Medical Device Leader Improves Processes with D365 and Business Central Integration

The client is a pioneering US-based medical device manufacturer specializing in the healthcare sector. They provide advanced products and services to patients, clinicians, and medical device distributors, with a strong focus on innovation and quality.

• Implementation Complexity: Required simultaneous deployment of Dynamics 365 Sales and Business Central in 2020.
• Integration Needs: Needed advanced connectivity between Dynamics 365 Sales and Business Central using LevelShift Power Connector.
• Sales Process Redesign: Faced obstacles in reworking the sales process flow within Dynamics 365 Sales.
• Accounting System Transition: Moving from QuickBooks to Business Central required adjustments to existing processes.
• Sales Information Flow: Managing and tracking leads, opportunities, quotes, and orders posed challenges.
• Order Fulfillment Management: Encountered difficulties integrating order fulfillment, invoicing, and order status tracking.
• Financial Recording Accuracy: Required precise and timely transaction recording with a newly structured Chart of Accounts, General Ledger, and supporting Dimensions.
• Financial Reporting Enhancement: Needed improved financial reporting capabilities for executive leadership.
• Ongoing Process Support: Customer service, service management, and marketing initiatives required continuous system enhancements.

• Integrated Systems: LevelShift deployed Dynamics 365 Sales and Business Central, aligning them with the LevelShift Power Connector.
• Sales Process Flow: Developed a structured Sales Process Flow covering lead management, opportunity tracking, quoting, order creation, invoicing, and fulfillment.
• Business Central Capabilities: Enabled inventory tracking, customer and vendor data management, sales order processing, and invoicing, strengthening overall operations.
• Improved Sales Operations: Connected accounting, inventory, and order management functions, reducing process gaps.
• Advanced Accounting Features: Business Central provided a full suite of accounting tools that addressed limitations in the previous QuickBooks setup.
• Accurate Financial Recording: Transactions were documented using a well-defined Chart of Accounts, General Ledger, and supporting Dimensions.
• Enhanced Financial Reporting: Strengthened financial reporting capabilities, delivering actionable insights for leadership.

• Stronger Sales Operations: Improved lead nurturing, opportunity tracking, and order creation.
• Better Order Management: Automated order processing and real-time status updates in D365 Sales and Business Central.
• Reliable Accounting: Ensured accurate financial records, regulatory compliance, and timely reporting.
• Unified Data: Provided a complete view of customer and order data across sales, accounting, and order management.
• Higher Productivity: Minimized manual work, improved data accuracy, and fostered better collaboration.
• Future Growth Potential: Created opportunities for further expansion into manufacturing, warehouse management, and other connected systems.