Financial foundations
Review the chart of accounts, posting groups, dimensions and payment terms. Agree how invoices and payments reach the ledger and how balances will be reconciled during migration.
Biz Apps / Overview
DIGITAL CLOUD / Biz Apps
Microsoft ERP
Connect financial and operational processes with Business Central. Review standard capabilities, integrations and data responsibilities before configuring the system.
Plan your solution01
Microsoft ERP
Understanding the solution
Business Central connects finance with sales, purchasing and inventory so posted transactions contribute to a consistent operational picture. Digital Cloud can map these flows to your company structure, reporting dimensions and approval responsibilities before configuring a first process.
Business Central is an ERP application for connected financial and business operations. A project reviews accounting, purchasing, inventory and order processes, then identifies required integrations or extensions. Local requirements and business rules must be validated before migration and user acceptance. ERP connects financial and operational records so business events can flow through a consistent process. Implementation requires attention to master data, approvals, reconciliation and the effects of change on daily work.
Capabilities and scope
Purchasing and stock
Configure vendor and item records, units of measure and locations. Walk through a purchase order, receipt and invoice so quantities and accounting entries can be checked together.
Sales and control
Follow an order through shipment, invoicing and payment application. Define user permissions and approval steps, and identify any warehouse, banking or commerce interfaces needed beyond the initial scope.
A practical example
A distributor receives goods from a supplier, ships part of a customer order and checks the remaining stock alongside the posted purchase and sales entries.
What your project can deliver
- Process map covering sales, purchasing and finance
- Master-data and posting-configuration decisions
- Reconciliation and user-acceptance scenarios
The final deliverables, licensing and responsibilities are agreed for your environment before implementation.
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Requirements and considerations
Document finance, stock, purchasing and order requirements. Confirm local invoicing needs, integrations and extension compatibility. Rehearse migration, role-based tests and launch responsibilities.
Microsoft ERP
Project priorities
Process fit
Master data
Financial controls
We begin with a conversation about the task, the people involved and the systems already in place. Together we identify what a useful result would look like and which dependencies need attention first. The agreed proposal sets the delivery boundaries, responsibilities and acceptance criteria.
Your engagement
How Digital Cloud can help
| Project phase | What happens |
|---|---|
| 01Define the design | Translate the requirements into a practical design. Confirm product choices, interfaces, permissions and the responsibilities needed to operate the solution. |
| 02Deliver in stages | Configure or implement the agreed scope, test representative workflows and resolve material issues. Plan user communication and any controlled transition from existing systems. |
| 03Prepare for ongoing operation | Confirm acceptance, document the relevant configuration and prepare the people responsible for daily use. Define maintenance and support arrangements before handover. |
Microsoft ERP
Questions before you start
How is ERP different from CRM?
ERP manages financial and operational transactions. Dynamics 365 Sales focuses on leads, opportunities and customer activities. The two can exchange selected information through an explicitly designed integration.
What determines the cost and schedule?
The starting environment, integrations, user groups and agreed outputs determine the effort. We confirm scope and commercial terms before work begins. Software licenses, infrastructure consumption and ongoing support may be separate items.
What will we receive?
The proposal identifies the deliverables: these may include findings, a prioritized roadmap, a tested configuration, a prototype, documentation or training. We agree what is included and how completion will be assessed.
Can this work with our existing systems?
We review the actual applications, data sources and access requirements before recommending an integration. Dependencies and compatibility limits are recorded so the delivery plan reflects your environment.
What happens after the initial work?
You can use the findings to guide your own team or discuss a follow-on phase. Any maintenance, monitoring or support includes separately agreed service hours, responsibilities and response targets.
Product documentationMicrosoft Learn ↗