Business Central manages areas such as accounting, purchasing, inventory, orders and project costs. Dynamics 365 Sales focuses on leads, opportunities and customer relationships. If your challenge is tracking prospects and follow-ups, CRM may be the priority. If it’s managing financials and operations, Business Central may be the starting point. We assess whether connecting both would improve the handoff between sales and finance.

Historical access is part of the migration planning. We help determine which records need to move into the new system, such as customers, vendors, opening balances and outstanding invoices, and which historical records can remain in an accessible archive. The approach depends on your existing software, data quality and reporting needs. We define that scope before migration begins.

Often, yes. A payroll system, online store or industry-specific application may still serve your business well. We assess what should stay, what should change and how information should move between systems. That includes deciding which system owns each record and how updates will be handled, so an integration reduces duplicate work without creating conflicting information.

Requirements such as warehouse scanning, specialized production processes or quality inspections may call for additional applications. As an Insight Works partner, EQTech can assess manufacturing and distribution tools that extend Business Central. We help distinguish between what can be configured in the core system, what needs an additional application and what requires custom development, including the cost and support implications.

Your team’s involvement is essential. Finance and operational users help confirm requirements, review data and test everyday scenarios, such as processing an invoice or receiving inventory. Key users also need time for training and decisions. During planning, we identify these responsibilities so you can allocate people and time alongside their regular work.

We plan around the work your organization must keep doing: taking orders, paying suppliers, shipping goods and producing financial reports. Preparation includes testing those workflows, validating migrated data, training users and defining the final transition steps. The launch plan should make clear when the old system stops being used, when the new one starts and who handles issues during the transition.

Yes. We can assess an existing implementation, including its configuration, integrations, customizations, reports and user difficulties. For example, recurring manual work may stem from a missing workflow, while unreliable reporting may trace back to inconsistent data or setup. We help identify the cause and prioritize improvements based on their operational impact.

Support can include troubleshooting posting errors, investigating report discrepancies, adjusting permissions and helping users complete unfamiliar tasks. As your organization changes, we can also scope new reports, workflows and integrations. We establish the support arrangement with you so your team knows how to request help and how additional work will be handled.