Financial management
General ledger, multi-entity, cash, and a close you can calendar.
Dynamics 365 Business Central
Business Central as the finance and operations system of record, governed for the committee.
When ledgers, inventory, and project costing live in separate tools, multi-entity close, audit, and growth become heroics. The work is the operating system of the business: one ledger the CFO and COO can both defend.
Talk to the engagement teamThe approach
We start with the operating model: close, inventory, order-to-cash, and the few integrations that retire manual control. Configuration, licensing, and data migration run as parallel workstreams under a named engagement lead. The plan is taken to the committee after discovery, not before.
Capabilities
Supply chain and inventory
Warehouse, purchasing, and demand visibility across locations.
Sales, service, and projects
Quote-to-cash and job costing connected to the ledger.
Licensing architecture
Essentials, Premium, and Team Member mix before you commit spend.
Reporting and Power BI
Native Business Central analytics plus enterprise Power BI where the board needs it.
Compliance and control
Role design, approvals, and a full audit trail on the transaction.
Technology
- Dynamics 365 Business Central
- Power Platform
- Power BI
- Microsoft Entra ID
- Azure
- AppSource
What changes for the business
- · One source of operational and financial truth
- · A close designed into the operating model
- · Licensing that matches how people actually work
- · A path to AI implementation and Systems integration on the same program
Engagement pattern
Pattern: distribution finance
The program retires a side consolidation layer, lands Business Central as the ledger and inventory system, and sequences CRM integration after the close is stable.
Questions
- Essentials or Premium?
- Professional services, distribution, and retail programs often run on Essentials. Premium is justified when manufacturing or complex service contracts are in scope. That decision is made in discovery.
- Can you migrate from Dynamics GP, NAV, QuickBooks, or another ERP?
- Yes. Data quality is a workstream in the program, including older Dynamics products and disconnected finance tools.
Bring the finance committee the operating picture.
Business Central, AI implementation and automation, Systems integration, or PrintVis on Business Central. A confidential discussion with the engagement team.