Experience Effortless Data Sync: DynaConnect Bridges ConnectWise with Business Central in Real-Time

Introduction Welcome to DynaConnect, your seamless integration solution for Dynamics 365 Business Central and ConnectWise PSA. With DynaConnect, data synchronization happens in real-time, offering automated and customizable solutions tailored to fit the unique needs of your business. Equip your team with powerful tools to build stronger customer relationships, save time, gain greater insights, and enhance staff productivity.

Key Features

Seamless Data Synchronization: Sync data between Dynamics 365 Business Central and ConnectWise PSA in real-time, eliminating manual data entry and reducing errors.

Customization and Automation: Tailor the integration to fit your business's unique needs, automating processes to enhance efficiency and streamline workflows.

Enhanced Productivity: Empower your team with tools that build stronger customer relationships, save time, gain insights, and significantly boost productivity.

Built-In Business Central: DynaConnect is natively built in Business Central, eliminating the need for multiple user interfaces and simplifying the user experience.

Automated Dimensions Creation: DynaConnect automatically creates dimensions in Business Central, facilitating the generation of comprehensive business insights reports.

Integration Capabilities: DynaConnect integrates essential business components with Dynamics 365 Business Central, including:

• Customers
• Vendors
• Items
• Invoices
• Purchase Orders
• Payments
• Employee Expenses
• Agreements & Balances

Business Benefits

1. General:

• Eliminate manual entry with real-time integrations.
• Maintain up-to-date records in one system that sends data to the other.
• Control synchronization by setting triggers.
• Customize field mappings to ensure all necessary data is captured.

2. Sales and Procurement:

• Send invoices and credit memos from ConnectWise PSA to Business Central 365.
• Automatically sync sales documents, customer payments, and purchase orders in real-time.
• Integrate customers, vendors, and inventory items between systems.
• Enhance product line reporting and forecasting through detailed transactions.

3. Companies and Products:

• Convert ConnectWise PSA companies into Business Central 365 customers or vendors.
• Sync ConnectWise PSA products with Business Central 365 items.
• Identify profitable customers and manage those who are behind directly within Business Central 365.
• Create dashboards for product line sales to visualize profitability.

Implementation Methodology

DynaConnect offers a comprehensive solution for integrating Business Central with ConnectWise PSA. Our approach to implement this solutions includes:

1. Business Analysis:

• Conduct a thorough analysis of your business needs, requirements, and goals.
• Engage with stakeholders to understand existing processes and identify improvement areas.
• Gather detailed insights to tailor the Dynamics solution to your business environment.

2. Development & Testing:

• Develop and customize Microsoft Dynamics 365 solutions based on your requirements.
• Perform rigorous testing to ensure functionality, integrity, and compatibility.
• Address any gaps and make enhancements as requested to align the solution with your processes.

3. Conference Room Pilot/User Training:

• Execute a Conference Room Pilot (CRP) to test the Dynamics solution in real-world scenarios.
• Conduct user training to ensure your team is proficient with the new system.
• ddress any issues and fine-tuning needs for a smooth transition and user adoption.

4. User Acceptance Testing (UAT):

• Validate the system against business requirements during UAT.
• Ensure the solution meets both technical specifications and practical needs.
• Incorporate feedback to make final adjustments before going live.

5. Project Live:

• Deploy the Dynamics solution into the live production environment.
• Manage the transition to minimize operational disruptions.
• Provide ongoing support post-deployment to address any immediate concerns.

Why Choose Madhda?

As the trusted strategic partner for tech-savvy finance leaders, Madhda offers IT and accounting solutions and services to clients worldwide. Our solutions and unique integrations simplify accounting workflows, automate processes, reduce redundancy, and deliver accurate financial data for your business.

We specialize in integrating ConnectWise PSA with back-end financial software, creating a seamless business management tool. Our certified consultants are recognized experts in each software solution we offer, guiding you step-by-step from discovery through implementation to your final go-live date.