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Dynamics 365

Put your ERP data
to work.

Make Dynamics 365 Business Central information easier to follow across finance, sales, purchasing and inventory. Connect reporting to the operating process behind the records.

Discuss Business CentralHow we improve dashboards

Steveston waterfront · Richmond

HomeDynamics 365

Your local business focus

Services for Richmond businesses.

Richmond’s municipal economic-development profiles describe logistics and distribution, alongside an agrifood chain spanning production, processing and retail. A useful reporting scope makes stock and operating records easier to trace.

Connect Business Central item, order and purchasing data to agreed inventory and finance definitions.

Surrey-based. Scope is agreed around your actual business, tools and data.

Explore the local page
Richmond logistics sector

What we can do

A clear scope.
A useful result.

For Business Central teams who rely on repeated exports, cannot trace a dashboard total to an ERP record, or need clearer visibility across companies and processes.

See the improvement approach

  1. Process and source discovery

    Identify the Business Central environment, company, relevant pages or APIs and reporting owners. Separate posted transactions from open documents before combining them.

  2. Sales, finance and inventory views

    Scope dashboards for open orders, receivables, purchasing, stock or other agreed questions. Map document and line identifiers, status, currencies, units and posting dates.

  3. Reliable reporting feeds

    Use approved APIs or connectors with appropriate authentication and permissions. Plan pagination, throttling and incremental retrieval around the available endpoints.

  4. Reconciliation and exceptions

    Compare counts and amounts to agreed Business Central reference reports. Flag missing mappings, inconsistent units and incomplete source extracts for review.

  5. Integration and ownership

    Document field mappings, refresh frequency and change handling. Agree any write-back separately with explicit scope and business approval.

From symptom to acceptance check

Improve the reporting
around your ERP.

We diagnose the cause, agree a change and check the result against your source records.

Dynamics 365 improvement examples
Current problemWhat we review or changeHow we check it
ERP and dashboard totals disagreeAlign company, posting date, document status, currency and line grain.A documented reference total matches the report for the same period.
Only part of the API data appearsFollow pagination links and handle throttling, retries and completion checks.Expected record counts and extraction completion are checked.
Open and posted documents are mixedModel operational status and posted financial activity separately.The user can distinguish backlog from recognised transactions.
Units or product mappings differUse an agreed conversion and mapping table; surface unresolved entries.Unmapped records remain visible for review.
Access belongs to one personReview approved authentication, ownership and permitted company access.Refresh ownership and permission boundaries are recorded.

Illustrative project

One operating question.
A traceable ERP view.

This is a proposed workflow example, not a customer case study or a claimed result.

Question

What is open, overdue or waiting for a purchasing decision?

Build

Connect approved Business Central data to a reporting model with supplier, document and date context.

Check

Compare the selected company and period to the ERP reference view; test status changes and incomplete extracts.

Define done before building

Agree the checks.
Hand over clearly.

  • Company, environment and source endpoints are documented.
  • Key amounts and distinct document counts reconcile.
  • Paging, throttling and failed-extract behaviour are checked.
  • Business users receive mappings, definitions and ownership notes.

Assign the operating owners

At handover, agree who owns the accounts, connections and licences; who monitors refresh or workflow runs; and who handles changes and recovery. Documentation and a walkthrough support that handover. Any ongoing support is separately agreed.

Bring to the first conversation

  • Your Dynamics 365 application and environment.
  • The company and reports in scope.
  • A system owner who can approve suitable access.
  • One reference report and the decision it supports.

We agree scope, timing and price after reviewing the available data and access.

Start with this service

Useful scope questions

Know what
the project needs.

Which Dynamics 365 applications are in scope?

Our stated focus is Business Central reporting and integration. Other Dynamics 365 applications need a separate scope review before we commit to delivery.

Can every required field use a standard API?

Not always. Microsoft says standard Business Central API pages cannot simply be extended with extra fields; a custom API may be required. We first check what the approved endpoints expose.

How is Business Central Online authenticated?

Microsoft recommends OAuth and no longer supports Basic Authentication for Business Central Online. Your administrator approves the required access; the reporting design follows that boundary.

Further reading from Microsoft

Scope and product limits depend on your environment, version and licences.

Explore all five technology services

Founder implementation experience

Explore the work
behind the approach.

Read anonymized reporting, automation and governance cases with their recorded checks and scope limits.

Read the case studies

A practical place to start

Bring the ERP question.
Choose a useful first scope.

Discuss your workflow

Olympic Oval & Fraser River · Richmond