Set up projects, tasks, planning lines and resource requirements to estimate costs and plan work. Advanced resource capacity planning and skills-based scheduling may require additional configuration or specialist applications.
Connect CRM opportunities, sales quotes and customer information with project creation and delivery processes through suitable integration. Advanced pipeline management and opportunity tracking generally belong in a dedicated CRM solution.
Use Business Central project tasks, planning lines, budgets and usage records to monitor project costs and progress. Detailed project scheduling, task dependencies and collaboration may require dedicated project-management tools.
Track resource costs, prices, planned usage and recorded hours. Resource utilization reporting can be developed from the available data, while advanced capacity forecasting and skills-based allocation may require additional tools.
Use Business Central timesheets to record resource hours against projects and tasks, with submission and approval workflows where configured. Expense capture and employee reimbursement processes may require additional setup or integration.
Use project planning lines and invoicing processes to bill customers for recorded project usage or planned billable amounts. Business Central supports fixed-price arrangements and scheduled invoicing scenarios, but complex retainers, recurring subscriptions and milestone-based contract rules may require configuration or extensions.
Connect project costs, revenue, accounts receivable and general ledger transactions to support financial reporting by project and customer. Profitability analysis depends on consistent recording of costs, billable usage and revenue.
Use Business Central reports and Power BI to review project budgets, actual usage, revenue and work in progress. Utilization, backlog and forecast-margin reporting require suitable definitions and reliable underlying data.
Assess your NAV version, deployment model, customizations, data and integrations to determine a suitable migration or reimplementation approach. Microsoft's supported options depend on the source environment and target platform.
Plan and execute version upgrades with appropriate checks for extensions, customizations, integrations, data and business-process compatibility. The upgrade route depends on your current version and deployment model.
Review legacy customizations and identify opportunities to adopt standard functionality, simplify code or develop maintainable AL extensions. For supported NAV-to-Business Central Online migration paths, legacy C/AL customizations must be converted to AL extensions or appropriately reimplemented.
Review system configuration, project setup, resource and timesheet processes, extensions, integrations, performance and technical risks. Identify opportunities to improve data consistency, billing processes and project reporting.
Investigate performance issues affecting posting, timesheet processing, project invoicing, integrations and reporting. Recommendations may include configuration changes, extension reviews or technical remediation.
Assess integration options for CRM, project-management platforms, timesheet and expense tools, document management, payment applications and productivity systems. The approach depends on available interfaces, required data flows and business processes.
Identify repetitive activities such as timesheet approvals, invoice preparation, purchase approvals and reporting. Evaluate suitable Power Platform workflows and applicable Copilot capabilities based on licensing, product availability, data readiness and business requirements.
Older Dynamics NAV environments or outdated Business Central configurations can make improvements difficult. We assess your current setup and recommend a practical modernization roadmap.
Custom project-costing rules, billing logic and reporting workflows can become difficult to maintain. We help determine what should be retained, simplified, replaced or rebuilt.
CRM, project delivery, timesheets and finance may operate in separate applications. We assess integration opportunities to reduce duplicate entry and improve the flow of relevant project and financial data.
Revenue alone does not show whether an engagement is profitable. We help structure project costs, resource usage and financial data to support reporting by project, customer and service line.
Late timesheets, missing expense records and manual invoice preparation can delay billing. We identify opportunities to improve time capture, approvals and invoicing workflows through configuration, integration and automation.
Firms need to understand resource availability, planned work and actual utilization. We help improve resource data and reporting, while assessing whether advanced scheduling or capacity-planning tools are needed.
New service lines, entities, currencies and operating regions can increase reporting and governance demands. We help align Business Central configuration and integrations with your firm's evolving requirements.
Use Power Apps and Power Automate for suitable timesheet-related workflows, approvals, internal requests and administrative tasks. Custom apps and integrations should be designed around the firm's security and data requirements.
Build reports to analyze project budgets, recorded hours, revenue, costs and financial performance. Utilization, backlog and forecast profitability depend on clear metric definitions and accessible project, resource and pipeline data.
Evaluate applicable Copilot capabilities and other Microsoft AI options to support productivity, information access and selected workflows. Availability and suitability depend on the product, licensing, region, release and data readiness.
Use AL extensions to address requirements beyond standard Business Central functionality, including specialized billing rules, additional validations, resource workflows and integration logic.
Integrate Business Central with CRM, timesheet and expense systems, project-management platforms, document tools and other business applications. Define clear data ownership and synchronization rules for customers, opportunities, projects, resources, hours and invoices.
Explore how organizations worldwide transformed operations, streamlined finance and accelerated growth with Sarakadiya's Microsoft expertise.
Seamlessly Upgrading an MSP from Business Central 15 On-Premises to Business Central 25 Cloud
We’re excited to be part of Directions EMEA 2026 in Paris, connecting with Microsoft Dynamics 365 Business Central partners, technology leaders, and industry experts.
