BookMyTechies

Dynamics 365 Business Central implementation

We implement Dynamics 365 Business Central so finance, sales, purchasing and stock run in one Microsoft system that works with Outlook, Excel and Teams.

The short answer

Dynamics 365 Business Central is Microsoft's ERP for small and mid-sized organisations, covering finance, sales, purchasing, inventory and projects in one cloud system. It suits companies already using Microsoft 365 that have outgrown basic accounting software. BookMyTechies configures it to your processes, migrates your data and connects it to the Microsoft tools your team uses.

Illustration of an accounting screen with invoices
Illustrative view, not a screenshot of a client system.

What Business Central does

Business Central brings core operations into one system. These are the areas clients use most.

Financial management

General ledger, receivables, payables, fixed assets and bank reconciliation, with dimensions for analysis.

Sales and purchasing

Quotes, orders, invoices and purchase orders with pricing, discounts and approval workflows.

Inventory

Items, locations, transfers and replenishment, with costing that flows to the ledger.

Projects

Budgets, time, costs and invoicing tracked per project.

Microsoft 365 integration

Work on quotes and customer records from Outlook, edit data in Excel and share records in Teams.

Reporting

Built-in financial reports, with deeper analysis through Power BI.

Is Business Central the right fit?

Business Central is a serious system. It is worth the investment in the right circumstances.

A strong fit when

  • Your team works in Outlook, Excel and Teams every day
  • You have outgrown entry-level accounting software
  • You need stronger financial control, dimensions and audit trails
  • You expect to grow in volume, entities or countries

Look elsewhere when

  • You are a small business needing simple invoicing, where Zoho Books costs less
  • You need deep manufacturing customisation at low cost, where Odoo may fit better
  • You have no other reason to be on Microsoft

How we implement Business Central

An ERP changes how finance and operations work, so we manage it as a staged project.

  1. Review processes

    We go through finance, sales, purchasing and stock with the people who run them.

    You receiveA process review and requirements list
  2. Design the solution

    We define the chart of accounts, dimensions, posting setup, workflows and integrations.

    You receiveA solution design with timeline and cost
  3. Configure and test

    We set up the system and run your real scenarios through it with your team.

    You receiveA tested system signed off by key users
  4. Migrate data

    Master data, opening balances and open transactions are loaded and reconciled.

    You receiveBalances that agree with your previous system
  5. Go live and support

    We support the first weeks and first month end, then move to ongoing support.

    You receiveGo-live support and user training

Problems we are asked to solve

These are common reasons clients move to Business Central.

The situationWhat we do
Our accounting software cannot keep up with our volumeMove to Business Central with proper stock, purchasing and approvals
Finance spends days building reports in ExcelUse dimensions and Power BI for reporting from live data
Sales and finance hold different versions of customer dataRun both from Business Central with access through Outlook
We are adding a second company or countryConfigure additional companies with shared setup where it helps

Common questions

Who is Business Central meant for?

Small and mid-sized organisations that need more than basic accounting: stronger financial control, stock, purchasing and projects in one system.

Does it include manufacturing?

Manufacturing and service management are included in the higher edition. We advise which edition you need after reviewing your requirements.

Is Business Central cloud-based?

Yes. It is delivered as a cloud service by Microsoft and accessed through a browser, mobile apps and Microsoft 365.

How long does an implementation take?

It depends on scope. A finance-led first phase is typically planned over a couple of months, with further areas added in later phases.

How this page is maintained. Written and reviewed by the BookMyTechies implementation team, based on our project work. Product details are checked against Microsoft's documentation, and pricing is linked to Microsoft's own page because it changes.

Outgrowing your accounting software? Talk to us.

Tell us what your current system can no longer do. We will tell you whether Business Central is the right step.

Book a consultation