PO-BC Integration Module 2.0

This comprehensive integration module empowers businesses to streamline their operations, enhance financial management, and unlock valuable reporting capabilities. By bridging the gap between Project Operations and Business Central, organizations can achieve a seamless flow of data, eliminating manual tasks and reducing errors.

Who is it for?

The PO-BC Integration Module caters to professional services firms, project-based organizations, and businesses utilizing Dynamics 365 Project Operations and Business Central. It is ideal for project managers, accounting teams, and decision-makers seeking to optimize their sales-to-billing processes and gain actionable insights into their business's financial health.

What Pain Point does the App address?

• Manual Data Entry - Without integration, data must be manually entered into both Project Operations and Business Central, leading to increased workload and inefficiencies.​

• Data Inconsistencies​ - Separate systems can result in discrepancies between project management and financial data, causing errors that can impact decision-making and reporting.​

• Delayed Billing​ - Without seamless integration, the billing process may be delayed, affecting cash flow and financial management.​

• Time-Consuming Processes​ - Managing two disjointed systems requires more time and effort to maintain accuracy and consistency, reducing overall productivity.​

• Reduced Collaboration​ - Lack of integration hampers collaboration between project management and finance teams, as they work with disjointed data, leading to communication gaps and inefficiencies.​

• Higher Operational Costs - The need for additional manual processes, data reconciliation, and error correction increases operational costs and resource utilization.​

• Difficulty in Scaling​ - As the business grows, managing separate systems becomes increasingly complex, making it difficult to scale operations efficiently.​

• Inadequate Reporting and Analysis​ - Without integrated data, generating comprehensive and accurate reports is challenging, affecting strategic planning and decision-making.​

FAQ's

1.What all is covered in pricing?

- Deployment, setting up with Master Data and Configuration on Sandbox and Production environments with training is covered in the Pricing.

2. Is training part of the Pricing?

- Yes, training for the some of your users is covered and we'll share the User Guides for Administrator and End Users.

3. What about the sync for historic records?

- We can setup this integration in your PO and BC Sandbox environments in your tenant.

4. What about the sync for historic records?

- We will sync the master data for you. The mentioned tables are covered in Master Data Sync - G/L Account Setup, Country Codes, Zip Codes, Bookable Resources, Accounts, Contacts, Payment Terms, Products. Business Data like Projects and transactions are not synced, and they start fresh.

5. Can the solution be customized for our needs?

- Yes, you can get us to configure the integration as per your use case and that will go under consulting and modifying the solution for your needs.

Pricing

1. On-going Azure Costs will also be present and borne by the client.​
2. Azure Costs are required for hosting the Azure Functions​
3. Annual maintenance includes any break-fixes to the integration.​
4. Power BI Pro license is required for Power BI Reporting.