TekStack Business Central -- Block 1 Hero
Microsoft Business Central

Run your entire services business on Microsoft.

TekStack and Microsoft Business Central provide a complete, integrated solution for Professional Services firms. CRM, PSA, invoicing, and ERP connected in one platform.

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✓ Integrated CRM and PSA
✓ Automated invoicing
✓ Business Central sync
✓ Real-time financials
✓ Copilot and AI
TekStack Extension
Customer Invoices
TekStack Invoice
TekStack Business Central -- Block 2 Microsoft
Microsoft

With a Microsoft platform, everything that happens in your business becomes an integrated hub of information. From emails to meeting recaps. From projects, to support cases, to invoices. You will have access to everything in your business from one place.

The Microsoft Advantage

Go all in with Microsoft

Professional Services firms face unique challenges: managing complex projects, billing accurately across services, and delivering exceptional client support. TekStack's platform, built on Microsoft Power Apps and Dynamics 365 Business Central, solves these challenges with a fully connected stack.

  • Integrated CRM and PSA for seamless project delivery
  • Automated invoicing for software, hardware, and services
  • Real-time financial visibility with Business Central
  • Copilot and AI to streamline operations and decision-making
  • Deep integration with Teams, Outlook, and SharePoint
TekStack Business Central -- Block 3 Billing
The Integration

Speed up billing with TekStack's
integration to Business Central

Not only can TekStack get you running on Business Central. Our Revenue Management module fully integrates to Business Central, resulting in more accurate invoicing, done faster, through less effort.

Customer records created automatically

When a seller closes an opportunity with a new account, TekStack creates a new Customer record in Business Central. This reduces manual entry for accounting and ensures all the correct information is synced between both systems.

Invoices auto-generated and synced

Once an invoice is required, it is automatically generated and synced directly to your Business Central. No re-keying, no manual export, no delays between your CRM and your accounting system.

Invoice payment status updated in TekStack

Once payment has been made in Business Central, the invoice payment status is automatically updated back in TekStack. Account managers and project managers can always see what has been paid without switching systems.

Billing contacts synced between systems

Billing contacts are kept in sync between TekStack and Business Central so that invoices always go to the right person with the correct information, every time.

Deferred revenue entries populated automatically

Deferred Revenue entries from subscription-based deals are automatically populated as revenue entries in Business Central, giving your finance team accurate, real-time revenue recognition without manual journal entries.

Project accounting and margin visibility

Generate invoices directly from project milestones and time entries in TekStack, and have those invoices sent to Business Central automatically. Know exactly how much margin you have made on each project and the profitability of every customer.

TekStack Business Central -- Block 4 Vs Project Ops
Why TekStack

TekStack vs. Microsoft Dynamics 365
Project Operations

Microsoft's Project Operations platform is built for massive services firms that have a huge appetite for customization costs. TekStack delivers more out of the box, faster and at a fraction of the price.

TekStack + Business Central
More functionality delivered out of the box
Cost-effective implementation packages
Getting value from TekStack after Month One
Integrates to Business Central, built for mid-sized firms
Deep integration to Teams, Outlook, and SharePoint
One team, one point of contact from day one
Dynamics 365 Project Operations
x Built for massive enterprises with large IT budgets
x High appetite for customization cost and complexity
x Long implementation timelines before seeing value
x Integrates to D365 Finance, not geared for mid-sized businesses
x Partner-led implementation and support required
x Significant ongoing consulting fees to maintain
TekStack Business Central -- Block 5 Faq
Common Questions

