Go all in with Microsoft
With a Microsoft platform, everything that happens in your business will become an integrated hub of information. From emails to message recaps. From projects, to support cases, to invoice. You’ll have access everything in your business from one place.
Why Professional Services Firms Choose TekStack
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:
- 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
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. The result is more accurate invoicing, done faster, with accurately, and through less effort.
Automatically create new Customer records in Business Central
When a seller closes an opportunity with a new account, TekStack will create a new Customer record in Business Central. This reduces manual entry for accounting and ensures all the correct information is synced between the two systems.
Invoices are auto-generated and synced to Business Central
Once an invoice is required, it is automatically generated and synced to your Business Central
Invoice payment status is updated in TekStack
Once payment has been made, the invoice payment status is updated in TekStack
Billing contacts are synced between the two systems
Billing contacts are synced between both systems
Deferred Revenue entries are populated as revenue entries
Deferred Revenue entries are populated as revenue entries
FAQs about Dynamics 365 Business Central for Professional Services Firms
What is Dynamics 365 Business Central?
Microsoft Dynamics 365 Business Central is a comprehensive cloud-based ERP (Enterprise Resource Planning) solution designed for small and medium-sized businesses (SMBs). It helps organizations manage their finances, operations, sales, customer service, and projects—all within a unified platform.
Is Microsoft Dynamics 365 Business Central any good?
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.
How does TekStack improve Dynamics 365 Business Central?
Combined with TekStack, Business Central provides service organizations with an accounting platform that is fully integrated with a PSA and CRM. So you can generate invoices directly from project milestones and time entries in TekStack, and have those invoices sent to Business Central automatically. You can also to project accounting so that you know exactly how much margin you have made on a project, and the profitability of a customer.
Does Dynamics 365 Business Central have AI capabilities?
Yes, it has lots of built in AI, and the ability to create new agents using Copilot Studio and Azure AI Foundry.
What makes Business Central especially useful for Professional Services companies?
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 create statements of work.
How does TekStack + Business Central compare to Microsoft Dynamics 365 Project Operations
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’ll 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 can get you started
We provide an accelerated implementation package based on best practices that will get you moving. Our configuration provides reporting and an integration to TekStack’s revenue management for automated invoicing.
