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Customising Microsoft Dynamics 365 Business Central: Key Considerations

As industries evolve into digital formats, a tool like Microsoft Dynamics 365 Business Central can set you apart from companies struggling with digital integration. It provides a centralized database that you can customize to suit your business’s specific needs and streamline the company’s workflow.

Customizing Microsoft Business Dynamics 365 Central helps tailor the tool to your company’s individual needs. The following are five specific tips to help the customization process.

5 Tips for Customizing Microsoft Dynamics 365 Business Central

Customizing Microsoft Business Dynamics 365 Central helps tailor the tool to your company’s individual needs. The following are some specific tips to help the customization process.

Assess Current Company Operations

Before you begin implementing the tool, assess all current company operations. Doing this gives you a clear view of your business’s needs, as well as a guide to identifying which Business Central features will help your company the most. You can prioritize specific add-ons over others based on this information. It also helps identify areas where your employees struggle so that you can provide the tool’s solutions for extra support.

Utilize Available Customization Tools

Microsoft Dynamics 365 Business Central has many customization tools built into the system. There are plenty of extensions and applications that help companies tailor their tools to their needs. It even has automation capabilities to handle routine or repetitive tasks that slow down workflows. Ensure you use all of these tools thoroughly, as they explicitly aid customization and efficiency.

Create Tailored Workflows 

Another customization feature you should consider is the tool’s ability to tailor workflows. You can use it to schedule notifications and tasks to keep all employees informed. It makes it easier for businesses to stay organized, especially during busy seasons. Workflows are unique to each company, and this feature provides a clear view of the company’s processes and manages each step accordingly. 

Develop Personalized Extensions

While Microsoft Dynamics 365 Business Central offers many built-in customization tools, it also allows companies to create their own extensions tailored to niche business needs. Creating your own extensions is a slightly more complicated process, but it makes the company more efficient in the long run.

Work With a Dedicated Business Central Consultant

A final tip is to work with a dedicated Business Central consultant. Customizing all aspects of Microsoft Dynamics 365 Business Central can be daunting for companies unfamiliar with the tool. Having a consultant ensures you follow all necessary procedures and are utilizing the tool to its full potential. 

The 5 Best Business Central Consultants for Customization

To help you get started, we’ve put together the following list of the best Business Central consultants for customization. 

The companies were selected based on research into each company’s key features and its ability to provide consulting services to businesses implementing Microsoft Dynamics 365 Business Central. The ranking was determined by each company’s key features and a comparison with similar lists.

1. Winfosoft

Winfosoft helps businesses implement enterprise resource planning (ERP) and cloud solutions, including Microsoft Dynamics 365. It offers consultations, setup and management services, covering each stage of the implementation process. The consultant serves many industries but has particular expertise in metals, manufacturing and industrial. 

Additionally, the consultant is a member of Microsoft’s President’s Club and a recipient of the Microsoft Competency Award for customer service and industry expertise. The team comprises experts in consulting and technical services for Microsoft products. Winfosoft is an independent software vendor (ISV) and offers full consulting and technical support, tailoring its approach to each specific client.

Key Features:

  • Helps with every stage of the implementation process
  • Member of Microsoft’s President’s Club
  • Tailored approach for each client

2. Dynamics Square

Dynamics Square is an AI-driven ERP solution, partnered with Microsoft Dynamics 365. It serves over 500 global businesses and helps companies grow through digital transformation. The consultant’s solutions are tailored to each company. Its services are comprehensive, including implementation, upgrades, support, consulting, auditing and training. 

The team consists of over 150 Microsoft-certified technical consultants. It has worked in many industries, including government, manufacturing, automotive and media and communications. The website features several good reviews, and the consultant has four offices across multiple states. Around 46% of its clients report cost savings after working with Dynamics Square.

Key Features:

  • AI-driven consultant
  • Over 150 Microsoft-certified technical consultants
  • Comprehensive services

3. Velosio

Velosio offers assistance with many solutions, including Microsoft, NetSuite and cloud ERP. It tailors its consulting services to each company. The businesses it works with are typically mid-market or emerging-enterprise companies. The consultant focuses on data strategies to ensure the tool works properly. The experienced team speaks in plain language to ensure you understand the tool’s technical aspects.

Velosio helps with both consulting and implementation. There are many examples of its services on the website. The consultant works with each company section to ensure everyone is on the same page with the tool. Velosio also delivers long-term support to maintain the tool after implementation. Around 80% of the company’s business comes from referrals, demonstrating its clients’ positive experiences.

Key Features:

  • Tailored consulting services
  • Focus on data strategies
  • 80% of business comes from referrals

4. Techcronus

Techcronus has been a global provider of consulting services since 2010. It helps with all software development needs, tailoring its approach to each industry. The consultant works across multiple platforms, offering technical services for each. Its strategic alliances and long-term partnerships aid its credibility.

The Techcronus team comprises certified and trained experts, offering help with Microsoft Dynamics 365 and other tools. The consultant aims to minimize risks and produce flexible models at the company’s scale. It also helps you adhere to information and data security policies while using the Business Central tool.

Key Features:

  • Global provider
  • Certified and trained experts
  • Helps follow information and data security policies

5. Encore Business Solutions

Encore Business Solutions is a Microsoft Dynamics 365 partner, helping customers with the full Microsoft suite, including Business Central. It provides guidance and support, tailoring its approach to fit your business’s needs. The consultant has completed over 2,300 implementations. The team comprises experts in all Microsoft features.

Encore mainly works with midmarket companies, aligning technology with the company’s processes. It offers training for teams to fully grasp the tool and make the most of it. The consultant specializes in Dynamics 365 Business Central and a few other tools. Its customers have a 94% retention rate.

Key Features:

  • Microsoft Dynamics 365 partner
  • Completed over 2,300 implementations
  • 94% customer retention rate

Customizing the Business Central Tool

Microsoft Dynamics 365 Business Central is a dynamic tool that can help companies streamline workflows and automate repetitive tasks. When customizing it to fit your business’s needs, consider working with a dedicated partner to ensure you get the most out of the tool. Implement Business Central to have an advantage over your competitors.

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