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Dynamics 365 Business Central

AI Business Solutions

Finance and operations, finally in step with sales.

Dynamics 365 Business Central connected to your CRM, so orders, invoices and customer records match without anyone retyping them.

Where you are

Month-end takes a week because the systems don't agree.

01

Sales and finance keep separate customer lists, and someone reconciles them by hand.

02

Your accounting software was fine at 20 people. It isn't at 200.

03

Orders, inventory and invoices live in different places, so nobody trusts the numbers.

Microsoft workload

Dynamics 365 Business Central

[FOUNDERS: modules we deliver, e.g. Finance · Sales and purchasing · Inventory · Projects]

One system for finance, sales orders, purchasing and inventory, built for growing companies and connected to Microsoft 365.

How Baadalsoft does it

01

[FOUNDERS: capability 1]

[What we do here, in one line.]

02

[FOUNDERS: capability 2]

[What we do here, in one line.]

Our practice

Connected to your CRM

Business Central · Dynamics 365 · Power Platform

Customers, orders and invoices flow between Business Central and Dynamics 365, so sales and finance work from one record.

How Baadalsoft does it

01

Map the hand-offs

We trace where an order moves from sales to finance today and remove the retyping.

02

Integrate the rest

Payments, e-signature and the other tools around your process connected to the same records.

AI in this workload

Copilot in Business Central

Copilot in Dynamics 365 Business Central

Copilot helps with everyday finance and sales tasks inside Business Central, like drafting item descriptions and matching bank statements.

How Baadalsoft does it

01

Start with the busywork

We switch on the Copilot features that remove the most manual steps for your team first.

02

Keep data clean

Item, customer and vendor records tidied up so Copilot suggestions are worth using.

How we engage

Design, Build, Run

One route from plan to production. Each stage tells you what happens next.

01

Design

We learn how your business runs today, then agree on where to go and how to get there.

Engagements · Assessment

02

Build

We prove it works on your data, then build it with your team and take it live.

Engagements · Proof of Value · Implementation

03

Run

We keep it healthy in production, measure what changed, and plan the next climb.

Engagements · Managed Services

Capability examples

What changed for our clients

The kind of work this looks like. No client names until a story is approved.

Capability example 01

Sales and finance on the same record

CRM connected to Business Central, DocuSign and payments, so orders and invoices match.

Capability example 02

[EXAMPLE NEEDED]

[A Business Central implementation or upgrade we delivered.]

Capability example 03

[EXAMPLE NEEDED]

[A finance process we automated in Business Central.]

Industries

Where this work shows up

Let's talk

Tell us how long your month-end close takes.

Pick a time that works for you. We'll ask a few questions about your goals, then suggest a sensible first step.

Microsoft Solutions Partner · Data & AI (Azure) · Digital & App Innovation (Azure)