Microsoft Business Central Implementation
A specialist in plastic automation simplified its complex buy-sell operations and strengthened project control using Microsoft Dynamics 365 Business Central.
A Reset That Brought Clarity and Control
After struggling with a poorly fitted system and scattered processes, this fast-adapting business found clarity, control, and confidence through a clean reimplementation of Business Central with support from Dynamics Square.
Business Overview
With over three decades of experience, this enterprise has built its foundation on plastic automation. Recently, it entered the recycling materials space, marking a shift towards sustainable practices. The team had grown, and so had the ambitions. Change had begun to take shape. A long-standing culture of traditional operations started giving way to digital-first thinking, showing readiness for fresh tools and modern ways of working.
What are The
Business Challenges
While the business had already adopted Microsoft Dynamics 365 Business Central, the original implementation fell short. The system functioned, but it lacked alignment with how the team actually worked. Key modules felt disconnected. Financial visibility was limited. Operational data sat in different silos. The gap between goals and what the system could deliver widened with time.
What the Business Needed
Rather than continuing with patchwork fixes, the team decided to relook at the core system. They needed something practical, scalable, and purpose-fit. A vanilla version of Business Central was preferred, without added complexities or heavy customisation.
- A standard and clean reimplementation of Business Central SaaS
- Minimal modifications with a focus on performance, not features
- Strong integration capability with Microsoft 365 apps and Power BI
- Better project management support for buy-sell operations
- Fresh approach to quoting in sales, reflecting grouped pricing logic
- Smooth migration from their on-premises version to SaaS
- A support partner who could guide without overcomplicating
Business Objectives
This shift was never about technology alone. The business had set out to achieve specific goals that would bring real value to their everyday work.
Bring sales, purchasing, finance, and inventory into one system
Enable visibility into costs, margins, and profitability in real time
Use the Jobs Module for tracking project tasks and planning better
Build stronger customer relationships by centralising sales data
Speed up sales processes by aligning CRM with quoting logic
Simplify reporting and reduce the team’s reliance on manual inputs
Protect financial data and meet compliance through system controls
Keep the solution scalable as the business expands into recycling
Solutions Proposed by Dynamics Square
Once the business was ready to act, Dynamics Square stepped in with a clear and steady approach. After multiple discussions, walkthroughs, and on-site meetings, a plan took shape that was both realistic and forward-facing.
System and Licensing
- Microsoft Dynamics 365 Business Central SaaS edition
- 25 Premium user licenses and 45 Team Member licenses
- One legal entity, covering end-to-end operations
Core Finance and Operations
- General Ledger
- Accounts Payable and Receivable
- Fixed Assets
- Bank and Cash Management
Inventory and Warehousing
- Item Master Management
- Lot and Serial Tracking
- Inventory Costing and Item Journals
Sales and Purchase
- Blanket Sales and Purchase Orders
- Return Orders
- Approval Workflows
Jobs Module for Project Management
- Project Task Planning and Tracking
- Job Costing and WIP Management
- Resource Allocation and Budget Control
Production Module
- though enabled, the module supported buy-sell planning rather than manufacturing
Project Methodology and Support
- Microsoft Sure Step delivery method
- Data templates for migration
- Key User Training and UAT support
- Five-day post go-live support included
- Option of prepaid annual support hours
Minimal Customisation
- One custom modification to support grouped pricing in Sales Quotes
Results and Impact: What This Transformation Means
The changes brought in through this reimplementation helped shape a more confident, stable, and forward-ready setup. Everything worked with greater alignment. Users across finance, sales, and operations had better tools in hand.
162% ROI forecast over 3 years
Payback period expected to close in under 12 months
Saved hiring cost of one full-time and one part-time finance role
8% faster operations across sales and inventory flows
£32,000 saved by removing previous system inefficiencies
Increased confidence in reports, budgeting, and forecasts
Simplified licensing and a clear support structure in place
Better insights into job-wise profitability using the Jobs Module
Scope for integrating HubSpot CRM into BC in the future
Why This Case Matters and Future Prospects
Consult To Reveal Best Approach
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