FAQs about Business Central
for Professional Services

Microsoft Dynamics 365 Business Central is a cloud-based ERP solution built for small and mid-sized businesses. It unifies financial management, project accounting, operations, and reporting in a single platform. For professional services firms, it provides the financial backbone to manage client billing, recognize revenue accurately, and maintain real-time visibility into business performance. It is hosted on Microsoft Azure and integrates natively with Microsoft 365 tools like Outlook, Teams, and SharePoint.
IDC named Microsoft Dynamics 365 Business Central as a Leader in their 2024 Worldwide SaaS and Cloud-Enabled Small Business ERP Applications Vendor Assessment. This was a comprehensive evaluation which included other apps like Acumatica and Oracle NetSuite.
Yes, Business Central has lots of built-in AI, and the ability to create new agents using Copilot Studio and Azure AI Foundry.
Deep integration to the productivity software your teams are using every day. So much information sits in Outlook and Teams Meeting Recaps. TekStack can pull all of that great data in to automate tasks like project updates, change requests, or to create statements of work.
Microsoft Dynamics 365 Business Central is designed for small to mid-sized businesses, typically firms with 5 to 500 employees and $5M to $500M in annual revenue. It is purpose-built for this segment. Unlike Dynamics 365 Finance or Project Operations, which are enterprise-grade and come with significantly higher implementation costs and complexity.
QuickBooks and Sage are general-purpose accounting tools suited for simple businesses. Business Central is a full ERP platform that handles not just accounting, but also project management, resource planning, invoicing automation, and CRM integration. For professional services firms that bill for complex projects and need real-time financial visibility across multiple engagements, Business Central is the more scalable and capable choice.
Microsoft Dynamics 365 Business Central supports multiple billing models common in professional services, including time and materials, fixed-fee, milestone-based, and retainer billing. When paired with TekStack's Revenue Management module, invoices are automatically generated from project milestones and time entries and pushed directly to Business Central, eliminating manual data entry and reducing billing errors.
Yes. Business Central, combined with TekStack, gives you full project accounting visibility, including real-time margin tracking by project and by client. You can see exactly how much revenue a project generated, what it cost to deliver, and whether it hit your target margin, all from within the same platform.
Yes. Business Central is a fully cloud-based ERP, hosted on Microsoft Azure. This means there is no on-premises infrastructure to manage, automatic updates are included, and your team can access the system from anywhere, including mobile devices. Data is protected by Microsoft's enterprise-grade security and compliance standards.
Yes, deep integration with Microsoft 365 is one of Business Central's core strengths. Your team can view client interactions, access project data, and act on financial information directly within Outlook and Teams. TekStack extends this further by pulling data from Teams meeting recaps and emails to automate tasks like project updates, change requests, and statement of work creation.
TekStack adds a fully integrated CRM and PSA layer on top of Business Central. This means you can manage the entire client lifecycle, from opportunity to project delivery to invoice, without switching systems. Invoices are generated automatically from project milestones and time entries in TekStack and pushed to Business Central in real time. You also get project-level accounting so you can track margin and profitability per project and per client.
TekStack works alongside Business Central, it does not replace it. TekStack provides the CRM, PSA, and Revenue Management layer, while Business Central serves as the accounting and ERP backbone. The two systems sync automatically: new customers, invoices, payment statuses, and billing contacts all flow between them without manual effort.
TekStack automatically populates deferred revenue entries and converts them to revenue entries at the appropriate time, synced directly to Business Central. This ensures your financials stay GAAP-compliant without requiring manual journal entries from your accounting team.
TekStack supports billing for software subscriptions, hardware, professional services time, and project milestones, all from a single platform. Each invoice type is automatically generated and synced to Business Central, whether it is a recurring SaaS subscription renewal, a one-time hardware purchase, or a services engagement billed against time entries.
Microsoft's Project Operations platform is built for massive services firms that have a huge appetite for customization costs. We deliver more functionality out of the box with cost-effective implementation packages to get you started. You will be getting value from TekStack after Month One. While Project Operations integrates to Dynamics 365 Finance, our app integrates to Business Central which is geared for mid-sized businesses.
TekStack offers an accelerated implementation package built on best practices specifically for professional services firms. Most clients are live and generating value within the first month. This is significantly faster than enterprise alternatives like Dynamics 365 Project Operations, which typically require months of custom configuration before go-live.
TekStack Business Central -- Block 6 Cta
No obligation · 1 hour

Get started on Microsoft the right way in one hour.

We provide an accelerated implementation package based on best practices that will get you moving fast. Our configuration provides reporting and a full integration to TekStack's Revenue Management for automated invoicing into Business Central.

What happens on the call
  • 1 We learn about your current systems and what you need Business Central to do
  • 2 You see a live walkthrough of TekStack connected to Business Central
  • 3 We walk you through pricing and implementation, straightforward with no surprises
  • 4 You leave knowing exactly what it takes to get running on the full Microsoft stack
Implementation, support and Max included One team, one point of contact, from day one. No consultants, no hidden fees.

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