01 / Finance & operations
ERP modernization
When legacy accounting or ERP is holding the business back, plan a move to Business Central with finance, operations, data, and reporting in view.
- Finance and operations alignment
- Data migration planning
- Reporting modernization
A modernization path
Your current ERPProcesses, data & integrations
↓
Business CentralA connected operating foundation
FinanceOperationsReporting
02 / Customer operations
CRM & customer operations
When sales, service, and account teams need a shared view of the customer, connect their data and build repeatable workflows.
- Dynamics 365 CRM
- Dataverse process design
- Customer visibility and reporting
03 / Digital experiences
Portals & self-service
Give customers, vendors, members, or employees a secure way to submit information, find documents, and follow the status of their work.
- Power Pages or custom portals
- Dataverse and ERP integration
- Forms, documents, status, and approvals
04 / Connected applications
Integration hubs
When finance tools, CRM, websites, spreadsheets, and documents are disconnected, design the data flows and ownership that bring them together.
- System-of-record planning
- API and workflow integration
- Monitoring and support design
05 / Process improvement
Automation programs
Reduce repetitive work with a plan for approvals, notifications, intake, and handoffs, including the exceptions that need a person’s attention.
- Power Automate workflows
- Exception paths and governance
- AI-assisted process ideas