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Deploy Business Central with Confidence

Updated: Jul 7, 2023

Discover how JourneyTEAM’s Sherpa program helps businesses build and deploy a customized Business Central solution designed to meet specific business needs.


business meeting

Cloud technology is at the forefront of digital transformation with many companies relying on the technology for automation, data processing, and more. However, businesses dealing with standalone management systems may be dealing with muddled or disconnected processes. And attempting to remedy these processes becomes an overwhelming—and expensive—project as it disrupts workflows.


That’s where Microsoft Dynamics 365 Business Central comes into play. The intelligent platform helps to unify businesses by bringing together finance, operations, marketing, sales, customer service, and more. With a number of seamless integrations available, including options for banking, human resources, and payroll, Business Central helps teams to simplify their processes for better business outcomes.


However, businesses looking to leverage the full capabilities of the platform must ensure the solution is properly installed and carefully tailored to business’ unique needs. Taught by in-house Microsoft experts, JourneyTEAM’s Business Central Sherpa program is designed to ensure successful implementation projects. Together, we help business team’s customize the platform to meet specific business needs, and support teams’ efforts to drive digital transformation.


Below, we’ll provide more details about our Sherpa program and what teams can expect. But first, a quick overview of Business Central, its features, and how it benefits businesses.


What is Business Central?

Dynamics 365 Business Central is a “business management solution for small and mid-sized organizations that automates and streamlines business processes and helps [teams] manage their business.” Essentially, the platform is a combination of ERP and CRM systems and is considered an all-in-one business management solution.


Rich with features and highly adaptable, Business Central allows teams to manage finance, sales, project management, manufacturing, shipping, services, and more. The platform is also highly customizable, allowing teams to add or remove functionality as needed.


Some of the capabilities included with Business Central are:


  • Financial management: Enjoy real-time visibility into financial data and business performance. Information is easily and securely shared, allowing teams to gain more control over cashflow and budgets.


  • Reporting and analytics: Business Central centralizes all financial management data, including purchasing, accounting, sales, inventory, and customer interactions. Users can then use the platforms reporting and analytics tools to make faster, more informed decisions.


  • Order processing: Automated workflows and dynamically updated inventory levels enable business teams to easily track, monitor, and control sales order and purchasing processes.


  • Sales and marketing: Business Central connects sales and accounting processes, enabling teams to act more quickly on sales-related queries directly within Microsoft Outlook.


  • Warehouse management: Robust tools allow warehouse managers to easily connect processes, automate manual tasks, enable fact-based inventory, and complete visibility into business performance.


  • Resource and project management: Users can perform common resource and project management tasks directly within Business Central. Easily manage budgets, monitor progress, track performance, and manage timesheets with the platform’s built-in tools.


  • Service management: Business Central enhances business’ operational efficiency by streamlining the management of warranties, contracts, SLAs, and more.


  • Manufacturing: Teams can automate complex or time-consuming manufacturing processes within Business Central.


Why Business Central?

Microsoft Business Central allows teams to work smarter—allowing them to meet business goals at a faster, easier rate. And with end-to-end visibility of business data, businesses can make more informed decisions that drive growth, revenue, and success.


Here are some additional benefits organizations can expect to see with Business Central:


  • ERP and CRM capabilities: Despite Business Central being an ERP system, it also features CRM features designed to improve the customer experience. These features allow teams to track customer interactions, find renewal opportunities, and cross- and up-sell with ease.


  • Provides a single source of truth: Business Central gathers and centralizes all business data onto a single platform. All data is stored in a secure, yet accessible, location that’s automatically updated, ensuring everyone is able to make accurate, informed business decisions.


  • A flexible, scalable platform: One of the top advantages to using Business Central is its flexibility and scalability. The cloud-based platform easily scales as teams grow and has the flexibility needed for rapid growth.


  • Simplifies processes: Business Central features thousands of integrations with third-party applications. These seamless integrations enable organizations to simplify and automate a number of processes, including onboarding, finance tracking, communication, and more.


  • Low ownership costs: Because Business Central combines both ERP and CRM capabilities, the platform helps to keep ownership costs low. The platform offers a number of subscription-based monthly plans, allowing businesses to choose the pricing model that works best for their budget. Plus, Business Central is ready for use right out of the box, meaning teams are up and running in no time.


Essentially, Business Central provides teams with a comprehensive business management solution that can be used to manage entire businesses. Whether teams are looking to eliminate manual, repetitive processes, increase efficiency, or create a single source of truth, Business Central does it all.


Unleash the Full Power of Business Central with JourneyTEAM’s Sherpa Program

Like most software implementation projects, implementing Business Central involves a lot of moving parts and can quickly get complicated—and expensive. This can make it difficult to take full advantage of the solution, and create a solution that meets organizations’ specific goals.


That’s where the JourneyTEAM Sherpa program can help. Taught by our expert Dynamics 365 Business Central consultants and implementation guides, our program enables teams to build a customized solution designed to meet specific business goals. And our quick-start, guided approach allows customers to choose the exact level of support needed for success; it’s an ideal fit for businesses wanting to take more ownership of software projects and learn best practices for successful implementation.


The following is included in our Business Central sherpa program:


  • 1:1 workshops with industry experts

  • Office hours

  • Group sessions

  • Access to our online community

  • Option to join our managed services community

  • Training sessions


Ready to start your Business Central implementation? Contact a JourneyTEAM representative to learn more about our Sherpa program happening on August 23 and October 25, 2022.