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

Challenges

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

results

Technologies Used

Microsoft Dynamics 365 Business Central (Cloud)

Microsoft Power BI

Microsoft Dynamics 365 CRM

Microsoft Power Automate