We hope you’ve enjoyed this series on our migration from Dynamics GP to Dynamics 365 Business Central. Also, we hope that our experience gives you confidence in your migration plans and helps to set your expectations on the process.
In our previous posts, we covered why we decided to make the change, the “state” of our systems pre-change and the actual implementation and go-live process. In this post, we are going to wrap up this series and look at the value of our move to cloud-first technologies.
Using Power Apps
Since January 1st, 2021, we have developed several new solutions using the . The Power Platform includes the following components:
- Power BI: Reporting Tool
- Power Apps: Low Code/No Code App Development Tool
- Power Automate: Workflow Engine
- Power Virtual Agents: Chatbot Engine
To date, we have:
- Created over 30 Power BI reports (with a long list of additional reports to be created) to provide insight into:
- Our customers and their subscriptions
- Financial data
- Product usage by our customers
- Internal-use applications
- Created 2 internal use Power Apps with several more in the works
- Created over 20 separate “Flows” using Power Automate to connect systems and provide notifications of business activities
In addition, we are developing Power Platform solutions for our customers to use in their environments to augment our product functionality.
One of the first internal apps we created was to track the challenges our employees have in delivering exceptional customer service. These end up in our “Book of Solutions” application which are triaged and prioritized, then developed and delivered to the organization using the Power Platform. One example is a Power Automate flow was created to email our internal IT/IS team any time an employee was added or changed in . This information is then used to ensure the employee gets setup with all their necessary licensing (including Office365, D365 Customer Engagement, Business Central, etc.) and that our Azure Active Directory stays in sync with changes in payroll.
Deploying D365 Customer Engagement has allowed us to integrate Microsoft Project Operations with Project for the web. Our Team will now be utilizing this solution to improve the implementation process for our customers. Since the data for this is in Dataverse (along with our classic “CRM” data), we can connect this to our existing systems like our timesheet reporting solution and project invoicing in our billing solution. This also enables reporting in Power BI which can pull data from multiple sources and deliver a holistic view of our business.
What the Future Holds
As we look to the future, we have short-term plans to automate the onboarding of customers to Integrity Data, making it easier for customers to do business with Integrity Data. We will continue to connect systems and data to improve the experiences of our customers as they use our products and interact with our team. The opportunities are endless, and we are excited about how our move to Dynamics 365 Business Central, in addition to our other cloud-first solutions, will enable us to continue to help our customers pay and care for their employees.
Questions about our migration from Dynamics GP to Dynamics 365 Business Central?
and our team would be happy to tell you more about our experience!
To read previous blogs in this series:
- Part 1:
- Part 2:
- Part 3:
- Part 4:
