in accessing actionable insights due to fragmented reporting tools.
- Management had limited visibility into performance KPIs across sales, inventory, and financial operations.
Our Solution
We delivered a full-scale transformation using Microsoft’s modern business application stack:
Unified Business Processes
- Implemented Microsoft Dynamics 365 Business Central Online from scratch, streamlining operations across finance, sales, purchasing, and inventory.
- Migrated historical data and configured workflows tailored to IT reselling and distribution processes.
- Customized modules to handle complex discounting, multi-vendor price management, and serialized inventory tracking.
CRM & ERP Integration
- Integrated Dynamics 365 CRM for unified customer engagement and sales tracking.
- Enabled seamless data flow between Business Central and CRM to provide a 360° customer view.
Advanced Reporting & Insights
- Developed custom dashboards using Power BI to monitor profitability, inventory turnover, sales trends, and customer acquisition.
- Delivered near-real-time insights to executives and department heads.
Tailored Customizations
- Built custom workflows for order processing, return management, and vendor-specific pricing.
- Designed automated alerts and approval workflows to enhance operational governance.
Results
- Operational Efficiency: End-to-end automation of key business processes reduced manual intervention by over 60%.
- Improved Decision-Making: Power BI dashboards empowered leadership with data-driven insights for faster decisions.
- Unified Platform: Integrated CRM and ERP systems reduced data duplication and improved customer satisfaction.
- Inventory Accuracy: Real-time tracking and reconciliation improved inventory visibility across all warehouses.
- Scalable Foundation: Positioned the client for future growth with a modern, cloud-based platform.
Technologies Used
Microsoft Dynamics 365 Business Central (Cloud)
Microsoft Power BI
Microsoft Dynamics 365 CRM
Microsoft Power Automate
