Scope of implementation
The client previously used the Microsoft Dynamics NAV 2017 system; however, due to the lack of further support and growing business needs, they decided to transition to Microsoft Dynamics 365 Business Central.
The implementation included:
• migration of a large amount of data
• transfer of users to the new environment
• integration of the system with other tools used by the company
The key objective of the project was to increase operational efficiency, improve data security, and create a cohesive working environment for all company departments.
To accelerate team adaptation, the implementation was supported by user training, which enabled quick and effective utilization of the new system.
Challenges and Dedicated Options
One of the main challenges was adapting processes to the new data exchange model and ensuring proper integration with existing systems.
The change in the ERP environment necessitated:
• rebuilding integrations
• updating operational processes
• reducing the risk of errors in data flow
An additional challenge was the limited time for end-user testing. Nevertheless, the implementation was completed on schedule and launched without delays—which was crucial due to the transition to a new fiscal year.
As part of the project:
• new system integrations were created
• purchasing process handling was streamlined
• functionalities for notification of releases and purchase acquisitions were introduced
• redundant, inefficient modifications from the previous system were eliminated
Additional tools and system development
One of the key elements of the implementation was inter-system integrations, designed and implemented by the NMI ERP team.
Key improvements:
• integration of retail sales with Business Central and fiscal printers
• automation of various sales type registrations
• import of invoices for fiscal receipts
Additionally, a workflow system for purchasing documents was implemented, which:
• automates the retrieval of invoices and corrections
• simplifies document flow control
• increases transparency of accounting processes
Implementation time
The entire process—from needs analysis, through configuration and integrations, to system launch—took approximately 8 months.
The implementation was carried out in a way that ensured a smooth transition to the new system without disrupting the company’s operations.
Benefits of implementing the changes
The implementation of Microsoft Dynamics 365 Business Central and integration with other systems created a cohesive working environment that significantly streamlined the company’s operations.
Key results:
• full system integration and elimination of working with multiple tools
• automation of sales and accounting processes
• improved sales reconciliation
• improved control over finances and operations
• increased team productivity
The new system allowed employees to focus on key business activities instead of manual data processing.
Thanks to the implemented solutions, the company gained a stable, scalable platform that supports its further development and allows it to better meet customer needs.