Dynamics 365 provides everything organizations need to run their core operations. However, no two businesses operate the same way. As companies grow, diversify, and adapt to industry-specific requirements, operational complexity increases. Standard workflows alone are often not enough to proactively manage every scenario.
LevelShift is a Dynamics 365 partner that works closely with customers across industries and geographies. Through our implementations, we consistently identified recurring operational challenges, such as purchase commitments made without full visibility, quality issues detected too late, vendor onboarding delays, and asset failures that disrupt operations.
To address these realities, we developed a set of purpose-built add-ons that extend Dynamics 365 beyond transaction processing into proactive operational control. These add-ons introduce early intervention mechanisms, such as pre-spend approval workflows, receipt-point quality checks, structured vendor onboarding, and predictive asset monitoring. This blog explains how each one works.
1. Purchase Requisition Add-on
Eliminate budget overruns in Business Central
A real-world problem it solves: A client needs supplies, places an order, and finance finds out after the commitment is made.
This add-on integrates approval workflows directly into your purchasing process. Every purchase request goes through Business Central before becoming a purchase order. You set the rules once: orders under $500 auto-approve; orders over $500 route to managers; anything over $5,000 requires a CFO sign-off.
What you get:
- Every purchase request is visible before money is spent.
- Automated routing is based on the amount and department.
- Budget enforcement will actually work.
- A complete audit trail is created for every approval decision.
Bottom line: Unauthorized spending stops. Budget overruns are caught early. Your procurement team spends less time policing and more time on strategic work.
2. Quality Control for Purchasing Add-on for Business Central
Catch defects at receipt, not in production
Solving a real-world problem: Quality checks often happen too late, and defective items reach production before anyone catches the issue.
This add-on simplifies the end-to-end process. Inspection workflows trigger when goods arrive. Your team checks items against defined criteria directly in Business Central. Pass means immediate availability. Fail means automatic quarantine and vendor notification.
What you get:
- Inspection protocols are built into receiving.
- Failed items are automatically quarantined.
- Every supplier has its own quality history.
- Near real-time updates occur between receipt and inventory status.
Bottom line: Defective inventory never reaches production because you know which vendors deliver quality and which ones need attention. Decisions become better over time.
3. Vendor Onboarding Add-on for Dynamics 365 CRM
Onboard vendors in days, not weeks
Solving a real-world problem: A new vendor setup takes weeks of email chains, document collection, and manual data entry across multiple systems.
This add-on helps your vendors submit all their documents through a portal. Your team reviews these inside the Dynamics 365 CRM framework. Procurement checks capabilities, compliance verifies documents, and finance approves terms. Once complete, vendor data syncs directly to your ERP.
What you get:
- A portal where vendors submit all information once.
- Approval workflows stay in one system.
- Automatically sync to your ERP after approval.
- Create complete compliance documentation for audits.
Bottom line: Onboarding drops from weeks to days. Compliance gaps disappear, and manual data entry is eliminated.
4. Power Apps Vendor Onboarding Application
Flexible vendor onboarding for any ERP
Solving a real-world problem: You need vendor onboarding capabilities, but do not run Dynamics 365 CRM, or you need a solution that deploys faster.
This add-on delivers core vendor onboarding capabilities across multiple foundations. Built on Power Apps, the tool connects to virtually any ERP. You get configurable workflows, document management, and approval routing without platform restrictions.
What you get:
- Fast deployment on Power Apps
- Configurable validation rules
- Integration with any ERP via API
- Flexibility to adapt as systems change
Bottom line: Vendor onboarding is a fully customizable add-on made for companies that need speed or platform flexibility. No lock-in period required.
5. Asset Management Add-on for Dynamics 365 Finance & Operations
Predict equipment failures before they happen
Solving a real-world problem: Critical equipment fails without warning, and production stops. Emergency repairs cost three times as much as normal maintenance.
This add-on integrates with IoT-enabled equipment to monitor asset conditions in near real time. When readings indicate potential failure, the system automatically generates work orders. Maintenance is scheduled during planned downtime, and parts are ordered while the equipment is still running.
What you get:
- Real-time equipment monitoring via IoT
- Automatic work order generation
- Predictive maintenance scheduling
- Resource optimization for technicians and parts
Bottom line: Downtime decreases as asset life extends. Emergency repairs become rare, and maintenance teams work to a schedule rather than firefighting.
Why LevelShift
These tools are built specifically for Microsoft Dynamics 365(both CRM and ERP). They integrate natively with your platform. Implementation is faster, and maintenance is simpler. You are not dealing with complex third-party integrations or custom code that breaks with updates.
If procurement control, quality management, vendor onboarding, or equipment downtime is costing you money, these add-ons address those issues. Schedule a conversation with our experts. We will review your current processes, show you how each add-on works in your environment, and help you determine which delivers the greatest impact for your business.
