Dynamics 365 Business Central

Our client, based in the USA, required the implementation of Dynamics 365 Business Central Online to streamline their financial operations.

The client sought a comprehensive solution for:

General Ledger Management: Efficient handling of financial transactions and reporting.
Purchase Orders Templates: Custom templates tailored to their purchasing needs.
Fixed Assets Setup: Effective management and tracking of fixed assets.
Cost Accounting Management: Detailed analysis and tracking of costs.
Data Migration from Oracle 12i: Smooth transition from their existing legacy system.

Our team of five dedicated professionals meticulously planned and executed the implementation process:

Accounting Cycle:

Implemented core financial processes including General Journals, Ledger Entries, Purchase Orders, Accounts Payables, and Fixed Assets.
Designed and imported custom Purchase Order templates specific to the client’s requirements into Business Central.

User Interface Customization:

Customized the look and feel of Business Central to retain only the relevant pages and columns, enhancing usability and efficiency for the client.

Data Migration:

Set up a new company without data and used RapidStart Services for Business Central, a comprehensive toolkit designed for setting up new solutions.
Created RapidStart Configuration packages for importing large datasets, facilitating the seamless migration of data for Customers, Vendors, Items, and more.

Cost Accounting:

Allocated actual and budgeted costs to operations, departments, products, and projects to analyze the profitability of the client’s company.
Defined cost types, cost centers, and cost objects to thoroughly analyze the cost cycle.
Implemented dimensions for improved reporting and created a chart of costs that mirrored the general ledger chart of accounts.

Fixed Assets Setup:

Efficiently set up a large number of Fixed Assets, ensuring accurate tracking and management.

Enhanced the Business Central interface to align with the client’s branding and operational needs.
Defined dimensions for more precise and effective reporting.
Developed comprehensive RapidStart Configuration packages to ensure a smooth data migration process.
Implemented workflow automation to streamline approval processes.
Provided extensive training and support to the client's staff to ensure a smooth transition and efficient use of the new system.
Integrated additional third-party applications to extend Business Central’s functionality and better meet the client's needs.

The project was completed on time and within budget, delivering a fully functional financial management system. Key benefits for the client include:

Streamlined General Ledger Management.
Customized and efficient Purchase Orders Templates.
Effective Fixed Assets Management.
Comprehensive Cost Accounting Analysis.
Smooth and efficient migration from Oracle 12i to Dynamics 365 Business Central.

These improvements resulted in significantly enhanced financial operations and reporting capabilities.