Dynamics 365
Power Platform
Dynamics
Cloud & ProductivityProfessional services firm modernizes finance with Business Central
A professional services firm modernized its outdated financial system by migrating from Dynamics GP to Dynamics 365 Business Central with WebSan, a Rand Group company. The move to the cloud enabled automation, enhanced financial visibility, and greater scalability to support long-term growth.
The Goal
The organization aimed to modernize its ERP environment by migrating from Microsoft Dynamics GP to Dynamics 365 Business Central. Their goal was to streamline financial management, strengthen approval workflows, and equip their team with a cloud-based, mobile-friendly solution built for the future.
The Outcome
After implementation, the company achieved faster, automated financial processes and improved control over operations. Centralized data and modern reporting tools now give leadership real-time visibility into performance, enabling confident, data-driven decisions.
The problem
The organization’s on-premises Dynamics GP system could no longer keep pace with its operational demands. Reporting, approvals, and asset management were handled manually across multiple systems, creating inefficiencies and data inconsistencies. Commission reports required extensive Excel manipulation, which increased errors and consumed valuable time. Limited visibility into financial data hindered leadership’s ability to make quick, informed decisions. As the company grew, scalability and cloud-readiness became major concerns—making modernization a necessity.
Manual and disconnected financial processes
The solution
Rand Group implemented Microsoft Dynamics 365 Business Central to transform financial management and automate critical processes.
Key solution highlights:
- Cloud migration: Seamlessly transferred master data, open transactions, and historical records from Dynamics GP using Microsoft’s migration tools.
- Automated reporting: Implemented Jet Reports to automate commission and revenue reporting, eliminating manual spreadsheet work.
- Enhanced workflows: Introduced structured approvals for payables, receivables, and journal entries to enforce stronger financial controls.
- Custom enhancements: Built a sales team and commission report feature to simplify performance tracking.
- Banking automation: Enabled multi-bank integration and monthly automated reconciliations.
- Training & support: Delivered ongoing optimization through online and Jet Reports training, and customer care support.
The result
The transition to Business Central revolutionized how the company managed finances. It empowered their team with greater efficiency, accuracy, and visibility, creating a unified financial system that supports smarter decisions and sustained growth.
Key business outcomes included:
- Automated commission reporting: Eliminated hours of manual work, improving accuracy and saving time for nearly half the workforce.
- Cloud accessibility: Empowered teams with mobile and web access to financial data from anywhere.
- Stronger financial controls: Enhanced accountability and compliance through automated workflows.
- Actionable insights: Jet Reports provided leadership with real-time visibility for faster, data-driven decisions.
- Future-ready foundation: The scalable cloud platform ensures the organization can adapt quickly as it grows.
Real-time insights and future scalability
