Optimizing Business Operations with Dynamics 365 Business Central

We're passionate about the right solutions with the right company, especially when it comes to compatibility with your business goals. So, when a communications company decided they were “done with QuickBooks, and ready to move to a true ERP”, we offered the guidance required to make an informed decision on the most straightforward and efficient solution. With Microsoft Dynamics 365 Business Central and Centre Technologies, this growth focused company automated operations while gaining the support they needed at a fixed monthly price. 

Challenge

As you build your business and establish your goals, you will encounter a few roadblocks. One of the major roadblocks is managing day-to-day business activities while also keeping your operations connected, efficient, and well protected. For organizations with limited accounting staffs, Enterprise Resource Planning (ERP) solutions like QuickBooks are often the choice. This was the only accounting software this customer had ever used.  While it was what was familiar to them, they were clearly outgrowing QuickBooks’ capabilities. 

Company Challenges that Needed a Quick Solution and Support at a Low Cost

• Transaction volume - sheer size of transactions was overwhelming for QuickBooks.
• Technology - Employees had to use remote desktop to access QuickBooks which was "not favorable" for them. 
• Multiple Locations - growth from a single location to multiple virtual locations in several states in the US.
• Taxes - State sales taxes and payroll taxes were a “nightmare” in QuickBooks.
• Job Costing - They needed an ERP that would automate their job costing reports without all the hassle of QuickBooks, which does not have a traditional job costing function.
• Efficiency - Several of the job functions required a lot of effort for little results. 
• Multiple Entities - Made bank reconciliation difficult in QuickBooks. 
• Leadership Team - Just wanted a simpler solution that would give them the reports and numbers they could understand. 
  
  

Solution 

Migrating to a new system can be tricky, especially when you’ve only known one system. Dynamics 365 Business Central was the natural fit and transition for multiple reasons:

• Business Central is part of the Microsoft technology stack:  all the other Microsoft 365 and Office 365 products they were using “play nicely” with BC.  Seamlessly integrates with Outlook, Power BI, Teams, and Dynamics 365 for Sales (CRM).
• Efficiency – The client solved their tax issues by automating sales tax calculations, and adding Payroll processing, all within Business Central.
• Job Costing, Multi Entity Management, Inventory Processing, and Online Banking are also automated through the Business Central  
• Reporting – Dashboards for any area within the business are in real time with Power BI.
• Access, Dependability, Security – Business Central lives in the Microsoft Cloud with Single Sign-On (SSO) and Microsoft Security. – Work anywhere with any device. 

The goal at the end of the day is to save the customer time and money while providing quality support for their business. By moving from their QuickBooks financial software to a cloud based, online ERP solution like Dynamics 365 Business Central, jobs get easier and reporting gets faster. Automation was the key to this solution. 

Impact

Connect and Automate with Dedicated Support

Ultimately, our goal with solutions like Microsoft Dynamics 365 Business Central is to connect and automate your business operations with dedicated, ongoing support at one monthly price. We want this solution to fit your needs but also help your business see new growth, customer and employee satisfaction, as well as company-wide success. 

When it comes to ensuring that goal, we break down the value of our Dynamics 365 Business Central services into 5 processes that prove the value of migrating your ERP system. These steps and processes are designed to be personalized to your system needs. 

1. Implement: pain-free setup with improved processes that support future company-wide growth. 
2. Secure: Both protect your operations and be audit ready by assuring enforced security measures like Multi-Factor Authentication (MFA) and data access permissions. 
3. Training and Support: Unlimited support from dedicated Microsoft experts that remove any hurdles so you can get more done. 
4. Management: Keep systems up and running with audit trails, maintained upgrades, and custom integrations that move with your business needs. 
5. Reporting: Better business insights that go beyond just default financial reporting. 

Whether you're a small team that needs a better solution for current operations or a growing team that's focused on getting bigger, an ERP system that actually helps you accomplish your goals is key. It shouldn't be the thing holding you back. 

"Moving from an entry level accounting software to mid-tier solutions like Business Central allows organizations to rapidly grow in revenue, transaction volumes, complexity, & scale without the bottlenecks that entry level software solutions introduce."

Monty Milliner

COO Business Intelligence at Centre Technologies

Big or small, Centre Technologies is available around the clock to support you in whatever you need. Contact us today if you're ready to be completely protected for whatever comes your way. We're here for you 7 days a week.