Global Technology Solutions Provider Enhances Data Visibility and Streamlines Processes with Dynamics 365 Business Central

The client is an established technology solutions provider founded in 1998. It offers a wide range of services, including enterprise application integration, application modernization, cloud migration, business intelligence, data analytics, CRM/ERP services, testing, and business process services. The client works with enterprises worldwide across various industries. It leverages its in-house technical expertise, strategic technology partnerships, extensive industry experience, and a robust global delivery model.

The client faced significant operational challenges with TIPS, its operational app integrated with Salesforce. Daily errors meant time-consuming manual reconciliations, while the absence of integration between QuickBooks and TIPS hindered the synchronization of crucial operations and accounting data. As its operations expanded, TIPS encountered scalability issues and could not cope with growing demands. Manual data entry and siloed systems exacerbated inefficiencies, leading to redundant processes and data discrepancies across the organization. Decision-makers lacked access to real-time data from TIPS and QuickBooks, impairing their ability to make informed decisions crucial for business agility and swift growth.

Implementing Business Central

To address their operational inefficiencies, the client evaluated several ERP solutions and chose Microsoft Dynamics 365 Business Central for its comprehensive functionality, scalability, and ease of integration with Salesforce and other products within the Microsoft ecosystem.

Salesforce – Business Central Integration

Integrating Salesforce with Business Central was a critical aspect of the implementation. Here are a few key advantages of the integration:

• Efficient sales order processing: Automatic creation of sales orders in Business Central, initiated by Salesforce using API integration, streamlined order processing, and reduced errors.
• Real-time data synchronization: The integration ensured instant synchronization of essential field values and customer information between Salesforce and Business Central, minimizing discrepancies and the effort required to reconcile data across platforms.
• Streamlined subscription invoicing: Automating the generation and processing of subscription invoices between Salesforce and Business Central accurately and efficiently.
• Integrated time sheet management: Facilitates the seamless integration of timesheets from Salesforce to Business Central, which triggers automatic invoice creation and synchronization with Salesforce for comprehensive record-keeping.

• Improved Decision Making: Access to real-time and combined data enabled better forecasting and strategic planning.
• Enhanced Financial Management: Real-time financial data and Business Central’s robust reporting features improved the client’s financial oversight and planning capabilities.
• Streamlined Operations: Unifying regional operations under a single application and automating the Salesforce-Business Central integration processes reduced errors and improved operational efficiency.
• Integrated Systems: The integration ensured customer sales order data was consistently updated across systems, providing a unified view of customer interactions and sales data.