Trade group gets more than it bargains for by switching to Microsoft Dynamics 365 Business Central

August 11, 2020 Allie

Trade group gets more than it bargains for by switching to Microsoft Dynamics 365 Business Central

The Client

A manufacturing trade organization based in the Midwest, which holds sponsored events for members to attend throughout the year.


The Challenge
For many years, this client was successfully using Microsoft Dynamics SL, the enterprise resource planning software system that is primarily geared for small and medium-sized businesses and projects driven organizations. While effective, it lacked the functionality and remote access that the client truly wanted. Thus, they were looking to leverage the capabilities of Microsoft’s most recent cloud-based ERP solution, Microsoft Dynamics 365 Business Central. Yet because the client wanted six of its member companies to transition from SL to BC, completing the migration entirely on its own proved impractical, even though its personnel had handled some of the legwork already.


The Solution
As a certified partner of Microsoft Dynamics software for nearly 20 years, and a full-service provider of software applications since 1984, we at The TM Group were happy to provide some support and expertise on the Business Central transition project.


Over the years, The TM Group has performed literally thousands of ERP and customer resource management implementations, many of which were quite exhaustive and had to be built from the ground floor. That wasn’t the case with this client. Even though the migration involved six different legal entities, a good portion of the migration work that we would normally do was handled by the client manually, due in part to the fact that they had only been using basic functions like GL, AR and AP. This allowed us to provide more insight on some of the capabilities that Business Central offers that go well beyond cloud computing, which was the client’s main rationale for wanting to upgrade.


For instance, one thing that this client really needed was greater visibility into all the events that they were hosting for their members. Microsoft Dynamics 365 Business Central makes this possible through built-in Power BI dashboards and the projects module that track and report on a variety of data points the client would presumably need for planning. These include inventory, sales, accounting, transactions and cost analysis for holding their events, both in terms of actual costs versus forecasted. Microsoft Dynamics SL had some of these capabilities which had never been implemented, but because Business Central is web based and more full featured, it offered a smoother, more streamlined interface that makes tracking easier and more manageable.


Whether you’re upgrading from an older Microsoft Dynamics product, a rival ERP program or are looking to implement enterprise resource planning for the very first time, The TM Group has you covered. We’ll handle every single aspect of implementation and help you optimize your operations through innovative, data-driven solutions. Contact us today.




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